Our Services
“Revenue Operations-as-a-Service”
Pick the solutions you need now.
Then, flexibly switch things up later on as you go.
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Rapid Rescue
Quick Troubleshooting & Issues Resolution
🏃♂️ Jump in quickly to understand client’s situation & business, diagnose issues, and solve problems
🛠️ Provide clients with usable resources and sustainable solutions to fix both immediate issues, AND their root problems
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Tugboat
Ongoing Administration & Maintenance Services
⚙️ System Administration, Auditing, Updates and Repairs
🧑🎓 User Management & Coaching: Custom Training, Onboarding, and Adoption
📈 Strategic Planning for Ongoing Growth
Shipyard
New Solution Architecture, Design & Development
🏗️ Implement new systems from ground up (and migrate from your old ones)
📊 Prioritize client’s maximized value (operating costs and/or time saved)
🤝 Orchestrate integrations between new & existing systems
🔬 Design thoughtfullly — while keeping the interconnected nuances of people, process, and platforms in mind
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Lighthouse
Strategic Advisory for Tool Stacks & Team Growth
🔎 Assess current team’s opportunities & strengths with toolset on hand
🧭 Guide teams in vendor procurement & evaluation — selecting and buying the right integrated toolkits for their current and future needs
Focus of Expertise
- CRM Administration, Customization, Workflow Configuration, and Development
- Marketing Automation
- Software Vendor Procurement, Evaluation & Analysis
- Systems Integration & API Configuration
- Sales Operations & Enablement
- Data Capture & Web Form Configuration
- Business Intelligence, Analytics & Reporting Design
- Pricing, Quotes & Contract Management (CPQ)
- Data Privacy & Compliance (e.g. GDPR, CCPA)
- Front-End Web Development (with focus on services integration, CMS configuration, and CRM UI component development)
- HTML, CSS, JavaScript, PHP, SQL, SOSL/SOQL, Visualforce
Selected Vendor Certifications Held
- Salesforce
- Administrator
- Marketing Cloud Account Engagement (Pardot) Specialist
- Marketing Cloud Account Engagement (Pardot) Consultant
- Nonprofit Cloud Consultant
- HubSpot
- Inbound
- HubSpot Sales Software
- HubSpot Reporting
- Workato
- Automation Pro I
- Automation Pro II
- Automation Pro III
- Smartsheet
- Core Product
Who We Work With
- Clients who are looking for partner who can work with different engagements models:
- As a temporary resource or a long-term partner
- Can offer efficient expertise as a cost-saving “fractional” resource (instead of full-time)
- Payment through ongoing retainer, for hourly billing, or for scoped projects
- Can jump in quickly “on-demand” into new engagements — with flexible global support across time zones
- We’re deliberately “industry agnostic” here. We thrive off of and enjoy our continued work and expertise with clients across variety of sectors:
- tech (particularly SaaS, enterprise software, B2B, and cybersecurity)
- media & entertainment
- telecommunications
- creative agencies
- life sciences
- nonprofit & social impact
- educational services & curriculum
- financial services
- private equity & VC firms
- startups (seed to Series D, but especially for Series A to B)