Cadence + Flow

RevOps Consulting · HubSpot Implementation

Board-ready revenue operations for growth-stage companies.

Cadence + Flow helps SaaS companies and agencies past $10M raised get marketing, sales, and customer success running on the same data.

Built for this exact stage of growth.

Past product-market fit, into the scaling years. The problems are operational now — and operational problems need an operator.

$10M+ raised

You've found traction.

Now growth needs to be repeatable — not heroic. We build the operating system that makes the number predictable.

20+ people

The team is distributed.

Marketing, sales, and CS in different time zones need one shared definition of the truth. We build it inside your tools.

1 board

Reporting has to hold up.

Board prep shouldn't take a week of spreadsheet archaeology. We install reporting your board trusts, refreshed monthly.

Two ways to work with us.

Most clients start with one and add the other. Both are designed for distributed teams and board-level accountability.

RevOps Consulting

Funnel architecture, forecasting, and board-ready reporting — the operating system behind your revenue.

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HubSpot Implementation

CRM architecture, automation, and reporting built around your revenue process — not around chaos.

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What changes when revenue has an operating system.

Not a rebrand of the same chaos. Structural changes to how your team plans, executes, and reports.

  • One CRM your whole team trusts — marketing, sales, and CS working from the same definitions and the same data.
  • Forecasts you can defend — a weekly inspection rhythm that makes the number predictable, not hopeful.
  • Board reporting in hours, not weeks — the metrics your board asks for, defined once and refreshed monthly.
  • Handoffs that don't leak revenue — clear ownership from first touch to expansion, with SLAs that hold.

Diagnose. Design. Deploy. Report.

A straight line from messy to board-ready. You always know what phase we're in and what comes next.

01

Diagnose

Audit of your CRM, funnel data, and reporting. We find where revenue visibility breaks down.

02

Design

Revenue architecture and reporting blueprint — definitions, stages, and the metrics that matter.

03

Deploy

HubSpot build and process rollout with your team, tuned for distributed work.

04

Report

Board-ready reporting cadence installed, so the numbers are there every month without heroics.

Three clients at a time. That's the model.

No junior handoffs, no account managers, no bench. You work directly with the founder — the person who designs your revenue system is the person who builds it.

3clients at a time · senior-only

Ready to get board-ready?

Tell me where revenue feels messy. I'll tell you straight whether I can fix it — and if I can't, I'll point you toward what will.