Find the leaks
A full read of the CRM, the data, and the funnel. You get the gaps ranked by what they cost you, fast, not a 40-page document that sits in a drive.
For Operators
You know what needs to change. We’re the hands to make it happen.
You have the initiatives you believe in and a roadmap you can’t fully staff. We’re the extra hands and the RevOps depth to drive them, on the CRM you already run, then hand it back once your team owns it.
Built faster with AI, so a boutique ships enterprise-depth rebuilds in weeks, not quarters.
$0 → $400MARR we’ve helped scale
30+SaaS funnels rebuilt
9named case studies you can read → SF + HubSpotrebuilt on the stack you run
The work you can’t get to
The projects you already believe in, still sitting on the roadmap.
The CRM rebuild you keep scoping but can never pull a person off pipeline to run.
The lifecycle and stage cleanup you know would fix the forecast, sitting on the roadmap for two quarters.
The attribution project that would end the marketing-spend argument, if anyone had the time.
The reporting layer your team actually trusts, always next quarter because this quarter is on fire.
You don’t need someone to tell you what’s wrong. You need the capacity to fix it. That’s the job: extra hands that drive the initiatives you already know matter, so they ship instead of slipping another quarter.
What changes
From a CRM you fight to a system you run on.
One funnel, not two
Sales and marketing running the same lifecycle, with every handoff defined and accounted for, so a lead never falls into the gap between the teams.
A forecast you can defend
Stages that mean one thing, hygiene that holds, and a pipeline that reflects reality, so the number you commit is one you can stand behind in the room.
Attribution that ends the argument
Every dollar traced to the deal it drove, so the marketing budget conversation is settled by data instead of who is loudest.
A team that actually uses it
Adoption designed in from day one, so the system you ship is the system your reps run, not another tool they route around.
How the work runs
Three moves, and we don’t leave at move two.
Rebuild it right
Lifecycle, stages, handoffs, and reporting rebuilt on Salesforce or HubSpot to match how you actually sell, with the edge cases handled.
Make it stick
We stay until your team runs it without us. Most firms hand you a build and leave; the running of it is where the value actually lands.
Partners, not vendors
The operators who run it with us.
“Partnering with The Sales Nerd was transformative for our go-to-market operations. They untangled years of technical debt and delivered a clean, scalable GTM architecture our teams can now confidently operate on every day.”
Natealine Judie Director of Sales Operations, GoGuardian “The Sales Nerd team brought strategy, execution, and clarity. We didn’t just get cleaner data, we got a system that drives expansion and makes sense to every GTM team.”
Rex Galbraith Chief Revenue Officer, Consensus Which initiative would you hand off first?
Book a call and the first conversation shows you where your revenue system is leaking, and what we’d drive first.
How an engagement works
A fixed-scope diagnostic, then a build that earns its keep from month one.
Low risk to start, and you own the plan whether or not you run the build with us. Once we build, short-term wins land in the first weeks while the long-term rebuild, the lifecycle and reporting overhaul you keep scoping, gets designed and implemented in parallel.
Step one · Diagnostic
A scoped read of your revenue system: where the funnel leaks, what the CRM is hiding, what the forecast is built on. You get the gaps ranked by what they cost and a concrete build plan. Fixed scope, fixed fee.
Step two · the build, monthly
$10k–$50k per month, tiered to the work. Quick wins from week one; the long-term rebuild designed and implemented alongside them.
Embedded
$10k-$15k/mo
Senior RevOps capacity on one workstream: quick wins on the CRM you run now, and the scoping that turns the diagnostic into a real build plan.
Rebuild
$20k-$35k/mo
The active rebuild of lifecycle, stages, handoffs, and reporting, running alongside a steady stream of short-term wins so value lands before the rebuild is finished.
Embedded team
up to $50k/mo
A full RevOps team on multiple workstreams at once, driving the whole roadmap you can never fully staff, then handing it back running.
How we work in your systems
Your org, your access.
We work inside your Salesforce or HubSpot as named users you grant and revoke. Your data never leaves your systems, and access ends when the work does. No third-party warehouse, no exports, no standing keys.
The work you know needs doing, finally moving.
We’re the lever you pull to drive the initiatives you can’t staff. Book a call and the first conversation shows you where your revenue system is leaking. Not ready to talk yet? Take the funnel check.