Revenue & Operations (MarketingOps + RevOps)

Align lifecycle, data, and execution

#what do you get

A practical operating system across people, process, platforms, and performance—so your team can move faster with clean data and consistent execution.

LifecycleData QualityReporting

Lifecycle & Funnel Definitions

Lead Routing & SLAs

CRM Architecture

Attribution & Measurement

Automation Governance

Dashboards & KPIs

System Integrations

Growth breaks when strategy and operations aren’t connected

If your team is working hard but results feel inconsistent, the issue usually isn’t effort — it’s misalignment. When goals, lifecycle, systems, and measurement aren’t operating from the same model, performance becomes unpredictable.

Strategy without an operating model

Campaigns launch and messaging evolves, but handoffs are unclear, routing is inconsistent, and pipeline doesn’t reflect marketing effort in a measurable way.

Operations without strategic direction

The CRM is maintained and automation exists, but it’s not anchored to clear ICPs, lifecycle definitions, growth priorities, or a unified measurement framework.

Measurement without shared definitions

Dashboards look polished, but qualification rules, lifecycle transitions, and attribution assumptions aren’t aligned — so leadership doesn’t fully trust the numbers.

Common patterns we fix in RevOps + MarTech

These issues show up in every stack — HubSpot, Salesforce, Marketo, GA4, data warehouses — because they’re not platform problems. They’re operating-system problems.

“Qualified” means different things to different teams

Marketing, sales, and leadership each have their own definitions — so handoffs break, reporting is inconsistent, and pipeline reviews turn into debates.

Lead routing and follow-up isn’t reliable

Ownership rules are unclear, SLAs aren’t enforced, and fast leads cool off while teams sort out who should act.

Lifecycle stages drift over time

Stages exist in the CRM, but teams don’t execute consistently — so automation, attribution, and reporting degrade quarter over quarter.

Channel performance is hard to tie to pipeline

You can see traffic and conversions, but connecting campaigns to pipeline, velocity, and revenue outcomes is inconsistent or unreliable.

Data quality problems create downstream chaos

Duplicates, inconsistent fields, missing values, and unclear source-of-truth decisions make automation fragile and reporting noisy.

Dashboards exist, but decisions still feel manual

Teams export spreadsheets because reporting doesn’t answer the questions leadership actually needs for prioritization and forecasting.

How JCG combines Growth Strategy with RevOps execution

We treat Growth Strategy and RevOps as one system. Strategy sets the direction. Operations makes it repeatable. Platforms enforce it. Measurement proves it.

Direction

We clarify goals, ICP, messaging, and channel priorities — so execution is aligned and teams stop chasing everything at once.

Repeatability

We define lifecycle stages, handoffs, routing rules, and SLAs — so pipeline creation becomes consistent and measurable.

Enforcement

We translate the operating model into CRM architecture, automation governance, and integrations — so the system supports the team (not the other way around).

From strategy to operating system

Most teams don’t need more tools or more campaigns — they need one revenue operating system that connects goals to execution. We align channels, messaging, lifecycle, data, automation, and measurement so growth is repeatable (and reportable).

Growth + reality check

We align on business goals, ICP, offerings, and constraints — then map what’s actually happening across channels, pipeline, and reporting today.

Lifecycle + funnel design

We define lifecycle stages, funnel definitions, and handoffs that marketing and sales can execute consistently — including what “qualified” means in your business.

Operating model + SLAs

We establish routing rules, SLAs, ownership, governance, and the weekly operating cadence that keeps execution consistent (even as teams change).

Measurement + attribution

We define KPIs that match your operating model — dashboards, pipeline health, conversion rates, and attribution expectations leadership can trust.

System architecture + enablement

We translate the model into systems: CRM architecture, automation governance, integration rules, and documentation so your team can run and evolve it.

Signs you need a Revenue Operating System

This work is a fit when you’re growing — but the system behind growth isn’t keeping up.

Pipeline looks unpredictable

You can’t confidently explain why pipeline is up or down — or which levers to pull to correct it.

Marketing and sales feel disconnected

Handoffs are inconsistent, follow-up varies by rep, and teams don’t share a single definition of success.

Reporting takes too long (and still feels wrong)

Dashboards exist, but leadership still asks for manual exports because the numbers don’t align.

The stack is powerful — but not coordinated

HubSpot/Salesforce/Marketo/GA4 are all running, but the operating model and governance aren’t defined — so the tools don’t compound value.

Automation is fragile

Workflows and processes exist, but they break when you add a new field, a new channel, or a new segment.

You’re about to scale (or just did)

New teams, new regions, new offerings — and you need structure before complexity becomes expensive.

What you’ll walk away with

A practical operating system across people, process, platforms, and performance — so your team can move faster with clean data and consistent execution.

Lifecycle + funnel definitions teams follow

Clear stages, qualification rules, and handoffs that match how your business actually sells.

Lead routing + SLAs that stick

Ownership logic, response-time expectations, and operational visibility so leads don’t fall through cracks.

CRM + automation governance

Naming conventions, documentation, change control, and workflow discipline so the system stays maintainable.

