We run your tradie pipeline, your Xero sync, and your Privacy Act trail — in NZD.

What a managed RevOps engagement looks like in New Zealand

Week one is setup: your pod maps every enquiry source — website forms, phone, Trade Me and portal listings, referrals — into one pipeline inside HelloGrowthCRM, connects Xero, and gets your SMS and WhatsApp templates approved with opt-out handling that respects the Unsolicited Electronic Messages Act. From week two the standing cadence runs: every NZ inbound gets a first touch on the cadence agreed at scoping, quotes are chased on a fixed rhythm instead of when someone remembers, and closed-won deals land in Xero as draft invoices the same business day. You see all of it in a weekly NZD report — what came in, what moved, what stalled, and what the pod is doing about it.

The point is not to replace your salespeople. A Hamilton engineering firm still quotes its own jobs and a Wellington consultancy still runs its own client meetings — the pod removes the follow-up, data-hygiene, and reconciliation work that otherwise eats evenings and Friday afternoons. Because the service runs on the same HelloGrowthCRM workspace your team uses, nothing is hidden in an agency's tooling: every touch, consent record, and Privacy Act 2020 audit entry stays in your CRM if you ever take the work back in-house.

Is managed RevOps the right step, or should you self-serve first?

A useful rule of thumb: if your team answers most enquiries the same day and your pipeline is under a hundred active deals, self-serve is usually enough — start on the CRM plans shown on the New Zealand pricing page and build the habit yourselves. Managed RevOps earns its fee when enquiries arrive from across the country faster than a small team can triage them, when quotes are dying un-chased, or when Xero reconciliation and Privacy Act record-keeping have become a weekly tax on the owner's time. Trades businesses can see how the underlying workflow runs on the CRM for plumbers page, and the Xero CRM integration guide covers exactly what syncs and when. Engagements are flat-fee in NZD, GST invoiced, with a recommended three-month start and 30 days' notice to pause — so the decision is reversible if your team outgrows the need.