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Nida Urooj
Sales & Revenue Operations

RevOps Consultant

CRM cleanup, forecasting, and weekly pipeline reporting the founder actually reads. HubSpot, Pipedrive, Zoho.

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Flat lay illustrating RevOps Consultant - an outbound sales workspace: notebook of call notes, rotary phone, printed pipeline sheet, coffee.
Flat lay illustrating RevOps Consultant - an outbound sales workspace: notebook of call notes, rotary phone, printed pipeline sheet, coffee.

Who this is for

  • B2B teams on HubSpot or Pipedrive with 1–8 sales reps
  • Founders whose CRM has three pipelines and no discipline
  • Companies moving from spreadsheet forecasts to real reporting

Problems solved

  • - Stages mean different things to different reps
  • - Deals close but nobody knows the cycle length
  • - Reports pull numbers, not decisions

What I handle

CRM audit + cleanup
Stage definitions + exit criteria
Dashboards: pipeline health, forecast, activity
Onboarding doc for future reps

Deliverables

  • ✓ CRM audit + cleanup
  • ✓ Stage definitions + exit criteria
  • ✓ Pipeline health / forecast / activity dashboards
  • ✓ Onboarding doc for future reps

Tools

HubSpotPipedriveZohoGoogle SheetsNotion

Process

  1. 01
    Audit (Week 1–2)

    Data hygiene review, pipeline stage audit, report gap analysis.

  2. 02
    Build (Week 3–5)

    Rebuild pipeline, ship dashboards, document exit criteria.

  3. 03
    Operate (Week 6–8)

    Weekly forecast review, rep training, playbook handoff.

Example workflows

  • - Weekly forecast review
  • - CRM hygiene sweep
  • - Dashboard review with founder

KPIs I track

Forecast accuracyCRM data completenessDeal-age disciplineSales-cycle length

Frequently asked

What is a RevOps consultant?

A senior operator who owns the systems, data, and reporting behind sales and revenue. Different from a HubSpot admin — the job is decisions, not clicks.

How is this different from a HubSpot implementation consultant?

Implementation sets up the tool. RevOps makes sure the tool answers the questions the founder actually asks each week.

What size team is this for?

1–8 revenue-generating reps is the sweet spot. Below one, too early. Above ten, you probably need an in-house hire.

Related

Related services

HubSpot Implementation for Small B2B Teams

HubSpot without the mess. Stages people respect, dashboards that ship decisions, a system your first ten reps can actually use.

Fractional Sales Manager

Senior sales leadership on a retainer — playbook, coaching, and pipeline ownership without a $180K hire.

CRM Pipeline Management

A clean, current, trustworthy pipeline you can actually forecast from.

Ready to hand this off?

Tell me a little about your team and this workstream - I'll come back with fit and a starting plan.

Send an inquiryBook a call