
You Lead, We Build
What “Embedded RevOps” Actually Means
We don’t operate as advisors on the sidelines.
We work the way an in-house RevOps team would—except you get a full team instead of a single hire.
We don’t just recommend what to build. We build it.
No handoffs. No “next steps” decks. Just progress.
Submit requests via Slack, ticket, or email
We prioritize, build, and ship
We join your cadence where it’s useful (sprints, reviews, planning)
We own your CRM and revenue systems like they’re ours

What “Embedded RevOps” Actually Means
We don’t operate as advisors on the sidelines.
We work the way an in-house RevOps team would—except you get a full team instead of a single hire.
Submit requests via Slack, ticket, or email
We prioritize, build, and ship
We join your cadence where it’s useful
(sprints, reviews, planning)
We own your CRM and revenue systems like they’re ours
We don’t just recommend what to build. We build it.
No handoffs. No “next steps” decks. Just progress.
What We Actually Work On (every week)
A representative slice of the work we close in a normal month:
Custom fields, page layouts, and record types
Workflow and flow fixes when something silently breaks
Lead routing and round-robin updates as the team grows
Lifecycle stage logic, MQL/SQL definitions, scoring tweaks
Dashboards and reports for GTM teams and leadership
Data cleanup, deduplication, and hygiene cycles
Integration debugging (Zapier, native syncs, webhooks)
New rep onboarding (licenses, permissions, roles, training)
CPQ updates, approval flows, quote template changes
Salesforce release prep and regression testing
Ad hoc analysis when leadership needs answers fast
If it lives in your revenue stack, we own it.

The Systems We Operate In
We go deep into the tools that power your revenue engine
We work at the technical layer—
flows, formula fields, data models, integrations.
If your stack isn’t listed, ask.
We’ve probably touched it.

How Work Gets Done
Built to move fast—without breaking your systems.
Intake
Slack, ticketing system, or email—
whatever your team will actually use
Cadence
Weekly sprint with prioritization upfront, progress mid-week, and review at the end.
Asynchronous updates keep leadership in the loop
Speed
-
Response within one business day
-
Most work ships within the sprint
-
Urgent issues jump the queue
Ownership
You get a named lead who owns your account—build a relationship you can depend on. Nolayers, no handoffs

More importantly:
-
One person becomes a bottleneck
-
Hiring takes months
-
Knowledge walks out the door when they leave
You get:
-
A team instead of a single point of failure
-
Senior-level execution across systems
-
Immediate capacity—no ramp time
When This Beats Hiring In-House
Most companies don’t need a single RevOps hire. They need coverage across the entire stack.
A senior CRM admin plus marketing ops support can easily exceed $200k+ annually before touching integrations or reporting infrastructure.
Who This Is Built For
Best fit:
Series A–C B2B companies
Teams running a multi-tool revenue stack
Orgs with CRM backlog or under-resourced ops
Leaders who want execution—
not another advisor
Not a fit:
Pre-seed teams on a single free CRM
Fully staffed enterprise RevOps orgs
One-time implementation projects
If you’re not sure, we’ll figure it out quickly.

We Stay in the System With You
Most consultants build something and move on.
We don’t.
We stay in your system—improving, fixing, and evolving it as your organization does.
Because a CRM isn’t something you “finish.” It’s something you maintain, adapt, and rely on every day.
Don't Just Take Our Word for It
"Axiss io's expertise in GTM operations has been instrumental in aligning our sales, marketing, and customer success teams. Their strategic approach and operational excellence have driven measurable improvements across our entire go-to-market process."
Wayne St. Amand, COO at Vizit
"I've worked with Axiss & Matt for over a year on a wide variety of projects in the Sales/Marketing/RevOps space. As a consultant Matt has always been extremely reliable, professional, and has done great work. His dedication to his craft and his clients is unparalleled and I would highly recommend utilizing Axiss' services like we plan to continue doing at LeadIQ"
Tyler Lang, Vice President Strategy at LeadIQ
"Matt has helped us with a number of revenue operation processes and changes, including implementing LeadIQ contract tracking solution that automatically tracks previous champions' job changes. Matt has great work ethic and I highly recommend his expertise and professionalism."
Mei Siauw, CEO at LeadIQ
Axiss.io helped Vizgen and Ultivue successfully complete a post-merger Salesforce migration by unifying workflows, simplifying the user experience, and optimizing their Salesforce environment.
The team stood out for its Salesforce expertise, customer-focused approach, and ability to align stakeholders across departments.
As a result, Vizgen achieved a unified sales funnel, better forecasting accuracy, simplified workflows, and improved team productivity. Axiss.io is highly recommended for organizations looking to improve revenue operations and get more value from Salesforce.
Jill Cummins, Former Director of Global Customer Care, Vizgen
Axiss was an outstanding partner throughout a major project of integrating two instances of Salesforce.
They worked closely with our internal stakeholders, navigated complex data and process decisions with clarity, and remained highly engaged through go-live and post-migration support.
Their structured approach and attention to detail made what could have been a stressful transition feel organized and manageable. We continue to work closely with them on continued improvements that are leading to our achievement of KPIs around the business.
Sydney Smith│Senior Customer Care & Salesforce Specialist, Vizgen
Axiss was an outstanding partner throughout a major project of integrating two instances of Salesforce. They worked closely with our internal stakeholders, navigated complex data and process decisions with clarity, and remained highly engaged through go-live and post-migration support.
From Sydney Smith @ VizGen
