Data model and CRM architecture
Objects, stages and definitions written down and enforced. One meaning per field.
GTM · REVOPS & AUTOMATION
Connect the tools your revenue team uses.
We align account records, lifecycle stages, routing and reporting across your sales and marketing tools so the team can work from the same information.
Engagements from $3,000/month
REVENUE OPERATIONS
Every opportunity has a next step.
Weekly pipeline review
01Discovery
8 accounts · Owner assigned
02Solution review
5 accounts · Next meeting set
03Commercial review
3 accounts · Proposal shared
CRM fields checked · Follow-ups assigned
HubSpotSalesforceClayApollon8nSnowflakeOpenAISlack
THE STARTING POINT
What this work addresses
Conflicting records and definitions make it hard to see what needs attention. We review the data model, integrations, ownership and reporting before building new workflows.
- Growth Legendary builds revenue operations and go-to-market automation for B2B and SaaS companies.
- The work covers CRM set-up, enrichment and intent data, sequencing infrastructure, AI agents and reporting.
- The result is one revenue dashboard with a single written definition for every metric on it.
- RevOps builds the CRM, the data and the dashboard; how your team sells with them sits under Sales Ops & Enablement.
SCOPE
The work we take on
Enrichment and intent
Which sources to use, how often to refresh them, and how to merge them into one record per account.
Sequencing infrastructure
Outbound and lifecycle sequences connected to the same data model, with deliverability and sending domains looked after properly.
AI agents
Where an AI model does the work reliably, such as research, drafting, routing and summarising, and where it must not.
Automation and routing
Assignment, alerting and handoffs that fire on the data rather than on someone remembering.
Reporting
A single dashboard for pipeline, conversion, cycle length and forecast accuracy, each with a written definition.
DELIVERY
The first ninety days
1–2
Every field and stage audited. Definitions written and agreed in one document.
3–5
Data model rebuilt. Enrichment and intent data merged into one record per account.
6–9
Automations, routing and alerting live. Deliverability and syncing tested across every connected tool.
10–12
Dashboard live. Forecast model built on the new stage definitions and back-tested.
MEASUREMENT
What we review with you
- Forecast accuracy
- Definitions of “qualified opportunity” in use
- Manual hours per week on record hygiene
How the teams work together
Your teamGrowth LegendaryWhat you keep
Your teamOwns the commercial decisions the dashboard reports on
Growth LegendaryDesigns the data model, builds the automations, delivers the dashboard
What you keepThe instance, the data, the automations, the documentation
Your teamApproves definitions before they are enforced
Growth LegendaryRuns it until you have a RevOps team of your own
What you keepA system a new hire can read
QUESTIONS
Before we get started
Which CRM do you work in?
Salesforce and HubSpot most often. We have no favourite vendor, but strong views on how the data should be structured.
Do you replace our RevOps hire?
No. We build it and hand it over. Where you have no RevOps team yet, we run it under an Embedded engagement until you do.
Do you build AI agents?
Where they are reliable. We are explicit about where a model should not be in the loop, which is more of the process than most vendors admit.
How long does a rebuild take?
A Sprint of four to eight weeks for the data model and core CRM set-up. Automation and reporting follow within the quarter.
Will this break our reporting during the rebuild?
No. The old reporting runs in parallel until the new definitions are back-tested against a closed quarter.
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