Your board deck doesn't match Salesforce. Again.
I've fixed CRM and pipeline problems at 150+ companies. Whether you're setting up Salesforce for the first time or cleaning up years of workarounds, I work alongside your team to build systems your board can actually trust.
Tools I work with every day
No offshore teams. No junior devs. No surprises. Just senior-level expertise working alongside your team.
By design, not by accident.
I deliberately cap my roster to maintain deep partnership, context retention, and quality that produces real results—not just billable hours.
No offshore teams, no junior hires, no hand-offs. You work directly with me — I learn your CRM setup, build your automations, and deploy fixes to production. Fully on-shore, United States consulting.
Incredibly detailed time logs available on demand for any project. You know exactly what you're paying for—down to the hour, the task, and the deliverable. No black boxes, no surprises.
Salesforce, HubSpot, NetSuite, Apollo, Workato, and 30+ more — I've set up, fixed, and connected them all. Whatever your specific tool challenge is, I've probably solved it before.
I use AI to speed up diagnostics, automate documentation, and surface insights faster — but every decision and every change goes through me. You get the speed of automation with the judgment of experience.
Hours saved monthly
Cost savings identified
Implementations delivered
Sales cycle acceleration
Real numbers from real engagements, compared against industry benchmarks
Real client results: Cut lead routing from 2+ hours to 3 minutes at a $100M+ company. Helped one team close deals 66% faster after CRM cleanup. Found $200K+ in annual savings hiding in broken processes. 100% project completion rate.
6-16 weeks
to production
typical timeline for real, measurable improvements to your systems.
Industry benchmark:
Only 20% of orgs forecast within 5% accuracy (Xactly 2024)
Weekly
improvements shipped
regular fixes deployed to your live systems without disrupting your team.
Industry benchmark:
20% of IT budget consumed by maintaining old workarounds (Forrester 2024)
Incremental
approach
targeted fixes instead of expensive 9-month agency rebuilds.
Industry benchmark:
Complex implementations cost $150K-$200K+ over 9 months (Peergenics 2024-2025)
“Your expertise, creativity, and dedication have provided NHBEA with a modern and user-friendly online presence that enhances our ability to connect with educators, members, and the broader community.”
NHBEA Executive Board
New Hampshire Business Education Association
I'm the founder and principal consultant at Revelate Operations. I've spent the last 8+ years building, breaking, and rebuilding revenue systems for SaaS companies ranging from seed-stage to $100M+ ARR.
After watching countless companies struggle with Salesforce implementations that take 9+ months and cost $200K+ — only to end up with brittle systems that break under scale — I started Revelate to do it differently.
My approach: incremental improvements shipped on a regular cadence. No 6-month planning phases. No grand unveilings. Just weekly production improvements, comprehensive regression tests, and rollback plans for everything.
I limit my client load to 2-3 companies at a time. You're not handed off to junior developers — you work directly with me from discovery through deployment and beyond.
Enter your world
Shadow your team, interview stakeholders, and observe how revenue actually moves through your org — not how the org chart says it should.
Find the real bottleneck
Audit every automation, integration, and data flow. Map the value stream from lead to cash and pinpoint the single constraint limiting revenue.
Blueprint the fix
Translate findings into a prioritized sprint roadmap. Every improvement ranked by impact, starting with the bottleneck that costs the most.
Ship every week
Each sprint targets the current bottleneck — build in sandbox, push to production, measure the result. Small improvements that compound fast.
Everything clicks
Clean data. Automated workflows. Dashboards you trust. Your team owns the system and knows exactly how to run it.
Five phases. Find the real bottleneck, fix it fast, hand off a system your team owns.
Tech Stack We Work With
Clarity builds trust. Here's what you won't get from me—by design.
No 6-figure waterfall projects that take forever. I ship incremental improvements weekly, whether it's a new setup or a full modernization.
100% US-based, principal-led. You work directly with me—no hand-offs, no time-zone juggling.
Fixed-scope sprints, 6–16 weeks. You get deliverables and documentation, not a recurring invoice.
Every engagement is custom. Your business is unique — your solution should be too.
Five phases. Find the real bottleneck, fix it fast, and hand off a system your team actually owns.
Discover & Diagnose
I shadow your team, audit every automation and data flow, and pinpoint the single constraint costing you the most revenue.
Delivered
Design & Deliver
Blueprint the fix, then ship it sprint by sprint — build in sandbox, push to production, measure the result. Every change tested and reversible.
Delivered
Revelation
Clean data, automated workflows, dashboards you trust. I hand off complete documentation and train your team so they run it without me.
Delivered
Need something else? Email drew@revelateops.com and I'll reply within a day.
Monthly insights on CRM optimization, Salesforce best practices, and scaling SaaS operations. No fluff, no sales pitches.
No spam ever. Unsubscribe anytime with one click.
15-minute diagnostic call. I'll show you what's breaking, what it's costing you, and what to fix first. Worst case — you walk away with a clear action plan to tackle on your own.
Prefer async? Email drew@revelateops.com with context and we'll start there.