Revenue operations and growth advisory. Orion makes revenue and operations visible, then rebuilds the CRM, pipeline, reporting, and cadence a growing company has outgrown.
Deals in this week's forecast111212
What we build
The gap
Leads slip between tools. Reports take a week and still get questioned. The CRM holds half the truth and the rest lives in someone's inbox. None of it shows up as a line on the P&L, but it costs deals, margin, and time every month. What can't be seen can't be fixed.
Stage one
The problem
Deals move on gut feel, data is duplicated or missing, and the same report exists in three versions. Nobody agrees on the number.
Orion's role
Audit the CRM and pipeline, define stages and KPIs, and rebuild reporting until the numbers hold.
Stage two
The problem
Tools and processes that worked at a smaller size now break at the handoffs. Leads slip between systems and follow-up depends on memory.
Orion's role
Rebuild the CRM, routing, and integrations around how the business runs today, with clean data from day one.
Stage three
The problem
Leadership time goes to routing leads, chasing follow-ups, and patching handoffs instead of setting direction.
Orion's role
Install the operating cadence and automation that let growth add revenue instead of overhead.
Growing companies
Founder-led and investor-backed teams scaling go-to-market. Orion brings pipeline visibility, CRM discipline, and revenue operations that keep pace with the plan.
Established operators
Owner-run and PE-backed businesses in the trades, services, and beyond. Real revenue, real crews, and operations still running on spreadsheets and memory. Orion brings the operational firepower larger firms take for granted.
Different industries, same pattern. The business works, the systems underneath it don't keep up.
See how we engageSix disciplines, one accountable engagement. Scope follows only what moves the numbers.
CRM Implementation & Integration · Revenue Operations
Platform setup or migration, pipeline and stage design, field architecture, and integrations across email, calendar, billing, and lead sources. Routing rules, SLAs, and handoff logic follow, so no lead goes unworked and the forecast stands up in the boardroom.
How engagements startForms, calls, and ads land in one CRM
Rules, SLAs, and clean handoffs
Defined stages. A defensible number.
Business Analytics · Marketing & Ads Operations
KPI definitions, live dashboards, attribution, and funnel reporting, with tracking and campaign structure wired directly into the CRM. Spend ties back to revenue, and the answer exists before the meeting starts.
What changesCRM, ads, and reporting. Working together.
Fractional Operating Leadership · Process & Workflow Automation
Cadence ownership, cross-functional process design, and weekly leadership time, with the repetitive work automated: handoffs, reporting, routing, and follow-ups. The system runs without adding headcount.
Who leads the workAssign one owner, automate the follow-up, and report the result on Friday.
No dashboards for their own sake. These are the changes leadership notices first.
01
Stages mean the same thing to every rep, exit criteria are defined, and the number holds from one week to the next.
02
Dashboards update themselves. Leadership meetings start with decisions, not with someone defending a spreadsheet.
03
Routing, follow-up, and handoffs run on rules, so nothing waits in an inbox and nothing falls between teams.
04
The operating work runs on a cadence, and leadership time goes to direction, customers, and growth.
Prefer to talk it through? Book a free audit
Senior guidance
The person who scopes an engagement is the person who runs it: direct, accountable, and close to the work. No junior staff learning on the client's time.
See how engagements runEvery engagement begins with a free audit and is scoped to what the business needs next. Nothing is sold before it is diagnosed.
Book a free auditA focused working session on the CRM, pipeline, and reporting.
DeliveredThe three fixes worth the most, and a clear view of what it would take to make them.
A two-week diagnostic across the CRM, pipeline, reporting, and operations.
DeliveredA prioritized fix list and a 90-day roadmap scored by effort and impact. Credited in full toward any next engagement.
The one-time build that puts the roadmap in place: CRM implementation, RevOps infrastructure, analytics and reporting, or marketing operations.
DeliveredA working system, documented and adopted by the team, typically live within four weeks of kickoff.
Three-month minimum, then month to month.
Keep the system clean and reported. CRM hygiene, data integrity, monthly reporting, light optimization, and async support.
ExpectData that stays trustworthy and reporting that arrives on schedule.
Actively improve revenue. Everything in Operate, plus RevOps tuning, pipeline and conversion analysis, financial planning strategy, and biweekly working sessions.
ExpectSteady gains in conversion and a pipeline that gets more predictable every quarter.
Fractional operating leadership. Everything in Optimize, plus cadence ownership, cross-functional process design, weekly leadership time, and on-call strategic input.
ExpectAn operator accountable for how the business runs, without a full-time executive hire.
We keep the client book small on purpose. When it is full, new engagements join a waitlist.
A full-time hire takes months to recruit and ramps on one person's playbook. Orion starts with a two-week diagnostic, builds against a written roadmap, and scales involvement up or down as the business changes. The Partner tier covers operating leadership until a full-time hire makes sense, and the systems stay in place when that hire arrives.
Large firms staff accounts with teams and bill against tickets. Orion keeps a small client book, and the person who scopes the work runs it. The focus is the operating system behind revenue, not a single platform rollout.
Building before diagnosing is how companies end up with expensive tools nobody uses. The sprint shows exactly what to fix and in what order, and its fee is credited toward whatever comes next.
Weeks one and two are the Alnitak Sprint and the roadmap. The foundation build follows and typically goes live within four weeks of kickoff. The remaining weeks settle reporting and cadence into a routine, and the ongoing tier is matched to the pace of change.
Every engagement is scoped to the roadmap, so terms are shared after the audit, once it is clear what is worth fixing. The audit is free, and the sprint is credited in full toward whatever comes next.
Yes. If the current CRM can carry the load, Orion builds on it. Migration is recommended only when the platform itself is the constraint.
The same person who scopes an engagement runs it, start to finish. When a build calls for specialist execution, such as AI workflow development, Orion brings in vetted partners and stays accountable for the result.
Where it removes manual work under clear rules: enrichment, routing, summaries, and reporting. Every automation has an owner and an approval path, and nothing runs that the team cannot see or switch off.
Book a free audit. One working session, a clear read on the systems behind revenue, and a shortlist to act on this quarter.
One working session on the systems behind revenue.
Free. No pitch deck. The shortlist stays either way.