CRM Hacker

THE rOS FRAMEWORK

Revenue Operating System Framework for scaling companies.

Make the way your business works keep up with the way it grows.

CRM Hacker's operating model for diagnosing and improving revenue operations across people, process, systems, data, automation, and AI readiness.

Discuss your goals Explore the six pillars
One revenue operating system, six connected dimensionsPeople, process, systems, data, automation, and AI readiness connect through the revenue operating system. The diagram represents relationships, not measured performance.rOSCONNECTED BY DESIGNPeopleProcessSystemsDataAutomationAI readinessTHE FULL REVENUE MOTION
A connected view of your operations. Not another isolated tool.

RECOGNIZE THE FRICTION

Small workarounds.
Compounding problems.

A manual workaround becomes a permanent workflow. A reporting gap becomes a leadership blind spot. A disconnected tool becomes another place for data to get lost.

  • Different teams, different definitions of the same metric.
  • Handoffs that depend on tribal knowledge.
  • Reporting that creates questions instead of clarity.
  • Automation that adds complexity.
  • AI ambitions built on a messy foundation.

SIX PILLARS. ONE OPERATING SYSTEM.

Look across the whole business.

The pillars provide a shared lens for finding friction and deciding where improvement matters. Each supports the others.

01

Operational Clarity

Align teams, define workflows, and eliminate operational ambiguity before it becomes scaling friction.

Clear ownership. Shared definitions.

Explore operational clarity
02

Systems Architecture

Design connected infrastructure that allows revenue teams and tools to operate intelligently together.

Connected tools. Deliberate architecture.

Explore systems architecture
03

Revenue Flow

Reduce bottlenecks and improve the movement from lead to customer to expansion.

Cleaner handoffs across the lifecycle.

Explore revenue flow
04

Automation Intelligence

Implement automation and AI strategically without overengineering operations.

Less manual work. Manageable complexity.

Explore automation intelligence
05

Data Integrity & Visibility

Create trusted reporting and operational visibility leadership can actually rely on.

A clearer view of what is happening.

Explore data integrity & visibility
06

AI Readiness

Build the operational foundation required for practical AI adoption.

A sound basis for evaluating AI use cases.

Explore ai readiness

HOW THE FRAMEWORK WORKS

From understanding the problem
to improving the system.

A practical cycle that connects diagnosis to delivery, then keeps improving as the business evolves.

  1. 01

    Assess

    Identify friction across systems, workflows, handoffs, data, reporting, and AI readiness.

    See where work gets stuck.
  2. 02

    Analyze

    Map where revenue operations are slowing growth, creating confusion, or increasing manual effort.

    Understand the causes behind the symptoms.
  3. 03

    Score

    Evaluate operational maturity across the six rOS pillars.

    Compare the areas that need attention.
  4. 04

    Roadmap

    Prioritize the highest-impact fixes across people, process, systems, automation, and AI.

    Agree what to fix first and what can wait.
  5. 05

    Implement

    Turn the roadmap into practical system improvements, workflow design, automation, reporting, and architecture.

    Put the agreed changes into use.
  6. 06

    Optimize

    Refine the operating system as your business grows, your team evolves, and AI capabilities expand.

    Keep the systems aligned with the business.

Optimize feeds the next assessment. Jonathan can stay involved as an extension of your team, helping set priorities and improve systems as your business changes. Choose ongoing support or a defined project with a documented handoff.

THE FOUNDATION FOR AI

AI amplifies
what is already there.

Clean workflows, trusted data, and clear processes create a stronger starting point for automation and AI. Messy systems carry their problems forward.

Explore AI readiness

WHO IT IS FOR

Real traction.
Growing complexity.

For companies whose revenue, teams, and customer needs have outgrown the systems supporting them. The established sweet spot is 50-250 employees.

SaaS companies · Founder-led businesses · Sales-led organizations · RevOps teams · Construction & services

Leave with clearer priorities.

  • Where is operational drag slowing revenue?
  • Which workflows should be simplified?
  • Which systems need connecting or redesigning?
  • Which automations are worth building?
  • Where is data unreliable?
  • What needs to happen before AI can create value?
  • What should be fixed first?

START WITH YOUR BUSINESS

Where are your systems
making growth harder?

Talk through your priorities with Jonathan and identify a sensible next step. US-based and personally delivered, with no outsourcing.

Discuss your goals

The initial conversation is free. Detailed assessments, implementation, and ongoing support are scoped and priced separately.