Scale your revenue operations with my CxO advisory services

I help CEOs and founders to align marketing, sales and customer success teams to drive consistent revenue growth.

The way companies drive revenue is changing fast:

  • Customers want to buy through self-serve and digital channels

  • AI is eating up low level sales activities

  • Data is everywhere, but is not creating insights of value

  • The customer journey is a circle not a line

Companies cannot capitalise on these changes with siloed functions - instead a cross functional revenue operations system is required.

Revenue Operations is a strategy not a team
— Charlie Cowan

From siloed fragmented tactics

To an integrated revenue strategy

Why do you need Revenue Operations?

The way customers want to engage with your business has changed.

You can no longer force them down a stage by stage funnel, handing them off from team to team.

Customers have pivoted through 90 degrees and want to engage with every team at every step of the process.

Your company needs to re-align itself to support these customers, or they’ll work with someone else that does.

Charlie’s RevOps Flywheel

Companies experience sustained and scalable revenue growth

by consistently implementing and improving cross-functional practices

that support their external and internal activities.

How I help CEOs and CROs

  • RevOps Diagnostic

    Before you transform, you need to determine where you are and prioritise your activities.

    I’ll collect objective and subjective data from your leadership, your teams, your customers and your partners and diagnose where the immediate opportunities exist in your business.

  • Buyer Experience Audit

    60% of the buying process is completed before you’ll ever speak to the customer.

    Do you know what your customer will find during their research?

    I will research your target keywords, your owned, earned and paid media channels, including your competitors and show you what your customers see.

  • RevOps Structure

    I’ll work with you to design your RevOps leadership structure, understanding your business to recommend one of three styles:

    Top: a CxO/CRO model

    Trio: an alliance between Sales, Marketing and CS leaders

    Team: a combined RevOps team under discrete leaders

  • RevOps IMPACT

    I’ll work with you to deliver one or more IMPACT playbooks across your Marketing, Sales and Customer Success Functions.

    Take your pick from building new pipeline, generating testimonials and referrals, kickstarting partners or driving upsell/cross-sell amongst many others.

    Rapid work, immediate impact.

  • Moving beyond founder-led sales

    You’ve found product market fit, are funded, and its time to scale.

    I’ll help you document your founder-led sales process, define a new scalable process, and help you find and onboard your first sales hires.

  • Start selling to Enterprise

    You’ve successfully delivered product-led growth into smaller companies, but now its time to swim upstream to the Enterprise.

    I’ll reduce risk in your approach as I help you build out your Enterprise model, developing in-house research and sales processes to support your growth goals.

  • Creating consistent pipeline

    Nothing keeps a sales team functioning more than consistent pipeline generation - but companies are suffering from poor coverage with no plan to solve it.

    I’ll work with you to understand your current situation, and then propose a remediation plan across outreach, inbound, referrals, partners and more.

  • Developing institutional account knowledge

    Almost 100% of what your company knows about your target accounts sits inside your AEs heads.

    And the average tenure of a SaaS AE is 27 months - meaning this knowledge walks out the door every day.

    I’ll help you build institutional account knowledge to reduce inefficiency in your Enterprise team.

  • Breaking into the UK and Europe

    Your tech company is scaling across the US successfully and its now time to build out your team in Europe.

    But Europe is not a collection of states - and many companies have struggled to launch here.

    I’ll analyse your US sales team and provide recommendations on how to evolve your approach for the European market.

  • Reducing SaaS AE attrition

    The average lifecycle of a SaaS AE is 27 months, and that includes an average of 5.3 months to ramp.

    This volume of experience and investment walking out the door is inefficient and hampers your growth.

    I’ll analyse your current situation, working with current and past AEs to understand their perspective before providing you with a detailed plan to remediate.

  • Non-tech industry sales transformation

    Companies outside of the tech industry have a much less efficient sales engine - often with 2-3x more spent on S,G&A per dollar of revenue than a pure tech company.

    I’ll assess your team’s current approach, including process, technology and team structure, and provide advisory on how to leverage my learnings from the world of tech to improve sales efficiency.

My Advisory Packages

Launch

Ideal for Series A-B preparing to scale

What’s included:

  • 8 live hours per month

  • 1 copy How To Sell Tech

  • Email Support

  • Getting beyond founder led sales

    Selling to enterprise

    Developing a repeatable sales process

    CEO/CRO mentoring and guidance

Accelerate

Ideal for Series A-C in hyper-growth

What’s included:

  • 10 live hours per month

  • 10 user Research Hub licence

  • 5 copies How To Sell Tech per month

  • Email, Video and Whatsapp Support

  • RevOps Diagnostic

    RevOps Impact

    Selling to enterprise

    Developing a repeatable sales process

    Breaking into UK and Europe

    Accelerating AE onboarding

    Selling new products

Accelerate+

Ideal for Series C-Public focused on sustaining continued growth

What’s included:

  • 16 live hours per month

  • 20 user Research Hub Licence

  • 10 copies How To Sell Tech per month

  • Email, Video and Whatsapp Support

  • RevOps Diagnostic

    RevOps Structure

    RevOps IMPACT

    Selling to enterprise

    Developing a repeatable sales process

    Reducing AE attrition

    Launching in UK and Europe

    Non-Tech industry sales transformation

All advisory packages have a three month minimum commitment.

Packages auto renew for a further three months unless cancelled more than 30 days before end of term.