The term “Revenue Operations Consultant” gets thrown around a lot; often by CRM freelancers, growth strategists, and agencies alike. But if you’re scaling fast and your GTM systems are breaking down, hiring the right kind of RevOps consultant could be the smartest move you make this year.
This post explores what a Revenue Operations Consultant really does, what outcomes to expect, and how to choose one that drives sustainable revenue — not just dashboards.
At the growth stage, most B2B companies face the same creeping problem: complexity. More leads, more reps, more tools — and suddenly, nothing flows.
Revenue Operations (RevOps) exists to fix this. It connects marketing, sales, and customer success around:
Shared data
Unified processes
One tech stack
Aligned incentives
But implementing this kind of change internally is tough. That’s where a consultant steps in.
A Revenue Operations Consultant is a strategic expert who:
Audits your current GTM systems and data
Identifies friction between teams, tech, and reporting
Builds a roadmap to align your funnel
Helps implement process and tooling changes across departments
They bridge strategy and execution — sitting between the CRM admin, the sales VP, the marketing lead, and the CEO.
At Project36, we go one step further. We bring not just consultancy, but a framework for delivery: WaypointOS, our structured approach to RevOps transformation.
Hiring a Revenue Operations Consultant isn’t about tweaking a dashboard. It’s about fixing the foundation so growth doesn’t stall.
Here are the most common symptoms we solve:
Sales and marketing don’t speak the same language. CS is tracking onboarding manually. The CRM shows partial truths.
A consultant identifies disconnects and creates cross-team alignment using shared workflows and metrics.
Bad data → bad decisions. You might have HubSpot, but the reports contradict each other and leaders don’t trust the pipeline.
A RevOps consultant audits your CRM setup and rebuilds reports based on a clean, unified data structure.
Try our free HubSpot Auditor to spot these issues instantly.
Reps are creating tasks manually. Automation rules overlap. Lead routing is inconsistent.
A consultant maps every GTM workflow and re-engineers them for automation, clarity, and scale.
Calendars, CRMs, lead forms, CS tools — nothing integrates. Your tech stack is slowing you down.
A RevOps consultant rationalises the stack and implements integrations that work.
At a high level, here’s what the typical Project36 engagement looks like:
We assess:
Tech stack
GTM workflows
Data structure and hygiene
Reporting and attribution
Team responsibilities
This is delivered via WaypointOS — our diagnostic RevOps system.
You’ll get a plan for the next 30, 60, and 90 days that covers:
Quick wins (clean-up)
Mid-term fixes (workflow/process)
Strategic shifts (reporting, routing, enablement)
We don’t leave you with a slide deck. We:
Rebuild lead scoring
Fix lifecycle stages
Design revenue dashboards
Simplify routing logic
Enable teams with documentation and training
All within the CRM you already use (usually HubSpot).
RevOps isn’t “set and forget.” We:
Create tracking frameworks for pipeline velocity, conversion, and ops efficiency
Embed with teams to tweak systems as they adopt new processes
Deliver monthly ops reviews with insights, not just data
| Role | Strength | Limitation |
|---|---|---|
| RevOps Consultant | Strategy, frameworks, GTM alignment | May not handle day-to-day execution |
| RevOps Agency (like Project36) | Strategic + technical + delivery | Requires more collaboration and planning |
In practice, many modern consultancies blend both — which is exactly how Project36 operates. We offer strategic planning and hands-on implementation so that you don’t just get advice — you get outcomes.
These are the outcomes you should expect (and demand):
Cleaner CRM data and higher adoption
Shorter sales cycles due to clearer handoffs
Fewer missed leads from improved routing
Stronger marketing <> sales collaboration
Dashboards that drive decisions
Time saved through workflow automation
In a recent Project36 engagement, a fintech client saw:
20% reduction in lead response time
35% increase in qualified MQL-to-SQL conversion
Executive reporting moved from Google Sheets → dynamic dashboards
Here are some of the trigger moments where bringing in help makes sense:
| Scenario | Consultant Impact |
|---|---|
| You’ve just raised funding | Align ops to scale smart, not fast and fragile |
| You’re hiring GTM leads | Set up systems to support new team workflows |
| You’ve outgrown your CRM | Redesign structure before layering on tools |
| You want better forecasts | Build data models and dashboards you trust |
| You’re planning a GTM shift | Audit readiness, design new workflows, model outcomes |
If you're guessing in any of these areas, a RevOps consultant can bring clarity.
We’re not generalists. We’re not HubSpot freelancers. We are a strategic RevOps partner that builds systems and operating models for B2B companies who are serious about scale.
Here’s what makes us different:
WaypointOS: our RevOps framework to assess, align, and optimise
HubSpot RevOps specialists: certified, experienced, and proactive
AI-powered CRM audit: free entry point to find problems
Trust-led: ISO27001, SOC 2, GDPR
Human, collaborative, embedded delivery
We don’t just optimise — we redesign your operations for confident growth.
Hiring a Revenue Operations Consultant isn’t about duct-taping your CRM. It’s about:
Rebuilding your GTM engine
Creating shared truth across your funnel
Empowering your team with systems that scale
That’s what we do at Project36.
👉 Book a discovery session
👉 Try our HubSpot Auditor
👉 See our RevOps services