The Problem
Growth made it worse, not better.
You built this company on your own back. You closed the early deals, wrote the first SOPs, answered the 2 AM client emails, and held the whole thing together through sheer will.
Then it started working. Revenue grew. The team grew. And suddenly the thing that got you here, you, personally, being the system, is the thing capping how far you can go.
Then it started working. Revenue grew. The team grew. And suddenly the thing that got you here, you, personally, being the system, is the thing capping how far you can go.
Every deal still runs through you. Every fire still lands on your desk. New hires onboard by shadowing whoever happens to be free. Your CRM is half-trusted. Your handoffs happen in Slack DMs. Your reporting lives in a spreadsheet somebody forgot to update on Tuesday.
This isn't a people problem. You don't need another hire. You need the infrastructure that turns the people you already have into a machine.
This isn't a people problem. You don't need another hire. You need the infrastructure that turns the people you already have into a machine.
"If you stepped away for a month, would the company still run?"
The Solution
The RevOps Accelerator.
Six weeks. One operating system.
Yours to keep.
The Accelerator is a fixed-scope, flat-fee engagement that takes your operations from held-together-with-string to documented, automated, and scalable, in six weeks, not six months.
We don't deliver a PDF and disappear. We build the systems inside your tools, train your team, hand over the admin rights, and leave you with everything you need to run it without us.
We don't deliver a PDF and disappear. We build the systems inside your tools, train your team, hand over the admin rights, and leave you with everything you need to run it without us.
01
Fixed scope.
No hourly billing. No scope creep. You know exactly what you're paying for and exactly what you're getting.
02
Senior-level execution.
You work directly with operators who've built revenue systems at scale, not account managers running junior teams.
03
Full ownership.
Every SOP, automation, Loom video, and admin credential transfers to you. Your system. Your IP. Always.
The Process
From diagnosis to deployment.
Six weeks. Three phases.
Week 1
Diagnosis
The RevOps Blueprint
We spend the first week inside your business. One 90-minute deep-dive with you, stakeholder interviews with your team, and a hands-on audit of your CRM, tools, and workflows.
You walk away with the Blueprint: a documented map of every bottleneck, every broken handoff, and the exact architectural fixes, prioritized by impact. You own it whether you continue or not.
You walk away with the Blueprint: a documented map of every bottleneck, every broken handoff, and the exact architectural fixes, prioritized by impact. You own it whether you continue or not.
Operational audit report
Prioritized bottleneck map
Six-week build roadmap
Approval checkpoint (90 min)
Weeks 2–5
Build Sprint
We go to work.
We execute the Blueprint, building inside your HubSpot (or ClickUp, Monday, or whatever you run), writing the automations, configuring the pipelines, and documenting everything as we go. Your team keeps running the business; we run the build.
You get short async updates twice a week. No status meetings. No vanity stand-ups. We ping you only when a decision actually needs you.
You get short async updates twice a week. No status meetings. No vanity stand-ups. We ping you only when a decision actually needs you.
CRM architecture, built and tested in a sandbox
Workflow automations (lead routing, tasks, handoffs, reporting)
Complete SOP library with Loom walkthroughs
Bi-weekly progress summaries (async)
Week 6
Handover
The keys.
The new system goes live. We train your team in live sessions, record everything, and transfer every admin right, credential, and piece of documentation to you.
Two weeks of post-launch Slack support comes standard, so you can ask the "wait, how does this work again?" questions without paying for another call.
Two weeks of post-launch Slack support comes standard, so you can ask the "wait, how does this work again?" questions without paying for another call.
Fully live operating system in your tools
Team training (live + recorded)
Complete documentation library
Two weeks of async support
Admin access to everything
The Deliverable
You're not buying advice.
You're buying a system.
Most consultants hand you a slide deck and walk away. We hand you the machine that runs your business, configured inside your actual tools, documented end-to-end, and owned by you.
Tools we've built, fixed, or connected in past engagements. Not "we'll figure it out", we've already shipped inside them.
Tools we've built, fixed, or connected in past engagements. Not "we'll figure it out", we've already shipped inside them.
HubSpot
Stripe
Clerk
PostHog
GA4
Zapier
Make.com
n8n
Monday.com
Asana
Jira
Slack
Postmark
EasyPost
Contact
N. Dela Rosa · Meridian Co
View
Plan Type
Pro · Annual
Credit Balance
$1,240
Trial Ended
Mar 14, 2026
Last Refund
$38 · Feb 02
Lifetime Spend
$8,420
CRM Architecture
A single source of truth.
Custom properties, lifecycle stages, and deal pipelines structured so every contact tells you exactly where they stand, plan type, credit balance, payment status, trial dates, last refund, total spend, without anyone asking.
Stripe
Clerk
Typeform
Backend
normalize
Stripe
Clerk
Typeform
Trigger-Based Automations
The handoffs that used to live in your head.
We wire your stack end-to-end so a Stripe event, a Clerk identity change, or a form submission flows cleanly into contact updates, deal stages, CS tasks, and internal notifications, no glue, no drift, no manual copy-paste between tools.
Refund Protocol, Tier 1
Loom · 3:42
Onboarding Handoff
Loom · 6:18
Escalation,Escalation · Tier 2 → Tier 3 Tier
Loom · 4:55
Deal-Stage Move Rules
Loom · 2:48
Monthly Revenue Close
Loom · 9:22
SOP Library + Loom Walkthroughs
How we do things here, written down.
Every process documented, every tool explained, every decision rule captured. Escalation tiers. Refund policies. Handoff protocols. So new hires ramp in days instead of months, and institutional knowledge stops living in one person's head.
End-to-End Systems Map
The whole business on one page.
Every trigger, every data flow, every tool boundary, mapped visually so you (and every new hire, every investor, every partner) can see how your revenue operations actually work in under five minutes.
