Joe Greco Free revenue review

Revenue operations and sales systems.
Built to scale with you.

As your revenue operations consultant, I make sure your CRM, pipeline, reporting and automation work together and point at revenue. My team builds it. I make sure it drives the number.

Get your free revenue review What I do
Revenue operations
Joe Greco

Joe Greco

Your revenue operations consultant

Systems tied to revenue
$8Ma year at HTG, first sales hire
25+years building B2B revenue
5 → 110team built at Lifeafar
40+specialists behind me
CRM

One source of truth

ContactsDealsActivitiesClean data

Your team actually uses it, so the data is real.

Pipeline

Stages you can trust

Leads
Meetings
Proposals
Won
Reporting

Weekly dashboard

The numbers you run the business on, every Monday.

Automation

Less admin, more selling

Lead routingFollow-upsHandoffsAI assist

My team sets it up and keeps it running.

Systems

Your revenue stack

CRM set up and cleanedDONE
Pipeline stages and reportingDONE
Automation and handoffsIN PROGRESS

Signs you need a revenue operations consultant.

If two or more of these are true, your systems are costing you revenue.

MESSY CRM

Nobody trusts the CRM, so nobody updates it.

NO REPORTING

Pulling a pipeline report takes a day and a spreadsheet.

FORECAST GUESSES

The forecast changes every time someone asks.

LOST HANDOFFS

Leads and customers fall through the gaps between teams.

TOO MANY TOOLS

You pay for tools that don't talk to each other.

ADMIN OVERLOAD

Reps spend more time on admin than on selling.

What a revenue operations consultant actually does.

Revenue operations, or RevOps, is the work of connecting everything behind your revenue: the CRM, the pipeline, the reporting, the tools and the handoffs between marketing, sales and customer success. A revenue operations consultant makes those pieces work as one, so leadership can see what's really happening and the team spends its time selling.

When I take on RevOps for a company, I start with how deals actually move today, not how the CRM says they move. Then my team rebuilds what's needed: clean pipeline stages, a CRM your reps will use, reporting you can run the business on, and automation that removes busywork.

Systems don't fix sales. But bad systems hide every other problem you have.

CRM and sales operations

Most CRM problems aren't software problems. The stages don't match how the team sells, the fields nobody needs pile up, and the data stops being trusted. As a sales operations consultant, I start with the process, then set up the CRM around it. My team handles the implementation, the data cleanup and the training, and AI tools where they genuinely save time.

Fractional RevOps vs. a full-time hire

A full-time RevOps hire is a good move once your systems are stable and growing. Before that, fractional RevOps gets you the senior thinking and a team that can build, without a full salary. It also means your systems are designed by someone who has led sales, so they're built around revenue, not around the tool.

How it starts

It starts with a free Executive Revenue Review. You answer 20 questions, my team and I look at your business from the outside, and I send you a private review of where your revenue is breaking. If your systems are the problem, we scope the fix together. If the bigger issue is leadership, I can also step in as your fractional sales leader.

Get your free revenue review

What I do as your revenue operations consultant.

The systems behind your revenue, designed by someone who has led sales and built by my team.

Connect the systems

CRM, pipeline, reporting and automation, working as one and pointed at revenue. My team builds it. I make sure it drives the number.

CRMPipelineReportingAutomation
40+specialists in my network
25+years building B2B revenue
5 → 110team built at Lifeafar
Two leaders talking in a boardroom

CRM implementation

A CRM set up around how your team sells, cleaned up and actually used.

SetupData cleanupTraining
ContactsDealsActivitiesReports
Set up by my team

Pipeline and forecasting

Stages that match reality and a forecast that holds up in front of the board.

StagesForecastWin rates
Leads
Meetings
Proposals
Won
ForecastOn track

Reporting and dashboards

The handful of numbers you run the business on, updated without anyone building a spreadsheet.

DashboardsKPIsBoard reporting
WEEKLY REVENUE REPORT↑

Automation and enablement

Routing, follow-ups and handoffs on autopilot, plus the training so reps use it.

AutomationEnablementAI tools
AutomationLIVE
New leads routed in minutes
Follow-up reminders on
Sales to success handoff set
By the time that our team takes a call with one of these leads, they're really qualified. They're super warmed up.

A client of a company I've worked with directly

Clients talk about their resultsWatch: clients in their own words
LARGEST DEAL

$60K

The biggest deal in their history, more than double the old record.

Before$25K
After$60K
5 MONTHS

$170K

Closed in about five months, with $200K more on the table.

■ $170K closed$200K in pipeline
LEADS TO MEETINGS

25%+

Of 60 to 70 new leads turned into real sales meetings.

1 in 4
new leads became a sales meeting
LANDMARK WIN

7 figures

A multi-year project with Amazon, landed soon after launch.

AmazonMulti-year project

A revenue operations consultant vs. a CRM agency.

CRM agency

Software first

×Sets up the tool, not the process
×Has never run a sales team
×Optimizes for features
×Leaves you with a manual
×Billed by the hour

Joe Greco

Your revenue operations consultant

✓Process first, then the tool
✓25+ years leading B2B sales
✓Optimizes for revenue
✓My team builds it and trains yours
✓Open to performance-based pay

How we work together.

It starts with a free review. Then my team rebuilds what's needed, and we keep it running as you grow.

01 · FREE

Executive Revenue Review

20 questions, then a private review of where your revenue is breaking.

Get your free revenue review

02 · THE BUILD

Rebuild the systems

CRM, pipeline, reporting and automation, set up around how you sell.

What I do

03 · ONGOING

Run and improve

My team keeps the systems running and improving as the company grows.

Fractional sales leadership

Start with an Executive Revenue Review.

Answer 20 quick questions. My team and I study your business, your website and how you show up in search. Then I send you a private review of where your revenue is breaking. Free, and personal.

Get your free revenue review
About 4 minutesPrivate review in 2 business days

Prepared by Joe Greco

For your company

PRIVATE
54OF 100

SAMPLE REVIEW

Revenue at risk

The founder is still the sales teamHIGH
No forecast you'd bet onMEDIUM

Questions about revenue operations.

What does a revenue operations consultant do?

A revenue operations consultant connects your CRM, pipeline, reporting and tools so marketing, sales and customer success work from one system, and leadership can see what's really happening.

What's the difference between RevOps and sales operations?

Sales operations supports the sales team. Revenue operations covers everything behind revenue: marketing, sales and customer success, and how they hand off to each other.

Do you implement the CRM yourself?

My team handles the setup, data cleanup and training. I make sure it's designed around how your team sells and what the business needs to see.

Is fractional RevOps enough for us?

For most growing companies, yes. It gets you senior thinking and a team that builds, without a full-time salary. When you're ready to hire full-time, I'll help you hire right.

Do you use AI?

Where it genuinely saves time, like routing leads, drafting follow-ups or cleaning data. It supports your team. It doesn't replace good process or judgment.