Finovo Consulting is fractional revenue leadership on retainer. We find where revenue leaks between marketing, sales and client service, rebuild the system underneath, and run it with your team until growth is predictable.
Most firms we meet aren’t doing too little. They’re doing plenty. Campaigns run, tools hum, reports arrive. But growth stays lumpy, attribution stays murky, and leadership can’t say with confidence which efforts drive revenue.
The problem isn’t effort. It’s that no one owns the path from first inquiry to retained client. Marketing owns the top, sales owns the middle, service owns the end, and revenue falls through the gaps between them. Owning that path is what revenue operations is for.
Every firm loses prospects between stages. The leaks are rarely where the dashboards point. We trace the full path, from first inquiry to retained client, through your CRM, your inbox and your calendar, and size each leak before we touch anything.
An audit always turns up more fixes than a team can absorb. The plan ranks them by revenue impact, effort and what depends on what, then commits to the handful that move the number. Everything else waits its turn.
Automation on top of messy data just makes mistakes faster. So we rebuild in order: clean data first, then shared definitions, then pipeline, then automation, then reporting. Each layer can trust the one beneath it.
One clean source of truth.
Definitions both teams agree on.
Deals that move, numbers you can plan on.
The busywork, handled.
One scoreboard leadership trusts.
Systems decay when no one tends them. On retainer, we run a steady monthly rhythm with your team: review the numbers, pick the next moves, ship them, and report what changed. Every quarter we reset scope against your growth goals.
Everything we build lives in your accounts: the CRM configuration, the workflows, the dashboards and the documentation. We work in the CRM you already run. No agency lock-in, no black box that breaks when the engagement ends.
The audit is a fixed-fee project, and everything it produces is yours whether or not we continue. Most clients move on to a monthly retainer to rebuild and run the system.
A full diagnosis of how revenue moves through your firm, and a plan to fix it.
Fractional revenue leadership. We rebuild the system and run it with your team, with scope set quarterly.
Revenue operations is the job of running marketing, sales and client service as one system: shared data, shared definitions, connected tools and one set of numbers. In most firms no one owns that job end to end. That’s the gap we fill.
Usually not. Most firms get more from fixing the CRM they have than from migrating. If your platform truly can’t support how you sell, the audit will say so and lay out the options.
An agency runs campaigns. We fix the system those campaigns feed: how leads are captured, routed, followed up, converted and reported. When campaign work is the right move we do that too, measured against revenue, not activity.
Maybe, eventually. A fractional engagement gets the foundation built by someone who has done it before. We document everything and train your team, so a future hire inherits a working system instead of a cleanup project.
Compliance is part of the design, not a final hurdle: approval steps for client-facing content, communications routed to your archiving system, and sensitive client data kept out of tools that shouldn’t hold it.
Quick fixes, like routing and follow-up gaps, often land in the first month. Structural changes to pipeline and reporting typically show up in the numbers within one to two quarters.
In 30 minutes, we’ll walk through how revenue moves through your business and show you where we’d start. No pitch, no pressure.
Prefer email? Reach us at hello@finovo.io
