Revenue Operations, Built From the Ground Up

Most organisations know they have a revenue problem. Few know exactly where it lives — which roles are missing, which handoffs are breaking, which systems are failing. That's what we find.

Wealth Project is a Revenue Operations partner. We audit your pipeline, design your go-to-market structure, hire and onboard the team, implement the systems, and manage the process — every week, every month.

Request Your Revenue Audit

What Revenue Operations Actually Means

Revenue Operations is the discipline that aligns Sales, Marketing, and Customer Success around a single, accountable pipeline. It defines who owns what, what systems connect them, what data tells you where to look, and who fills each role in the chain.

Without RevOps, organisations grow chaotically — hiring salespeople without structure, running outbound without systems, and scaling costs faster than they scale revenue.

Three Things We Do. One Outcome: Predictable Revenue.

01

Revenue Audit

We map your full revenue funnel — from first touch to closed deal — and identify every gap, inefficiency, and missed opportunity. You get a written audit report with prioritised recommendations.

Includes:

  • • Pipeline mapping
  • • GTM gap analysis
  • • CRM audit
  • • Role assessment
  • • Recommendations report
02

GTM Staffing

We design the GTM Ladder specific to your organisation — every role, every responsibility, every reporting line. Then we hire, vet, and onboard the people who fill it.

Roles we staff:

  • • GTM Lead
  • • RevOps Manager
  • • BDR
  • • SDR
  • • Closer & Account Manager
03

Systems Implementation

CRM setup and configuration. Outbound sequences. Automation workflows. Reporting dashboards. The operational infrastructure your revenue team needs to perform.

Tools:

  • • HubSpot • Salesforce
  • • Instantly • Apollo
  • • Make • Zapier
  • • Slack • Custom stack

The GTM Ladder

Every revenue organisation needs a defined role structure. We call it the GTM Ladder. Each rung is a clearly scoped role with defined outputs, metrics, and handoffs to the next.

1

GTM Strategy Lead

Owns the overall go-to-market direction. Accountable for revenue targets, team performance, and market positioning. The integrator between strategy and execution.

2

RevOps Manager

Owns the systems, data, and process. Manages CRM health, pipeline reporting, toolstack, and ensures handoffs between roles happen without revenue leaking.

3

BDR — Business Development Rep

Outbound-focused. Identifies and engages target accounts, qualifies opportunity at the top of funnel, and passes warm opportunities to the SDR or Closer.

4

SDR — Sales Development Rep

Inbound-focused. Responds to and qualifies inbound leads, manages the pipeline until opportunities are sales-ready, and coordinates hand-off to Closers.

5

Closer / Account Executive

Owns the deal from qualified opportunity to signed contract. Runs discovery, builds proposals, manages objections, and closes revenue.

One Plan. No Tiers. Full Engagement.

We offer a single Revenue Operations Partnership. It begins with the Revenue Audit and scales into full GTM staffing and systems implementation.

Revenue Operations Partnership

Full-service RevOps for growth-stage organisations.

  • ✓Revenue Audit — pipeline, GTM gaps, CRM, and role assessment
  • ✓GTM Ladder design — tailored to your market, stage, and goals
  • ✓Hiring & onboarding — every RevOps role, fully managed
  • ✓CRM implementation, outbound sequences, and automation
  • ✓Weekly RevOps reviews — performance, pipeline, and people
  • ✓Ongoing optimisation — quota setting, team expansion, system tuning

Engagement starts with the Revenue Audit. Scoped proposals delivered within 48 hours of audit.

Book Your Revenue Audit

Who This Is For

This Is For You If:

  • →You're generating consistent revenue but your pipeline is unpredictable
  • →You have salespeople but no clear GTM structure behind them
  • →Your CRM is underused, your reporting is unreliable, or your outbound is inconsistent
  • →You've tried hiring for growth but the roles weren't defined well enough to succeed
  • →You want to build a revenue team that runs as a system, not as a collection of individuals

This Is Not For You If:

  • ✕You are pre-revenue or in the idea stage — Wealth Academy is a better fit
  • ✕You want a one-time project rather than an ongoing partnership
  • ✕You are not prepared to invest in building a proper revenue infrastructure

Start With the Audit. Build From There.

The Revenue Audit is where every engagement begins. It gives you — and us — a complete picture of where your pipeline is, where it's leaking, and what it takes to fix it. No commitment beyond the audit itself.

Request Your Revenue Audit
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