RevOps for early-stage B2B SaaS

Your CRM should make you money, not confuse you.

I set up the revenue operations foundation for early-stage B2B startups: CRM, lead routing, pipeline reporting, and handoffs, in about 3 weeks, scoped to what you actually need.

Book a free funnel audit →

Built by a RevOps and marketing ops specialist with 10 years in B2B SaaS.

The problem

Sound familiar?

Leads fall through the cracks with no clear owner

Nobody trusts the pipeline numbers

Marketing and sales argue about lead quality

Your CRM is a mess of duplicate and half-filled records

What you get

The RevOps Foundation

Everything a startup needs to turn its CRM into a revenue engine, built once and built right.

CRM setup or cleanup

HubSpot or Salesforce, configured around how you actually sell.

Lifecycle stages and lead routing

Clear definitions, and every lead gets an owner fast.

Pipeline and attribution dashboard

One view of your pipeline and where it came from.

Sales and marketing handoff

An agreed process for when a lead becomes sales-ready.

Documentation and team walkthrough

Your team knows how it works and how to keep it clean.

How it works

Three steps, three weeks.

Free funnel audit

A 30-minute call and written findings on what’s leaking.

Fixed-scope implementation

About 3 weeks. Agreed scope, no creep.

Handoff and training

Your team takes over, with optional ongoing support.

Pricing

RevOps Foundation, priced to your scope

Custom quote after a short discovery call, or $20 per hour for smaller jobs.

Fixed scopeFixed timelineNo surprises

Start with a free audit →

Outbound and ongoing ops support available after implementation.

See the work

Download a sample report

Real deliverables from past projects, with client names and data removed.

Sample HubSpot audit report

What a funnel audit uncovers: unassigned contacts, duplicates, missing lifecycle stages and broken workflows.

Download PDF ↓

Sample discovery session deck

How a discovery session is run: objectives, session formats, systems reviewed and ownership.

Download PDF ↓

About

Hi, I’m Rohan.

I’ve spent 10 years in RevOps and marketing ops at B2B SaaS companies, building the systems that sit between a lead and a closed deal.

I kept seeing the same thing at early-stage startups: a CRM nobody trusts, leads without owners, and founders guessing at their pipeline.

I started RevTechie to fix that with a clear, scoped setup, so you get a clean foundation in weeks instead of hiring a full RevOps team.

FAQ

Questions, answered.

Who is this for?

Early-stage B2B SaaS startups, usually seed to Series A, with a small sales team and a CRM that has grown messy or was never set up properly.

How long does it take?

About 3 weeks from kickoff to handoff, depending on how much cleanup your data needs.

Which tools do you work with?

HubSpot and Salesforce are the core. I also work with the tools around them, like forms, enrichment, Slack and calendar tools.

What happens after the audit?

You get written findings either way. If it makes sense to work together, I send a scoped proposal with a clear price. No pressure.

Do you offer ongoing support?

Yes. After implementation I offer ongoing ops support and outbound setup at $20 per hour, or a scoped monthly plan.

Find out what’s leaking in your funnel.

Fill in the form and I’ll get back to you, or book a call directly. Free 30-minute funnel audit. You’ll get written findings, whether we work together or not.