02 / ai revops buildout
A revenue system, your team can run on.
The CRM, automation, and reporting layer behind predictable pipeline. Cleaned up, wired together, and built to scale.
Clean data, zero guesswork
Automated lead routing & scoring
Real-time pipeline visibility
our systems have booked calls with teams at
how it works
What we build together
One system, three stages, wired into your stack end to end.
01 / Audit
Map
HubSpot
Zoho
GoHighLevel
Field audit
Claude
n8n
- Full CRM & data model audit
- Duplicate & data-quality scan
- Lifecycle stage mapping
02 / Build
Automate
Clay
n8n
Scoring
- Dedup, enrichment & hygiene
- Lead routing & scoring rules
- Lifecycle automation & AI agents
03 / Operate
Report
Dashboards
Slack
Weekly review
- Pipeline & forecast reporting
- Real-time alerts & ownership
- Documentation your team owns
our framework
Three layers, one clean system
The plumbing behind predictable pipeline, built to last.
01
Data hygiene
Clean, deduplicated, enriched records your whole team can trust.
DedupEnrichmentStandardization
02
Lifecycle automation
Leads route, score, and move stage automatically, with no manual busywork.
- Lead routing & scoring
- Stage-triggered workflows
- AI agents for CRM ops
03
Reporting & forecasting
Know exactly where pipeline stands, without pulling a spreadsheet together.
Pipeline stagesForecastingExec dashboards
result
Pipeline you can trust
Every record flows through the same clean system, and lands somewhere your team can act on it.
// no more guessing where pipeline stands
technology
Driven by best-in-class tooling
The same focused stack running on the homepage, applied to your revenue system.
HubSpot
Primary CRM & pipeline
Zoho
CRM & cadence automation
GoHighLevel
Workflows & funnels
Clay
Enrichment & data ops
n8n
Workflow automation
Claude
AI agents for CRM ops
Dashboards
Real-time reporting
timeline
Getting started
What you can expect in the first three weeks.
Week 01
- Kick-off call & CRM access
- Full data & workflow audit
- Lifecycle stage mapping
Week 02
- Dedup, enrichment & cleanup
- Routing & scoring build, weekly call
- Revisions
Week 03
- Final feedback
- Automation & dashboards go live
- Weekly call & reporting review
faqs
Frequently asked questions
What do I get with the AI RevOps Buildout?
A clean, automated revenue system your team can actually run on.
- CRM setup, migration, or cleanup done for you
- Automated lead routing, scoring, and lifecycle workflows
- Real-time pipeline and forecast reporting
- Documentation your team owns, not a black box
What company stage is this best suited for?
Teams with messy CRM data, manual reporting, or a pipeline nobody fully trusts, typically once you've outgrown spreadsheets and ad hoc processes but before you have a dedicated RevOps hire.
How much does it cost?
Pricing depends on the state of your current CRM and the scope of automation you need. Engagements run on monthly retainers, with the first step being a short audit call to scope it accurately.
What do you need from us?
Admin access to your CRM and automation tools, and a point of contact who can answer questions about your current process. We handle the audit, build, and documentation end to end.
start a pilot
Put the AI RevOps Buildout to work.
Book a 30-minute call to see if it's the right fit.
Get in touch ↗// or email aldo@ruga.to