01
RevOps Architecture & Strategy
Designing the right RevOps model for your stage: team structure, technology stack, data model, and process framework, before any implementation begins.
Revenue operations consulting for B2B companies
Nomad helps Series A startups, mid-market, and enterprise B2B companies build and scale their revenue operations function, aligning marketing, sales, and customer success around shared data, process, and technology.
What Is Revenue Operations Consulting
Revenue Operations Defined
Revenue operations (RevOps) is the function that aligns a company's marketing, sales, and customer success teams around shared processes, data infrastructure, and technology. The goal is predictable, efficient revenue growth, removing the silos that cause pipeline leakage, inconsistent forecasting, and misaligned handoffs between teams.
A mature RevOps function owns CRM architecture (typically Salesforce), marketing automation (Marketo or HubSpot), lead routing and scoring, pipeline reporting, territory and quota design, and the GTM process that connects demand generation to closed revenue.
Nomad provides RevOps consulting across all of these areas, from initial architecture and strategy through hands-on implementation and ongoing optimization.
Talk With a Nomad Team Member
Tell us about your current revenue operations challenges, and our team will recommend the right approach.
02
CRM Implementation & Optimization
Salesforce Sales Cloud and Revenue Cloud implementation, data cleanup, object architecture, and workflow automation for B2B sales teams.
03
Marketing and Sales Alignment
Lead definition, scoring models, SLA design, and handoff process between marketing and sales, built to reduce pipeline leakage and improve conversion rates.
04
Pipeline Reporting and Forecasting
Building the reporting infrastructure that gives revenue leaders accurate, real-time visibility into pipeline health, conversion rates, and forecast accuracy.
05
GTM Process Design
Documenting and systematizing the go-to-market motion: territory design, quota setting, onboarding process, and the playbooks that make revenue teams repeatable.
06
RevOps Tech Stack Integration
Connecting Salesforce, Marketo, HubSpot, and the surrounding stack (enrichment, outreach, and BI tools) into a coherent, well-governed system.
When To Engage
Signs You Need a RevOps Consulting Firm
Most B2B companies reach out to Nomad when their existing revenue processes are breaking under growth pressure, or when they need to build a RevOps foundation before scaling.
-
Your CRM data is unreliable. Deals are miscategorized, pipeline is inflated, and forecasting is guesswork.
-
Marketing and sales disagree on what counts as a qualified lead and how handoffs should work.
-
You're implementing or overhauling Salesforce and need a partner who understands both the technical and go-to-market sides.
-
You're scaling past 50 people and informal revenue processes are no longer sufficient.
-
You need to build a RevOps function quickly without the timeline of hiring a full internal team.
-
Your revenue stack is fragmented. Tools don't talk to each other and data lives in silos.
-
You're preparing for a fundraise or board review and need reliable pipeline and revenue metrics.
Our Process
Strategy Through Execution
Nomad engagements cover both the strategic and the hands-on. We don't hand off a slide deck and leave. We build alongside your team and transfer knowledge so you own what we build.
01. RevOps Audit & Discovery
A structured assessment of your current CRM, automation, data quality, reporting, and GTM process, identifying the gaps and prioritizing what to fix first.
02. RevOps Architecture & Roadmap
Designing the target-state RevOps model (technology, process, data, and team structure) with a phased implementation plan tied to your growth milestones.
03. RevOps Implementation
Hands-on buildout in Salesforce, Marketo, HubSpot, and the surrounding stack, with documentation and change management so your team can operate what we build.
04. RevOps Optimization & Support
Ongoing advisory or retainer support as your business scales: refining the model, onboarding new tools, and keeping your RevOps function ahead of growth.
Tools & Platforms
Revenue Operations Technology We Work With
Nomad's RevOps engagements span the full B2B revenue stack. Our consultants hold certifications across Salesforce, Marketo and HubSpot and are recognized Solutions Partners.
FAQ
Common Questions
What is revenue operations consulting?
Revenue operations consulting is the practice of aligning a company's marketing, sales, and customer success functions around shared processes, data, and technology. A RevOps consulting firm like Nomad helps companies design their RevOps architecture, implement the right tools, such as Salesforce, Marketo, or HubSpot, and build the reporting infrastructure needed to manage revenue predictably.
What does Nomad do as a RevOps consulting firm?
Nomad provides end-to-end revenue operations consulting, from initial strategy and architecture through hands-on implementation. This includes CRM design and optimization (Salesforce), marketing automation setup (Marketo, HubSpot), pipeline reporting, lead routing, territory design, and GTM process buildout. Nomad works with Series A startups through enterprise B2B companies.
When does a company need a RevOps consulting firm?
Most companies engage a RevOps consultant when they are scaling past 50 employees and their sales and marketing processes are breaking down, when they are implementing or overhauling a CRM like Salesforce, when their pipeline data is unreliable, when marketing and sales are misaligned on lead definitions and handoffs, or when they need to build a RevOps function from scratch without hiring a full internal team.
What is the difference between RevOps consulting and hiring a full-time RevOps team?
A RevOps consulting firm like Nomad provides senior-level strategy and hands-on execution without the cost and timeline of building an internal team. Consulting engagements are faster to start, bring cross-industry experience, and are well-suited for project-based work like a Salesforce implementation or a GTM buildout. Companies with mature RevOps needs often use a hybrid model — a consulting firm to build the foundation, and internal hires to operate it.
How long does a RevOps consulting engagement with Nomad take?
Engagements vary based on scope. A focused audit and roadmap typically takes 2–4 weeks. A full RevOps buildout, including CRM implementation, automation setup, and reporting infrastructure, typically runs ~3 months. Nomad also offers ongoing retainer support for companies that want continued optimization after the initial buildout.
Does Nomad work with both startups and enterprise companies?
Yes. Nomad works across the full B2B spectrum, from Series A companies building their first RevOps function to mid-market and enterprise organizations optimizing and scaling an existing one. The approach differs by stage: earlier-stage engagements focus on building the foundation, while enterprise engagements typically focus on consolidation, governance, and advanced reporting.
Work with Nomad on RevOps
Tell us where your revenue operations stands today and what you're trying to build. We'll respond within one business day.