Revenue Operations Consulting

Your Teams Are Working. Your Revenue Engine Isn’t

When sales, marketing, and customer success operate in silos revenue leaks out between them. We find every leak and seal it

We respond within 24 hours.

Trusted by 70+ businesses across the UK and globally, with 15+ years of proven results

The problem isn’t your people. It’s the system they’re working in.

Marketing is generating leads. Sales is closing deals. Customer success is managing accounts. Everyone is doing their job and yet revenue still underperforms.
The issue is almost never effort. It’s the broken handoffs, misaligned metrics, and invisible gaps that exist between your teams.
A lead sits untouched for three days. A deal closes but onboarding drops the ball. A customer churns because no one spotted the warning signs early enough. Each of these moments costs you money and most businesses never see where it’s coming from.
That’s what Revenue Operations fixes.

WHAT IS REVENUE OPERATIONS CONSULTING?

One system. Every team. All pulling in the same direction.
Revenue Operations or RevOps is the discipline of aligning your sales, marketing, and customer success teams around a single, unified revenue engine.
It means shared data. Seamless handoffs. Clear accountability at every stage of the customer journey. And a business where every team knows exactly what number they’re responsible for moving and how.
At Primewise, we don’t just map the theory. We build the system, align the teams, and make sure it works in practice.

If revenue is leaking somewhere, this is for you.

You don’t need to be a SaaS company to need RevOps. Any business with more than one team touching the customer journey has a revenue operations problem waiting to be solved. We work with businesses where: Sales and marketing can’t agree on what a qualified lead looks like · Pipeline forecasts are consistently off · Customer churn is happening but no one can explain why · Growth has stalled despite increasing headcount or spend

Whatever RevOps means for your business, we build the engine

Every engagement at Primewise has a defined scope, a clear timeline, and measurable outcomes agreed before we start. We do not run open-ended retainers without defined deliverables

01 - Full-Funnel Revenue Audit (Finding the leaks before we fix them)

Before recommending any new software or process, we map how your customer journey actually works today. We analyse your entire pipeline from first marketing touchpoint to sales close and customer renewal. We identify the broken handoffs, the siloed data, and exactly where revenue is leaking out.

You leave with a prioritised RevOps roadmap, identifying your highest-value opportunities to increase conversion rates, accelerate sales cycles, and reduce churn.
Duration: 2 weeks. Deliverable: Revenue Leakage Report + Implementation Roadmap.

02 - CRM & Tech Stack Unification (One source of truth for all teams)

Fragmented data is the single biggest reason revenue teams misalign. If marketing uses one system, sales another, and customer success a third, your business is working blind.

We connect, clean, and unify your existing tech stack so every team operates from the same reality. No more arguing over whose dashboard is correct. We ensure data flows seamlessly across your systems, giving you total visibility into the health of your revenue engine.
Built on: HubSpot · Salesforce · Custom APIs · Your existing stack.

03 - Process Redesign & Team Alignment (Building seamless handoffs)

We redesign how your teams work together before we touch the technology. We define exactly what a "qualified lead" means so sales and marketing stop fighting. We build automated, watertight handoffs between sales and onboarding so customers don’t churn in month one.

We build the operational bridges that turn three separate departments into one cohesive revenue machine, pulling in the same direction.

04 - Unified Revenue Reporting & Forecasting (Metrics that actually matter)

Vanity metrics do not pay the bills. We strip away the noise and build a centralised reporting framework focused on what actually drives growth: pipeline velocity, customer acquisition cost (CAC), lifetime value (LTV), and net revenue retention (NRR).

You get clear, actionable dashboards that allow leadership to forecast accurately and make decisions based on reality, not optimism.

05 - RevOps Implementation & Change Management (Included in every engagement)

A new CRM or process only works if your team actually uses it. This is why team training, workflow adoption support, and a defined post-deployment support period are built into every Primewise engagement.

