Salesforce & Revenue Operations Coaching
Your Salesforce org is holding back revenue instead of accelerating it.
You've invested thousands in Salesforce, Gong, tech stack and AI tools. But:
- Sales reps complain it slows them down
- Your forecast is still in spreadsheets
- Comp plan changes require expensive consultant help
- Territory realignments take quarters, not weeks
- Your dashboards show data, but don't drive decisions
You don't need another admin. You need someone who's been in the seat.
WHO WE HELP
B2B SaaS companies ($10M-$100M ARR) where:
- The sales team has outgrown basic Salesforce setup
- RevOps feels reactive instead of strategic
- The CRO knows something's broken but not what
OUR BACKGROUND
- 10+ years leading GTM systems & RevOps
- Owned Salesforce at Udemy during scale from 5→350 people, $5M→$150M ARR
- Built repeatable frameworks for comp planning, territory design, pipeline management
- Player-coach who rolls up sleeves, not just PowerPoints
How We Work: Three Ways to Engage
1. RevOps Diagnostic
2 weeks, fixed fee
- Audit your Salesforce org, processes & team dynamics
- Interview stakeholders across sales, ops, CS
- Deliver prioritized roadmap with quick wins + strategic plays
Perfect for: "We know we need help but don't know where to start"
2. Strategic Implementation
3-6 months, project-based
- Partner on high-impact initiatives: CPQ optimization, comp redesign, territory model
- Hands-on delivery + coach your team to maintain it
- Knowledge transfer built into every phase
Perfect for: "We have a specific project that needs both strategy and execution"
3. Advisory Retainer
Ongoing, monthly
- Regular strategic counsel for your RevOps/Sales Ops leader
- Roadmap planning, prioritization, team coaching
- Ad-hoc support for critical decisions
Perfect for: "We need an experienced advisor in our corner as we scale"
What Makes This Different
✓ I've Scaled It Myself
Not theoretical consulting. I've lived the $5M→$150M journey and know what breaks at each stage.
✓ Tech + Strategy + People
Most consultants do one. I connect Salesforce architecture to comp plans, territory design, and sales team adoption.
✓ Knowledge Transfer, Not Dependency
I coach your team to own the solution. You shouldn't need me forever.
✓ Frameworks, Not Custom Chaos
Leverage battle-tested approaches adapted to your business.
Sample Frameworks We Bring
Effort vs Value Prioritization
Plan-Build-Run Operating Model
Lead-to-Customer Journey Mapping
Digital Transformation Roadmap Phasing
Rule of 5-50-500 for Data Presentation
Principle of Least Privilege Security
Let's Talk About Your Specific Situation
Book a 30-minute call where we'll:
- Understand your current pain points
- Share 2-3 immediate ideas you can implement
- Determine if a diagnostic makes sense
No obligation. No sales pitch. Just practical RevOps talk.
To inquire about our RevOps coaching services, please contact us using this form.