What the Heck is RevOps?

"RevOps is how we cultivate organizational growth by intentionally aligning people, platforms, and purpose to create lasting impact."
—Jenny Kelley, Fractional Revenue Operations Officer & Co-founder, Synthesis RevOps

Cultivating Ecosystems for Growth.

Let’s be honest: Revenue Operations (or RevOps) sounds like something a CFO mutters before calling in the CRM police. But RevOps isn’t just a tech stack buzzword—it’s the beating heart of any growing organization that wants to scale with intention. 

Blending Artistry with Technology.

At Synthesis RevOps, we approach Revenue Operations as both a science and an art form. We don’t just streamline processes—we cultivate alignment, design integrated systems, and empower teams to thrive across sales, marketing, service, and beyond.

So, What Is Revenue Operations?

At its core, Revenue Operations is the strategic alignment of your revenue-generating functions or commercial operations (sales, marketing, and customer success). The practice helps unify and coordinate efforts under shared goals, data, tools, and processes. It makes connections between the customer journey and your internal workflows.

In practical terms, RevOps helps you:

• Eliminate siloed tools and teams

• Track leads from first click to closed deal

• Automate repetitive tasks and follow-ups

• Forecast revenue with greater precision

• Create a more consistent, personalized customer experience
  

But here’s the kicker: RevOps isn’t a department—it’s a mindset.

And at Synthesis, we believe that mindset should be creative, human-centered, and designed to grow community, not just pipeline.

Did you know HubSpot coined the term Revenue Operations back in 2018? It was their answer to a common pain point: siloed teams, clunky tools, and zero alignment across the customer journey.

The Synthesis Approach: Cultivated, Not Complicated

Most RevOps agencies will sell you dashboards and workflows. We build ecosystems.

Our approach blends:

• Design Thinking – intuitive systems that people actually want to use

• Behavioral Psychology – workflows rooted in how people make decisions

• Holistic Tech Integration – from CRM to CMS to eComm, your tools should talk to each other

• Stakeholder-Centered Strategy – alignment that includes internal teams and external audiences

This is cultivated RevOps—thoughtfully designed, responsive to real human behavior, and capable of scaling with purpose.

Who Needs RevOps?

If you’re asking that question, chances are… you do.

Whether you're a nonprofit trying to engage donors, a food hub managing complex distribution, or a business with a small team and a big goal, RevOps can help you:

• Convert more leads

• Shorten your conversion cycle

• Get clarity on what’s working (and what’s not)

• Scale without losing your soul

RevOps is especially game-changing for:

• Organizations with multiple departments managing brand touchpoints

• Teams frustrated by manual tasks and tech chaos

• Leaders who need better data visibility and operational alignment

Why Creative RevOps Matters

Data is important. So are automation and integration.

But people are the point.

That’s why we bring artistry into the equation—creating systems that are not only effective, but enjoyable to use. Beautiful interfaces. Seamless user journeys. Brand-forward email flows. Visual reporting that actually makes sense.

When technology is designed with humans in mind, it doesn’t just work better—it works longer, for more people.

Let’s Build a Revenue Ecosystem You Can Grow Into

At Synthesis RevOps, we help organizations move from chaos to clarity, from clunky to cultivated. We’re not just automating your business, we’re helping you align your systems with your story.

So whether you need a new CRM setup, want to rescue a tangled tech stack, or are dreaming up your next campaign with measurable ROI in mind, we’ve got you!

Ready to see what cultivated RevOps looks like?

• Contact us if you’re ready to design a system as intentional as your mission.

• Subscribe to our insights by selecting the check box in the contact form.

• Or get started with our checklist below...

Getting Started with RevOps: A Simple Checklist

Use this checklist to begin aligning your people, processes, and platforms. Start where you are, and add what fits!

1. Define Your Brand’s Experience Promise
   ☐ What should every stakeholder feel when interacting with your organization?
   ☐ Does your visual identity, messaging, and onboarding reflect that experience consistently across touchpoints?

2. Map Your Stakeholder Journey
   ☐ Outline how leads, customers, donors, or clients move through your system—from first touch to lasting relationship.
   ☐ Identify emotional and decision-making moments: where do trust, value, or friction show up?

3. Audit Your Tech Stack
   ☐ List all tools used across sales, marketing, and service.
   ☐ Identify overlaps, gaps, or disconnected systems.

4. Clarify Team Roles & Hand-Offs
   ☐ Ensure everyone knows who owns each stage of the customer or donor journey.
   ☐ Define where hand-offs happen—and where they get stuck.

5. Review Your Reporting
   ☐ Identify the key metrics you track (and what you wish you could track).
   ☐ Ask: Are you measuring what matters?

6. Spot the Silos
   ☐ Look for points where data, decisions, or communications break down.
   ☐ Prioritize one cross-functional process to streamline first.

7. Choose One Quick Win
   ☐ Set up a simple automation (e.g., welcome email, task assignment).
   ☐ Create a shared dashboard or report to improve visibility.

RevOps is iterative, start small, stay aligned, and scale with intention.
Need support? Contact us to explore how Synthesis can help you build a system that grows with you.