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120+ Revenue Systems Rebuilt

You delegated the work. You didn't mean to delegate the visibility.

We rebuild the system under your forecast. Your whole leadership team gets one number they can trust. For revenue leaders at agency, media, and professional services firms, and at multi-company organizations.

See if your operation is a fit.

Trusted by established agency, media, and professional services firms
Supreme GroupCornerstone Licensing ServicesSimWellDinelineAccelerate Tax

You stepped back like you were supposed to, and now nobody's numbers match.

You hired the leaders. You gave them a CRM. You started managing from reports instead of standing over every deal, which is exactly what a leader should do.

Now the pipeline looks fine and the forecast looks fine, and the quarter still misses by twenty percent. You can't tell if that's a sales problem, a data problem, or a definitions problem. And fixing the CRM didn't help, because the failure sits one layer below the CRM.

It's almost always the same four problems.

You've probably sensed all four already.

LAYER 01active

Marketing and sales don't speak the same language.

Marketing counts MQLs. Sales counts closed-won. Nobody agreed on what happens in between, so leads fall through the gap and no report can show you where.

What you see day to day

Strong lead volume, weak conversion, and no one can tell you why.

LAYER 02active

Your stack got bolted together. Nobody designed it as a system.

A CRM, five other tools, and three spreadsheets. Each one works on its own. Together they leak data at every seam.

What you see day to day

Same question, different answer, depending on who runs the report.

LAYER 03active

Your reporting was built for the team. The board needs something else.

The reports got built for standups. The board needs different cuts of the same data, so someone rebuilds it by hand before every meeting.

What you see day to day

Numbers shift between deck drafts. You never feel settled with what you're presenting.

LAYER 04active

The real pipeline lives in private spreadsheets.

Reps update the CRM when they remember. The deals they actually believe in live in spreadsheets and DMs, and that never reaches your dashboard.

What you see day to day

Your forecast is built on data your own team doesn't trust.

And they cost you more than the missed quarter.

The miss shows up on the board deck first. That's the number everyone sees, and it lands on you.

The rest shows up in your week. Sundays go to fixing the forecast by hand before the board meeting. A renewal you should have seen three months out becomes a defensive phone call. Your best people spend hours arguing about whose numbers are right.

The biggest cost is quiet. You are running revenue decisions on data nobody fully trusts.

That's why we start at the roots.

We view RevOps like a tree. Revenue is the fruit. It only shows up when the roots, trunk, and branches under it are healthy, so that's where we work.

MarketFruit · RevenueBranches · GTMTrunk · ArchitectureRoots · DataPeople
Level 1 · InitialNo consistent systems or process. Deals live in inboxes and in people's heads.Next gate: 4 to 6 months to Aligned.

Score your firm against the full RevOps Maturity Model for Professional Services →

Three weeks to figure out what's actually going on.

You can't fix what you can't see. And right now nobody in the building sees the whole thing. So every engagement starts the same way: a three-week diagnostic, not a multi-year proposal.

We score your firm against the maturity model and show you which level you're on and why. Then we scope the single move to the next level. $15,000, credited in full if you go ahead with the build.

Read more about the Revenue Clarity Diagnostic →

Then we fix it one level at a time.

You pick the level you're going after, and we scope that one. Each level has a set of things that have to be true before we call it done, and we re-score you at the end against the baseline we locked at kickoff.

The four moves

  1. Level 1 to 2Initial to Aligned

    State pipeline and revenue at risk with confidence.

    Timeline4 to 6 months
    Expected return4x
  2. Level 2 to 3Aligned to Optimized

    Grow revenue without growing overhead at the same rate.

    Timeline6 to 9 months
    Expected return5x
  3. Level 3 to 4Optimized to Predictive

    Commit a number to the board and hit it.

    Timeline9 to 12 months
    Expected return6x or better
  4. Level 4 to 5Predictive to Transformative

    Defend valuation and survive a leadership change.

    Timeline12+ months
    Expected return6 to 8x

Expected return is measured against what that level's engagement costs you, from a baseline we lock at kickoff and re-score at the end.

You decide at the end of every levelThere's no three-year contract to sign. When a level is finished we re-score you, walk you through what actually changed, and you decide whether to keep going. Most firms keep going because the last one paid for itself. And if we didn't hit the criteria, the work isn't done and that's on us.

See what every level requires →

What it looks like from the other side.

In their words

Unedited reviews

LinkedIn post from Jon Santavy of SimWell about engaging MergeYourData for RevOps structure
LinkedIn
Five star Google review from Anne Arias about HubSpot integration and CRM implementation
Google review
Five star Google review from Audrey Tolnay of Accelerate Tax about HubSpot onboarding
Google review

What you won't experience with us.

You've hired consultants before. Here's what you won't see this time.

CRM configuration repackaged as RevOps.

Configuring a CRM is a five-figure project, and you may have bought one already. The operating model underneath it is what you're hiring us for.

The team that sold you isn't the team you get.

The three people on your diagnostic deliver the whole engagement. No handoff to junior staff in month two.

A pitch in the first conversation.

The first conversation is diagnostic. If we're not the right firm, we'll say so on the call.

An engagement that pushes through unmet prerequisites.

If leadership won't reinforce the process, the engagement fails regardless of what we build. We say no to those.

Activity dressed up as outcome.

We measure ourselves on whether your system still holds a year after we leave.

When we're the right fit, and when we're not.

Tick the ones that sound like you.

A fit if0 of 4
Not a fit if0 of 4

Tick anything that sounds like your firm. We'll tell you straight whether this is the right time.

Before you apply.

One level at a time, from four to six months at the first level to twelve or more at the last. Quarterly billing, paid in advance. You decide whether to continue at the end of each one.

$15,000. Three weeks, structured. You leave with the document whether or not we work together after that.

No, and be careful with anyone who guarantees one. It's an expected return based on what this work has produced before, measured against a baseline we lock in your systems at kickoff. We re-score at the end so you can see what actually moved.

Good. The criteria still have to hold, because a number you hit once isn't the same as a system that produces it. We finish the level, re-score, and you decide what's next.

Your team operates through the system after we leave. Training is embedded in every level, not bolted on at the end. The operating rhythm is yours to keep.

It's yours. Fully owned, fully documented, fully operated by your team. We hand it over clean.

Most engagements start within thirty days. Revenue Clarity Diagnostic first, then your first level begins after that, if it makes sense for both sides.

If you recognize the pattern, let's talk.

A forty-five-minute call with our Practice Lead. We'll talk through your operation. If we're a fit, we'll outline the engagement. If we're not, we'll say so on the call.

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