Improve RevOps

Improve collaboration

Refine processes

Report accurately

Meet RevOps: Your Path to Smarter Growth

Imagine a business where your teams work together seamlessly, processes are streamlined, and data drives every decision. That’s what Revenue Operations (RevOps) can do for you. At Kayak, we understand how frustrating it is when inefficiencies hold you back. We’ve helped over 700 businesses like yours overcome these challenges and achieve predictable growth.

The Problem: Inefficiency is Costing You

1

External Problem

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Disconnected teams and outdated processes slow company growth.

2

Internal Problem

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You’re frustrated by inaccurate data and missed opportunities.

3

Philosophical Problem

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Businesses shouldn’t have to choose between growth and efficiency.

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Define it:
Determine what customer success looks like.

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Document it:
Update policies & procedures for all.

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Map it out:
Identify the full data journey.

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Report on it:
Use the data, intelligently.

We’re Here to Guide You

At Kayak, we’ve spent decades helping businesses like yours align their teams, refine their processes, and leverage data for smarter decision-making. We’re not just consultants—we’re your partners in success. We’ve seen the challenges you face and know how to solve them. With over 700 successful engagements since 1999, we bring proven expertise to every project.

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MiniBulk bags discovered that product quality and stock on hand (while high on the list) weren't their prospect's primary concern. Avoiding downtime is, because bag failure or lack of bags means their plant stops operating. The difference is in messaging that addresses what really matters to them.

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Evans Consoles needed to update their website to look different from their other sites while being easy to manage. The tech stack had to be the same so users could toggle between sites. The solution: a shared theme with branded variants followed with a site migration conducted live.

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Converting a high rise tower from condominiums into rental units takes completely new thinking. A new target audience was determined, marketing created new messaging, and the tower rented out in record time despite the presence of considerable competition in the community.

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When your supply chain is five layers deep, you might never know who your customer/end user is. Messaging becomes less about the product and more about why others might promote your product. Identifying motivations at all levels of the supply chain is critical. Conversational fluency is the key.

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We asked Future Values' owner where his best clients came from. "LinkedIn," he replied. To confirm, he traced back to the source to discover that leads made contact via LinkedIn, but were actually referrals. Thus, accountants made more sense to market to, as a source of high quality referrals.

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WordPress websites owners often set aside budgets for technical maintenance, security patching, and plugin updates. All of which can be a huge distraction from sales and marketing. So we took the tech in-house. Clients can now do their thing, without having to deal with tech headaches.

How RevOps Works for You

We make it simple for you to get started with RevOps:

1

Define
Success

Identify what success looks like for your business.

2

Streamline
Processes

Map out workflows that eliminate inefficiencies.

3

Unify
Data

Ensure all teams access to accurate information.

4

Optimize
Technolog

Implement tools that support collaboration.

Invaluable help maximizing our HubSpot tools and strengthening our content strategies. Kayak's team has class-leading capabilities.

The team went over and above to ensure that we were set up for long term success. Kayak is now a trusted partner that I would highly and heartily recommend.

- Lori Dundass, Associate Director, Business Marketing, ATB Capital Markets

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Kayak's approach involved a lot of hands-on learning and knowledge transfer, which we really liked. And, that was the actual reason we selected Kayak.

We have worked with Kayak for a number of years including on a recent website redesign and they have always delivered top notch service, professionalism, and expertise.

- Joel Richards, Richards Mortgage Group

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The longevity of our partnership speaks volumes. After 14 years, I'm as enthusiastic about working with Kayak as ever, and look forward to continuing our collaboration.

- Kev Burns, Kev Burns Learning

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Let's take, for instance, two sources of data. One source being revenue (a lagging indicator), and a second, the number of active tickets in your service department (a leading indicator of churn). Alone, they give you information. Reported on together, the data becomes actionable. A simple, but valid example of what RevOps can help you do.

- Randy Milanovic, CEO, Kayak Marketing

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Don’t let inefficiencies hold you back any longer. It’s time to take control of your growth with RevOps.


Predictable revenue growth. | Improved team collaboration. | Happier customers who keep coming back.

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Through RevOps, create visibility on how data moves through your organization and connects to revenue. Then you can optimize everything.

Let's start improving your RevOps.

