Fractional RevOps for growing startups
Make revenue predictable.
Build the system behind it.
Forma Revenue helps early-stage and scaling startups design and implement revenue operations: clean pipeline structure, reliable forecasting, CRM/process foundations, and the metrics to run the business.
Strategy + implementation
Define the operating model, then get tactical: systems, workflows, reporting, and enablement.
Calm, pragmatic approach
Right-sized processes for your stage—no overbuilding, no jargon, no consulting theater.
Services
RevOps foundation (early stage)
- Pipeline stages, definitions, and handoffs
- CRM hygiene and core objects/fields
- Basic dashboards (pipeline, conversion, velocity)
- Sales process + weekly operating rhythm
Scale & predictability (scaling teams)
- Forecasting methodology + pipeline inspection
- Territory/account rules and routing
- Attribution/metrics alignment across teams
- Enablement, documentation, and governance
Typical engagement: fractional support with a clear 30/60/90-day implementation plan.
How it works
- Diagnose: quick audit of pipeline, CRM, metrics, and operating rhythm.
- Design: agree on a right-sized RevOps model for your stage.
- Implement: build workflows, reporting, documentation, and cadence.
- Stabilize: handoff and governance so the system keeps working as you grow.
Who it’s for
- Early-stage CEO with strong momentum but no formal revenue system yet.
- CRO/COO at a scaling startup ready to implement revenue operations more formally.
- Teams that want clarity, simplicity, and execution—not overbuilt process.
Contact
Email is the fastest way to connect.