We involve your sales, marketing, and success teams in the workflow design from day one. People adopt systems they helped design. We don’t just hand you a strategy deck; we stay until the systems are adopted and the numbers confirm it is working.
Goal: your team owns the system, completely, when we leave.

How we fix your revenue engine

Revenue Audit

We map every stage of your customer journey from first touch to renewal and identify exactly where revenue is being lost. No assumptions. Only data.

System Design

We design a unified revenue operations framework: aligned metrics, clean handoffs, shared accountability, and a tech stack that supports growth instead of creating friction.

Implementation & Alignment

We don’t just hand you a blueprint. If you need us to, we build the system, train the teams, and stay until the numbers confirm it’s working.

What happens when the engine works.

B2B SaaS Pipeline Visibilit

A London SaaS company had no clear view of pipeline at any stage. Sales and marketing were measuring different things. We unified their data, rebuilt their reporting, and aligned team targets. Result: Sales cycle reduced by 30%. Forecast accuracy improved from 40% to 85%.

E-commerce Retention & Expansion

A fast-growing e-commerce brand was acquiring well but losing customers silently. We built a customer health framework and automated early warning triggers. Result: Churn reduced by 40% within 90 days.

Fintech Cross-team Alignment

A fintech scale-up with 60+ employees had three teams optimising for three different metrics. We rebuilt their revenue framework around one shared number. Result: 22% increase in revenue per customer within 6 months.

We’ve run revenue operations. Not just advised on them.

Most RevOps consultants come from a technical background they know the tools, but not the business. Primewise was built by operators who have managed multi-million-pound growth budgets, built affiliate ecosystems, and scaled platforms past a million users.
We understand what it feels like when your teams are misaligned and the numbers don’t add up. Because we’ve been there.
When we redesign your revenue operations, we’re not applying a generic framework. We’re building something that fits how your business actually works.

Results examples

★★★★★

"Before Primewise, our marketing and sales teams were operating in completely different realities. We had three different sources of truth and zero confidence in our pipeline forecasts. They didn’t just clean up our CRM; they re-engineered our entire lead-to-revenue process. Within four months, our average sales cycle decreased by 18% and pipeline visibility went from guesswork to an exact science. It was the highest-ROI operational decision we made this year."

Chief Revenue Officer | London-based FinTech Scale-up

★★★★★

"We were growing fast, but our internal processes were breaking under the volume. The handoff between sales and customer success was leaking revenue, and early churn was creeping up. Primewise audited our funnel, unified our HubSpot stack, and built watertight SLAs between departments. We finally have one cohesive revenue engine, and our Net Revenue Retention (NRR) has increased by 12% simply because the friction is gone."

VP of Operations | B2B Financial SaaS

★★★★★

"We were paying for a bloated tech stack of six different tools, yet our sales reps were still managing their pipelines in spreadsheets because the systems were too disjointed. Primewise stepped in, stripped away the unnecessary software, and built a single, unified environment. They didn't just implement the tech; their change management was exceptional. Our reps now spend 25% less time on manual admin, and for the first time, our CRM adoption is at 100%."

CEO | B2B Payment Solutions

Your questions answered

FAQ

What’s the difference between Revenue Operations and Sales Operations?

Sales Operations focuses only on the sales team. Revenue Operations aligns sales, marketing, and customer success together so the entire revenue cycle works as one system rather than three separate functions.

Do I need specific tools or a CRM already in place?

No. We work with what you have and advise on what you need. Whether you’re using HubSpot, Salesforce, or a basic spreadsheet, we start from your current reality.

How quickly will I see results?

Most clients see measurable improvements in pipeline visibility and team alignment within the first 60 days. Revenue impact typically becomes clear within 3–6 months.

Is this only for large businesses?

No. If you have more than one team touching your customer journey, you have a revenue operations challenge worth solving regardless of size.

Stop losing revenue in the gaps between your teams.

No pitch. No pressure. Just a conversation about where your revenue engine is leaking and how to fix it.

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