The RevOps™ 14-Day Pilot

    A fast, structured launch that turns your chosen lane into trackable execution—without chaos.

    RevOps™ Command Hub included during the pilot.

    DAY 1
    DAY 14
    LIVE DELIVERY

    Who the pilot is for

    You need time back now

    Leadership and sales are buried in admin, follow-up, or inbox fire drills.

    Follow-up is leaking revenue

    Leads, customers, or invoices are slipping because cadence is not consistent.

    You want a clean operating rhythm

    You want repeatable execution with visibility, not chaos.

    Virtual Assistant (VA) Support Bundles

    Administrative Operations

    ESSENTIALS

    10 hrs/week

    $999/month

    • Inbox triage and email management
    • Email follow-up tracking
    • Calendar scheduling and optimization
    • Meeting coordination and confirmations
    • Task management and prioritization
    • Deadline and reminder management
    • Document organization and file management
    • Standard form and template preparation
    Select Essentials

    GROWTH (Most Popular)

    20 hrs/week

    $1,499/month

    Everything in Essentials, with increased volume and faster cadence across:

    • Inbox + follow-up tracking
    • Scheduling + confirmations
    • Task list upkeep + reminders
    • File organization + templates
    Select Growth

    PRO (Max Coverage)

    40 hrs/week

    $2,499/month

    Everything in Essentials and Growth, with full coverage across the lane and higher throughput for recurring operational load.

    Select Pro
    Marketing Support

    ESSENTIALS

    10 hrs/week

    $999/month

    • Email campaign setup and basic execution
    • Content calendar coordination
    • Marketing asset organization
    • Basic landing page and form updates
    • Review and testimonial management
    Select Essentials

    GROWTH (Most Popular)

    20 hrs/week

    $1,499/month

    Everything in Essentials, with expanded frequency and consistency across:

    • Email campaign execution
    • Content calendar upkeep
    • Asset organization and version control
    • Landing page/form updates and review/testimonial requests
    Select Growth

    PRO (Max Coverage)

    40 hrs/week

    $2,499/month

    Everything in Essentials and Growth, with full-lane coverage for ongoing marketing support operations.

    Select Pro
    Sales and Appointment Setting

    ESSENTIALS

    10 hrs/week

    $999/month

    • Appointment setting and calendar booking
    • Inbound inquiry handling
    • Outbound prospect outreach support
    • Proposal and quote coordination
    • Sales documentation organization
    Select Essentials

    GROWTH (Most Popular)

    20 hrs/week

    $1,499/month

    Everything in Essentials, with expanded activity volume and tighter follow-up across:

    • Booking + reschedules + confirmations
    • Inbound inquiry response (approved info)
    • Outbound support (templated email/LinkedIn + logging)
    • Proposal template completion + send + follow-up
    • Sales collateral library upkeep
    Select Growth

    PRO (Max Coverage)

    40 hrs/week

    $2,499/month

    Everything in Essentials and Growth, with multi-lane capability when bundled (often paired with CRM and Lead Management).

    Select Pro

    We also offer the following support

    CRM and Lead Management
    Social Media and Content Support
    Online Research and Reporting
    Reporting and Analytics Support
    Inbound Customer Service (Phone Included)
    Outbound Customer Service (Phone Included)
    Accounts Receivable Support
    Accounts Payable and Vendor Support
    Case Handling, Documentation, and Quality

    The RevOps™ Pilot scope

    The RevOps™ pilot is designed for fast traction. We launch one lane—or a tightly bundled set of tasks—inside your weekly hour allowance.

    IN SCOPE
    • One selected lane (or a tightly bundled workflow across lanes)
    • Handoff + SOP capture
    • Live execution and outcome logging
    • RevOps™ Command Hub visibility and tracking
    • Weekly review summary and adjustments
    OUT OF SCOPE
    • Full redesign of your business processes
    • Complex custom software development
    • Unlimited revisions or "everything at once"
    • Unstructured requests without approvals or priorities

    Onboarding checklist

    Primary point of contact (owner) and backup contact
    Lane selection + top priorities (ranked 1–5)
    Tools access (email/CRM/calendar/PM) and permissions
    Templates, scripts, brand standards, and key links
    Approval rules (who approves what)
    Escalation path for urgent issues
    SLA expectations (response windows and coverage)
    "Definition of done" for recurring tasks
    Communication channel (Slack/Teams/email) + cadence
    Success metrics for day 14 (3–5 simple outcomes)

    No access, no execution. We move fast when inputs are clean.

    Rules of engagement

    Requests

    • All requests go through one agreed channel
    • Requests must include priority + deadline
    • Unclear requests are returned for clarification

    Approvals

    • Approvals required for customer-facing copy or sensitive actions
    • Approval windows are defined up front
    • No approval = no send/no publish

    Escalations

    • Urgent items are flagged "URGENT"
    • Escalation goes to the named owner
    • If blocked, we document and propose next action

    Documentation

    • Work is logged in the RevOps™ Command Hub
    • Status is visible: queued / in progress / completed / blocked
    • Outcomes are tracked, not just activity

    The 14-day plan

    1
    Day 1-2

    Intake + Access

    • Confirm lane(s), priorities, rules of engagement
    • Tools access, templates, approvals, escalation path
    2
    Day 3-4

    SOP Capture + Operating Rhythm

    • Document the workflow
    • Establish a request, execute, log, review cadence
    • Define "done" and quality standards
    3
    Day 5-12

    Execution Sprint

    • Daily execution in the selected lane(s)
    • Everything logged in the Hub
    • Adjustments based on performance and bottlenecks
    4
    Day 13

    Review + Optimize

    • What shipped
    • What is blocked
    • What increases throughput immediately
    5
    Day 14

    Go-Forward Plan

    • Confirm best-fit tier (Essentials/Growth/Pro)
    • Confirm lane focus (or lane bundle)
    • Lock cadence and ongoing rules

    RevOps™ Command Hub

    INCLUDED DURING PILOT
    • Single source of truth for requests, handoffs, and status
    • Trackable execution with documented outcomes
    • Simple visibility into pipeline/tasks/follow-up and next actions
    LEADSPIPELINETASKSFOLLOW-UPREPORTING
    REVOPS™
    HUB

    Deliverables by day 14

    • A launched lane with live delivery in motion
    • Documented SOP(s) for repeatable execution
    • Clear request/approval/escalation rules
    • Hub visibility: status + outcomes + next actions
    • A Go-forward recommendation: lane(s) + tier selection

    What success looks like

    Clarity

    • Everyone knows what happens next
    • Priorities and approvals are clean

    Consistency

    • Follow-up cadence is reliable
    • Work no longer depends on memory

    Visibility

    • You can see status and outcomes at a glance
    • Blockers are surfaced early and handled fast

    Success is defined by outcomes shipped and friction removed—not noise.

    RevOps™ Pilot FAQ

    Start your RevOps™ 14-day pilot.

    Pick a lane. Get live execution. See outcomes by day 14.

    Select a RevOps™ 14-Day Pilot bundle