Revenue operations retainer
Someone fixing your CRM and follow-up every single week.
We build the audit plan and keep improving it: CRM clean-up, follow-up automation, reporting and small fixes every week. Each month you get a short report of what changed and what it moved.
What is included
- ✓CRM and pipeline clean-up and automation
- ✓Follow-up workflows
- ✓Weekly optimisation and reporting
- ✓Monthly strategy call
- ✓Slack channel for quick questions
Who this is for
- Teams without a dedicated revenue operations person
- Businesses whose CRM and follow-up need constant attention
- Companies that finished an audit and want the plan carried out
The problem it solves
Sales systems drift: data gets messy, automations break, and follow-up slips when the team is busy. A revenue operations retainer gives you a specialist who works on your funnel every week, cleaning the CRM, building follow-up workflows, and reporting what changed.
How it works, step by step
1. Onboarding
We review your stack, goals and current numbers.
2. Clean-up
CRM and pipeline hygiene: duplicates, stages, owners and fields.
3. Automate follow-up
Workflows for speed to lead, reminders and hand-offs.
4. Weekly optimisation
Small improvements every week, measured.
5. Monthly strategy
A call to review results and set priorities.
What you get
| Deliverable | Detail |
|---|---|
| CRM and pipeline clean-up | Data you can trust |
| Follow-up workflows | Built and maintained |
| Weekly reporting | What changed and what it did |
| Monthly strategy call | Priorities for the next month |
| Slack channel | For quick questions |
Timeline
| When | What happens |
|---|---|
| Week 1 | Onboarding and quick wins |
| Weeks 2 to 4 | Clean-up and first automations |
| Monthly | Optimisation, reports and strategy |
What we need from you
- Admin access to your CRM and sales tools
- A point person on your team
- Time for a monthly call
Why work with 3xRevenue
- One accountable team. Strategy, build and support from the same people.
- Written scope and fees. You know what you get and what it costs before we start.
- Built to work in your business. We test on your real data, calls and customers before launch.
- You own it. Code, accounts and content are yours.
FAQ
Is there a long contract?
The retainer runs month to month unless agreed otherwise. Check the terms when you order.
Which CRMs do you work with?
HubSpot, Pipedrive, GoHighLevel, Salesforce and most CRMs with an API.
How is this different from the audit?
The audit finds the leaks and gives a plan. The retainer carries out the plan and keeps improving every month.
Will you talk to our sales team?
Yes. We work with your team to make sure the process fits how they sell.
How ordering works
- Click the button and tell us what we need (your details).
- Pick a time for the kickoff call.
- Pay securely by card.
- We build and deploy it, then confirm it works.
Questions
Do I need the audit first?
Recommended, but not required. We can start from a short discovery call.