how it works
Your workspace, ready before we start.
As a client you get a personalised dashboard built from our intake. Shared with you immediately — updated throughout the project and always there.
plan of approach
Four phases, discovery to go-live.
Structured around Revenue Architecture principles — the same operating framework used by high-growth revenue teams to align people, process, and platforms.
Intake
Align on goals, use cases, systems, data, and success metrics. Deep dive into your current CRM, sales process, and tech stack — identify gaps, quick wins, and build a roadmap.
Architecture
Design CRM, data model, routing, automations, integrations, and governance. Configure pipelines, import and clean data, and build the core automation framework.
Acceleration
Build and launch highest-value workflows fast so reps feel value early. Connect tools, set up reporting dashboards, and automate repetitive tasks.
Adoption
Train users, monitor usage, iterate, and expand. Ongoing refinements based on real usage data — new automations, workflow tweaks, and quarterly reviews.
Every client gets one operating document that ties business objective → workflow → owner → system → KPI → rollout plan.
example workspace
Built for your situation, not a template.
The content is based on your intake. Every workspace is different.
Promptfields / Acme Corp
Acme Corp — CRM & Sales Ops
Shared workspace · last updated today
CRM
Attio
Phase
Pipeline setup
Status
● In progress
Week
2 of 4
3/7 complete
Setup checklist
Intake summary
Current setup
Spreadsheets + email
Team size
8 sales reps
Main goal
Pipeline visibility
CRM selected
Attio
Pain point
Manual reporting
This week's actions
Branko
Configure deal stages, pipeline views, and AI digest workflow
You
Export existing deals from Google Sheets
Both
Review together on Thursday at 10am
Next call
Thursday · 10:00am CET
Google Meet · link in email
get your workspace
See what it looks like for your company.
Leave your company name and email. I'll build a personalised workspace based on your situation and send you access — no call needed yet.
common questions
Frequently asked.
What CRMs do you work with?
Primarily Attio, HubSpot, and Zoho CRM. If you're using something else, we can discuss whether it's a fit during an intro call.
What's the difference between CRM consulting and RevOps consulting?
CRM consulting typically ends at tool configuration. RevOps consulting connects your CRM to the full revenue engine — data flows, automations, team workflows, and cross-functional alignment. I do both, but the biggest impact comes from treating your CRM as part of a system, not a standalone tool.
How does pricing work?
Every engagement is scoped to your situation. After an intro call I share a clear proposal based on your team size, systems, and complexity — no lock-in.
Do you work with teams outside Europe?
Yes. Most of my work is remote and async-friendly. Time zone overlap for calls is the only practical constraint — we'll figure it out.
Do I need a dedicated RevOps hire before engaging?
No. Many clients start without one — that's often exactly why they need outside help. I can operate as a fractional RevOps partner until the function is mature enough to hire for. The systems and documentation I leave behind make that hire easier when the time comes.
Can you work alongside our existing sales ops or RevOps team?
Absolutely. I often embed alongside in-house teams — especially when they have strong process knowledge but need help with automation architecture, AI workflows, or integration design. The goal is to leave your team more capable, not more dependent.