Revenue operations07 / 08
Cosmetic Dental Group
Revenue operations and marketing systems
Put contacts, booked deals and open pipeline into a single operating view the team can act on weekly.
- Contacts, booked deals and open pipeline
- One view
- Decision queue the team works from
- Weekly
Contacts, booked deals and open pipeline
Decision queue the team works from
The context
Leads arrived, calls were missed, and nobody could say what was in the pipeline without rebuilding the answer by hand.
Andrew's role
Revenue operations and marketing systems.
What he led
- Consolidated contacts, booked deals and open pipeline into one operating view
- Built a weekly decision queue so the team works the same priorities
- Tightened CRM data health as a prerequisite for reporting anything at all
The result
Marketing and sales working from shared numbers instead of separate impressions.
What it demonstrates
Systems work — the unglamorous half of growth, and usually the reason the other half stops compounding.
Engagement summary published in a first-party case study.