Conduct a comprehensive audit of all current sales, marketing, and customer success processes, mapping any existing tools or data sources—even if fragmented—to design a centralized RevOps blueprint tailored for undefined or minimal digital infrastructure.

Set up a unified Target Addressable Market (TAM) database and integrate or establish a basic CRM—centralizing contact data and lead activity for the first time. Build out blacklist protocols and basic hygiene processes to ensure data quality from day one.

Reduces lost or duplicated leads by 20–40%, enables consistent lead lifecycle management, and provides the basis for future automation—saving an estimated 5–8 hours/week previously lost to scattered spreadsheets and manual list management.

Automatically generate pre-call briefing reports for Account Executives using all available data, even from disparate sources, to ensure every interaction is informed and consistent despite undefined internal systems.

Improves AE preparedness and consistency, typically increasing meeting-to-opportunity conversion rates by 10–20% and saving at least 30 minutes per call on research and note compilation when data is otherwise hard to find.