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RevOps for B2B SaaS, Series A–C

Fix the GTM engine your team has outgrown.

CRM, pipeline, forecasting, quote-to-cash and AI automation for B2B SaaS teams of 20–200 people. Scoped, designed and built by one senior operator, not handed to a junior team.

Book a 30-min callSee what I fix

HubSpot and Salesforce. Fixed scope, fixed fee.

Results at a glance

quotes, down from days
Same day
closed deal to invoice, down from ~2 weeks
2–3 days
saved per rep, every week
3–5 h
records migrated with zero data loss
50k+

From past projects. See the case studies.

What I fix

Six signs your GTM setup is costing you revenue

Most teams don’t have a pipeline problem. They have a systems problem that shows up as one.

  • The forecast is a spreadsheet

    It gets rebuilt the night before the board meeting, and nobody can say which deals are real.

  • Leads wait hours for an owner

    Inbound sits unrouted, speed-to-lead is unknown, and the best leads go cold first.

  • Reps do admin instead of selling

    Hours every week go into updating fields, logging notes and chasing data.

  • Quotes take days

    Every discount needs a manual approval chain, and invoices go out weeks after the deal closes.

  • Nobody trusts the numbers

    Two CRMs, three versions of the pipeline, and a reporting debate in every meeting.

  • AI tools are bought, not used

    Licences are paid for, but nothing is wired into the CRM or the way the team actually works.

Why MetrixForge

Senior hands on the keyboard, not on the sales call

  • Typical agencyA senior partner sells the project, a junior team delivers it.

    MetrixForgeThe person on the first call designs and builds the system.

  • Typical agencyEnds with a strategy deck and a list of recommendations.

    MetrixForgeEnds with working systems in your CRM, documented, and your team trained.

  • Typical agencySpecialises in one CRM and works around the rest of the stack.

    MetrixForgeHubSpot and Salesforce, plus Clay, Gong, Outreach, SQL and your BI layer.

  • Typical agencyAdds AI everywhere because it sells.

    MetrixForgeUses AI where it saves real hours, with human approval on sensitive actions.

  • Typical agencyOpen-ended hours and change requests.

    MetrixForgeFixed scope and fixed fee, agreed before work starts.

Services

Four ways to work together

Every project has a fixed scope and a fixed fee, agreed before work starts. Fractional RevOps runs as a monthly retainer.

RevOps Audit

Timeline: 2 weeks

Who it’s for
Teams that know something is off in their GTM data or process, but not exactly what, or that want a clear plan before a rebuild.
What’s included
  • CRM setup and lifecycle stages
  • Lead routing and speed-to-lead
  • Pipeline stage definitions
  • Forecasting method and accuracy
  • Reporting and the metrics leadership actually uses
Deliverable
A prioritised fix plan with effort and impact for each item, walked through live with your team.
Price
Fixed fee, scoped on a 30-min call

GTM Systems Build

Timeline: 4–8 weeks

Who it’s for
Teams rebuilding or migrating their CRM, or moving forecasting and quoting out of spreadsheets.
What’s included
  • HubSpot or Salesforce rebuilds and migrations
  • Pipeline and forecasting framework
  • CPQ, quoting and quote-to-cash
  • Reporting and board metrics
Deliverable
Working systems in your CRM, documented, with your team trained to run them.
Price
Fixed fee, scoped on a 30-min call

AI Automation for GTM

Timeline: 3–6 weeks

Who it’s for
Teams that want AI doing real work in the sales process, connected to their own data.
What’s included
  • Clay enrichment and AI ICP scoring
  • Automated deal updates and stalled-deal alerts
  • An AI assistant for the sales team in Slack, connected to your CRM and BI
  • Human approval on sensitive actions
Deliverable
Automations running in production, with documentation and an owner on your side who knows how they work.
Price
Fixed fee, scoped on a 30-min call

Fractional RevOps

Timeline: Ongoing, monthly

Who it’s for
Teams that need senior RevOps ownership but are not ready for a full-time hire.
What’s included
  • Ongoing ownership of your GTM systems
  • Forecasting cadence
  • GTM planning
Deliverable
One person accountable for your GTM systems and forecast, month after month.
Price
Monthly retainer, scoped on a 30-min call

Case studies

What changed after the work shipped

Four past projects, anonymised by industry. Every number is from the project itself.

Enterprise climate-tech SaaS

Quotes out the same day, invoices out in 2–3 days

quotes, down from days
Same day
discount approvals
<24 h
shorter sales cycle
12%

What I built

  • Salesforce CPQ and a deal desk
  • Automated quote-to-cash
  • A Salesforce rebuild with tighter forecasting and pipeline inspection

What changed

  • Closed-deal-to-invoice went from ~2 weeks to 2–3 days.
  • Manual reporting and data cleanup dropped by ~40%.
  • Forecasting and pipeline inspection contributed to a 12% shorter sales cycle.
  • Commercial tooling spend almost halved.

Higher-education network

Two CRMs became one, and reps got hours back every week

saved per rep, every week
3–5 h
users moved onto one HubSpot instance
Up to 50

What I built

  • Salesforce and HubSpot consolidated into one HubSpot instance
  • AI-assisted ICP scoring and automated deal updates
  • An AI workspace in Slack connected to HubSpot, Metabase and Apollo

What changed

  • Reps save 3–5 hours a week.
  • Most of the GTM team uses the Slack AI workspace daily.

Swiss mobility SaaS

Copper to HubSpot without losing a record

records migrated
50k+
records lost
0

What I built

  • Migration of 50k+ records from Copper to HubSpot
  • Lead lifecycle, pipeline, quoting and reporting

What changed

  • Zero data loss and full team adoption.

PropTech startup

The company’s first forecast, within ±15–20% of actuals

forecast vs. actuals
±15–20%

What I built

  • The company’s first sales forecasting model
  • A HubSpot rebuild

What changed

  • The forecast landed within ±15–20% of actuals.

How it works

Three steps, no surprises

  1. 30-min call

    You tell me what is broken. I tell you whether I can fix it and roughly how.

  2. Proposal within 48 hours

    A fixed scope, a fixed fee, a timeline and exactly what you get at the end.

  3. Build and handover

    I build it with weekly check-ins. At the end you get documentation and training, so your team can run it without me.

Stack

Tools I work in

  • HubSpot
  • Salesforce
  • Salesforce CPQ
  • Clay
  • Apollo
  • Outreach
  • Gong
  • Make
  • Zapier
  • SQL
  • Metabase
  • Looker Studio
  • Slack
  • Claude API
  • OpenAI API

FAQ

Common questions

Do you work with HubSpot and Salesforce?

Yes, both. I have rebuilt each of them, consolidated one into the other, and implemented Salesforce CPQ. I also work with the tools around them, from Clay and Apollo to your BI layer.

Do you only advise, or do you also build?

I build. The audit ends with a plan. Build and automation projects end with working systems in your CRM, documented and handed over to your team. On a retainer, I keep running and improving them.

How do you price?

A fixed fee per scope, agreed in the proposal before any work starts. Fractional RevOps is a monthly retainer.

What time zones do you work in?

I work on CET from Valencia. That gives a full day of overlap with Europe and the morning hours of the US East Coast.

What do you need from us to start?

Admin access to the systems in scope, and one owner on your side who can make decisions and answer questions.

Tell me what’s broken in your GTM setup. I’ll tell you on the call whether I can fix it.

Book a 30-min call

or email artem@metrixforge.com