methodology

Our Process

Step 1

Book a free 30-minute Mini Diagnostic

  • Tell us everything we need to know about who you are and where it hurts

  • Collaboratively define your top RevOps priority and underlying causes

  • Receive actionable insights on steps you can take to fix the pain

  • Determine if our Fractional RevOps model makes sense for you

→ If it does, move to step 2!

Step 2

Attend a Free 60-minute Scoping Workshop

  • Dissect your go-to-market bottlenecks and what they are costing the business

  • Talk through all of your constraints and rank them in order of impact and complexity

  • Align around the time, effort, and investment needed to create lasting impact

  • Receive a customized RevOps Transformation Plan with your next steps

→ Take it to your internal team, hire off Fivr, or work with us! Either way, we want you heading in the right direction.

SEE EXAMPLE OF THE REVOPS TRANSFORMATION PLAN [DOWNLOAD PDF]

Step 3

Begin Your First Quarterly Sprint

  • Attack the highest-priority initiative from your RevOps Transformation Plan

  • Go after quick wins that create immediate, positive impact for cross-functional teams

  • Ensure this, prevent that…what are two other things we do at ATM to deliver value in this first quarterly sprint?

→ Go to our 5 Step Transformation Process

RevOps Transformation Process

how we work

We deliver in focused 12-week sprints — starting with a kickoff, staying aligned through weekly syncs and async support, checking progress mid-quarter, and closing with a rigorous EOQ readout.

A flowchart diagram illustrating a process starting with 'KICKOFF,' followed by several synchronized steps, then a 'MID-Q' phase, more synchronized steps, and finally an 'EOQ' ending. It includes horizontal bars labeled 'async support' and 'project visibility' with colored arrows indicating progression.

who you’ll work with

Your RevOps Department