Frequently Asked Questions About RevOps

What is RevOps, and why should I use it?

If your Sales, Marketing, and Service teams feel disconnected or your processes are slowing you down, RevOps (Revenue Operations) can help. RevOps aligns these teams to work together seamlessly, improving communication, collaboration, and handoffs. It focuses on customer success and helps eliminate inefficiencies that separate teams can’t solve on their own. With RevOps, you’ll gain:

  • Smoother workflows.
  • Reliable data for decision-making.
  • A better experience for your customers.

How long does it take to see results?

RevOps is all about refining processes and getting everyone on the same page. While you may see small wins early on, significant results—like faster sales cycles or improved customer retention—typically take about a year or more. The timeline depends on:

  • How much improvement is needed.
  • The complexity of your business challenges.
  • How quickly your team adopts new processes.

When does a RevOps engagement end?

RevOps doesn’t have a fixed endpoint—it’s about continuous improvement. However, most businesses feel confident managing RevOps internally after 18 months or more. At Kayak, we focus on empowering you to take over RevOps yourself. Once your processes, data, technology, and reporting are in place, you’ll have the tools to keep improving long after our engagement ends.

Why hire an external RevOps consultant?

  • • Unbiased Perspective: Internal teams may have biases or assumptions that slow progress. A consultant offers fresh, objective insights.
  • • Expertise: Consultants understand the strategies behind RevOps and can guide you through change management effectively.
  • • Focused Support: We ensure your technology stack supports your goals and design clear reporting tools to keep you on track.

Think of us as your guide—we’ll help you navigate the challenges so you can focus on growing your business.

How is RevOps different from the Flywheel?

The Flywheel focuses on the customer journey through three stages: Attract, Engage, and Delight. RevOps supports all these stages but emphasizes improving Delight—ensuring customers are happy with every interaction across Sales, Marketing, and Service. Here’s how the Flywheel works:

  • Attract: Draw people in with websites, ads, or signage that grab their attention.
  • Engage: Help them explore your products or services in detail so they feel confident moving forward.
  • Delight: Ensure they’re happy with their purchase so they buy again or refer others to you.

RevOps strengthens each stage by aligning internal teams for a seamless customer experience.

Does RevOps include content creation?

It depends on your needs. If content is identified as a weakness in your revenue operations strategy, we can include it in the plan. However, content creation is typically treated as a separate project since RevOps focuses on consulting and process improvement. If content is holding you back from growth, we’ll help identify where improvements are needed.

Where do we start with RevOps?

We start by understanding your customers’ behavior—how likely they are to buy again or refer others—and identifying areas where things could be smoother for them. Tools like Net Promoter Score (NPS) surveys or simple questionnaires can help gather insights. Your internal team also holds valuable information about what’s working and what’s not. If you’re unsure where to begin, we’ll guide you through best guesses to get started.

What does Kayak’s RevOps program include?

  1. Map Out Your Customer Journey: We’ll identify what drives customer success (positive forces) and what slows it down (friction).
  2. Fix Customer Issues First: Address priority problems like long wait times, delivery delays, or surprise fees that frustrate customers.
  3. Fix Internal Issues Next: Resolve inefficiencies like duplicate data, inconsistent processes between teams, or switching between too many systems.
  4. Create Accountability with SLAs (Service Level Agreements): Develop agreements between teams that clarify responsibilities and goals:
    1. Okay Example: Marketing sends 100 leads per month; Sales follows up within 24 hours.
    2. Better Example: Marketing sends 100 high-value leads; Sales follows up with every lead within 24 hours.
  5. Build Pipelines: Create sales pipelines based on customer needs and deal values.
  6. Measure Sales Velocity: Track how quickly deals move through the pipeline using this formula: Sales Velocity = Number of Opportunities × Win Rate × Average Deal Value ÷ Sales Cycle Length.
  7. Refine Lead Qualification: Review dropped leads to improve qualification processes and increase conversions.
  8. Set Up Data Tools: Design systems for collecting, managing, and using data effectively across your tech stack.

Does Kayak provide training for RevOps?

Absolutely! We believe in empowering our clients with the knowledge and tools they need to manage RevOps independently over time. Training and coaching are part of our approach so you can continue improving even after our engagement ends.