Measurement + attribution that leadership trusts

KPIs tied to definitions — pipeline health, conversion, velocity, and performance that supports real decisions.

Data quality + integration rules

Source-of-truth decisions, mapping guidance, and cleanup priorities so data flows reliably across systems.

A scalable operating cadence

The rituals and accountability model — what gets reviewed weekly, what gets optimized monthly, and how teams stay aligned as you grow.

Platform-agnostic, ecosystem-aware

This work applies across stacks. We design the operating model first — then we implement it in the platforms you already use (or help you rationalize what you don’t need).

CRMs + Marketing Automation

HubSpot, Salesforce, Marketo — lifecycle, routing, segmentation, automation governance, and clean handoffs.

Analytics + Attribution

GA4, reporting layers, dashboards — measurement frameworks tied to definitions, not vanity metrics.

Integrations + Data Flow

Sync discipline, source-of-truth decisions, and integration rules that prevent downstream reporting chaos.

Built, Not Just Advised
Hands-on implementation across web, RevOps, automation, and AI.
AI with Purpose
Practical AI solutions that automate work, unlock insights, and scale intelligently.
Fractional by Design
Flexible engagement models that adapt as your business grows—no full-time overhead.

Start a conversation

Flexible engagements. No long-term commitment.

#related services in
Strategy & Operating Models

Roadmaps, operating models, and execution frameworks to align marketing, revenue operations, and delivery.

Fractional Services

Plug in experienced leadership to accelerate execution, strengthen operations, and improve outcomes across your stack and teams.

Explore

Revenue & Operations (MarketingOps + RevOps)

Align lifecycle, data, and execution

#what do you get

A practical operating system across people, process, platforms, and performance—so your team can move faster with clean data and consistent execution.

LifecycleData QualityReporting

Lifecycle & Funnel Definitions

Lead Routing & SLAs

CRM Architecture

Attribution & Measurement

Automation Governance

Dashboards & KPIs

System Integrations

Growth breaks when strategy and operations aren’t connected

Strategy without an operating model

Campaigns launch and messaging evolves, but handoffs are unclear, routing is inconsistent, and pipeline doesn’t reflect marketing effort in a measurable way.

Operations without strategic direction

The CRM is maintained and automation exists, but it’s not anchored to clear ICPs, lifecycle definitions, growth priorities, or a unified measurement framework.

Measurement without shared definitions

Dashboards look polished, but qualification rules, lifecycle transitions, and attribution assumptions aren’t aligned — so leadership doesn’t fully trust the numbers.

Common patterns we fix in RevOps + MarTech

These issues show up in every stack — HubSpot, Salesforce, Marketo, GA4, data warehouses — because they’re not platform problems. They’re operating-system problems.

“Qualified” means different things to different teams

Marketing, sales, and leadership each have their own definitions — so handoffs break, reporting is inconsistent, and pipeline reviews turn into debates.

Lead routing and follow-up isn’t reliable

Ownership rules are unclear, SLAs aren’t enforced, and fast leads cool off while teams sort out who should act.

Lifecycle stages drift over time

Stages exist in the CRM, but teams don’t execute consistently — so automation, attribution, and reporting degrade quarter over quarter.

Channel performance is hard to tie to pipeline

You can see traffic and conversions, but connecting campaigns to pipeline, velocity, and revenue outcomes is inconsistent or unreliable.

Data quality problems create downstream chaos

Duplicates, inconsistent fields, missing values, and unclear source-of-truth decisions make automation fragile and reporting noisy.

Dashboards exist, but decisions still feel manual

Teams export spreadsheets because reporting doesn’t answer the questions leadership actually needs for prioritization and forecasting.

How JCG combines Growth Strategy with RevOps execution

We treat Growth Strategy and RevOps as one system. Strategy sets the direction. Operations makes it repeatable. Platforms enforce it. Measurement proves it.

Direction

We clarify goals, ICP, messaging, and channel priorities — so execution is aligned and teams stop chasing everything at once.

Repeatability

We define lifecycle stages, handoffs, routing rules, and SLAs — so pipeline creation becomes consistent and measurable.

Enforcement

We translate the operating model into CRM architecture, automation governance, and integrations — so the system supports the team (not the other way around).

From strategy to operating system

Growth + reality check

We align on business goals, ICP, offerings, and constraints — then map what’s actually happening across channels, pipeline, and reporting today.

Lifecycle + funnel design

We define lifecycle stages, funnel definitions, and handoffs that marketing and sales can execute consistently — including what “qualified” means in your business.

Operating model + SLAs

We establish routing rules, SLAs, ownership, governance, and the weekly operating cadence that keeps execution consistent (even as teams change).

Measurement + attribution

We define KPIs that match your operating model — dashboards, pipeline health, conversion rates, and attribution expectations leadership can trust.

System architecture + enablement

We translate the model into systems: CRM architecture, automation governance, integration rules, and documentation so your team can run and evolve it.

Signs you need a Revenue Operating System

This work is a fit when you’re growing — but the system behind growth isn’t keeping up.

Pipeline looks unpredictable

You can’t confidently explain why pipeline is up or down — or which levers to pull to correct it.

