Weeks 1-2: Map
- Identify current revenue motion
- Review CRM, campaign, RFQ, quote, and reporting flows
- Define the operating problem and success criteria
Pilots
90-day pilots that turn revenue visibility gaps into an operating system.
A pilot maps one real revenue motion, instruments the signals that matter, runs an inspection cadence, and decides what should be scaled, stopped, or rebuilt.
90-day structure
Map, instrument, operate, decide.
The pilot is designed to prove whether better visibility changes how the team manages pipeline, RFQs, quotes, campaign signals, and ownership.
Weeks 3-6: Instrument
- Clean up lifecycle definitions
- Identify required fields, dashboards, and handoffs
- Connect available activity signals into one operating view
Weeks 7-10: Operate
- Run weekly inspection cadence
- Review pipeline, quote flow, campaign signal, and ownership breaks
- Adjust process based on real usage
Weeks 11-12: Decide
- Summarize findings
- Identify what worked
- Define what should be scaled, stopped, or rebuilt
- Produce the next operating plan
Focused pilots.
Pilots are designed to prove operating value inside one real workflow before expanding into broader platform infrastructure.
RevOps Pilot
A focused 90-day pilot connecting advertising, campaign activity, sales activity, channel performance, RFQs, quotes, and budget allocation support.
CEO / VP Sales / Industrial SMB ownerWorkflow Visibility Pilot
A focused 90-day pilot for workflow mapping, bottleneck visibility, RFQ workflows, engineering operations, and institutional memory.
COO / VP Engineering / Operations leaderGENYS Pilot
A focused 90-day pilot for prompt tracing, model output tracing, human review tracking, decision provenance, and audit records.
CIO / Law firm partner / Compliance / SecurityUse case tracks.
Each track states the situation, operating problem, inspection area, build path, and decision the buyer should be able to make after the work.
Revenue Operations Reporting System
Situation: demand and sales activity exist across tools. Problem: leaders cannot tell which activity creates qualified motion. Inspect campaign sources, CRM activity, RFQs, quotes, distributor notes, and reporting cadence. Build the operating view needed to decide what to fix first.
Workflow Visibility System
Situation: RFQs, engineering review, handoffs, and quotes move through different teams. Problem: status and ownership are unclear. Inspect intake, review, missing data, quote flow, and bottlenecks. Build a map and pilot path.
AI Governance System
Situation: AI usage is spreading across teams. Problem: review, approval, and audit evidence are not connected. Inspect prompts, outputs, human review, decisions, controls, and audit records. Build the evidence path.
RevOps diagnostic
Map the revenue process before adding more tools.
For teams that need to see where pipeline, RFQs, quotes, handoffs, campaign signals, or reporting cadence are breaking execution.
Next Step
Map my revenue process
Start with a focused conversation about the current state, the operating problem, and the best next step.