RevOps & GTM systems for B2B SaaS

Stop losing deals to broken CRM and data nobody trusts.

I rebuild your Tech Stack into a revenue engine that routes every lead right, enriches it automatically, and reports numbers your team actually believes.

Book a RevOps audit
Pipeline System — Live
Trigger: New inbound lead
Enrich record in Clay
Score fit and buying signal
Route to owner in CRM
Notify rep with full context
Routing, enrichment, and context running without spreadsheet glue or manual handoffs.
The stack I build on, every day
Salesforce Clay
n8nn8n
ClaudeClaude
Gong
HubSpotHubSpot
Customer.io
Chili PiperChili Piper
Why GTM breaks

Your stack should run as one motion. Instead, it works against your reps.

01 DATA_INTEGRITY
Your CRM became an admin graveyard

Empty fields, duplicate accounts, leads landing on the wrong rep. Your team spends more time fixing Salesforce than selling in it.

02 FLOW_TIMEOUT
Automations break when it matters

Flows were duct-taped together by someone who’s long gone — and was never an ops pro. One edge case and routing, enrichment, or handoffs fail silently.

03 SOURCE_CONFLICT
Sales and Marketing are fighting against Reporting

Two dashboards, two answers. When sales, marketing, and leadership can’t agree on the pipeline, every forecast is a guess.

The operating system

I rebuild your stack into one system that runs itself.

Salesforce as the source of truth — wired to Clay, n8n, and AI agents — so every lead, field, and number finally pulls in the same direction.

One source of truth — clean data, right-fit routing, one set of numbers your team trusts.

Automations that survive — documented, monitored, and built to handle the edge cases.

You leave as the owner — clear docs, no black boxes, no lock-in.

One system · self-running
Systems I build

CRM, GTM workflows, automation, and AI agents — one revenue system.

Map my revenue stack

Salesforce implemented and architected around how you actually sell

Objects, stages, fields, ownership, and dashboards mapped to how your team creates and converts pipeline — clean by design, and built to stay that way.

Data Model Validation Rules Duplicate Rules
01Discovery
02Business Process Mapping
03Data Model Design
04Security & Access Model
Signal from the field

Teams that stopped fighting their stack

“Nathan brought order to our GTM stack. HubSpot, Clay, routing, and reporting finally work together — and the team trusts the data again.”
Maya Chen
Maya Chen
VP Sales · Seed-stage SaaS
“Duplicate accounts and dead fields were killing us. Six weeks later Salesforce is clean, routing is automatic, and I stopped doing hygiene by hand.”
Daniel Osei
Daniel Osei
RevOps Lead · Series B fintech
“For the first time sales, marketing, and I are reading the same pipeline. Forecasting went from a guess to a number I'll defend to the board.”
Priya Raman
Priya Raman
Founder & CEO · B2B SaaS
Common GTM breakpoints

The problems every revenue team hits — solved as systems

If your stack is growing, you have at least three of these. Each one is a repeatable system I've built before.

// SPEED-TO-LEAD
Inbound leads go cold before anyone replies

Instant capture, enrichment, scoring and round-robin routing — every lead reaches the right rep in minutes, not days.

// DATA HYGIENE
Duplicate accounts and fields no one trusts

Dedupe rules, validation, and automated enrichment keep the CRM clean by design — so reporting and routing actually hold up.

// ENRICHMENT & SCORING
Reps waste hours researching accounts

Clay enrichment plus fit and intent scoring surfaces the accounts worth working — so selling time goes to pipeline, not tabs.

// SALES ↔ MARKETING
MQLs fall through the cracks between teams

Lifecycle stages, handoff SLAs, and alerts make every pass between marketing and sales tracked — nothing goes silent.

// REPORTING
Two dashboards, two answers, no trusted forecast

One source of truth and dashboards sales, marketing, and leadership finally agree on — forecasts you can defend to the board.

// OUTBOUND
Outbound is manual and impossible to scale

Signal-triggered sequences fire straight from CRM changes — new funding, a job change, a product signal — so outreach runs itself.

The engagement

From messy stack to operating system

01 DIAGNOSE
Audit the revenue system

We review your CRM, Marketing Automation, GTM tooling, automations, reporting and handoff points to identify what is slowing pipeline down.

02 ARCHITECT
Design the operating model

We map the lifecycle, data model, ownership logic, tool roles, and implementation plan before anything gets built.

03 SHIP & RUN
Build, launch, and maintain

We implement the system, test the workflows, train the team, and stay close enough to keep operations improving after launch.

Questions before we rebuild your revenue stack?

Ready to clean up your revenue stack?

Book a RevOps audit