Start with setup and hygiene, or hand off the weekly RevOps operating cadence.
Operating model
The work is practical: capture every lead, route it correctly, follow up on time, keep data clean, and report what changed every week.
Lead intake is captured from web forms, email, WhatsApp, ads, imports, and manual sales entry.
Routing rules assign each lead by territory, source, product interest, owner capacity, or deal value.
Follow-up cadences run across email, SMS, WhatsApp, calls, and tasks with approval workflows.
Pipeline hygiene removes duplicates, repairs missing fields, flags stale deals, and standardizes reporting.
Weekly summaries show response time, contact rate, meetings booked, pipeline movement, and next actions.
Use these pages when you need a narrower workflow before choosing a managed service.