How to build RevOps without hiring a RevOps team
Complete roadmap for building revenue operations on a scale-up budget. Learn the 90-day implementation plan, essential automations, and when to hire your first RevOps person.
Why you don't need to hire RevOps (yet)
Here's the uncomfortable truth that most consultants won't tell you: If you're under £15M ARR with fewer than 30 revenue-generating employees, hiring a dedicated RevOps person is probably premature.
Not because revenue operations isn't important. But because what's broken isn't the lack of a person—it's the lack of a system that scales.
The premature hire trap
Most B2B founders hit a breaking point where RevOps feels like the answer:
- Leads are slipping through cracks
- CRM is a mess
- Your AE is manually working 40 leads
- Dashboards aren't telling you anything useful
- Marketing and sales blame each other for poor results
The knee-jerk reaction? Hire a RevOps person to fix it.
But here's what actually happens: You hire someone with "RevOps" in their title. They inherit chaos—dirty data, disconnected tools, undefined processes. They spend six months trying to clean up the mess while also being pulled into firefighting (why did this lead not route? Why is the report wrong? Can you fix this integration?).
The result? You've added headcount without solving the root problem. You've institutionalised chaos with a higher salary line.
What you actually need first
Before hiring RevOps, you need leverage—systems and automation that create a foundation strong enough to scale.
According to research from Leadle, automation can buy you 6-18 months of scale before RevOps needs to step in. That's not avoiding RevOps; it's building the infrastructure that makes a future RevOps hire actually effective.
Think of it like hiring a head chef. You wouldn't hire a Michelin-star chef to work in a kitchen without basic equipment, ingredients, or recipes. First, you build the kitchen. Then you hire the chef to optimise it.
The case for building first, hiring later
Companies that implement RevOps infrastructure before hiring a dedicated person see:
- Better ROI: Your eventual RevOps hire inherits clean systems instead of spending months on cleanup
- Faster time-to-value: They can optimise and scale from day one rather than building from scratch
- Clearer hiring criteria: You know exactly what skills you need based on what's working and what's missing
- Higher retention: RevOps professionals want to optimise systems, not become glorified CRM admins
As one founder put it: "We spent £80K on a RevOps hire who spent their entire first year just getting our data clean. We should have spent £15K on a consultant to build the foundation, then hired the RevOps person to scale it."
The RevOps committee approach
If you can't hire a dedicated RevOps person yet, form a RevOps committee—a cross-functional group that implements RevOps principles using existing resources.
How the committee works
Structure: 3-5 people meeting weekly for 60-90 minutes
Members:
- Marketing operations person (or most analytical marketer)
- Sales operations person (or most process-oriented AE)
- Customer success manager (preferably someone who tracks metrics)
- Finance/ops person (optional but valuable for forecasting and reporting)
Meeting cadence:
- Weekly tactical: 30 minutes to address urgent issues (data problems, routing failures, integration breaks)
- Biweekly strategic: 90 minutes to implement improvements, review metrics, plan initiatives
The committee charter
Document what the committee owns:
Process alignment:
- Lifecycle stage definitions (MQL, SQL, Opportunity, Customer)
- Lead routing rules and SLA enforcement
- Handoff protocols between teams
- Exception handling (what to do when things break)
Data governance:
- Required fields and validation rules
- Deduplication standards
- Data enrichment workflows
- Quality audits and cleanup schedules
Technology management:
- Integration maintenance
- Tool evaluation and procurement
- Access management and training
- Dashboard creation and reporting
Metrics and forecasting:
- Weekly pipeline reviews
- Monthly performance reports
- Quarterly business reviews
- Forecast methodology and accuracy tracking
The committee approach works brilliantly for 12-18 months, buying you time to scale revenue before hiring a dedicated RevOps leader. But eventually, complexity outgrows the committee model.
