Services
Most businesses do not have a revenue problem. They have an operations problem. We find it, and we fix it.
Revenue Operations is the infrastructure underneath your sales motion. It is your CRM, your pipeline stages, your lead routing, your attribution logic, and the reporting your leadership uses to make decisions. When any part of that is broken or missing, the whole system leaks.
The arm runs on four mechanisms: CRM implementation, workflow automation, pipeline and data hygiene, and reporting and forecasting. They are sequenced for a reason. Reporting built on a database nobody has cleaned produces confident numbers that happen to be wrong, so we work bottom-up unless the audit says otherwise.
We embed the right specialist for the situation, scope what the problem actually requires, and staff it accordingly. The result is a precise engagement brief followed by a hands-on build. We embed directly into your operation, rebuild what needs rebuilding, and stay until the revenue function runs clean.
In a recent engagement, a CRM audit and pipeline reconciliation surfaced $52K per month in recurring unrecognised revenue, a $40K monthly reporting gap between the CRM and finance systems, and exposed that 38% of reported leads were duplicates. In another, seven disconnected systems were consolidated into a single source of truth. We do not hand you a document. We stay until the numbers reflect it.
What is covered
The Mechanisms
Four ways the revenue infrastructure gets fixed. Which ones an engagement needs comes out of the diagnostic, not out of a package, and most clients need two of them rather than all four.
The system of record. Implementations from a defined revenue process, rescues of a CRM that drifted, migration and consolidation of legacy systems, and the deduplication that makes any of it trustworthy.
CRM ImplementationThe work between the steps. Lead routing, lifecycle handoffs, enrichment on inbound, follow-up that fires on its own, and AI qualification where a model can make the call reliably.
Workflow AutomationDeal stages with exit criteria a third party could verify, a database without duplicates, and the governance rules that stop it decaying back to where it started.
Pipeline and Data HygieneAttribution the business can defend, a forecast measured against outcomes, and the CRM-to-finance reconciliation that surfaces revenue nobody is currently counting.
Reporting and Forecastingin recurring revenue recovered for a SaaS fintech through pipeline reconciliation and deal-stage realignment. Most revenue problems are reporting problems first.
How It Works
We spend the first week understanding your current state. CRM data, team interviews, pipeline review, and reporting audit. This is also what tells us which of the four mechanisms the engagement actually needs.
We return with a written brief: what we found, what we will fix, how long it takes, and what the outcome looks like.
We embed and execute. New processes, CRM rebuild, automation, reporting setup. Hands-on delivery with a named Grand Oak lead accountable throughout.
Everything is documented, trained, and owned by your team before we close the engagement. No dependency on us to keep it running.
Tell us where your revenue operation is breaking down. We will audit the situation and return with a clear plan, before any engagement begins.
Get in Touch