Services
Programs that connect your entire revenue engine.
Every engagement combines strategy, systems build, and enablement so your team owns the outcomes long after implementation.
CRM Configuration & Implementation
Stand up or rebuild your CRM with clean data, mapped automations, and dashboards aligned to your go-to-market plan.
- Lifecycle stage definitions and pipeline governance
- Custom objects, fields, and automation rules
- QA, user acceptance testing, and launch support
Book a Discovary Call
RevOps Strategy Intensive
Audit your current systems, surface leakage, and prioritize the roadmap that will unlock your next revenue plateau.
- Tool stack evaluation with redundancy analysis
- Journey mapping from lead to lifetime value
- Quarterly roadmap and KPI alignment workshop
Book a Discovary Call
Lifecycle Email & SMS Automation
Deliver timely, personalized messaging that nudges prospects and members toward the next best step.
- Behavioral segmentation and tagging framework
- Conditional logic for offers, upsells, and reactivation
- Deliverability, compliance, and warm-up planning
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Sales Pipeline Architecture
Create a pipeline that mirrors how your team actually sells, with automation accelerating every handoff.
- Stage definitions, exit criteria, and SLAs
- Automated task creation and notification logic
- Management dashboards and forecasting setup
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Data Migration & Cleanup
Move from legacy tools without losing history or momentum, and emerge with a reliable source of truth.
- Field mapping, deduplication, and normalization
- Automated backfill scripts and validation checks
- Post-migration monitoring and rollback planning
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Membership & LMS Buildouts
Design cohesive learning experiences with CRM, billing, and content delivery fully synced.
- Platform selection and integration strategy
- Access tiers, drip schedules, and progress tracking
- Community and support workflows for retention
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Offer Funnel Engineering
Ship funnels that align messaging across ads, landing pages, and nurture sequences.
- Lead capture optimization and split testing
- Checkout, upsell, and downsell flow automation
- Post-purchase onboarding and referral loops
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Customer Onboarding Journeys
Build onboarding that shortens time-to-value and boosts product adoption across the first 90 days.
- Milestone-based messaging and nudges
- Task automation for success and support teams
- Sentiment and usage tracking for proactive outreach
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Analytics & Attribution Dashboards
Surface the revenue metrics that matter with automated dashboards tailored to your leadership cadence.
- Source, campaign, and cohort attribution models
- Executive dashboards with drill-down visibility
- Alerting for anomalies in conversion or retention
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Custom Integration Engineering
Connect your tools with APIs, middleware, or low-code automation so data stays synchronized.
- Webhook, API, and middleware architecture
- Error handling, retries, and logging playbooks
- Security reviews and permission management
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Marketing Operations Retainer
Gain a fractional ops partner to plan campaigns, launch experiments, and iterate quickly.
- Sprint planning, backlog grooming, and prioritization
- Experiment design, QA, and reporting cadences
- Team enablement through async reviews and SOPs
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Subscription & Billing Automation
Streamline payments, renewals, and dunning to protect MRR and reduce churn.
- Checkout and payment gateway integrations
- Dunning sequences and revenue recovery logic
- Billing analytics and finance reporting alignment
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Sales & Marketing Alignment Workshops
Bring go-to-market teams together around shared data, definitions, and systems.
- Lead scoring and routing governance
- SLA design across marketing, sales, and success
- Reporting frameworks for weekly standups
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Community & Support Automation
Blend human support with automation to scale responses without losing the personal touch.
- Support ticket routing and triage logic
- Knowledge base and chatbot integrations
- NPS, CSAT, and feedback loop automations
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Partner & Affiliate Funnels
Accelerate partner programs with automated onboarding, promotion, and payout workflows.
- Partner application and approval pipelines
- Campaign resource distribution and tracking
- Commission calculation and payout automation
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Segmentation & Personalization Engine
Convert more leads by tailoring messaging to behavioral, demographic, and product signals.
- Data enrichment and scoring model setup
- Dynamic content blocks for email and sites
- Automated win-back and loyalty journeys
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HubSpot & KEAP Workspace Management
Maintain complex instances with governance, documentation, and ongoing optimization.
- Permission structures and naming conventions
- Asset organization and cleanup playbooks
- Quarterly roadmap aligned to business goals
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Course Launch War Room
Keep launches calm and on schedule with pre-flight testing, live monitoring, and rapid adjustments.
- Go-live checklist across CRM, LMS, and payments
- Live campaign monitoring and escalation routing
- Post-launch reporting and iteration workshop
Book a Discovary Call
Fractional RevOps Leadership
Add strategic leadership that partners with your founders and revenue leads to keep execution tight.
- Executive alignment and board-ready reporting
- Team coaching, hiring support, and SOPs
- Vendor management and tool negotiation
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AI-Augmented Workflow Design
Blend AI assistants with human oversight to accelerate customer support, sales follow-up, and delivery.
- Use-case definition and guardrail planning
- Prompt libraries and workflow orchestration
- Performance tracking and continuous tuning
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