Revenue Operations Proposal · Confidential
Revenue Operations Proposal · Confidential
Revenue Operations Proposal
Where we think the revenue is
You've set a clear goal — double revenue inside two years, with the US as the strategic growth market. Together we will complete a focused diagnosis of why not enough of the right prospects are entering the funnel, and how Physitrak can get the conveyor belt of growth up and running.
Strong close rates on thin pipeline means the ceiling is set by lead volume, not sales execution. The audit leads with a deep troubleshoot of demand generation and lead flow — with a US-first lens.
Recent marketing cuts mean the demand engine must run leaner and smarter. That raises the premium on systemised nurture, prioritisation, and AI-assisted workflows over headcount.
The CRM went live in January. New implementations are rarely optimally configured or correctly licensed. We check it's fit to scale on — before you pour US demand into it.
Around $20k of monthly marketing spend is generating visibility and reach, but it isn't converting into leads. That points to a top-of-funnel efficiency problem, not an awareness one — and it's a fast area to interrogate.
The business runs as two units: Lifecare and Wellness. Lifecare is expected to be the growth engine, so the audit prioritises its funnel, pipeline and demand generation first.
Build your own outbound sprint
Rather than a full audit, this is a tactical, hands-on engagement to generate leads now. Everything starts in scope and is shown in the order we'd run it. Remove anything you don't need — it moves to Out of scope — and add it back at any time. We'll confirm the detail and resourcing in a short written proposal.
Shown in the order we'd run them. Stages overlap where it makes sense — later preparation begins before earlier stages fully finish.
Removed items sit here. Add any back and they'll drop into the right place in the flow.
How it runs
The stages run in sequence but overlap where it makes sense — preparation for later stages starts before earlier ones finish. This shows the shape of delivery; durations and dates are confirmed once scope is agreed.
Indicative sequence and overlap only — no fixed durations. Reporting & analysis continues on an ongoing basis once campaigns are live.
Good to know
These are third-party costs you'd pay directly to the relevant provider — not RevOps Hub fees. They vary with the tools and support you choose, and we'll help you pick what's right for the sprint.
Increases the percentage of emails landing in inboxes rather than spam folders.
Various options depending on data volume, coverage and refresh needs.
To write copy and create campaign content, if not produced in-house.
Figures are indicative and set by the third-party provider — shown so you can plan total budget.
Your team
A small, senior team — no hand-offs to juniors. You'll work directly with the two people delivering the engagement from start to finish.
14 years of Revenue Operations experience with particular expertise in Sales Methodologies, CRM design and Growth Strategy. Responsible for overall delivery of the project & executive sponsor communication.
13 years in RevOps across a wide variety of B2C and B2B industries. Expert in Pipeline optimisation, GTM automation and delivering pipeline & revenue growth. Your operational point of contact who will do the bulk of the execution.