"Everything we build, you own. Every tool, every document, every line of automation logic. The day the engagement ends, you don't lose anything, you gain a system."
The AI Layer
AI, where it actually earns its keep.
We don't bolt AI onto your stack because it's trendy. Every engagement is different, so every AI build is different. We embed it where it removes a real, recurring task in your business, so your team works on the decisions and the model works on the plumbing.
01
Scoped to one job.
Every agent we build does one thing, measurably. No “AI transformation,” no platform lock-in, no magic black box. A specific task, removed from a specific person’s plate.
02
Built inside your stack
We work with the tools you already pay for, HubSpot, Slack, Notion, your CRM, your inbox. The agent runs where the work happens, not in a new dashboard no one opens.
03
Built inside your stack
Prompts, logic, credentials, and access, yours. We document how every agent works and hand you the keys. If you fire us next quarter, the systems keep running.
Common places we’ve deployed it
Inbound lead triage
Meeting → CRM sync
Support ticket routing
SOP & onboarding copilots
Anomaly & churn alerts
Proposal & RFP drafting
Internal data cleanup agents
None of this is a template. We scope what’s worth automating in Phase 1, build it in Phase 2,
and only ship the ones that pay back.
and only ship the ones that pay back.
"The goal isn't 'AI in the product.' It's one less recurring task on your team's plate every month."
Case Study, 01
A full operating system for
a print-on-demand platform.
A direct-to-consumer product company scaling from early traction toward their first real revenue milestones. What they needed wasn't a "CRM cleanup." It was an operating system, one cohesive layer that turned six disconnected tools into one engine.
The situation.
The product was working. Customers were signing up, paying, and coming back. But every step of the customer lifecycle, identity, billing, fulfillment, support, lived in a different tool, and the tools didn't talk. New subscriptions didn't flow cleanly into the CRM. Delivery failures didn't trigger tickets. Support escalations happened in Slack DMs. Every new feature meant another tool, another manual sync, another thing to break.
Left alone for another six months, the operational cost of growth would have started eating the margin it was supposed to produce.
Left alone for another six months, the operational cost of growth would have started eating the margin it was supposed to produce.
What we built.
A single, documented, trigger-based system spanning seven tools, deployed inside their actual stack and handed over in full.
- CRM architecture (HubSpot). Custom contact properties mapped to every meaningful state, plan type, billing status, credit balance, verification flags, trial dates, total spend, refund history. Lifecycle stages that actually reflected where a customer was.
- Identity layer (Clerk → Backend → HubSpot). Every signup, email change, phone add, and profile update firing through a backend consolidator into clean contact updates, so the CRM always reflects the live state of the user.
- Billing layer (Stripe → Backend → HubSpot). Subscription create, update, and cancel events normalized and routed into contact updates, deal lifecycle changes, and CS task creation on failed payments or downgrades.
- Fulfillment layer (Partner APIs → Backend → HubSpot + EasyPost). Order status, dispatch events, tracking, delivery confirmations, and failure cases all flowing into the CRM and auto-generating support tickets.
- Customer service system (HubSpot Service Hub). A three-tier escalation structure with explicit triggers, routing tied to case type, SLAs per priority, and an AI chat front door resolving common issues before they hit the queue.
- Vetting flow (Typeform → Zapier → Backend → HubSpot). Form submissions running through qualification logic, branching into qualified and disqualified paths, each with its own email sequence, and reminder workflows for qualified leads who didn't convert in two or five days.
What changed.
A single, documented, trigger-based system spanning seven tools, deployed inside their actual stack and handed over in full.
- The company went from six disconnected tools to one cohesive operating system, every trigger documented, every data flow mapped, every handoff automated.
- New hires now onboard against documentation, not tribal knowledge. Every escalation path, refund rule, and tool integration captured in the SOP library with Loom walkthroughs.
- The founder stopped being the system. Operational decisions that used to require their attention, refunds, escalations, onboarding, churn handling, now happen on rails.
The Fit
We're not for everyone.
Here's who we're for.
This is for you if:
- You run a B2B company doing $500K–$10M in annual revenue, you have a proven product, but the back end is starting to crack.
- You're a funded early-stage founder who wants to build the operational backbone before the chaos, not after.
- You treat operations as infrastructure that compounds, not a cost line to squeeze.
- You're ready to hand off the engine, not ride shotgun on it forever.
This isn't for you if:
- You're a solo founder who just needs a virtual assistant.
- You're shopping for the cheapest option, we work with operators who see ops as an investment, not a cost to minimize.
- You're pre-revenue and bootstrapped, come back when you have something to systematize.
- You want someone to run your ops forever instead of building the machine and handing it over.
The Team
Led by one operator.
Backed by a bench of specialists.
The founder of Keystone Ops, and the operator you'll work with directly from Blueprint to Handover. Behind him sits a bench of RevOps engineers, CRM architects, automation builders, and documentation leads who plug in as the build demands, so senior-level execution scales with you, not around you.
The Bench
RevOps Engineer
CRM architecture · pipelines
· reporting
· reporting
Automation Builder
Workflow logic · Zapier
· native integrations
· native integrations
Systems Integrator
Stripe · Clerk · HubSpot · API glue
Documentation Lead
SOPs · Loom library
· handover training
· handover training
Specialists rotate in based on your stack and scope. Every deliverable ships through Kenzo.
The next step is a
real conversation.
This is senior-level execution inside your business, not a framework we paste in and walk away from. If what you've read sounds like your company, the next step is a 30-minute Blueprint Call.
We'll tell you in the first conversation whether we're the right fit. If we're not, we'll tell you who is.
30 minutes. No pitch deck. No pressure. Just a real conversation about your operations.