Reporting where each number has a source
We connect the systems your reporting draws from, automate the recurring digests, and keep a person approving anything that writes back to a record.
A week in revenue operations, before and after
- Mon 8:00The Monday numbers are pasted together from three exports before the leadership call.The digest is in the channel first thing with each figure linked to its query and record.
- Tue 13:00A leader asks why pipeline moved. The answer takes an afternoon of filtering.The question is answered from the connected record with the deals that moved and why, cited.
- Wed 10:00Inbound forms are retyped into the CRM and half the fields are wrong.Forms are extracted into a review queue; a person approves each record before it lands.
- Thu 15:00Account health is a gut call by whoever last spoke to the customer.A written score with visible weights flags accounts to look at, and says why.
- Fri 12:00A new field is added to the CRM and three reports quietly break.The change note names the reports that depend on the field before anyone runs them.
What we build for revenue operations teams
8 capabilities, each with its own page: the deliverables, the steps, and what is not promised.
Recurring reports and digests
The weekly or daily summary someone assembles by hand today, delivered on a schedule to Slack or email with each figure traced to its source.
See the deliverablesDocument and intake extraction
PDFs, forms, emails and transcripts turned into structured records — names, dates, amounts, decisions — queued for a person to approve before they land anywhere.
See the deliverablesUser engagement scoring
A transparent engagement or health score built on the behaviours that predicted retention in your own data, with the weights written down.
See the deliverablesAI workflow automation
The workflow your team repeats every week, automated with AI where it helps and plain software where it does not, run beside your current process until you trust it.
See the deliverablesCompany knowledge base
One connected, searchable place for what your business knows, so new hires, sales and support get the same grounded answer.
See the deliverablesPII protection and data handling
Redaction, minimisation and handling rules for personal data in transcripts, tickets and documents before any model sees them, with residency where your obligations require it.
See the deliverablesAI policy and governance advisory
Acceptable-use, model-risk and data-handling policy for a team facing client, insurer or regulator questions.
See the deliverablesAI context readiness audit
A transparent check of which company context an AI could use today, what is missing, and what to write down first.
See the deliverablesWhat stays under your control
The promises that hold on every engagement, and the ones we do not make on this one.
On every engagement
- Outputs cite the document or conversation they came from, so a person can check before acting.
- A person approves anything that reaches a customer or writes to a system of record.
- Delivery is Slack, email or a document you own. Other channels are not offered.
- Fixed price, agreed before we start. Nothing numeric is published on this site.
The work runs on the TurnkeyGTM platform where it fits, and on plain software where it does not.
Not promised here
- Writes to your CRM or systems of record happen only through an approval step you control; nothing runs unattended into a live record.
- Delivery is Slack, email or documents you own.
- We design for your privacy obligations; we do not certify compliance.
How an engagement runs
One call to scope it, one fixed price to approve, one build you can trust before it goes live, then a handover.
The full process- 1
Scope the work
A thirty-minute call on what your team does by hand every week, where the information lives, and who needs the output.
- 2
Fixed price, ROI up front
You get a written proposal with a fixed price and an honest estimate of the hours it gives back.
- 3
Build beside your process
We design and build the automation and run it next to the manual version until the outputs match and you trust them.
- 4
Hand over, keep it running
Documentation and runbooks so your team owns it.
Questions we get asked
Teams revenue operations works with
Revenue: Sales, enablement, RevOps and support: the teams closest to the customer record.
Sales
Turn call recordings and deal notes into account briefs, objection guides and battle cards a rep can check against the source.
Learn moreGrowth marketing
Find the accounts and behaviours worth an experiment, then keep the results where the next experiment can reuse them.
Learn moreData and analytics
Design the scoring models, the taxonomies and the pipelines that make the rest of the GTM stack's AI checkable.
Learn moreTell us what your revenue operations team does by hand.
A thirty-minute call is enough to know whether it is worth automating. Fixed price, agreed before we start.