GTM Ops

Overview

GTM Ops is the foundation of scalable growth. We design and implement operational systems that connect sales, marketing, and success teams, enabling complete visibility and alignment across the revenue engine.

Role

Our role is to streamline every process, from lead routing to forecasting, through automation and data-driven design. We ensure your GTM team runs efficiently, collaborates seamlessly, and executes strategy with precision.

Challenge

Many growth teams struggled with disconnected systems and inconsistent processes:

• Fragmented data across CRMs, marketing platforms, and analytics tools.

• Inefficient handoffs between sales and marketing teams.

• Lack of real-time visibility into pipeline health and revenue attribution.

These challenges created operational silos and limited the ability to forecast accurately or scale efficiently.

Solution

Our team implemented a unified GTM Ops architecture designed for collaboration and transparency:

• Process Standardization: Defined consistent workflows for lead management, campaign tracking, and deal progression.

• System Integration: Connected Salesforce, HubSpot, and data warehouses into a single source of truth.

• Revenue Reporting Layer: Developed automated dashboards that mapped the entire buyer journey from awareness to renewal.

Results

30% Improvement in Conversion Tracking: Unified data allowed teams to attribute revenue more precisely.

• Faster Go-To-Market Execution: Streamlined workflows reduced campaign setup and lead routing time by 40%.

• Cross-Team Alignment: Real-time dashboards fostered better collaboration and accountability across departments.

• Predictable Growth: Leadership gained full transparency into pipeline and forecasting accuracy improved significantly.

Key Considerations

Clear documentation of every GTM process.

• Automated data syncing between systems to eliminate manual updates.

• Custom dashboards for each function while maintaining one unified data model.

• Iterative reviews to ensure GTM processes evolve with team growth.