Established enough to feel the friction
Typically 15–150 employees and $2M–$30M in annual revenue, with enough handoffs and ownership complexity to justify disciplined revenue operations.
Who we help
Revenue systems for B2B teams that have outgrown improvised execution.
RevLattice works best with leadership teams that have real growth goals, an established consultative sales process, meaningful CRM investment, and visible operating friction.
Best-fit company
Established enough to feel the friction. Focused enough to fix it.
RevLattice is designed for growing B2B service companies that need senior revenue-systems judgment without a large agency or premature full-time function.
An executive buyer feels the cost
A meaningful commercial engine with leadership that experiences the cost of process friction.
Multiple touches and defined opportunities
Enough contract value and process complexity for operating discipline to matter.
HubSpot preferred
Adjacent collaboration, proposal, ticketing, and productivity systems can be included when they affect the workflow.
Initial Specialization
Built first for MSPs, cybersecurity, cloud, and IT services.
These companies often combine recurring revenue, consultative selling, fragmented handoffs, and underdeveloped revenue operations—making operating discipline especially valuable.
Growth and accountability
Needs a reliable operating view without prematurely building a full internal function.
- Cares about: growth, accountability, hiring leverage, visibility
“We bought the tools, but I still cannot see what is happening.”
Capacity and consistency
Needs tribal knowledge converted into designed workflows and decision ownership.
- Cares about: capacity, consistency, documentation, handoffs
“Too much important work lives in people’s heads.”
Pipeline quality and execution
Needs a CRM and operating process that helps sellers execute rather than merely report.
- Cares about: response speed, pipeline quality, rep adoption, forecasting
“My team spends too much time updating systems and not enough time selling.”
Lifecycle and attribution
Needs shared definitions and consistent follow-up that connect marketing activity to qualified pipeline.
- Cares about: lifecycle, routing, attribution, campaign-to-pipeline visibility
“We generate activity, but cannot reliably show what becomes revenue.”
Buying moments
When the need becomes visible.
- A new sales or marketing leader has joined.
- The company recently implemented or expanded HubSpot.
- Leadership cannot trust the pipeline report.
- Lead response or opportunity follow-up is inconsistent.
- Growth has increased handoff complexity.
- Reporting depends on spreadsheets and manual reconciliation.
- The team wants practical automation but lacks priorities and governance.
- A key employee is manually moving information between systems.
Not a fit
RevLattice is not the right partner for companies seeking 24/7 support, unlimited task execution, broad campaign production, commodity hourly administration, custom software development, or guaranteed revenue outcomes. Companies with no defined sales process, no accountable budget owner, or a mature internal RevOps team are also unlikely to benefit.
Assess the Fit
Start with the symptom leadership can already feel.
Describe what is slowing execution or reducing confidence. RevLattice will respond directly about fit and the most sensible next step.