Services · Revenue Engine Build
The Revenue Engine Build: Stop Losing Leads in the Cracks
Marketing, Sales, and your tech stack, finally running as one machine. Shared lead stages, a real handoff, a CRM people trust, and dashboards leadership will actually read.
Timeline
6–10 weeks
Format
Workshops + hands-on build
Pricing
Project fee
Best For
B2B teams whose leads, data, and people aren’t connecting
Is This You?
A Revenue Engine Build might be your next move if...
✓Nobody can agree on what an MQL or SQL actually is.
✓Leads sit untouched for days (or forever) after they come in.
✓Sales says the leads are bad, and Marketing says Sales never follows up.
✓Your CRM is more of a graveyard than a goldmine.
✓Each team has its own reports, and its own version of the truth.
✓Your CRM, website, and marketing tools don’t talk to each other.
If you nodded at even one of those…let’s talk.
What You Get
What We Build
Not a slide deck about a better process. The actual process, built and running in your tools.
Lifecycle Stages & Definitions
Clear, agreed definitions for every stage from first touch to closed deal, signed off by both teams.
Lead Scoring
A scoring model that tells Sales who’s ready to talk, and who needs more nurturing first.
The Handoff Agreement
A marketing-sales SLA: who owns what, how fast leads get followed up, and what happens when they don’t.
CRM & Automation Setup
Your CRM and marketing automation (HubSpot and friends) configured to run the process for you.
Pipeline Dashboards
One set of numbers both teams believe in, tracked stage by stage.
Training & Rollout
Enablement so the new process actually gets used…not just documented.
How It Works
From Duct Tape to Engine
01
Audit the Journey
Review your funnel, CRM data, and workflows, plus interviews with both teams.
02
Agree on the Rules
Workshops to define stages, scoring, handoffs, and follow-up SLAs.
03
Build It
Configure your CRM, automation, lead routing, and dashboards.
04
Roll It Out
Train the teams, launch, and fix whatever the real world uncovers.
05
Measure & Tune
Stage-by-stage reporting so you catch leaks fast and keep improving.
Expectations First
What We Need From You
This one is a team sport, so both sides of the house need a seat at the table.
- A sponsor from both Marketing and Sales (yes, both)
- Admin access to your CRM and marketing tools
- Time from both teams for 2–3 working sessions
- An open mind about “the way we’ve always done it”
The Receipts
Built From Both Sides of the Table
I’ve led both Marketing and Sales teams and run marketing operations hands-on, from CRM and automation to SEO and web platforms. So I know the frustrations on each side are real.
I also know a process only works when it works for the people using it every day. That’s why we build it with your team, not just for them.
Steadfast
VP of Marketing & Sales
BigScoots
CMO
OpenMetal
Director of Marketing
Panduit
Marketing Leadership
FAQ
Fair Questions
Do we need to be on HubSpot?
Nope. HubSpot is a favorite, but the process comes first. We’ll work with the CRM you have, or help you pick a new one if it’s truly time to switch.
How much does it cost?
It’s a project fee, scoped once we see how complex your funnel, data, and tools are.
What if our data is a total mess?
Join the club. Cleanup is part of the build, and we’ll prioritize the data that matters most.
What happens after launch?
You own it. If you’d like help keeping it tuned, a Fractional CMO or advisory setup keeps it humming.
What’s Next
Where to Go From Here
Not Sure Where the Leaks Are?
Start with a 2–3 week audit to find exactly where leads and revenue are slipping.
Want Someone to Run It?
Put a seasoned leader in the seat to own the engine once it’s built.
Growing Through Partners?
Extend the engine to partners with a program built to sell with you.
Want the thinking behind it? Read the deep dive on Sales Process & Operations.
Ready to Tune Your Engine?
Tell us where leads are getting stuck. We’ll show you how we’d fix it.