REVENUE OPERATIONS CONSULTING

Your Revenue Engine is Broken. You Can Tell in the Pipeline. Here's How to Fix It. 

Marketing says the pipeline is strong. Sales says the leads are poor quality. The forecast is wrong. You have to explain it to the board. This is a Revenue Operations problem, and it has a specific solution.

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Proof by Numbers

Trusted by Leading Investors and High-Growth Companies

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in Enterprise Value Influenced
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Companies Served
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Private Equity Firms
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CAC/LTV Improvements

Partnered with Leading PE Firms and Operators

THE COMMON PROBLEM IN THE MID-MARKET

Every Quarter You Miss Without Knowing Why is a RevOps Problem

Revenue Operations is the infrastructure that connects marketing, sales, and customer success around shared data, shared definitions, and shared accountability. When it is missing, every function performs against its own scorecard, and nobody owns the number you are responsible for.

This isn't unique. Companies that start out grow organically. They often patch together systems as they are constrained by budget in the startup mode. When growth starts to build, there's no time to rethink it. You might have been told the problem is marketing. Or sales. Or the CRM. Or that you need to hire more SDRs, run a different campaign, or find a better VP of Sales. These aren't inherently wrong, but they don't address the underlying issue: your commercial system isn't built to convert market demand into predictable revenue. It was built to generate activity in three separate functions that are not connected. 

Revenue Operations fixes the connection. It is not a technology project. It is the operational infrastructure that makes your ICP, pipeline, demand gen, and customer success motion work as one system and produce a revenue number you can stand behind in the next board meeting. 

Veritac Group's RevOps consultants are former operators: CMOs, CROs, and GTM executives who have built and run revenue operations at PE-backed and founder-led companies. They start with the commercial problem, not the tool. They build the system around the process. And they hand you a revenue engine your team can operate without ongoing outside support. 

This is not a CRM configuration project. This is a commercial system rebuild, and it is the difference between a pipeline you and the board trust and a pipeline that looks full until the quarter closes short. 

 

75%

of highest growth companies will adopt RevOps by 2026 (Gartner)

36%

more revenue growth for aligned revenue functions (Forrester)

10-15%

of potential revenue lost annually to marketing-sales misalignment (Gartner)

59%

win rate boost in RevOps-aligned sales organizations (HubSpot)
 
IS THIS YOUR SITUATION?

Seven RevOps Problems CEOs Recognize Immediately

These are not abstract symptoms. They are the specific, recurring situations that tell you the revenue operations infrastructure is missing, and costing you real money every quarter. 

Data Doubt

Your CRM data is not trusted for forecasting by you, your sales team, or your board. The numbers in the system and the numbers you actually believe are different

Revenue Forecast is Wrong

Your revenue forecast is consistently wrong in either direction, and the explanation changes

Random Acts of Marketing

You cannot tell which marketing channels, campaigns, or activities are actually producing pipeline, so you cannot invest more in what is working or stop what is not

Department Misalignment

Marketing and Sales are misaligned, using different ICP definitions, different lead qualification criteria, and different pipeline metrics. Revenue is leaking at the handoff between them

Individual Heroics

Revenue growth depends upon your top two or three reps and if any of them left, the pipeline would take a big hit

Wrong KPIs

Customer success is focused on satisfaction scores and ticket resolution time, not on expansion revenue and churn prevention as commercial outcomes

Integrated Growth System

You have a CRM, marketing automation, and a sales process on paper, but when you look at the actual output, you are not confident the system is working as designed

THE PROCESS FOR FIXING IT

The APRO™ Framework: From Revenue Engine Diagnosis to Operational System

Veritac Group engagements follow a structured four-phase approach. The goal is not a better dashboard. It is a commercial system that produces a revenue number your leadership team trusts.

Revenue System Audit

We assess the full commercial system, not function by function, but as one connected revenue engine. CRM reliability, pipeline quality, ICP accuracy, marketing-sales alignment, demand gen effectiveness, CS commercial motion. We name the actual problem before touching anything. 

Days 1–21 

The Two Fixes That Move The Number

Rank the RevOps gaps by commercial impact. Build a sequenced 90-day plan with defined milestones and the specific revenue metrics that will move. The sequence is critical. Addressing velocity before addressing quality is the most expensive mistake in RevOps implementation.

Days 15–45 

Embedded Implementation

Execute the roadmap alongside your team. Rebuild the ICP from closed-won data. Implement CRM stage gates. Address demand generation function. Align marketing and sales on shared MQL-to-SQL definitions. Build the CS commercial motion. Train the team as we go.

Days 21–90+ 

Board-Ready Revenue System

Stand up the revenue dashboard you can walk into any board meeting with. Pipeline velocity, conversion by stage and channel, NRR, CAC/LTV, forecast accuracy. Document the playbook. Exit when the system runs without us. 

Ongoing

WHAT A REVOPS ENGAGEMENT INCLUDES

Six RevOps Systems We Design and Deliver.

Every engagement is scoped to your specific revenue system gaps. These are the components that consistently move the number for founder-led and PE-backed companies. 

