“I dumped a mess of Salesforce data and got back a report that actually made sense. They spotted stuff I didn’t even know to look for. Totally worth it.”
Matt R.
Head of Sales, B2B SaaS
RevOps Insight Without the Overhead
Fractional Revenue & Sales Ops.
On-demand data reports. No fluff, just clarity.
Who’s This For?
If any of this sounds familiar, you’re in the right place:
- You’re flying blind on pipeline or performance
- You’ve outgrown your spreadsheets, but not ready for a full team
- You just want someone to clean up the data and tell you what it means
- You need dashboards, compensation models, or forecasting — like, yesterday
Three Ways to Get Help
Option 1: Dump & Run Reports
Drop your data. Get it back with clarity.
Perfect for:
- Messy CRM exports
- Sales data cleanup
- Pipeline health snapshots
- Conversion trend analysis
- And more…
Option 2: Fractional Rev Ops & Sales Ops
Senior-level help — without the full-time hire.
Perfect for:
- GTM diagnostics
- Reporting system buildouts
- Compensation plan modeling
- Forecasting frameworks
- Salesforce cleanup & fixes
Option 3: URGENT needs
Now is not the time to panic, we can help.
Perfect for:
- Untangle messy exports
- Append missing fields
- Rebuild broken logic
- Create clean summaries
- Turn spaghetti data into steak
What is a Dump & Run Report?
You’ve got the data.
You don’t have the time to clean it, make sense of it, or explain it to your team.
A Dump & Run Report is exactly what it sounds like:
✅ You send the dump (CSV, Excel, CRM export)
✅ I clean, structure, and analyze
✅ You get back an interactive, editable report with actionable takeaways
No extensive meetings. No endless follow-ups. No mystery.
🟢 Quick Read – $497
For simple questions and fast answers
- Basic pivot table driven report with slicers
- Cleaned data + calculated fields
- Top-level KPIs and quick trends
- Delivered as Excel or Google Sheets
🔵 Deep Dive – $997
Ideal for multiple stakeholders
- All from Quick Read
- Multi-tab interactive dashboards
- Segmented insights (by rep, region, product, etc.)
- Week-over-week or month-over-month trends
- Visual charts + slicers + summary logic
- Optional Loom walkthrough
🔴 Custom Build – Starts at $1,497
Built around your business
- Anything from Deep Dive
- Plus tailored logic, formulas, forecasting, Salesforce fields, and more
- Optional Tableau integration
- Strategic insight doc (mini-consult)
💼 Fractional Rev Ops & Sales Ops
Your ops partner — without the payroll hit.
Whether you’re drowning in CRM chaos, missing key metrics, or just need someone to build the machine — I deliver clarity, process, and systems that scale with you.
🟢 Essentials Tier – $1,200/month
For lean teams needing smart ops guidance and foundational tools.
- 1 strategy call / month
- CRM + pipeline review
- Basic reporting setup
- Slack/email support (1–2 day response)
🔵 Growth Tier – $2,500/month
Hands-on help to build momentum and systems that stick.
- 2 calls / month + async check-ins
- Forecasting, territory planning, or comp modeling
- Custom dashboards (Excel, Sheets, or Tableau)
- CRM optimization support
- Slack/email support (24-hr response)
🔴 Scale Tier – $4,500/month
Full-spectrum RevOps leadership without the full-time salary.
- Weekly strategy + execution calls
- End-to-end GTM support
- Deep reporting & KPI dashboards
- Pipeline hygiene + Salesforce admin fixes
- Board-level insights / exec-ready docs
- Priority response + emergency support
What Our Clients Say About Us
We’ve served many happy clients. Here are some of their reviews.
“Hiring Steve was like adding a VP of RevOps for a fraction of the cost. He built dashboards, cleaned our pipeline logic, and made our comp model actually work.”
Danielle M.
Danielle M., Co-Founder
“Fast, sharp, no fluff. I’ve worked with consultants who take weeks to tell you what you already know. Steve and team came in, showed us what we were missing, and fixed it.”
Tom S.
CRO, Logistics Tech Company
Materials & Resources
🚨 URGENT DATA NEEDS? DON’T PANIC.
Got a spreadsheet disaster on your hands? Deadline breathing down your neck?
Whether your boss wants numbers yesterday, or your CRM just vomited chaos, I’ve got you.
✅ I CAN:
- Untangle messy exports
- Append missing fields
- Rebuild broken logic
- Create clean summaries
- Turn spaghetti data into steak