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Operations and Optimization Services

We design operational systems and RevOps structures that align teams, streamline workflows, and turn fragmented processes into scalable growth engines.
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What We Deliver

Operations and Optimization Built for Scale, Speed, and Cross-Functional Alignment

Behind every high-growth company is an operational engine built for scale. At Strativera, we turn strategy into execution by optimizing systems, refining workflows, and strengthening reporting—so you can grow with alignment, efficiency, and confidence.

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Behind every high-growth company is an operational engine built for scale. At Strativera, we turn strategy into execution by optimizing systems, refining workflows, and strengthening reporting—so you can grow with alignment, efficiency, and confidence.

Our Operations and Optimization Services Include:

  • Lead lifecycle architecture and process mapping

  • Tech stack optimization across marketing, sales, and CS

  • Data integrity frameworks and CRM governance

  • Cross-functional SOPs for scalability and consistency

  • Handoff coordination between departments

  • Automation design and implementation

  • KPI and dashboard development

  • Revenue & P&L integration for strategic visibility

  • Budget allocation and spend-to-impact modeling

  • HubSpot, Salesforce, Klaviyo, Zapier, and BI implementation support

  • Data pipeline unification across tools and departments

  • Documentation and team enablement for system adoption

Who This Is For

  • Companies scaling fast but held back by operational inefficiencies, data silos, or reporting gaps
  • PE-backed organizations aiming to improve EBITDA through SG&A optimization and smarter resource allocation
  • Teams preparing for product launches, M&A, or exit and needing better process visibility and execution support
  • Marketing, sales, and finance leaders struggling to unify KPIs, handoffs, or performance reporting
  • Businesses implementing or integrating platforms like HubSpot or Salesforce and seeking lifecycle clarity
  • Revenue teams looking to define or restructure their RevOps org for scale, efficiency, and accountability

Client Outcomes

  • 45% increase in reporting accuracy and speed through centralized dashboards and CRM lifecycle automation
  • 25% reduction in lead-to-close cycle time via process alignment and workflow optimization
  • $2M+ in unlocked operational savings through improved SG&A efficiency and automation design
  • Fully built and adopted RevOps infrastructure—including lead lifecycle, CRM stages, and integrated handoffs—in under 60 days
  • Enhanced cross-functional collaboration through unified systems, lifecycle visibility, and real-time performance tracking
  • Streamlined HubSpot and Salesforce integrations enabling consistent pipeline health and attribution clarity

How We Operationalize Growth

At Strativera, we help businesses scale by transforming their operational systems into growth engines. Our approach blends RevOps best practices with executional rigor—turning fragmented tools, workflows, and data into a unified system that accelerates performance. Whether you’re redefining your RevOps org structure, improving your CRM lifecycle, or aligning KPIs across departments, we build solutions that are measurable, adaptable, and built for scale. Our four-phase framework—delivers clarity, accountability, and cross-functional alignment across your entire revenue engine.

Diagnose

We evaluate workflows, handoffs, tech stack, and CRM lifecycle stages to identify inefficiencies and misaligned incentives. This phase uncovers where operational breakdowns are limiting performance and where growth is at risk.

Design

We build the foundation for operational scale—mapping your lead lifecycle, defining CRM governance, and designing SOPs. We unify reporting structures and KPI models to align teams and create RevOps clarity across departments.

Execute

We implement lifecycle systems, workflow automation, and tool integrations. From HubSpot and Salesforce to campaign infrastructure and handoff processes—we embed executional rigor without slowing teams down.

Optimize

We continuously refine your systems using KPI tracking, audit loops, and data feedback. From CRM stage optimization to platform scaling, we ensure your operations evolve with the business and unlock efficiency over time.

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Let’s build what’s next—together.

Whether you need a strategy refresh, a partner to drive execution, or support scaling your people, operations, and optimization efforts, Strativera helps you move forward with clarity, confidence, and measurable impact.

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Frequently Asked Questions:

RevOps consulting brings your go-to-market teams together. It aligns processes, platforms, and performance metrics throughout the customer journey. At Strativera, we help in operations and optimization by breaking down silos by mapping shared KPIs, standardizing handoffs, and implementing centralized reporting systems. This alignment helps reduce problems in operations. It increases accountability. It ensures that every team works towards the same revenue goals. This includes everything from the first contact to renewal.

We improve the lead lifecycle by looking at each stage. This includes lead capture, MQL, SQL, and opportunity. We find where leads drop off and where the process is not efficient. We use platforms like HubSpot and Salesforce. We create automation, scoring models, and enrichment logic. These operations and optimization helps us qualify, route, and nurture leads accurately. This results in faster response times, higher conversion rates, and a more predictable sales pipeline.

The lifecycle stage in HubSpot is a built-in property that tracks where a contact or company is in your sales and marketing funnel. Stages typically include Subscriber, Lead, MQL (Marketing Qualified Lead), SQL (Sales Qualified Lead), Opportunity, Customer, and Evangelist. Strativera operations and optimization approach helps companies define and implement these stages based on their sales process. This ensures that automation, reporting, and workflows match business goals.

Strativera offers full-service HubSpot implementation tailored to RevOps scalability with operations and optimization. This includes setting up the portal, mapping lifecycle stages, scoring leads, and creating automation workflows. It also covers custom reporting, CRM integrations, pipeline setup, and activating multiple hubs for Marketing, Sales, and Service. We design HubSpot to function not just as a marketing tool—but as the operational backbone of your GTM engine.

We specialize in aligning Salesforce and HubSpot through custom integrations, middleware platforms (like Zapier or Workato), and native syncs. Our teams operations and optimization makes sure data is accurate and consistent. We standardize field mapping and sync data between platforms. This way, your marketing, sales, and success teams always have complete and up-to-date information. This reduces lead duplication, improves attribution, and enhances reporting clarity.

RevOps optimization gives leadership real-time visibility into pipeline health, lead velocity, and stage-by-stage performance. Our operations and optimization approach help you find risks sooner by standardizing definitions and enforcing data hygiene. We also create consistent reporting frameworks. This allows you to use resources better and make more accurate forecasts. Strativera builds the systems and dashboards that transform your pipeline from a black box into a revenue roadmap.