CRM Architecture and Pipeline Design

Ensure the CRM is built around how buyers actually decide, not how salespeople want to enter data. Stage gates with defined entry and exit criteria. Pipeline hygiene standards that produce a forecast you can trust. Implemented with rep training, not just configuration.

 

ICP Validation and Lead Scoring

The ICP is rebuilt from closed-won data and embedded into CRM qualification fields and lead scoring. Marketing and sales work from the same definition of a high-probability account. The lead quality argument ends when both teams are working from the same data. 

Demand Generation Infrastructure

Ensure that marketing automation, nurture architecture, and attribution are built for your validated ICP, not your assumed one. Measure what produces pipeline, not what produces activity. You will know which channels are working before the quarter closes, and not after. 

Marketing-Sales Alignment

One shared qualified lead definition. One shared pipeline review. One revenue metric both functions are accountable for. This is a structural process vs. a workshop. When it is built correctly, it does not require ongoing facilitation to hold.

Customer Success Commercial Motion

Define the expansion signal identification, at-risk account tracking, renewal process design, and upsell playbook, and ensure they are all built into the CS workflow. In a recurring revenue model, NRR is the most capital-efficient growth lever available. Many companies leave it unmanaged.

Revenue Reporting Dashboard

One board-ready dashboard: pipeline velocity, conversion by stage and channel, NRR, CAC/LTV, and forecast accuracy. The CEO and board see one coherent revenue story as opposed to marketing's deck, sales' deck, and customer success' report. 

Growth Diagnostics CEO Analyzing Data on Screen
GTM Readiness Assessment

Score Your Revenue Engine - Free GTM Readiness Assessment

10 diagnostic questions that help you pinpoint where your commercial system is breaking and what to fix first. The article includes a Gap Summary, Results tab with prioritized action sequences, and a 30/60/90 Day Priority Planner. Built for mid-market CEOs who need to diagnose before they prescribe.

RESULTS

What Happens When the Revenue Engine Works

"VeritacGroup gave us both a strategy and a seasoned leader who executed it. They helped us align sales and marketing, improve lead quality, and double our growth rate."

- CEO, PE-Backed Health Tech Company

 

 

CASES

Case Study Results

 

84% > 97% Net Revenue Retention

 PE-Backed health technology company

$45M Revenue

A RevOps rebuild surfaced that customers adopting three or more modules in the first 90 days retained at 96% over five years, while single-module customers churned at 28%. That signal existed in the data. No system was acting on it. Veritac built the CS commercial motion that moved NRR from 84% to 97% in 18 months. 

Hit Forecast for the First Time in a Year

A PE-backed SaaS company.

3.5x pipeline coverage.

Consistent 30% miss on quarterly revenue. The diagnostic surfaced a pipeline quality problem: the ICP was built on aspiration, stage gates were inconsistent, and the CRM could not produce a trustworthy forecast. A Veritac CRO rebuilt the ICP from closed-won data, implemented stage gates, and restructured coaching cadence. Revenue hit the forecast within a single operating quarter. 

Common Questions

RevOps FAQ

What is Revenue Operations and why do I need it?

Revenue operations is the infrastructure that makes marketing, sales, and customer success work as one commercial system instead of three separate functions. It is the difference between a revenue number you can predict and explain, and one that surprises you every quarter. Most revenue problems that CEOs attribute to people, market conditions, or strategy are actually RevOps problems. Broken systems make it structurally impossible for capable teams to perform consistently. 

Do I need RevOps if I already have Salesforce or Hubspot?

Having a CRM is not the same as having Revenue Operations. If your forecast is unreliable, if marketing and sales are using different qualified lead definitions, or if you cannot attribute revenue to specific commercial activities, the technology is present, but RevOps is not. Veritac Group diagnoses the specific gaps and builds the system around the tools you already have. We are technology agnostic, and we don't start by recommending new software. 

How long does a RevOps engagement take, and what does it cost relative to the problem?

Most Veritac Group RevOps engagements produce initial improvements within 30 days and a fully functional revenue engine within 90 to 120 days. For context: Gartner estimates companies with poor marketing-sales alignment lose 10 to 15% of potential revenue annually. For a $20M company, that is $2M to $3M per year left on the table. The cost of a RevOps engagement is a tiny fraction of that. Contact us to discuss the scope and structure for your specific situation.

Will Veritac Group work with my existing marketing and sales team, or replace them?

We work with your team, not around them. Veritac Group embeds with your existing commercial leadership and team to build the systems and processes they need to perform consistently. We do not replace your people; we give them the infrastructure to do their jobs at the level you need. The engagement ends when the team owns the system and can run it without us. 

What does Veritac Group leave behind at the end of the engagement?

You will have a functioning revenue engine your team operates independently: a data-driven ICP embedded in the CRM and sales process, a demand gen system that runs, a documented sales playbook for onboarding and consistency, a CS commercial motion tied to expansion and retention, a revenue dashboard the leadership team and board trust, and a team trained to run and optimize everything without outside support. The model is build-to-transfer, not build-to-depend.

Let’s Find Where Your Revenue Engine Needs Tuning

Every Veritact Group engagement starts with an honest diagnostic: where the commercial system is underperforming, what it costs to leave it broken, and what a functioning revenue engine would produce. 

No pitch. No obligation.