Iolaus RevOps Consulting helps portfolio companies stabilize forecasting, clean CRM architecture, and build signal-driven systems that leadership can actually trust.
Undefined stage criteria and undisciplined CRM hygiene mean pipeline reviews are exercises in narrative rather than data. Leadership flies blind into board meetings.
A patchwork of tools built under pressure accumulates technical debt. Routing breaks, enrichment is stale, automation conflicts — and the team wastes time debugging instead of selling.
Reps optimize for what they're paid for. When incentive structures don't match GTM priorities, effort flows to the wrong deals — and you get the wrong outcomes.
Each engagement is scoped around a specific operational problem — not a retainer that drifts. You know exactly what we're solving and how we'll know it's working.
CRM re-architecture with defined stage entry/exit criteria, data capture enforcement, and pipeline hygiene that makes forecasting reliable. Built for scale, not just today.
Implement stage rigor, forecast categories, and the reporting frameworks that give leadership real visibility — and give reps the structure to close predictably.
Account Fit and Intent scoring models built from your actual conversion data. Territory design, account book architecture, and ABX motion that puts reps in front of the right accounts.
Model, operationalize, and automate comp plans that align rep behavior to GTM strategy. Accelerators, ramps, ACV structures — designed to incentivize the right motion.
CRM data migration, workflow re-establishment, and forecasting continuity across merging GTM organizations. Minimizing disruption while building toward a unified system.
Evaluate, benchmark, and consolidate your tooling. Systems should amplify process — not obscure it. I've benchmarked 12+ data vendors and managed stacks across Salesforce, Gong, Outreach, LeanData, Apollo, and more.
Built proprietary Account Fit and Intent scoring models from five data providers, doubling outbound conversion rates and materially improving territory and campaign targeting.
Re-architected Salesforce Opportunity Stages with defined entry/exit criteria and enforced data capture — turning pipeline into something leadership could actually trust.
Led migration of ~1.5M CRM records (~300M data points) during the Airbase → Paylocity acquisition, re-establishing workflows, reporting, and forecasting continuity without interruption.
Designed, modeled, and automated 11 unique comp plans across ACV, Services, accelerators, and ramps — aligning incentives to strategy and eliminating payout delays entirely.
Led full migration of Salesforce Workflows and Process Builders to modern Flow architecture, eliminating duplicative and conflicting automation and retiring years of technical debt.
Implemented Outreach and automated sales workflows at Insight Data Science, generating 120+ qualified opportunities per quarter and improving SDR outbound volume by 200%.
I spent a decade building GTM infrastructure inside high-growth SaaS companies — from Series A scrappiness through acquisition complexity. I've been the person who inherits the broken CRM, figures out why the forecast is always wrong, and rebuilds it so it isn't.
Iolaus RevOps Consulting exists because early and growth-stage companies need experienced RevOps leadership without the cost or timeline of a full-time hire. I embed, diagnose, build, and hand off systems that actually work.
Whether you're a VC with a portfolio company in RevOps pain, or a founder who knows the CRM is broken — let's find out if I can help.
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