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Align · $10M+ B2B

Your marketing is generating activity. Your pipeline isn't reflecting it.

Strategic advisory across your full marketing-to-revenue architecture — closing the gap between what your marketing is producing and what your pipeline should show.

$8,000–$15,000/mo — Monthly retainer · Strategic advisory — your team executes

The Problem

Most $10M+ B2B businesses have the platforms. They don't have the architecture.

Lead quality is disputed between marketing and sales. CLV isn't informing acquisition strategy. CAC is rising without visibility into why. Pipeline reporting the sales team doesn't trust. The CRM has data but not the right data. The MAP is running programs but not the right programs. Every platform is doing something — but none of them are doing it as part of a connected system designed around revenue outcomes. 

The problem isn't effort and it isn't the technology. It's that the platforms were configured independently, the lifecycle was never designed as a system, and nobody has mapped how marketing investment connects to revenue outcomes at every stage. The RevOps Consulting retainer closes that gap — strategic advisory on your full revenue architecture, setting the direction your team executes against, with the reporting infrastructure that makes outcomes visible to leadership. 

We set the direction. We align the ecosystem. Your team executes — with clear strategy, CLV-informed priorities, and the visibility to know what's producing and what isn't.

What's Included

The full revenue architecture — lifecycle through reporting.

Lifecycle, CLV & Pipeline
Full lifecycle design — awareness through customer expansion and upsell
CLV analysis — identify high-value customer patterns and design retention strategy around them
CAC evaluation — align acquisition investment to the channels producing your best customers
Buying intent identification and buyer signal evaluation
Lead scoring model evaluation and improvement advisory
Demand generation strategy — themes, channels, and targeting criteria
Sales and marketing alignment — definitions, handoff process, and pipeline targets
Customer expansion and upsell opportunity framework
Platforms, Data & Analytics
CRM and MAP architecture alignment with growth goals
Platform orchestration advisory — how your full stack works together as a system
AI applied to segmentation, CLV modeling, and campaign strategy
Customer data architecture advisory — completeness, gaps, and readiness
Data privacy compliance advisory — CAN-SPAM, GDPR, CCPA, and PIPL
Executive pipeline reporting framework and dashboard design
Digital presence evaluation — SEO, paid, and organic channel alignment
Vendor and agency ecosystem evaluation and advisory
How It Works

Strategic direction set. Your team executes. Outcomes visible.

01
Revenue Architecture Assessment

A Growth Readiness Assessment maps the gap between your current architecture and what your pipeline should be producing — CLV, CAC, lifecycle design, and platform gaps all identified and ranked.

02
Strategic Roadmap

A prioritized plan built with your leadership team — lifecycle design, platform orchestration, CLV and CAC strategy, and the reporting framework. Clear owners and milestones at every stage.

03
Ongoing Advisory

Regular sessions setting strategic direction — lifecycle refinements, scoring model evolution, platform guidance, and pipeline reporting. We set the direction. Your team executes against it.

04
Executive Reporting

A reporting framework that connects marketing activity to pipeline and revenue outcomes — giving leadership the visibility to know what's producing, what needs adjustment, and where to invest next.

Who This Is For

Built for B2B businesses with platforms in place and architecture gaps to close.

Strong Fit
Not the Right Fit
$10M+ B2B business with a revenue target or expansion initiative actively in place
Marketing activity that isn't converting to consistent, predictable pipeline
Platforms in place — HubSpot, Salesforce, or equivalent — but not working together as a connected system
No clear CLV model or CAC visibility across acquisition channels
Sales and marketing misaligned on lead quality, definitions, or the handoff process
No growth ambition — goal is to maintain revenue, not grow
No CRM or MAP in place — start with the Small-Business Accelerator or Growth Readiness Assessment
Looking for execution-only support with no strategic direction involved
Has a fully staffed, high-performing RevOps team already producing consistent pipeline results
The Offer Ladder

One relationship. Every stage of your growth.

RevOps Consulting is the deepest engagement on the ladder — built for B2B businesses with complex revenue architecture and the platforms to support it. Every engagement below it is a natural path to get here, and the strategic foundation built along the way carries forward into this work.

Guide · Any Stage
Executive Advisory
Learn more →
Diagnose · Any Stage
Growth Readiness Assessment
Learn more →
Launch · $1M–$5M
Small-Business Accelerator
Learn more →
Partner · $5M+
Fractional CMO Retainer
Learn more →
Align · $10M+ B2B
RevOps Consulting
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Ready to align your revenue ecosystem? 

 and what your pipeline should be producing — and whether this engagement is the right fit to close it. 

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