Ceros
B2B SaaS / Digital Experience Platform
$80 MM, 300 Employees
1 Month

How Ceros Clarified and Prioritized Their Revenue Operations Foundation

Ceros prioritized a RevOps audit to uncover friction, align teams, and define a scalable path forward for their GTM systems.

Before

Knowing Change Was Needed — But Not Where to Start

Ceros had reached a point familiar to many scaling SaaS companies. The team knew parts of their go-to-market systems needed improvement, but it wasn’t always clear which issues were most critical — or how changes in one area would ripple across the funnel.

Sales, Marketing, and RevOps leaders were operating with good instincts, but lacked a shared, end-to-end view of how leads, opportunities, and lifecycle stages truly flowed through the system.

Key challenges included:

  • Workflow inefficiencies that had accumulated over time
  • Complicated GTM motions spread across multiple objects in Hubspot
  • Blind spots in funnel visibility that were hard to detect internally
  • A need for clearer priorities before investing in execution
  • Underdeveloped Marketing Team

Ceros didn’t need new tools — they needed clarity, alignment, and a scalable plan.

Our Role

Auditing, Visualizing, and Defining the Path Forward

The Sales Nerd partnered with Ceros to run a comprehensive RevOps audit focused on surfacing friction, validating known concerns, and uncovering gaps the team couldn’t easily see from inside the system.

Rather than jumping straight to implementation, the engagement emphasized structured analysis inside HubSpot, system visualization, and actionable recommendations.

We:

  • Audited HubSpot workflows across the full lead-to-revenue lifecycle
  • Evaluated pipeline design, lifecycle stages, and reporting structures
  • Identified automation opportunities to reduce manual effort and improve consistency
  • Surfaced blind spots in funnel flow and data visibility
  • Built a clear Lucidchart model visualizing the entire GTM funnel end to end
  • Recommended pipeline consolidation and standardized lifecycle definitions
  • Delivered prioritized, execution-ready recommendations aligned to scale

The outcome was a shared understanding of how the system worked today — and how it needed to evolve.

After

A Shared Language for the GTM Funnel

Clear visibility into friction points across inbound and outbound motions
A shared understanding of gaps in Marketing's reporting
Practical, immediately actionable recommendations
Increased confidence in where to invest time and resources next
Team

What the team said

"Michael was extremely thorough and thoughtful. He helped us shape existing workflows, called out blind spots we couldn’t see ourselves, and felt like a true partner throughout the process."
Senior Director of Revenue Operations
Andrew Pease
"The audit brought structure and clarity to our GTM systems. The Lucidchart funnel model and lifecycle standardization gave us immediate visibility and a shared language for improving conversion efficiency."
Director of Revenue Operations
Doug Botchman
Thinking

What made this project work

Honest validation of existing concerns, without assumptions
Deep RevOps and systems architecture expertise
Clear visualization of complex GTM flows
Actionable recommendations rather than abstract advice