Three case studies from teams who replaced broken GTM infrastructure with systems that actually work.
A 25-person Series A B2B SaaS had spent 6 months trying to fix their HubSpot internally. Three part-time admins, two failed revamps, and their pipeline was still manually managed in spreadsheets. Leadership had no forecast visibility. Reps avoided logging activity because the CRM was too painful to use.
We audited the setup in week one, rebuilt the pipeline architecture from scratch in weeks two and three, then layered automations, dashboards, and a rep training program in weeks four through six. By week three, leadership had their first accurate pipeline report in over a year.
"They diagnosed the real problem in week one. By week three we had clean reporting. In six months of trying ourselves, we never got close."
A seed-stage AI startup had a "dead" Salesforce full of stale leads and dormant deals. The founding team had written off most of the database as junk and was preparing to start a full outbound push from scratch. Before doing that, they brought us in for an audit.
The audit uncovered $2M in pipeline, deals that had gone cold but not closed-lost, contacts who'd engaged in the last 6 months, and dormant companies that matched their ideal ICP. We cleaned the database, segmented it, and built re-engagement sequences before any new outbound was run.
"We didn't know how much revenue was sitting in our own CRM. They found it, built the system to go after it, and we're now closing deals from a list we'd completely ignored."
A Series B revenue team was spending 18+ hours per week on manual ops tasks: pulling reports, updating deal stages, managing data hygiene, and building one-off dashboards for leadership. Their RevOps hire had left and they needed capacity without committing to a full-time backfill immediately.
Over 6 months on retainer, we automated their top 12 recurring tasks, rebuilt their reporting stack, and documented every workflow. By month three, the team was running the system. By month six, they had the confidence and documentation to hire and onboard a full-time RevOps manager.
"Finally a RevOps partner who doesn't hand you a deck. They built the system, documented it, and our team was self-sufficient in a week."
"We'd tried three different consultants before. GTM Monks were the first who actually understood the problem before proposing a solution."
"The documentation alone was worth the engagement. Every system is written up so clearly that we onboarded a new RevOps hire in two days."
"We went from a 2-hour Monday reporting meeting to a 20-minute standup. The dashboards are always live and leadership actually trust the numbers now."
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