Your revenue engine should be a well-oiled machine—but misaligned teams, broken handoffs, and inconsistent data are slowing you down. The Sales Nerd helps marketing and RevOps leaders streamline processes, optimize systems, and drive predictable revenue growth.
Marketing teams invest heavily in demand generation, but when it’s time to measure what’s working, the data rarely tells a clear story. Channels, touchpoints, and customer journeys are messy, making it difficult to attribute revenue accurately. Without strong attribution, marketing struggles to prove ROI, and sales teams don’t know where the best leads are coming from. The result? Wasted budget, inefficient growth, and frustration across departments.
Marketing works hard to generate leads, but when those leads move to the sales team, things break down. SDRs and AEs often complain about low-quality handoffs, while marketing insists they’re sending great leads. The disconnect leads to lost pipeline, slower sales cycles, and finger-pointing between teams. When the process isn’t seamless, valuable opportunities slip through the cracks.
The transition from SDR to AE is a critical moment in the sales process—yet it’s one of the most common failure points. SDRs push meetings that AEs don’t accept, opportunities go dark, and potential deals stall before they even begin. Misalignment on lead qualification, timing, and follow-up strategy can make or break revenue targets. Without a structured, repeatable handoff, deals are lost before they even have a chance.
RevOps exists to bring order to the chaos of go-to-market teams, yet many companies still operate in silos. Sales, marketing, and customer success teams all have different metrics, tools, and priorities—leading to inefficiencies, duplicated efforts, and lost revenue. When RevOps isn’t aligned, leaders struggle to make data-driven decisions, and growth stalls. The best companies have RevOps as the glue that holds everything together, ensuring teams are moving in the same direction.
New customers are just the beginning—growth happens when you expand. Yet, most companies lack a clear strategy for upsells, cross-sells, and renewals. Customer success, sales, and marketing often operate separately, missing key signals that could turn happy customers into long-term revenue. Without an intentional expansion funnel, businesses leave money on the table and fail to maximize their customer relationships.
.svg)
.svg)
Perhaps what sets them apart the most is their ability to bring teams along on the journey. They don’t just deliver solutions—they upskill internal teams, build alignment among stakeholders, and focus on enablement to ensure the changes last well beyond go-live.
.svg)
They worked with us to do a deep dive into our existing funnel, helped us understand where the gaps were, and gave us the tools to design a funnel that’s aligned with best practices. Their discovery process was thorough, insightful, and immediately actionable.
Our system had a complex set of existing and outdated automation. We needed to streamline our processes and systems before expanding our team and our marketing spend. The Sales Nerd, through collaborative planning sessions, defined our Marketing Attribution and Funnel Design, then executed flawlessly the change management required to maintain the system.
As the Head of Revenue Marketing, I sought to enhance our systems and processes to improve scalability and efficiency. Michael and his team conducted a thorough Marketing Funnel and System Audit, which offered clear insights and practical recommendations to optimize our HubSpot setup and refine handoffs across teams.
