Revenue Operations Consulting

Revenue operations (RevOps) consulting for B2B SaaS

Last updated: 2026-10-21 · Reviewed by Noah Charak, Managing Director

Checkpoint GTM is a Berlin-based revenue operations consultancy for Seed to Series B B2B SaaS companies. We design and build the operating system behind revenue: CRM architecture, lifecycle stages and handoffs between marketing, sales and customer success, data quality, forecasting and reporting. Fixed-scope RevOps projects cost €15K–€90K and embedded RevOps on retainer runs €6K–€25K per month, all prices excl. VAT. Fractional engagements run from 10 hours a month up to 30 hours a week. We work in HubSpot as a Platinum Partner and in Salesforce, have worked with 100+ B2B companies, and build the systems ourselves rather than hand over a deck.

Our Approach

How does a RevOps engagement run?

RevOps engagement: five phases from assessment to optimisation, what happens in each and what you get.
PhaseWhat happensWhat you get
1. DiagnoseAudit your current GTM process, data quality, team alignment, and tech stack gaps.A written audit of process, data quality and stack gaps, with the fixes in priority order
2. DesignBuild the operating model: process maps, data schemas, automation logic, and reporting framework.Process maps, a data schema and one set of KPI definitions everyone works from
3. ImplementConfigure systems, clean data, build automations, and connect your stack.A configured CRM, clean core data, live automations and a connected stack
4. EnableTrain your teams, document processes, and build internal capacity.Trained teams and documented processes your people own
5. IterateMonthly reviews, quarterly planning, and continuous optimisation based on real data.Monthly reviews and a quarterly plan, on retainer or as fractional RevOps

Build the operating system behind your revenue

RevOps isn't a department: it's the connective tissue between marketing, sales, and CS. We design and implement the processes, data architecture, and tooling that turn your GTM motion into a repeatable system.

What We Deliver

The building blocks of a scalable revenue engine

LEADS CUSTOMERS ADVOCATES
RevOps

Processes, data, and tooling that connect every team

Marketing

Demand gen, attribution, and lifecycle orchestration

Sales

Pipeline, forecasting, and deal execution

Customer Success

Onboarding, renewals, and expansion revenue

Marketing

Demand gen, attribution, and lifecycle orchestration

Leads
Sales

Pipeline, forecasting, and deal execution

Customers
Customer Success

Onboarding, renewals, and expansion revenue

Advocates
RevOps

The connective layer: processes, data, and tooling that align every team around revenue

Who This Is For

Is this the right fit?

Seed to Series B companies scaling beyond founder-led sales
Revenue teams with tool sprawl and no single source of truth
Companies where marketing, sales, and CS don't share a common language
Leaders who need pipeline visibility and forecasting confidence
Teams preparing for board-level reporting rigor
Frequently Asked Questions

RevOps consulting questions, answered

What does a RevOps consultant actually do?

A RevOps consultant designs and implements the operational infrastructure that connects marketing, sales, and customer success. This includes CRM architecture, data flow, process design, forecasting, attribution, and the tooling that powers it all. At Checkpoint, we also execute, we're not just advisors.

When should a Series A startup hire a RevOps consultant?

When your CRM has become a graveyard of bad data, when you can't forecast with confidence, when sales handoffs are painful, or when you're hiring your first Head of Sales/Revenue. If any of those sound familiar, it's time.

What's the difference between RevOps and Sales Ops?

Sales Ops owns the sales team's tooling and process: compensation, territory, forecasting. RevOps owns the revenue system across marketing, sales, and customer success, attribution, lifecycle stages, handoffs, data architecture. RevOps includes Sales Ops but is broader.

Do you offer fractional RevOps?

Yes. Our fractional RevOps engagements run from 10 hours a month up to 30 hours a week. You get a senior RevOps operator embedded in your team: attending standups, owning the roadmap, building the stack, without the cost of a full-time hire.

Can you work with our existing RevOps hire?

Yes: we often partner with internal RevOps leads to add capacity, tool-specific expertise, or migration firepower. We're not here to replace your team; we make them more effective.

What outcomes should we expect from a RevOps engagement?

Pipeline you can see, a forecast you can defend, handoffs that hold and a team that trusts the data. From our case studies: 3x pipeline visibility at a Series A company, and 92% forecast accuracy with a 45% shorter sales cycle at a Series B company.

How much does RevOps consulting cost?

Fixed-scope RevOps projects cost €15K–€90K, depending on scope and stage. Ongoing embedded RevOps runs on a retainer of €6K–€25K per month. Every package is on our pricing page.

Do you build forecasting and board reporting?

Yes. Forecasting, attribution and reporting are part of most RevOps engagements, built from the CRM so the weekly pipeline call and the board pack show the same number. See analytics, reporting and forecasting.

Go deeper

Further reading on revenue operations

Revenue operations shouldn't be guesswork

Your board's next question is why the forecast missed again. Let's fix that before the meeting.

Book a RevOps assessment