Your revenue stack has gaps nobody's looking for
Manual processes that should have been automated two quarters ago
The workaround that was supposed to be temporary is now load-bearing. A spreadsheet feeds a dashboard that triggers an email that someone manually checks every morning. Everyone knows it's a problem, but nobody has had the bandwidth to go back and fix it properly.
Three systems, three different answers to the same question
Revenue says one thing, support says another, and the executive dashboard splits the difference. When the board asks why last month's ARR doesn't match what your CRM says, you don't have a clean answer.
Every tool was set up by the person who needed it most
Your CRM was configured by sales, your support platform by the CS lead, your billing by finance. Each one works fine in isolation. The problem is the space between them, where data gets lost, duplicated, or never makes the trip.
Nobody's job is to make this work
The systems knowledge lives in one person's head. When they get promoted or burn out, or someone recruits them out from under you, you find out how much of your revenue infrastructure was held together by them personally.
You'll leave with a preliminary read on what's broken, even if we never talk again.
After rebuilding their HubSpot and Zendesk architecture:
“Dillon's intuition for customer experience combined with his operational chops makes him a slam dunk.”
After a full RevOps audit and integration build:
“Dillon's depth of knowledge is evident from the first conversation, and the results speak for themselves.”
Dillon Young
Founder, Customer Value Labs. I've been the internal systems person at four SaaS companies and the external operator for dozens more, mostly in the $2M-$30M ARR range where the tools have outgrown their original configuration. Certified Six Sigma Black Belt.
The first deliverable is a diagnosis. Nothing gets built until you've reviewed and signed off on the plan.
Before anything gets built, we figure out what's actually broken and what it would take to fix it. You sign off on the plan before work starts.
01
Free 30-Minute Call
Bring your biggest operational headache. I'll ask pointed questions, offer a preliminary read on where things are failing, and give you a straight answer on whether I can help. 30 minutes, and I'll just look at your systems with you.
Free02
2-Week Systems Audit
Two weeks of deep access: structured interviews with the people who actually use these systems day to day, a full walk-through of your stack configuration, and a map of where data breaks down: missing fields, duplicates, records that never sync. You come out with a written diagnosis that tells you what's broken, what to fix first, and what it will take. If we keep working together after, great. If not, you still own this document.
$5,00003
Scoped Build
If we move forward, the scope and pricing come directly from the audit findings. Built, documented, and transferred, so your team owns it when the engagement ends. The audit already told you what to expect.
Scoped from auditWhat systems do you work with?
HubSpot, Salesforce, Zendesk, Intercom, Stripe, Chargebee, Segment, Zapier, Make, and dozens more. If I'm not the right fit for your stack, I'll tell you in the audit.
What does the 30-minute call look like?
It's a working session. I'll actually look at what you're dealing with and give you a straight read on where things are failing and whether I can help.
How is this different from hiring a RevOps agency?
You work with me directly. I write code, build integrations, design data models. What most agencies do is closer to tool configuration and SOP documentation, which is useful but it's a completely different skillset.
What does the audit cost?
The 2-week systems audit is $5,000. You get a written diagnosis that tells you what's broken, what to fix first, and what it will take. It's yours regardless of what happens next.
What does ongoing work look like?
Retained engagements start at $2,500/month. Most clients start with the audit, then scope retained work from the findings. Month-to-month, cancel anytime.
Book a free 30-minute call.
Talk through what's going on with your systems and whether this makes sense for your team.
Want to do your own assessment first?
The same checklist I use in the first week of every engagement, adapted so you can run a quick self-assessment of where your systems stand.
RevOps Stack Audit Checklist
14 diagnostic questions covering data integrity, automation health, and how well your integrations and reporting infrastructure are actually holding up. Takes about 10 minutes.
Your contact data is decaying at roughly 22% a year. The workarounds built on top of it are compounding at about the same rate.
Thirty minutes to figure out what's worth fixing first.
Book a Free 30-Min Call