RevOps
Aligning marketing, sales, and customer success data so the handoffs between teams don't create the gaps where revenue gets lost.
Revenue leaks at handoffs.
Marketing passes a lead to sales on criteria that sales doesn't trust. Sales closes a deal that customer success inherits without context. Each team operates on a different view of the same customer - and the gaps between those views are where pipeline stalls and retention problems start. RevOps is the discipline of designing those handoffs so they work correctly, consistently, and with data that all three teams actually believe.
Our Approach
We approach RevOps as a data architecture problem before it's a process problem.
The handoff between marketing and sales only works reliably if the field mapping, lead scoring criteria, and routing logic are built together - not bolted on after. We audit the current state of each team's data view, identify where the breaks in handoff actually occur, and design the integration layer and operational standards that close those gaps. Execution covers the platform work, the documentation, and the alignment sessions that get teams to agree on a shared definition of what the data means.
Discuss RevOps
Connect with Phil to discuss your operational environment, what's not behaving correctly, and how Tactical Marketing approaches the repair and governance work.
Contact Us"I've worked very closely with Phil daily for almost 5 years at Act-On and can sincerely say that I've benefited tremendously from his creative problem-solving, tireless work ethic, and willingness to do whatever it takes to get the job done. Phil takes initiative and goes above and beyond what's expected of him every day. Everyone who's ever had the pleasure of working with Phil knows that he thinks through what's needed to get the job done right the first time."
What We Do in RevOps
Related deep dive
RevOps Consulting →Aligning marketing, sales, and customer success so revenue stops leaking between teams.
Or browse the full operations library.
Frequently Asked Questions
How do you identify what's actually broken versus what just looks broken?
We audit systematically - program logic, trigger conditions, data sync behavior, and the integration layer - rather than reacting to surface symptoms. Most environments have failures that aren't visible in the platform UI at all.
How long does an audit or repair engagement typically take?
A thorough audit runs 2–3 weeks. A structured repair or rebuild depends on the depth of the technical debt - most range from 4–10 weeks. We scope each engagement after the initial audit so you know what you're committing to.
Do you provide ongoing management after the repair work is done?
Often, yes. Many clients transition into a managed services arrangement where Tactical Marketing handles ongoing administration, governance, and platform maintenance. Others prefer to hand back to an internal team - in which case we document everything and run a formal knowledge transfer.
Related Services
Define.
Consulting & Training
Operational expertise transferred to your team - so they can maintain, extend, and trust the systems we build together.
Define.
Market Research
Data-driven insights that inform go-to-market decisions with real signal, not assumption.
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AI in Marketing Operations
AI applied to the specific operational tasks where it improves speed and accuracy, directed by senior judgment, not substituting for it.
Start the conversation.
If something isn't behaving the way it should, that's where we start. Phil reads every inbound personally and responds within one business day.