Fractional Ops & RevOps
Messy systems, made simple.
I’m Sam. I build CRMs, automations, sales processes and team structures for startups and small businesses.
Ops-in-a-Day
Pre-work, 30 min
Pick the phase and your tools
Phase 1, 2-3 hrs
Map current state to ideal state
Phase 2, 3-4 hrs
Build 2-3 live automations
End of day
Documented process, running on its own
In use the next morning
Ops-in-a-Day
We pick the one system slowing you down most. I build it with you in a single day, and your team starts using it the next morning.
Book your dayPre-work
30 min, async
- Which operational phase?
- What tools do you use today?
Process map
2-3 hrs
1.Rep builds the quote
2.Deal moves to Proposal
3.Proposal fills in pricing
4.Manager approves
5.Client reviews and e-signs
6.Deal moves to Closed Won
Automation build
3-4 hrs
- HubSpotTrigger: deal hits Proposal
- PandaDocFill template + pricing table
- PandaDocApproval rule for discounts
- PandaDocSend for e-signature
- HubSpotSigned: move to Closed Won
Tested end to end on a real deal
You walk away with 1 core workflow, automated
- CRMDeal + quoteSigned contractProposals & e-sign
Fractional ops, for as long as you need it
CRM builds & automation
Set up, rebuild or automate the CRM your revenue runs on.
Process design
Map how work flows, then cut the steps that slow it down.
Org restructuring
Reporting lines and roles that fit the company you are now.
Team building
Define the roles you need next, then hire and onboard well.
Business strategy
Turn goals into priorities, owners and a plan people follow.
Project management setup
Boards, rhythms and templates that get projects finished.
Ongoing
A set number of days each month, embedded with your team.
Project-based
One defined outcome, a clear timeline, then I hand it over.
Process automation, in your CRM and between your tools
- Workflows and triggers inside your CRM
- Syncs between systems that don't talk natively
- Tasks, alerts and handoffs created automatically
- Data cleaned up before anything gets connected
Contact centerSends: Every call and outcome logs to the contact
Returns: Reps dial from the right record
CRMSends: Closed-won deals become invoices
Returns: Payment status syncs back to the account
AccountingHi, I’m Sam.
I spent 7 years in management and director roles at startups in finance, SaaS and consumer goods. A lot of that time went to the work nobody else wanted: fixing the CRM, writing the process down, sorting out who owns what.
Now I do that work for founders and small teams, as Next Move Ops.
- Experience
- 7 years
- Management and director roles
- Industries
- 3
- Finance, SaaS, Consumer goods
Systems thinking
I look at how sales, ops and finance connect before touching a tool.
Problem-solving
I find the cause of the mess and fix that first.
Clear communication
Plain-language docs and updates your whole team can follow.
Who I work with
Startups
Growing faster than the systems behind them.
Small business owners
Running sales, ops and hiring at the same time.
SaaS
Pipelines, renewals and handoffs between sales and success.
Finance
Process-heavy teams where accuracy and audit trails matter.
Consumer goods
Wholesale, retail and ops teams that need to stay in sync.
“[Client testimonial]”
“[Client testimonial]”
Let’s find your next move.
- Tell me what's messy.
- I email you to set up a call.
- We decide together what would help, if anything.
Prefer email? hello@nextmoveops.com