Revenue Operations & Outbound Sales Playbook

The client needed to level up their revenue operations and outbound sales but wasn’t ready to pay for bloated consulting packages or expensive automation tools. Their existing processes were manual, inconsistent, and not scalable, resulting in missed targets and lack of pipeline visibility. Leadership needed a proven playbook and repeatable systems, but also demanded flexibility, transparency, and full ownership of the resulting assets.

We started by auditing current systems, mapping gaps, and aligning on pipeline and ICP targets. We built and implemented scalable outbound strategies, integrated key metrics into their reporting, and standardized sales processes from lead generation through close. All playbooks and workflows were delivered as modular assets the client could fully own and brand. Intellectual property like automation methods, AI prompts, and code remained under our umbrella, but the client had unrestricted use of all outputs for ongoing GTM success.

We delivered a comprehensive revenue operations infrastructure, including process and reporting systems, optimized sales workflows, and an outbound sales engine purpose-built for their ICP. All systems and deliverables (playbooks, reporting frameworks, and automated workflows) were tailored to their tech stack and ready to be white-labeled as their own. Monthly performance reporting and built-in accountability ensured targets were clear and met.