fractional revenue
for teams in transition
operations
build a scalable revops foundation
You’ve outgrown founder-led sales and scattered systems.
We help you build the operational backbone to scale smoothly, confidently, and profitably.
OUR services
We help growth-stage and mid-market companies navigate critical transitions—from scaling fast to replacing outdated systems. With strategy, execution, and hands-on support, we build the RevOps foundation you need to grow confidently.
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Revenue operations assessment: evaluate your current systems, gaps, and opportunities
Go-to-market process mapping: align marketing, sales, and post-sale handoffs
Roadmapping & prioritization: set a clear, actionable RevOps plan tied to growth goals
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CRM platform selection: HubSpot, industry-specific platforms, and other leading systems
System implementation or migration: configure, migrate data, and optimize setup
Custom workflows & automation: design streamlined, scalable processes
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Revenue process design: improve lead flow, deal tracking, and handoffs
Pipeline & opportunity management: build consistency, visibility, and accountability
Operational efficiency: remove bottlenecks and reduce friction across teams
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Dashboard & report design: build clear, actionable metrics
Data quality management: ensure accurate, reliable reporting
Leadership visibility: deliver insights that drive better decisions
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Team onboarding & enablement: train users on new systems and processes
Hypercare support post-implementation: hands-on help to troubleshoot and stabilize
Ongoing support & iteration: ensure long-term success as your business grows
Who we are
We’re a nimble RevOps agency trusted by mid-market companies to deliver scalable systems and long-term growth.
HOW WE WORK
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![Five people sitting at a white conference table with laptops, notebooks, and pens, in a bright modern office with a wall of sticky notes and a large computer monitor showing an email inbox.]()
Discovery & Assessment
We dive deep into your current systems, processes, and data to uncover gaps, friction points, and opportunities for improvement.
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![Person drawing a flowchart or diagram with a gold ballpoint pen on a white sheet of paper, with various boxes, arrows, and highlighted sections.]()
Strategic Roadmapping
We design a tailored RevOps roadmap that aligns your people, processes, and platforms for scalable, efficient growth.
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![Person typing on a laptop with a blurred computer monitor in the background.]()
Execution & Implementation
We lead CRM implementations, process improvements, and system migrations — managing both in-house work and external vendors to ensure smooth delivery.
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![Laptop computer displaying a Zoom video conference with multiple participants, placed on a wooden table along with a ceramic mug filled with a hot beverage.]()
Training & Hypercare Support
We provide hands-on team training, adoption support, and post-launch hypercare to set you up for long-term success.
trusted by Growing Teams
Taylor Fay, COO at Auxo Solutions
“Ivy & Atlas has been instrumental in helping us leverage HubSpot more effectively, leading to noticeable improvements in our operational efficiency.”
Casie Szumigala, CEO at Click Pragmatics
“Kristen took the time to understand our needs and budget, researched the best options, and built everything from the ground up. That was nine months ago, and honestly, if we hadn’t hired her, we’d still be trying to figure it all out. Kristen is professional, incredibly detail-oriented, honest, and also a lot of fun to work with. I can’t recommend her enough. You won’t regret it.”
While we do have our favorite tools, there’s no need to hunt down a specialist for every niche platform. We’re a tech-stack-agnostic RevOps agency, bringing the agility and adaptability to learn on the job and master the systems that matter most to your team. We work confidently across your unique stack, delivering expertise and flexibility where you need it most.
