285subscribed contacts audited
03 / RevOps
The infrastructure underneath the go-to-market.
CRM architecture, data, routing, lifecycle and reporting — built so marketing, sales and operations are working from the same information.
Clarafold's RevOps service designs and builds the operating infrastructure behind B2B go-to-market — CRM architecture, lifecycle stages, data enrichment, lead routing, reporting and GTM automation — so marketing, sales and leadership work from the same numbers. It is delivered as a fixed sprint, a project or ongoing support.
Delivery model: Sprint / Project / Ongoing
Get StartedThe Problem
Build the systems, workflows and infrastructure that keep marketing, sales and data connected.
Every tool added to a disconnected system adds another place for data to disagree with itself. Automation applied to a broken process produces broken output faster. The sequence matters: connect first, then automate.
How It Works
What we actually do.
01
Map before building
We map the existing system, the data flows and where information is lost between functions.
02
Fix the model, then the tooling
Lifecycle stages, definitions and ownership get agreed before anyone configures a workflow.
03
Automate the repeatable only
Work that is genuinely repetitive gets automated. Work that needs judgment stays with a human.
04
Make reporting reconcile
The numbers in the board deck and the numbers in the CRM should be the same numbers.
Capabilities
What's included.
Tooling categories: CRMDataAutomationAnalyticsAI
- CRM architecture
- HubSpot / Salesforce systems
- Data enrichment
- Lead routing
- Lifecycle design
- Reporting
- GTM automation
- AI workflows
- Process optimization
- Revenue intelligence
Example Workflow
Lead Enrichment Workflow
Enriches incoming or sourced leads and routes structured information into the CRM without manual handling.
- Define the required fields. Decide what must be present for a record to be actionable. Enrich to that standard, not to whatever the vendor returns.
- Normalise on entry. Standardise company names, domains, titles and geography before anything is written to the CRM.
- Enrich and verify. Append firmographic and contact data, then verify deliverability before the record is usable.
- Deduplicate against existing. Match on domain and contact to avoid creating a second record for an account already in play.
Outputs
What you end up with.
- Documented GTM system map
- CRM architecture and lifecycle model
- Enrichment and routing workflows
- Automation for repeatable operations
- Reporting that reconciles
- Operating documentation
FAQ
Questions buyers ask.
What is RevOps?
Revenue operations (RevOps) is the function that owns the systems, data, processes and reporting shared by marketing, sales and customer success. Its job is to make those teams operate as one revenue system rather than three sets of tools with separate definitions.
Which CRMs do you work with?
HubSpot and Salesforce, plus the enrichment, sequencing and automation tools connected to them.
Where does a RevOps engagement start?
With a map of the current system: data flows, lifecycle definitions, ownership and the points where information is lost between functions. Configuration starts only after the model — stages, definitions and ownership — has been agreed.
What should and shouldn't be automated?
Automate work that is repetitive and rule-based: enrichment, normalisation, deduplication, routing and alerts. Keep work that needs judgment — qualification, account strategy, messaging — with people. Automating a broken process only produces bad output faster.
Proof
Case studies
122people who came back for 2+ emails
The open rate fell 15 points. The report that mattered had 122 names in it.
Read the case study32/100AI-search readiness baseline
A 32/100 AI-search score traced to one root cause, with a fix pack ready
Read the case studyFurther Reading
How we think about it.
Test AI GTM Workflows Like Software Before Anyone Trusts the Output
An AI workflow that produces a confident wrong number is worse than no workflow. How to test GTM automations before their output reaches a dashboard, a CRM or a CEO.
Read the articleLead Scoring Sales Will Trust: Separate Fit From Intent
One blended lead score hides why a lead ranks where it does. Score fit and intent separately, keep the rules explainable and let activity decay.
Read the articleThe Marketing Metrics That Quietly Lie
A 115.9% click rate, DM reply rates measured on messages no one saw, open rates that drift unnoticed. How to catch the numbers that mislead.
Read the articleRevOps Is the Infrastructure Behind GTM
When marketing and sales disagree about the numbers, it is rarely a reporting problem. It is usually a model problem.
Read the articleScope It
Scope RevOps for your business.
Every engagement starts with a diagnosis. We map what exists, design the workflows your team actually needs, build them on your stack and run them with you.
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