RevOps Services
Stop Wrestling with Systems. Start Scaling With Them.
RevOps Services
Stop Wrestling with Systems. Start Scaling With Them.
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The Cost of Broken RevOps
The Cost of Broken RevOps
Growth often slows not because of vision, but because the systems behind it can’t keep up. CRMs fill with bad data, workflows fall out of sync, and reports stop reflecting reality. What should be seamless becomes a constant drag on the business.
Teams spend valuable time wrestling with tools instead of moving forward. Handoffs create confusion, visibility is lost, and decisions are made on incomplete information. Maroon Standard fixes the foundation. We build RevOps that are clean, connected, and structured to scale with the business.
The Maroon Standard.
The Maroon Standard.
How We Build Systems That Scale
How We Build Systems That Scale
RevOps doesn't work with quick fixes. It needs structure. Our process connects the moving parts into one system that grows with the business.
Assess
Assess
We start by auditing your CRM, automation, and workflows to uncover gaps in data, reporting, and handoffs.
Align
Align
We then build a roadmap that connects tools, teams, and processes into one coherent system.
Activate
Activate
With the plan in place, we implement automation, integrations, and dashboards that streamline how revenue flows.
Advance
Advance
Finally, we monitor performance, refine processes, and scale systems as your priorities evolve.
Assess.
The RevOps Audit
The RevOps Audit
RevOps problems often hide in the details. Data looks fine on the surface, but deeper down the CRM is cluttered, automations are outdated, and reports no longer reflect reality. That's why every engagement starts with a RevOps Audit.
We take a close look at the systems behind your revenue, what's helping, what's hurting, and what's holding you back.
What we review.
CRM Health
CRM Health
Data quality, structure, and consistency across Salesforce, HubSpot or GoHighLevel.
Automation & Workflows
Automation & Workflows
Lead routing, scoring, nurturing, and campaign processes.
Reports & Analytics
Reports & Analytics
Accuracy, accessibility, and relevance of dashboards and forecasts.
Tech Stack Alignment
Tech Stack Alignment
How well tools integrate across marketing, sales, finance, and customer success.
Process Efficiency
Process Efficiency
Handoffs, territory planning, and SLAs that keep teams working in sync.
The Outcome:
The Outcome:
A detailed roadmap that shows where revenue operations are breaking down, what to fix first, and how to create a system that supports predictable growth.
Align.
The Roadmap
The Roadmap
An audit only matters if it turns into action. Once the gaps are clear, the next step is building a roadmap that connects your systems, teams, and data into one predictable revenue engine.
We turn insights into a structured plan that prioritizes fixes, aligns processes, and creates clarity across Marketing, Sales, Finance, and Customer Success.
CRM & Data Architecture
CRM & Data Architecture
Marketing & Sales Automation
Marketing & Sales Automation
Messy or inconsistent data slows every part of the business. We design and maintain clean Salesforce, HubSpot, or GoHighLevel environments with structures that scale.
What we deliver:
✔️ Custom data models and field design
✔️ Role-based access and security controls
✔️ Automated workflows for consistency
✔️ Ongoing governance and monitoring
Manual work creates bottlenecks and missed opportunities. We design automation that keeps processes moving efficiently.
What we deliver:
✔️ Lead routing, scoring, and qualification
✔️ Sales-to-Customer Success handoff workflows
✔️ Renewal and upsell automation
✔️ Campaign and nuture programs on your preferred marketing automation platform
Revenue Analytics & Dashboards
Revenue Analytics & Dashboards
Tech Stack Roadmap
Tech Stack Roadmap
Decisions should be based on truth, not guess work. We build dashboards and models that provide clear visibility at every level.
What we deliver:
✔️ Pipeline health and conversion reporting
✔️ Board-ready dashboards with key KPIs
✔️ Forecasting models tailored to your business
✔️ Custom reporting by team, role, or region
Disconnected tools create silos and inefficiency. We map and integrate the systems that keep revenue flowing.
What we deliver:
✔️ Assessment of current tools and overlap
✔️ Integration strategy for CRM, CPQ, billing, customer success, and marketing
✔️ Recommendations for tech stack consolidation or expansion
✔️ Middleware and API integrations with platforms like Workato or Zapier
Process Design & Playbooks
Process Design & Playbooks
Customer Lifecycle & Expansion Ops
Customer Lifecycle & Expansion Ops
Without clear rules, processes break down. We document, standardize, and optimize workflows so teams operate in sync.
What we deliver:
✔️ Territory planning and assignment rules
✔️ SLA documentation for response times and handoffs
✔️ Sales and Customer Success playbooks for consistent execution
✔️ Enablement resources to keep teams consistent
Growth doesn't stop at the initial sale. We set up systems that track renewals, upsells, and customer health to drive lifetime value.
