CRM architecture
Align pipelines, fields, and ownership in HubSpot, Salesforce, Attio, or your existing CRM.
02 / HOW I CAN HELP
GTM Foundation & Implementation
Build the foundation your growth depends on.
Turn go-to-market strategy into working systems. I help B2B SaaS and technology teams connect their CRM, customer lifecycle, handoffs, and reporting.
What's included
Lifecycle and handoffs
Define qualification, routing, and follow-up across marketing, sales, and customer teams.
Data and reporting
Agree on definitions, address unreliable inputs, and simplify reporting.
Operating playbooks
Document workflows and responsibilities. Remove tool duplication before adding more.
What you get
- 01A current-state assessment and implementation priorities
- 02Documented lifecycle stages and handoff rules
- 03CRM and reporting requirements tied to real workflows
- 04Operating playbooks and an internal ownership plan
How it works
- STEP 01
Map
Trace the customer journey and identify process or system gaps.
- STEP 02
Design
Agree on definitions, responsibilities, and reporting requirements.
- STEP 03
Implement
Configure, check workflows, document, and hand over ownership.
Frequently asked questions
What does GTM implementation include?
CRM architecture, lifecycle definitions, lead handoffs, data alignment, reporting, and process documentation, scoped to your operating problem.
Do we need to switch our CRM?
Not necessarily. I work with existing tools, including HubSpot, Salesforce, and Attio. Migration is only appropriate when it solves a defined problem.
Is this the same as revenue operations consulting?
There is overlap in systems, data, and handoffs. GTM implementation also connects those choices to positioning, the customer journey, and your growth plan.
Will the team be able to maintain the system?
Documentation, internal ownership, and a maintenance plan are part of the work, so your team can manage the setup.
Explore other services
A PRACTICAL NEXT STEP
Let's make the systems work for the team.
Share the challenge. Let's find the right scope.