Managed RevOps Services
Continuous administration of the revenue system under a defined scope and cadence: platform administration, reporting maintenance, automation review, data quality management and integration monitoring.
Continuous administration under a defined scope
Revenue systems degrade in predictable ways. Properties proliferate beyond the reporting that justified them, automation outlives the process it was built for, integrations drift from their specifications, and reports cease to reconcile with their source systems.
None of these is urgent on any given day. They are ordinarily addressed only after a figure has been presented externally and found to be wrong.
The retainer assigns a named administrator, a documented scope and a fixed review cadence to that maintenance.
The shape of the engagement
Phases, their overlaps, and the point at which each is accepted. Durations are scoped per engagement; the sequence and the acceptance points hold.
Buy this engagement
Three retainer tiers, differing in the monthly capacity and the review cadence.
| Item | What it covers | Price | Add to cart |
|---|---|---|---|
| Retainer - Light | Ongoing RevOps support. Best for a stable system needing maintenance and small changes. | $1,500/month | |
| Retainer - Standard | Ongoing RevOps support with regular build work and a standing weekly session. | $2,500/month | |
| Retainer - Growth | Ongoing RevOps partnership with dedicated build capacity and roadmap ownership. | $5,000/month |
Scope not listed here is quoted. The full catalogue carries every item.
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Our work on this
Published research and engagements covering the same subject, so the approach described above can be read at length rather than taken on description.
The Foundations Stack of Revenue Operations
The six analytical layers a revenue operation is right or wrong about, and the traceability that connects a metric to the decision it exists to serve.
Read itCRM Adoption Measurement
The measures a retainer reports against, and why a healthy average conceals the distribution.
Read itThe Cost of CRM Modernization Failure
What continuous maintenance is priced against: the cost of letting a revenue system decay.
Read itWhat is delivered
Each item below is a document or an artefact the client keeps, not an activity performed.
Change record
A written statement each period of the configuration altered, the reason for each alteration, and the effect subsequently observed.
Maintained reporting
Periodic reconciliation of headline reports against their source systems, with discrepancies investigated, resolved and recorded.
Automation register
A current inventory of active automation together with its enrolment, exit and suppression conditions, reviewed on a stated schedule.
Data quality reporting
Duplication, completeness and currency measured on a defined schedule and reported by record owner.
What this includes
How it runs
Portal familiarisation
Documentation of the current configuration, integrations, automation and reporting at the commencement of the engagement.
Scope and cadence agreement
The work included, the review frequency, the reporting format and the escalation route are recorded in writing.
Scheduled maintenance
Backlog work is performed against the agreed scope, held in a shared record visible to the client and reprioritised at the client's direction.
Periodic review
A written record of the changes made, issues identified and work planned for the following period.
Continuity maintenance
Documentation is kept current throughout, so the configuration and its history are legible to whoever is administering it.
Milestones
| Milestone | Accepted when |
|---|---|
| Portal documented | The configuration, integrations, automation and reporting in place at commencement are recorded as the baseline. |
| Scope and cadence agreed | Included work, review frequency, reporting format and the escalation route are recorded in writing. |
| First review | The first written change record is issued and the backlog is reprioritised with the client. |
| Quarterly review | Goals for the coming quarter are set and the previous quarter's strategies are examined against their measures. |
| Continuity check | Documentation is confirmed current, such that administration could transfer without loss of knowledge. |
Ways of working
A retainer runs across the spectrum by design: routine administration is ordinarily done-for-you, while reporting design and process decisions are conducted advisory so the knowledge stays with the client's team. A named administrator is assigned rather than a shared queue. Scope and cadence are agreed at commencement and revisited at defined intervals; work constituting a discrete project is scoped separately rather than absorbed at the expense of committed work.
The engagement plan, the hour budget, the delivery spectrum and the weekly, monthly and quarterly cadence are common to every service and are set out in how we work.
Common questions
Managed RevOps Services FAQ
Platform administration, reporting maintenance and reconciliation, automation review, data quality management, integration monitoring and a scheduled review producing a written change record. The scope is agreed at commencement and reviewed at defined intervals.
The retainer provides the function without the fixed cost of an appointment, and scales with the work required. Where an internal appointment is made, the retainer is commonly restructured to support that person.
Against an agreed scope and cadence rather than a quantity of hours, so that the measure of performance is the condition of the system rather than time recorded. Work that constitutes a discrete project is scoped separately rather than absorbed.
The client retains the documentation, the operating definitions and the change record. Keeping those current throughout is part of the service rather than an exit activity.
Tell us about your needs and we'll provide a customized solution and timeline.