Someone Watching Your Revenue and Financial Operations So You Don't Have To
The RevOps / FinOps Retainer keeps your CRM clean, your integrations running, your pipeline visible, and your financial workflows healthy, month after month.
The Problem
You invested in getting your systems set up. The CRM is configured, the integrations are connected, the dashboards are built. For a while, everything works well. Then things start to drift.
Data gets messy again. Duplicate records pile up. A workflow that made sense six months ago doesn't match how the team sells today. A new rep joins and nobody updates the CRM to reflect the new territory. The QuickBooks integration throws an error and nobody notices for two weeks. The pipeline report that leadership relies on starts showing numbers that don't feel right, but nobody has time to dig in and figure out why.
This happens in almost every business. Systems don't maintain themselves, and most growing companies don't have a dedicated person managing their revenue and financial operations day to day. The founder or sales leader handles it when they can, which usually means it gets attention when something breaks but not before.
The cost isn't dramatic. It's gradual. Data quality degrades slowly. Follow-up rates drop a little. Financial reports get a little less reliable each month. By the time someone notices, there's a backlog of problems that takes a real project to fix, and the cycle starts over.
What most businesses need is someone consistently watching the systems, maintaining the data, improving the workflows, and flagging issues before they compound. Not a full-time hire, which is hard to justify at this stage, but a reliable team that knows your setup and keeps it running and improving over time.
Signs your systems are drifting
- —CRM data getting messy again after a recent cleanup
- —Workflows that no longer match how the team actually sells
- —Integration errors nobody noticed for weeks
- —Pipeline report numbers that don't feel right
- —No one responsible for keeping systems current
- —New automations needed but nobody has time to build them
What We Do
The RevOps / FinOps Retainer is ongoing operational support for the systems that run your business. We handle CRM administration, data hygiene, integration monitoring, pipeline reporting, financial workflow oversight, and new automation builds so your team can focus on selling and serving clients.
This covers both the revenue operations side (CRM, pipeline, sales process, reporting) and the financial operations side (invoicing workflows, collections health, cash flow monitoring, QuickBooks integration maintenance). Most firms in this space only cover one or the other. We cover both because for most growing businesses, they're deeply connected.
CRM administration and maintenance
Workflow updates, field changes, user management, troubleshooting, and configuration adjustments as your business evolves.
Data hygiene
Monthly deduplication, field standardization, record completeness audits, and stale contact cleanup. Clean data means reliable reporting and better sales outcomes.
Pipeline and performance reporting
Recurring reports on deal stages, conversion rates, deal velocity, stale deals, and team performance.
Financial operations monitoring
Monthly checkpoint on receivables aging, cash flow trends, revenue vs. target, and the health of your invoice automation and collections workflows.
Workflow and integration maintenance
Keeping your CRM-to-QuickBooks connection, marketing tool integrations, and automation workflows running correctly. When something breaks, we catch it before your team does.
New automation and configuration builds
A set number of hours each month dedicated to building new workflows, connecting new tools, extending existing integrations, or improving reporting.
Before / After
- ✕Systems degrade between projects.
- ✕Data gets messy again within months.
- ✕Nobody monitors integration health or pipeline accuracy.
- ✕Financial reports are manually assembled and often outdated.
- ✕New needs pile up with nobody to implement them.
- ✓CRM data stays clean and reliable.
- ✓Pipeline reporting is always current.
- ✓Integration issues get caught and fixed quickly.
- ✓Financial workflows are monitored continuously.
- ✓New automations and improvements are built every month as the business evolves.
How It Works
- 1Assess your current stateWe review your existing systems, integrations, data quality, and workflows to understand where things stand and where the biggest maintenance and improvement needs are.
- 2Define your retainer scopeBased on your needs and budget, we recommend the right tier and define what gets covered each month. You know exactly what you're getting before we start.
- 3Ongoing executionEach month we handle the maintenance, monitoring, reporting, and builds included in your tier. You get regular updates on what was done and what's coming next.
- 4Quarterly review(Growth and Scale tiers). We sit down with your leadership team to review operational performance, present findings, and recommend priorities for the next quarter.
Pricing
Three tiers based on the level of support your business needs. All retainers are month-to-month with no long-term contracts required.
Best for businesses that need reliable ongoing maintenance after a project implementation.
