Fractional sales operations

Build a more consistent sales pipeline.

SumRev helps service-based businesses improve lead follow-up, outbound systems, and sales accountability.

Follow-up

Within 5 min

Pipeline review

Weekly, 25 min

Reporting

One dashboard

What we fix

Common problems we solve.

Most service businesses don't have a lead problem. They have a process problem. These are the symptoms we see most often.

  • Leads slipping through the cracks
  • Slow response times
  • Inconsistent follow-up
  • Weak pipeline visibility
  • CRM chaos
  • No outbound process
  • Reps without accountability
  • No weekly sales rhythm

Services

Three ways we build operational sales systems.

Practical, scoped engagements. No long retainers required to get started.

01

Revenue Systems Audit

A structured review of how revenue actually moves through your business.

  • CRM and data hygiene review
  • Lead follow-up analysis
  • Pipeline stage and conversion review
  • Actionable recommendations
02

Outbound Process Setup

Documented outbound that runs the same way every week.

  • Outreach workflows and sequences
  • Scripts and message frameworks
  • Defined sales stages and exit criteria
  • Accountability systems for reps
03

Sales Pipeline Coaching

Embedded pipeline discipline for founder-led and small sales teams.

  • Weekly pipeline reviews
  • Follow-up systems and cadences
  • KPI accountability
  • Ongoing process optimization

Who's behind it

Built around real sales leadership.

Built around real-world sales leadership, pipeline management, and operational growth systems — not marketing theory.

10+ yrs
Sales operations experience
B2B services
Primary focus area
Hands-on
Inside your CRM, not above it

Start with a pipeline review.

A 30-minute working session. We look at your last 20 deals and identify the single highest-leverage fix in your sales process.