Your funnel isn't under-fed — it's un-plumbed. Trials that never get a sequence. PQLs sales can't see. Expansion signals nobody acts on. I find where revenue drains out of your SaaS stack and I build the system that seals it.
Built, not slideware. One firm sold in 2021 · 60+ RevOps builds shipped.
Every SaaS company I audit has the same six leaks. Not one of them is a marketing problem. They're all handoffs your tools were never wired to make.
Free signups land in the product and nobody — human or sequence — reaches out. The trial clock runs out in silence.
no lifecycle sequenceThe account hit every "ready to buy" usage threshold. Product knows. Your CRM doesn't. Sales never gets pinged.
product ↮ CRM not syncedMarketing → sales → onboarding → CS. Every arrow is a manual copy-paste, and each one loses context and days.
no owned handoffSeats fill up. Usage crosses the plan ceiling. The upsell trigger that should fire… doesn't exist yet.
no expansion signalsA card fails and the customer is gone — not because they left, but because no dunning flow caught it in time.
no billing recoveryRenewal date arrives with no health score, no early warning. You find out a account is at risk when it's already gone.
no health scoringFunnels leak by design — they narrow, and whatever falls out the sides is gone. The Revenue OS runs revenue as a closed loop of 7 stages, each one instrumented, each handoff owned by the system instead of a person's memory.
Every signup, form, and product event lands in one system with source intact.
Instant, relevant first-touch — the trial gets a human or a sequence within minutes.
PQL scoring surfaces the ready accounts and routes them to the right rep.
Won deals hand off to onboarding automatically — nothing re-keyed, nothing dropped.
Dunning and billing recovery close the involuntary-churn hole.
Health scores and usage signals flag risk and expansion before the renewal date.
Expansion and referral loops feed back into Capture. The system gets denser over time.
I don't sell strategy you have to go implement. I build the workflows, sync the tools, and hand you a system that's already sealing the leaks when I leave.
A live teardown of your HubSpot and connected stack. I map every stage, quantify what's draining, and hand you a prioritized fix list.
The 7-stage loop, built in your CRM. Pipelines, lifecycle automation, PQL scoring, handoffs, and reporting — wired and tested end to end.
Health scoring, usage-triggered upsell plays, dunning recovery, and renewal early-warnings — the back half of the loop most teams never build.
Post-build managed service. System health, data hygiene, monthly iteration, and priority access — so the system keeps compounding, not decaying.
Rough it in. This isn't a promise — it's the size of the hole. Most of it is recoverable with sequencing and sync you already have the tools for.
// drag to estimate
Assumes ~20% of unreached, non-converting trials are lost to follow-up gaps rather than fit — the part a system recovers. Conservative on purpose.
Get the real number → teardownOn a Revenue OS build, I'll surface at least $20K of recoverable pipeline in the audit — the leaks we can quantify and seal — or you don't move forward. If the hole isn't there, I'll tell you. That's the whole thesis: I'd rather find nothing than sell you nothing.
Book a live CRM teardown. Bring your HubSpot login. In 45 minutes you'll see exactly where your revenue is draining — whether or not you ever work with me.