- ✓Monthly pipeline health reporting
- ✓CRM data hygiene (deduplication, standardization, completeness)
- ✓Workflow and automation maintenance
- ✓Monthly financial checkpoint (receivables aging, cash flow summary, revenue vs. target)
- ✓5 hours of new automation or configuration work
- ✓Email support with 24-hour response time
Best for businesses that want strategic oversight along with day-to-day operational support.
- ✓Everything in Essentials
- ✓Quarterly business review with leadership (findings, recommendations, priorities)
- ✓Integration monitoring and maintenance (CRM-to-QuickBooks, marketing tools, etc.)
- ✓10 hours of new automation, integration, or reporting builds
- ✓Sales process optimization recommendations based on pipeline data
- ✓Financial workflow monitoring (invoice automation health, collections sequence performance)
- ✓Priority support
Best for businesses with complex environments or multiple systems that need hands-on operational management.
- ✓Everything in Growth
- ✓Dedicated account management
- ✓20+ hours of build and optimization work
- ✓Advanced reporting and dashboards (custom builds, trend analysis, forecasting)
- ✓Strategic advisory on operations, systems, and process improvements
- ✓AI solution maintenance and optimization (keeping your AI automations running, monitoring performance, refining based on results)
- ✓AI workflow evaluation (identifying new opportunities where AI can reduce manual work across your operations)
- ✓Cross-functional optimization across sales, finance, and operations
Pricing at the Scale tier adjusts based on the number of systems, size of the team, and scope of work. We'll define the right scope and monthly investment during the initial conversation.
Who This Is For
This retainer works well for businesses that have invested in their systems but don't have a dedicated person managing revenue and financial operations day to day.
We work with professional services firms that rely on their CRM and financial systems to track client relationships, pipeline, and billing but don't have the internal bandwidth to keep everything optimized. Contractors and home services companies that need their lead tracking, invoicing, and collections workflows maintained as the business grows and adds team members. Agencies and consultancies that want consistent pipeline reporting and financial visibility without assigning it to someone whose real job is something else. Distributors and manufacturers with field sales teams that need ongoing CRM administration and operational reporting across reps and territories.
This is built for business owners who don't want their systems to slowly degrade after every project, for sales leaders who need reliable pipeline data without managing the CRM themselves, and for operations directors who want an operations partner they can rely on month after month.
If you've done a CRM implementation, a CashFlow Connect engagement, or a Rapid Ops Review with us, the retainer is the natural next step. If you're new to Unravel and just need ongoing operational support, it works as a standalone engagement too.
FAQ
Projects like CRM QuickStart or CashFlow Connect solve a specific problem in a defined timeframe. The retainer provides ongoing support after those projects are complete, keeping your systems maintained, your data clean, and your workflows improving as the business changes. Many clients start with a project and transition to a retainer afterward.
No. If your systems are already set up and you just need ongoing operational support, we can start with the retainer directly. We'll do an initial assessment to understand your current state before defining the scope.
We review your receivables aging, cash flow trends, revenue pace against targets, and the health of any invoice automation or collections workflows you have in place. If something is off track, we flag it and recommend action.
A full-time RevOps or operations hire costs $80,000 to $150,000+ per year in salary alone, plus benefits and management overhead. The retainer gives you access to a team with expertise across CRM, integrations, financial operations, AI, and reporting for a fraction of that cost. For most businesses, a retainer makes more sense than a full-time hire until the volume of work justifies it.
Yes. The Scale tier includes maintenance and optimization of existing AI solutions, as well as ongoing evaluation of new AI opportunities across your operations. If you've built AI automations through our Custom AI Solutions team, the retainer keeps them running well and evolving as your business changes.
Yes. You can move between tiers at any time. Many clients start with Essentials after a project implementation and move to Growth or Scale as their business grows and their operational needs expand.
We work with HubSpot, Salesforce, and Microsoft Dynamics on the CRM side, and QuickBooks Online on the financial side. We also support various marketing, reporting, and integration platforms depending on your setup.
No. All retainers are month-to-month. We earn your business every month by delivering results, not by locking you into a contract.
Let's Talk About Ongoing Support for Your Operations
Whether you just finished a project with us or you're looking for a partner to manage your systems going forward, the first step is a conversation about what your business needs. No pressure, no commitment.