Growth Planning
GTM Advisory & Strategic Revenue Operations
We integrate GTM with RevOps, strategy with systems, and short-term success with long-term profitable scalability.
GTM Process Design
Reporting & Insights
Systems Architecture
Build A Better Base to Scale From
B2B SaaS Scale-Ups have big numbers to hit with limited capital and resources to get there.
Meanwhile, revenue teams are struggling in an environment where:
- Leadership doesn’t have a pulse on the business
- No one can agree on the source of truth for KPIs
- Sales and marketing teams are not properly aligned
- Ops team drowning in systems admin/can’t be strategic
- Customer Success is neglected, churn is high, NRR is low
Union Square Consulting provides an integrated team of fractional GTM strategists and RevOps experts to address these challenges and help revenue teams hit their targets, even with finite resources.
Unifying GTM Strategy & Revenue Operations
Our services boil down to four core categories, creating the most impact when they intersect.
Growth Planning
Growth Planning
Your Challenges:
- Scrambling to put together Annual Plans
- Struggling to restructure organization for growth
- Unknowingly sinking budget into broken initiatives
- Unable to see a clear path forward (or a starting point)
Most GTM teams have a mile-long list of things to improve across sales, marketing, and CS. Some things are working well. Others are not. The hardest part is deciding where to start.
Over the years we’ve built a proprietary framework to prioritize your most urgent and impactful issues. Together, we’ll find what’s holding you back from growth and put solutions into motion.
Process Design
GTM Process Design
Your Challenges:
- Reps not inputting correct/consistent CRM data
- Zero visibility into what’s happening in the business
- Sales and marketing working towards opposing goals
- Disorganized teams not used to the best of their ability
We assess your business’s operational maturity and find the critical gaps in your sales, marketing, and customer success processes. By building, optimizing, and implementing these processes, we help you remove obstacles to revenue growth, customer value, and team efficiency.
GTM Insights
Reporting & Insights
Your Challenges:
- Unsure how hiring/firing will affect revenue
- Forecasts are a joke, resource allocation is a guess
- Close rates/lead volume aren’t lining up with revenue
- Unable to tell the CEO what’s working/what’s not/why
Our team has worked with hundreds of B2B SaaS companies, and there’s one thing they all commonly want: visibility into the business. This means creating a system that reports on truths – not just what looks good, not just what the board wants to hear, but what will help improve the business at large.
Systems Architecture
Systems Architecture
Your Challenges:
- Your tech stack is disjointed and disorganized
- Misuse of tech features lead to more admin work
- Reps still resort to Excel sheets instead of Salesforce
- Corners cut with sales process and stage progression
When your processes and strategies are properly reflected in the tech your teams use day-to-day, data is accurate, departments are aligned, and everyone’s activities run smoother.
Get expert RevOps execution – from eliminating tech debt and consolidating data, to building guardrails into your CRM for better rep efficiency and pipeline visibility.
Detailed Services Breakdown
Our work and the team we provide are customized to your product, market, and current operational maturity.
Make Every Dollar Invested Count
Grab a FREE 1:1 Revenue Efficiency Workshop
Get one of our Senior Revenue Strategists to yourself for 1 hour and leave with a plan that prioritizes your most impactful GTM issues.