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We build revenue operations systems that align your sales, marketing, and customer success teams around clean data, clear pipeline visibility, and automated workflows. No more manual CRM updates, scattered handoffs, or forecasts built on spreadsheets nobody actually trusts.
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Revenue leaders, founders, and sales managers at scaling startups where GTM teams are working hard but not in sync. Best for companies where CRM hygiene is poor and nobody fully trusts the forecast.
- CRM incomplete; reps not logging activity consistently.
- Sales and marketing not aligned on lead definitions.
- Roadmaps constantly shifting because priorities aren’t aligned
- Forecast built on gut feel, not pipeline data.
- Full RevOps: audit from lead to renewal (weeks 1-2)
- CRM: cleanup and pipeline architecture
- Lead routing: follow-up, and deal stage automation
-Sales-to-CS: handoff workflow with automated context-passing
-Pipeline and forecast: dashboard setup
-RevOps audit and revenue workflow map
-CRM rebuild with pipeline stages and automations
-Lead routing, handoff, and renewal trigger workflows
-Pipeline and sales forecast reporting dashboard
-CRM data you can actually make decisions from
-No deals or renewals falling through the cracks
-A forecast your leadership actually believes in
Custom pipeline stages, contact properties, deal fields, and automation rules built to match how your team actually sells. Clean data from day one.
Leads automatically assigned to the right rep based on territory, source, company size, or any other criteria. No more manual distribution or leads sitting unassigned.
Automated task creation, follow-up reminders, and deal stage updates triggered by rep activity and deal signals. Less admin, more time selling.
Structured handoff workflow that passes deal context, notes, and next steps from sales to customer success automatically at close. CS starts informed, not catching up.
Early warning triggers and automated outreach sequences for accounts approaching renewal or showing expansion signals. Revenue protected without manual tracking.
Dashboards that give your leadership real-time visibility into pipeline health, deal velocity, and revenue forecast without manual reporting every week.
Clean, automated handoff from marketing nurture to sales outreach. Lead score, activity history, and context all passed through so reps start every conversation informed.
New rep onboarding workflows, tool access provisioning, and playbook documentation so every new hire ramps faster with less management overhead.
Ongoing data quality checks, alert triggers for pipeline anomalies, and monthly reporting reviews to keep your revenue engine running clean and predictable.
"Working with Umair was steady and grounding. He brought care, professionalism, and calm focus to a demanding season. Grateful for what we built together and highly recommend him for reliable, clear operational support."
Discovery, roadmapping, and fractional CPO support to get AI into your product and keep it moving.
End-to-end automation of your business operations. We design, build, and deploy the systems your team depends on.
Intelligent chatbots and agents that handle support, qualify leads, and answer questions around the clock.