Essential automations that replace headcount
These automations deliver 70-80% of what a junior RevOps person would do:
1. Lead scoring and prioritisation
What it automates: Manually evaluating which leads deserve attention first
How to implement: Use your CRM's native scoring (HubSpot, Salesforce both have this):
Fit criteria (who they are):
- Company size matches ICP: +20 points
- Industry match: +15 points
- Job title (decision-maker): +15 points
- Geographic match: +10 points
Interest criteria (what they've done):
- Visited pricing page: +15 points
- Downloaded case study: +10 points
- Attended webinar: +10 points
- Opened 3+ emails: +5 points
Threshold: 50+ points = MQL
Time saved: 10-15 hours/week of manual qualification
2. Meeting scheduling automation
What it automates: Back-and-forth email scheduling
Tools: Calendly, HubSpot Meetings, Chili Piper
Implementation:
- Embed booking links in email signatures
- Add to website CTAs
- Include in email sequences
- Route to correct rep based on territory
Time saved: 5-10 hours/week per sales rep
3. Email sequences and nurture
What it automates: Manual follow-up and nurture touchpoints
Implementation:
For MQLs not ready to talk:
- 6-email sequence over 30 days
- Educational content (case studies, guides)
- Automated re-engagement based on activity
For no-show meetings:
- Automatic reschedule link sent
- 3-touch follow-up sequence
- Eventually mark as "not interested"
For closed-lost opportunities:
- 90-day re-engagement sequence
- Quarterly check-ins
- New feature announcements
Time saved: 15-20 hours/week across marketing and sales
4. Data enrichment automation
What it automates: Manual research and data entry
Tools:
- Clearbit (auto-enrichment in CRM)
- Clay (bulk enrichment workflows)
- LinkedIn Sales Navigator (manual but structured)
Implementation:
- Auto-enrich on contact creation
- Batch enrich existing database monthly
- Fill missing fields automatically
Time saved: 10-12 hours/week of research time
5. Reporting and alerts
What it automates: Manual report generation and issue detection
Implementation:
Weekly automated reports:
- Pipeline changes (what moved, what stalled)
- Forecast vs actual tracking
- Activity metrics by rep
- Marketing performance summary
Real-time alerts:
- High-value lead converts → Slack alert
- Deal stuck >30 days → Notify manager
- Health score drops → Escalate to CS
- Forecast commit changes → Alert leadership
Time saved: 8-10 hours/week of report building
Tools that do the heavy lifting
You don't need 15 specialised tools. You need a lean, integrated stack:
The essential three-tool RevOps stack
1. CRM platform (choose one):
HubSpot (recommended for £1-30M ARR):
- All-in-one: CRM + marketing automation + sales tools
- Easy to implement and maintain
- Native integrations reduce complexity
- Cost: £800-2,000/month for scale-ups
Salesforce (for £30M+ ARR or complex needs):
- More customisable but requires admin expertise
- Larger ecosystem of integrations
- Higher cost and complexity
- Cost: £2,500-8,000/month
2. Data enrichment (choose one):
Clearbit (best for automatic enrichment):
- Auto-enriches contacts on creation
- Reveals website visitors
- Integrates with HubSpot/Salesforce
- Cost: £800-2,000/month
Clay (best for bulk operations):
- 100+ data sources in one place
- AI-powered workflows
- Great for list building
- Cost: £500-1,500/month
3. Communication automation (choose one):
Slack + native CRM notifications:
- Free for basic use
- Real-time alerts
- Channel-based organisation
Zapier or Make (for complex workflows):
- Connects tools that don't natively integrate
- Automates multi-step processes
- Cost: £300-800/month
Total cost: £2,000-5,000/month
Compare this to hiring a RevOps person: £60K-80K salary + £15K-20K benefits = £75K-100K annually (£6,250-8,300/month).
The tool stack costs 25-60% of a full-time hire and delivers 70-80% of the value.
