Revenue Operations
We Turn Revenue Into A System You Can Forecast
Revenue operations for B2B software companies. We design the revenue model, govern the pipeline, wire the systems that run it, and report numbers your board doesn’t take on faith.
Trusted by B2B software teams who need a number, not a screenshot
2 → 1
Live HubSpot portals consolidated into one account, zero campaign downtime.
0
Records lost across a live enterprise data migration.
656
Property issues resolved in a 1,028-property data model audit.
Who This Is For
Three problems that look operational
and are actually structural
Each gets treated as a reporting issue, a rep issue, or a tooling issue. None of them are.
They are what a revenue model looks like when nobody designed it.
Forecast nobody believes
The number changes depending on who you ask
Sales calls it one way, finance another, the board gets a third. Stage definitions drift, and every cycle ends in reconciliation.
Growth costs more every quarter
You are adding headcount to hold the same number
Conversion is slipping between stages, and nobody has isolated where, so the answer keeps being more reps and more spend.
Systems that cannot answer
Your stack records what happened and explains nothing
The data exists, but questions still take a week because work happens in spreadsheets alongside two systems.
How We Work
Most RevOps starts at the systems layer.
Yours should start at the model.
Configure a CRM against an undefined revenue model, and you automate the confusion.
Design the revenue model
Stages, definitions, conversion targets, and who owns each one.
Govern the pipeline
Inspection cadence, hygiene rules, and forecast discipline.
Build and Consolidate Systems
Architecture, migration, multi-brand setup and integration, executed without taking campaigns offline.
Report the economics
Conversion, velocity and cost by stage.
How It Connects
Four layers. Most agencies only touch one.
Each layer depends on the one above it. Systems built on an undefined model produce reports nobody trusts.
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Revenue model
Stages, definitions, conversion targets, segment economics, owner per stage
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Process and governance
Inspection cadence, hygiene rules, naming conventions, quota, territory, comp
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Systems and data
CRM architecture, migration, consolidation, integrations, routing, data model
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Reporting and forecast
Attribution by design, conversion, velocity, cost by stage, a forecast that holds
Build upward, and every layer inherits the last one’s assumptions. Build downward,
and the reporting answers the question it was designed for.
WHAT WE BUILD
RevOps services we deliver
Six builds across the four layers. Most engagements start with two or three.
Revenue model design
Stage definitions, conversion targets, and ownership, agreed before anything is configured.
Pipeline and forecast governance
Inspection cadence, hygiene rules and aging thresholds that make a forecast repeatable.
Funnel conversion economics
Conversion, velocity and cost by stage and segment, so growth rests on where it leaks.
Quota, territory and comp
Coverage, territory and comp mechanics that pay for the behavior the model needs.
Systems and data architecture
CRM architecture, integrations, routing, and the work that never writes back.
Revenue reporting and analytics
The questions leadership asks, answered from the system rather than a spreadsheet.
Case Study
One Company,
Two Brands,
One Revenue Platform
A Fortune 1000 IT services provider had grown through acquisition and ran as two organizations at the digital layer: separate websites, separate portals, separate data models. Nextvant rebuilt the customer-facing site, consolidated both live portals into one account, and governed the merged environment. Both brands kept independent domains, sender identity and campaign control throughout.
Result
2 → 1
Live HubSpot portals consolidated into one account, zero campaign downtime.
0
Records lost across a live enterprise data migration.
3,900+
Duplicate records removed from the merged database
656
Property issues resolved across a 1,028-property audit
601
Landing pages migrated and brand-assigned
50+
Enterprise web pages rebuilt on HubSpot CMS
Explore by report
Four questions you should be able to answer
Why did the forecast miss
Stage definitions, aging deals, and who calls the number differently.
Where is the funnel leaking
Conversion and velocity by stage, not a blended annual average.
What sourced this quarter's pipeline
Not last touch. What actually started each deal.
Which accounts are at renewal risk
Usage and engagement signals where revenue can see them.
HOW AN ENGAGEMENT WORKS
Structured. Transparent. Yours to keep.
Systems review
We map the revenue model as it actually runs, audit the data model, properties, forms and workflows, and mark where definitions, process and systems disagree with each other.
Model and definitions
Stages, conversion targets and ownership agreed across sales, marketing and customer success. This is the layer everything below inherits, so it gets signed off first.
Build and Migrate
Rebuild the architecture cleanly, then migrate records into a validated structure. Audit first, build second, move third. That sequence is what makes a live migration survivable.
Govern and Hand over
Naming conventions, documented workflows, governed lists and a clean data model. Your team runs it without us, and without rebuilding the mess we just resolved.
Integrations
We work in the stack you already own.
No replatform to start. Most of what breaks here is model and process, not software.
Here’s what our amazing clients are saying
The Nextvant team helped us build a robust MAP system for our multiple systems & requirements. As they progress ahead and build more competencies across the B2B marketing ecosystem
Blog
The Nextvant Journal
Ideas, observations, and practical lessons from the front lines of B2B growth.
- How this company reduced 30% of bad leads by transforming from Pay As You Go to Bundle PricingRead More: How this company reduced 30% of bad leads by transforming from Pay As You Go to Bundle Pricing
- Pricing Strategy For New Products — A Complete guide for foundersRead More: Pricing Strategy For New Products — A Complete guide for founders
- How to make your first outbound call — A step by Step GuideRead More: How to make your first outbound call — A step by Step Guide
FAQ
Frequently asked questions
What is a RevOps agency?
A revenue operations agency designs and operates the end-to-end revenue system across marketing, sales, and customer success: the revenue model, the process and governance around it, the systems that run it, and the reporting that proves it. A marketing agency runs campaigns. A RevOps agency decides what the campaigns are measured against.
How is this different from a HubSpot implementation?
Implementation configures the platform. This starts a layer above, with the revenue model the platform is meant to run. Configuring a CRM against an undefined model automates the confusion. If you need a build or a migration specifically, that is our HubSpot Services team.
How is this different from GTM engineering?
GTM engineering builds the data layer, scoring, and triggers that start motions. RevOps owns the model those motions are measured against, the governance that keeps it honest, and the reporting leadership acts on. Most companies need one urgently and the other eventually.
Let’s Talk
Whether you’re launching a product, entering a new market, improving pipeline performance, or
building the systems behind scalable growth, we’d be happy to discuss how we can help.