Revenue Operations

Why It Matters

Most B2B companies don't have a revenue problem. They have a systems problem. Their technology was configurefor a company that operates differently. We move quickly to assess the status quo and build towards tomorrow.

Everpeak fills the gap between the software you purchased and the system need.

The Challenge

Go-To-Market (GTM) Framework: Consisting of the stystem and tools to create and close new leads.
Account Based Marketing (ABM): A key component of the GTM system for B2B companies.
Sales Ops & Outbound: Connect systems, eliminate data silos, and automate the flow of information across the business.
KPI Dashboards: Connect systems, eliminate data silos, and automate the flow of information across the business for accurate, real-time Key Performance Indicators (KPIs).
AI Workflows & Training: Reduce manual work and accelerate execution with intelligent, AI-powered workflows.

GTM Framework

The blueprint for how data, process and technology moves revenue through your business.
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A GTM Framework covers your data model, object relationships, lifecycle and stage definitions, lead routing, territory and ownership rules, permissions, and the governance that keeps all of it clean six months from now. Done well, it's invisible. Done poorly, there’s minimial adoption, frustration and a lack of empowerment across the team.
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Total cost of ownership modeling — licenses, implementation, admin, integration
Revenue-to-contract process design and automation
Data governance, deduplication, cleanup and enrichment
Clear recommendations to take to a board or investment committee

Account Based Marketing (ABM)

A demand engine that produces qualified pipeline on a predictable cadence.
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Account-based marketing (ABM) flips the traditional funnel by targeting a curated list of high-value accounts with personalized campaigns, rather than casting a wide net across anonymous leads. It matters because it aligns sales and marketing around the same target accounts, typically leading to shorter sales cycles, higher deal sizes, and better ROI.
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ICP definition and segmentation validated against actual win/loss data
Cornerstone content, lead forms, A/B testing & distribution plan
Google retargeting — the highest-ROI paid channel for most of our clients
Attribution back to source to show the channels worthy of investment

Sales Operations & Qualified Outbound

Automating stages, outreach and follow-up so that sellers can focus on selling.
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Effecitve Sales Operations demands effective tools, clean data & defined sales processes. Frameworks like MEDDIC and BANT are helpful, but cusotmized frameworks can work just as well. Qualified outbound is a multi-channel approach focused upon a named target list, sequences, personalization, routing and tracking.

Sales stages, exit criteria and qualification methodology (e.g. MEDDIC)
Weekly prospect list building (Clay, Apollo.io, ZoomInfo) & lead scoring
Highly personalized sequences across multiple communication channels
Lead scoring, propensity modeling, routing and deal desk support

Key Performance Indicator (KPIs)

Dashboards showing Key Performance Indicator (KPI) are essential to ensure teams, managers and executives are operating off of the same information. New AI tools surface the trendline changes that make analysis both quicker and more effective.

Activity, lead, pipeline and conversion reporting

Forecasting & pipeline management

Annual Contract Value (ACV) and Monthly Recurring Revenue (MRR)

New vs. retention vs. expansion revenue

Board-ready reporting packages

Dashboards

Real-time Analytics

Single source-of-truth across data silos

Mobile friendly

With or without user-authentication

AI Workflows &Training

Agents and workflows that can make your team 3-4x more efficient

AI automation is where a clean, functioning RevOps Architecture pays off. Once the data model is sound and the process is defined, build AI into the revenue motion itself — agents that research accounts and draft personalized outreach, workflows that summarize calls and update the CRM, automations that clean and enrich records continuously, and internal tools that answer questions about your own data in plain language.

We provision the models, build the workflows, and train your team to direct them.
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LLM provisioning and governance (Claude, Copilot, Agentforce)
Custom agents and workflows built into your CRM and GTM stack
Automated research, personalization and outreach drafting
Meeting notes, call summaries and automatic CRM updates
Continuous data cleanup, deduplication and enrichment
Hands-on training so your team can direct agents, not just watch them

Our Approach

Foundations

Clean data, a defensible data model, roles and permissions, and a CRM that reflects how the business actually sells. Nothing built on top of bad data survives contact with a board meeting.

Visibility

Real-time dashboards and the handful of KPIs that actually move the number — not forty reports nobody opens.

Automation

Once the process is right, we automate it — including with AI agents that now do work that used to require headcount.

Optimization

With live dashboards in place, we tune inputs and watch outputs, continuously. It’s not a phase. It’s continuous improvement.

The Revenue Climber

Everpeak’s bi-weekly newsletter offers revenue leaders free How-To guides, software recommendations, and practical frameworks for scaling operations.

revenue Operations Needs a Framework