Your Revenue Operations is a complex machine, like a sports car. When Did You Last Get it Tuned?
Felix, the Revenue Operations Mechanic, will get your revenue stack running strong, tuned, and firing on all cylinders, better than ever.
Felix Markman, Founder, Promise ROI
Revenue Operations Mechanic
- Every tool
- connected and optimized with Salesforce
- 1 day
- full connected-system report
- 1 person + his AI agents
KPIs That Will Be Maximized
01 — Marketing Automation
KPIs we improve
- Attribution coverage — % of leads with a campaign/source attached
- Lead-to-rep assignment time
- % of leads sitting unowned or in an unmonitored queue
- Duplicate lead/contact rate
- Email deliverability and opt-out rate
Eight areas. One review methodology.
Salesforce — or whatever CRM you run — is the universal data layer every one of these tools writes into. That's why the review stays consistent across all eight areas even though the tooling differs. Take one area at a time, or the whole system in a single engagement.
Quote-to-cash friction and configuration health.
Flagship capability: a built and executed transition plan from legacy CPQ to Revenue Cloud — driven by AI agents, so the migration moves in weeks, not quarters.
Your stack is a mess. It doesn't have to stay that way.
Felix is tired of watching revops teams limp along on disconnected tools, data nobody trusts, and money quietly left on the table. None of it is hard to fix. It's a matter of attaining a high level overview of how things should work, and deploying low-level fixes that solve the nitty gritty problems.
Felix directing AI agents that sweep the systems, surface the findings, and build the fix. No bench of consultants to wait on, no markup for headcount, and a pace a traditional team structurally can't match.
Audit
One business day to find what's broken in your config — and exactly how to fix it.
Automate
Deploy AI agents that rapidly put the fixes in place, inside the same engagement.
Accelerate
Accelerate progress, bring in more revenue, and increase the ROI on your SaaS spend.
None of this is about the tech for its own sake. It's about the stack finally working the way you were told it would — and revenue showing up because of it. That's the whole point: real return, not a tidier system.
Make your Front-Office SaaS stack actually work well
Pick one area or hand over the whole stack. One business day turnaround.
More leads captured — nothing falls through gaps in routing or sits unowned in a queue
More touchpoints landing — sequences and follow-ups actually fire instead of stalling on broken syncs
Faster follow-up speed — leads reach a rep in hours, not days
Higher lead-to-opportunity conversion — reps work leads instead of chasing bad data
More accurate forecasts — pipeline reflects reality, not wishful close dates
Faster quote-to-close — CPQ friction and configuration errors stop costing deals time
Fewer renewals lost blind — churn risk shows up before it's a surprise
Reports leadership actually trusts — one number, not three teams arguing about whose dashboard is right