The bottom line: Build before you hire
Revenue operations isn't a person—it's infrastructure. And you can build 70-80% of that infrastructure using existing resources, smart automation, and a lean tool stack.
The 90-day roadmap works:
- Month 1: Clean data, prevent future mess, establish baseline
- Month 2: Align processes, automate routing, build handoffs
- Month 3: Create dashboards, implement forecasting, launch continuous improvement
You'll spend £2,000-5,000/month on tools instead of £75-100K/year on salary. You'll build systems that scale. And when you're ready to hire your first RevOps person, they'll inherit strong infrastructure instead of chaos.
By then, you'll know exactly what you need from that hire. And they'll deliver value from week one instead of spending months on cleanup.
Ready to build your RevOps foundation?
Marketick helps B2B scale-ups (£10-50M ARR) implement revenue operations infrastructure without hiring full-time RevOps teams. We specialise in:
- 90-day RevOps foundations: Complete infrastructure implementation using your existing resources
- RevOps committee facilitation: We train and support your internal team to execute RevOps initiatives
- Automation buildout: Hands-on implementation of lead routing, scoring, dashboards, and workflows
- Hire-ready preparation: Build systems so strong your eventual RevOps hire delivers value from day one
Book a free 30-minute discovery call. We'll assess your current operations, identify which automations will have the biggest impact, and show you the 90-day roadmap to RevOps infrastructure—no dedicated hire required.
Book your discovery callFrequently asked questions
Q: Can you really build revenue operations without hiring a dedicated person?
Yes. For companies under £15M ARR with fewer than 30 revenue-generating employees, a RevOps committee combined with smart automation delivers 70-80% of what a dedicated hire would provide. You're building infrastructure, not avoiding RevOps—setting up your eventual hire for success.
Q: How much does it cost to implement DIY revenue operations?
A lean RevOps tech stack costs £2,000-5,000/month (CRM, enrichment tools, automation platforms). Implementation time from existing team members totals 15-20 hours/week initially, dropping to 8-10 hours/week for maintenance. Compare this to £75-100K annually for a full-time hire.
Q: What's the biggest mistake companies make when building RevOps themselves?
The biggest mistake is jumping straight to tactics (tools, dashboards, automation) without strategy. Start by defining what revenue outcomes you're trying to improve, map where revenue currently leaks or slows, then prioritise solutions by impact versus effort. Build incrementally.
Q: How long does the 90-day RevOps implementation take?
The 90-day roadmap requires 15-20 hours/week from your RevOps committee in month 1, 10-15 hours/week in month 2, and 8-10 hours/week in month 3. After implementation, ongoing maintenance requires 8-10 hours/week collectively across the committee.
Q: When should I stop using the committee approach and hire a dedicated RevOps person?
Hire when: (1) the committee is overwhelmed (>15 hours/week collectively), (2) you've reached £15-20M ARR with 30+ revenue employees, (3) ROI on RevOps initiatives exceeds £200K annually, or (4) you need strategic leadership for complex initiatives like CRM migration or international expansion.
Q: What skills does the RevOps committee need?
The committee needs: CRM power users (HubSpot or Salesforce proficiency), basic analytics capabilities (Excel, reporting), process thinking (ability to map and document workflows), project management fundamentals, and cross-functional collaboration skills. You don't need dedicated RevOps experience.
Q: Which automations should I implement first?
Prioritise automations by impact: (1) Lead routing and assignment eliminates manual work and reduces response time, (2) Meeting scheduling automation saves 5-10 hours/week per rep, (3) Lead scoring ensures sales works best opportunities first, (4) Handoff automation prevents dropped balls between teams, (5) Reporting automation replaces 8-10 hours/week of manual work.
Q: Can I use free tools to build revenue operations?
Yes, initially. HubSpot Free CRM, native reporting, and basic automation handle early-stage needs. Add paid tools (Clearbit for enrichment, Calendly for scheduling) once you've proven ROI. Start with a £500-1,000/month budget and expand as you scale.