What we deliver:
✔️ Renewal workflows and alerts
✔️ Upsell and cross-sell tracking
✔️ Health scoring and churn risk monitoring
✔️ Expansion reporting and insights
Contract & Legal Operations
Contract & Legal Operations
RFP Support
RFP Support
Deals stall when contracts do. We streamline contract management to shorten cycles and reduce risk.
What we deliver:
✔️ CLM tool implementation and optimization
✔️ Automated approval workflows
✔️ Contract visibility and tracking
✔️ LegalOps support for scaling teams
Responding to RFPs can overwhelm teams and slow down the sales cycle. We streamline the process by building systems, templates, and AI agents that make responses faster, more accurate, and less resource-intensive.
What we deliver:
✔️ Centralized RFP content library with approved messaging
✔️ Standardized templates for consistency and compliance
✔️ Automated workflows for approvals and collaboration
✔️ Custom AI Agents to accelerate response times and reduce manual effort.
Activate.
Turning Roadmaps into Reality
Turning Roadmaps into Reality
Once the roadmap is clear, execution begins. Our packages scale with the stage of your business, from building credibility, to generating consistent demand, to having full senior-level oversight
RevOps Foundations
RevOps Foundations
For companies building their first structured operations system.
For companies building their first structured operations system.
Package Includes:
✔️ CRM & data audit with cleanup
✔️ Standardized workflows for sales & customer success
✔️ Foundational automation (routing, notifications, approvals)
✔️ Core dashboards for visibility
Benefits:
✔️ A single source of truth for data
✔️ More efficient and consistent team handoffs
✔️ Less time spent managing manual processes
✔️ Confidence in reporting and visibility
RevOps Engine
RevOps Engine
For companies ready to scale with automation and analytics
For companies ready to scale with automation and analytics
Package Includes:
✔️ Marketing and sales automation across the funnel
✔️ Advanced dashboards and forecasting models
✔️ GTM tech stack integration with billing, CPQ, and Customer Success tools
✔️ Process playbooks for handoffs and SLAs
Benefits:
✔️ Less manual work and fewer dropped tasks
✔️ Faster decisions through accurate, real-time reporting
✔️ Connected systems that reduce silos
✔️ Processes that scale without breaking
RevOps Leadership
RevOps Leadership
For founders who need end-to-end ownership.
For founders who need end-to-end ownership.
Package Includes
✔️ Strategic planning & roadmap ownership
✔️ Oversight of automation, integrations, and reporting
✔️ Alignment of RevOps with Sales, Marketing & Finance
✔️ Board-ready reporting and performance insights
Benefits:
✔️ Executive-level leadership without the full-time overhead
✔️ Clear accountability for RevOps outcomes
✔️ Stronger alignment between revenue teams
✔️ Confidence that systems support long-term growth
Full CRM Implementation
Full CRM Implementation
Many businesses rely on Excel or Google Sheets long after they have outgrown them. We help you make the leap into Salesforce, HubSpot or GoHighLevel, building a CRM and connected tech stack that creates structure, visibility, and predictabiliyu.
Problem:
Running revenue out of spreadsheets eventually breaks. Data gets messy, handoffs are missed, and visibility disappears. Without a proper CRM, growth slows and decisions are made on incomplete information.
Solution:
We move you from Excel or Google Sheets into a fully implemented Salesforce, HubSpot, or GoHighLevel environment. Clean data, structured workflows, and connected tools create a foundation that gives you clarity, consistency, and confidence to scale.
What We Deliver:
✔️ CRM design, setup, and data migration
✔️ Custom data models and field mapping
✔️ Role-based permissions and security settings
✔️ Integrwation with core tools such as marketing, finance, and customer success
✔️ Baseline reporting dashboards
Benefits:
✔️ Smooth migration from spreadsheets to a modern CRM
✔️ A system designed around your processes, not generic defaults
✔️ Faster adoption across teams with role-based access and training
✔️ Visibility into customers, pipeline, and performance from day one
Advance.
Optimize and Scale
Optimize and Scale
Building RevOps is not a one-time project. As the business grows, systems need to adapt, processes need refining, and reporting needs to evolve. Advance keeps your operations sharp by monitoring performance, learning from data, and making ongoing improvements.
Accountability Built In:
Accountability Built In:
Ongoing data quality and governance
Workflow and automation refinement
Reporting reviews and forecasting updates
Tech stack optimization and integration health
Our Value
How We Make a Difference
How We Make a Difference
Don't Leave Growth on the Table
Don't Leave Growth on the Table
Partner with Us to Turn Scattered Marketing Into a System That Scales
Partner with Us to Turn Scattered Marketing Into a System That Scales
You’ve proven the business works. Now it’s time for marketing that matches it. Whether it’s building a foundation, fueling a demand engine, or adding executive-level leadership, Maroon Standard brings the strategy, structure, and execution to get you there.
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