Marketing and sales feel disconnected

Handoffs are inconsistent, follow-up varies by rep, and teams don’t share a single definition of success.

Reporting takes too long (and still feels wrong)

Dashboards exist, but leadership still asks for manual exports because the numbers don’t align.

The stack is powerful — but not coordinated

HubSpot/Salesforce/Marketo/GA4 are all running, but the operating model and governance aren’t defined — so the tools don’t compound value.

Automation is fragile

Workflows and processes exist, but they break when you add a new field, a new channel, or a new segment.

You’re about to scale (or just did)

New teams, new regions, new offerings — and you need structure before complexity becomes expensive.

What you’ll walk away with

A practical operating system across people, process, platforms, and performance — so your team can move faster with clean data and consistent execution.

Lifecycle + funnel definitions teams follow

Clear stages, qualification rules, and handoffs that match how your business actually sells.

Lead routing + SLAs that stick

Ownership logic, response-time expectations, and operational visibility so leads don’t fall through cracks.

CRM + automation governance

Naming conventions, documentation, change control, and workflow discipline so the system stays maintainable.

Measurement + attribution that leadership trusts

KPIs tied to definitions — pipeline health, conversion, velocity, and performance that supports real decisions.

Data quality + integration rules

Source-of-truth decisions, mapping guidance, and cleanup priorities so data flows reliably across systems.

A scalable operating cadence

The rituals and accountability model — what gets reviewed weekly, what gets optimized monthly, and how teams stay aligned as you grow.

Platform-agnostic, ecosystem-aware

This work applies across stacks. We design the operating model first — then we implement it in the platforms you already use (or help you rationalize what you don’t need).

CRMs + Marketing Automation

HubSpot, Salesforce, Marketo — lifecycle, routing, segmentation, automation governance, and clean handoffs.

Analytics + Attribution

GA4, reporting layers, dashboards — measurement frameworks tied to definitions, not vanity metrics.

Integrations + Data Flow

Sync discipline, source-of-truth decisions, and integration rules that prevent downstream reporting chaos.

Built, Not Just Advised
Hands-on implementation across web, RevOps, automation, and AI.
AI with Purpose
Practical AI solutions that automate work, unlock insights, and scale intelligently.
Fractional by Design
Flexible engagement models that adapt as your business grows—no full-time overhead.

Start a conversation

Flexible engagements. No long-term commitment.

#related services in
Strategy & Operating Models

Roadmaps, operating models, and execution frameworks to align marketing, revenue operations, and delivery.

Fractional Services

Plug in experienced leadership to accelerate execution, strengthen operations, and improve outcomes across your stack and teams.

Explore

Revenue & Operations (MarketingOps + RevOps)

Align lifecycle, data, and execution

#what do you get

Growth breaks when strategy and operations aren’t connected

Strategy without an operating model

Operations without strategic direction

Measurement without shared definitions

Common patterns we fix in RevOps + MarTech

“Qualified” means different things to different teams

Lead routing and follow-up isn’t reliable

Lifecycle stages drift over time

Channel performance is hard to tie to pipeline

Data quality problems create downstream chaos

Dashboards exist, but decisions still feel manual

How JCG combines Growth Strategy with RevOps execution

Direction

Repeatability

Enforcement

From strategy to operating system

Growth + reality check

Lifecycle + funnel design

Operating model + SLAs

Measurement + attribution

System architecture + enablement

Signs you need a Revenue Operating System

Pipeline looks unpredictable

Marketing and sales feel disconnected

Reporting takes too long (and still feels wrong)

The stack is powerful — but not coordinated

Automation is fragile

You’re about to scale (or just did)

What you’ll walk away with

Lifecycle + funnel definitions teams follow

Lead routing + SLAs that stick

CRM + automation governance

Measurement + attribution that leadership trusts

Data quality + integration rules

A scalable operating cadence

Platform-agnostic, ecosystem-aware

CRMs + Marketing Automation

Analytics + Attribution

Integrations + Data Flow

How we back this up with real expertise

How we work

Built, Not Just Advised

AI with Purpose

Fractional by Design

#related services in Strategy & Operating Models

Fractional Services

Revenue & Operations (MarketingOps + RevOps)

Align lifecycle, data, and execution

#what do you get

Growth breaks when strategy and operations aren’t connected

Strategy without an operating model

Operations without strategic direction

Measurement without shared definitions

Common patterns we fix in RevOps + MarTech

“Qualified” means different things to different teams

Lead routing and follow-up isn’t reliable

Lifecycle stages drift over time

Channel performance is hard to tie to pipeline

Data quality problems create downstream chaos

Dashboards exist, but decisions still feel manual

How JCG combines Growth Strategy with RevOps execution

Direction

Repeatability

Enforcement

From strategy to operating system

Growth + reality check

Lifecycle + funnel design

Operating model + SLAs

Measurement + attribution

System architecture + enablement

Signs you need a Revenue Operating System

Pipeline looks unpredictable

Marketing and sales feel disconnected

Reporting takes too long (and still feels wrong)

The stack is powerful — but not coordinated

Automation is fragile

You’re about to scale (or just did)

#related services in
Strategy & Operating Models

#related services in
Strategy & Operating Models