RevOps

RevOps Isn't a Dashboard.It's the Operating System Underneath Your GTM.

We build it. We run it. Sales, marketing, and CX finally working from the same numbers.

What Phi runs

What We Build

CRM Architecture

We audit, rebuild, and run your CRM. Custom objects. Deal stages. Properties. Automation. Built around your actual funnel, not a template. HubSpot / Salesforce / Hybrid.

Attribution & Funnel Visibility

Multi-touch attribution that actually tells you which channel is working. Lifecycle tracking from first touch to closed-won.

Lead Routing & Handoff Logic

Rules-based flows across SDR, AE, CS, and Support. Routing by ICP, region, channel, or funnel stage. No leads falling through cracks.

Pipeline Scoring & Enrichment

Real-time data syncs. Scoring models tied to ICP and behavior. Enrichment triggers that tell reps who to call and when.

GTM Dashboards

Built for weekly ops reviews and board reporting. Not vanity metrics. The numbers your revenue team actually needs to make decisions.

Shared Playbooks

Sales, marketing, and CX running from the same page. Literally.

What it delivers

How Fast It Moves

Most RevOps projects take a quarter to show progress. Ours are live in two weeks.

Week 1Audit

CRM mapped. Gaps identified. Architecture planned.

Week 2Build

Routing, attribution, dashboards, automation deployed.

Week 3+Live

System running. Iteration based on real pipeline data.

Why Phi

Operated, Not Just Configured.

Most RevOps work stops at setup. Someone configures your CRM, hands you a doc, and leaves.

We stay. We monitor. We iterate.

When something breaks or the funnel shifts, we rebuild it. You don't need to hire a RevOps manager to maintain what we built.

Why Not Just Hire a RevOps Manager

One RevOps hire takes 3 to 4 months to find, another 2 to onboard, and they're usually focused on SalesOps only. Marketing and CX stay disconnected.

One System, End to End

We build the full system across sales, marketing, and CX. Operational in weeks. Managed end to end by Phi.

Who this is for

Who This Is For

01
Revenue teams flying blind with no dashboards, no attribution, no visibility.
02
Companies stuck in CRM chaos with outdated deal stages and no automation.
03
Teams where marketing and sales fight over lead quality and nobody wins.
04
Orgs with no consistent handoff between SDR, AE, CS, and Support.
05
Leaders who need board-level reporting but the ops stack can't keep up.

“Phi didn't just clean up our CRM. They re-architected how we run GTM. Reporting, routing, and results all improved in weeks.”

Brendan Meuse, VP Revenue Operations · DigitalOcean

In action

What This Looks Like

Datatruck

97% CAC drop
HubSpot configured from scratch. Full funnel automation. Attribution across three channels. SDR to AE to CS handoff fully automated.

AtoB

3 product lines
CRM re-architecture across a sales operation spanning three product lines and thousands of fleet customers. Reporting aligned across sales and CX.
They sold with us, built with us, scaled with us.

DigitalOcean

Full re-architecture
Salesforce re-architecture. GTM dashboards. ICP scoring engine built to prioritize pipeline. Reporting aligned across sales and success.

Proof

Let's Talk

30-minute call. Your stack, your funnel, what's disconnected. Build plan scoped within a week. Live in two weeks with dashboards, routing, and attribution running.

Talk to us