GTM ENGINEERING 05 — REVOPS & AUTOMATION
One source of truth, and a system that runs.
Most revenue stacks are four tools that disagree. We architect the data model, wire enrichment and intent into it, automate what should not need a person, and produce one dashboard the CFO and the CRO both trust.
$4.2M
PIPELINE
31%
WIN RATE
64d
CYCLE
82%
FORECAST
IN BRIEF
- Strategy Engineered builds revenue operations and go-to-market automation for B2B and SaaS companies.
- Scope covers CRM architecture, enrichment and intent data, sequencing infrastructure, AI agents and reporting.
- The output is one revenue dashboard with a single written definition of every metric on it.
- RevOps builds the instrument. The motion run through it sits under Sales Ops & Enablement.
01 — THE SITUATION
The CRM says one number, the marketing platform says another, and the board deck says a third because someone rebuilt it in a spreadsheet. Nobody is wrong. There are three definitions of a qualified opportunity and no one has written them down.
Beneath that, the stack has grown by accretion. Each tool was bought to solve a real problem and none was integrated into a model, so the team spends its week moving records between systems that were supposed to remove that work.
02 — WHAT WE BUILD
| Data model and CRM architecture | Objects, stages and definitions written down and enforced. One meaning per field. |
|---|---|
| Enrichment and intent | Which sources, at what refresh, resolved against one account record rather than four partial ones. |
| Sequencing infrastructure | Outbound and lifecycle systems wired to the same data model, with deliverability and domain hygiene handled properly. |
| AI agents | Where a model does the work reliably — research, drafting, routing, summarising — and where it must not. |
| Automation and routing | Assignment, alerting and handoffs that fire on the data rather than on someone remembering. |
| Reporting | One dashboard. Pipeline, conversion, cycle and forecast accuracy, each with a written definition. |
04 — THE FIRST NINETY DAYS
| 1–2 | Every field and stage audited. Definitions written and agreed in one document. |
|---|---|
| 3–5 | Data model rebuilt. Enrichment and intent resolved against one account record. |
| 6–9 | Automations, routing and alerting live. Deliverability and sync verified end to end. |
| 10–12 | One dashboard. Forecast model built on the new stage definitions and back-tested. |
05 — WHAT YOU LEAVE WITH
THE DEFINITIONS DOCUMENT
THE REVENUE DASHBOARD · ONE VIEW
AUTOMATION INVENTORY · WHAT RUNS, AND WHY
06 — EVIDENCE
| METRIC | BEFORE | AFTER |
|---|---|---|
| Forecast accuracy | 54% | 82% |
| Definitions of “qualified opportunity” in use | 3 | 1 |
| Manual hours per week on record hygiene | 11 | 1.5 |
07 — HOW WE FIT
| YOUR TEAM | Strategy Engineered | WHAT YOU KEEP |
|---|---|---|
| Owns the commercial decisions the system reports on | Architects the model, builds the automations, ships the dashboard | The instance, the data, the automations, the documentation |
| Approves definitions before they are enforced | Operates it until a RevOps function exists internally | A system a new hire can read |
08 — ENGAGEMENT SHAPES
| THE DIAGNOSTIC | Two to three weeks. The written diagnosis of your revenue system and the sequenced recommendation. The smallest honest engagement we offer. |
|---|---|
| THE SPRINT | Four to eight weeks. One defined problem — a pricing study, an entry study, a launch architecture — taken from question to decision-grade answer. |
| THE RETAINER | Quarterly. Design and build, held to numbers agreed in advance. Reviewed — and cancellable — at every quarter boundary. |
| THE EMBEDDED | We operate inside the motion: a partner and pod accountable for a revenue outcome alongside your team, until the system runs without us. |
ENGAGEMENTS START AT $3,000. SCOPE IS SET AFTER THE FIRST CONVERSATION. WE DO NOT PRICE AS A PERCENTAGE OF MEDIA SPEND.
FAQ
- Which CRM do you work in?
- Salesforce and HubSpot most often. We are stack-agnostic and opinionated about architecture rather than vendors.
- Do you replace our RevOps hire?
- No. We build the system and hand it over. Where no RevOps function exists yet, we operate it under an Embedded engagement until one does.
- Do you build AI agents?
- Where they are reliable. We are explicit about where a model should not be in the loop, which is more of the process than most vendors admit.
- How long does a rebuild take?
- A Sprint of four to eight weeks for the model and core architecture. Automation and reporting follow inside the quarter.
- Will this break our reporting during the rebuild?
- No. The old reporting runs in parallel until the new definitions are back-tested against a closed quarter.
Bring us a hard problem.
Engagements begin with a conversation, not a proposal. Tell us where growth is stuck. We will tell you — plainly — whether we are the right instrument, and what we would do first.