Optimax offers fractional leadership and an embedded team model for ongoing revenue operations support, with the scope matched to the business’s needs.
With Chad Angle · Fractional VP of Sales & Business Development
IS THIS YOUR SITUATION?
This may be the right fit when…
Reporting and CRM work keep returning to the executive team.
Important work stalls when one person is unavailable.
The operational backlog has grown beyond the team’s capacity.
THE SERVICE
Choose the level of support that fits.
Explore two ways to support the processes, systems and reporting your revenue teams rely on: a fractional leader or a broader embedded RevOps team.
FRACTIONAL
Fractional leadership
Senior direction for selected priorities.
Worth exploring when
Your team needs experienced leadership for a defined set of RevOps priorities.
Focus of the support
Senior judgment, priorities and operating direction.
Agree before starting
Decision authority, time commitment and who will carry out the work.
EMBEDDED
Embedded team support
A broader revenue operations function.
Worth exploring when
Your business needs broader capacity to manage ongoing revenue operations.
Focus of the support
A team supporting the agreed processes, systems and reporting.
Agree before starting
Responsibilities, team capacity, handoffs and the review cadence.
Both start with a clear scope. Agree the priorities, responsibilities, capacity and measures with Optimax. The right model depends on the work and the team already in place.
Agree the work and the support.
DiscussExplain the work, the constraints and the capacity already on the team.
ScopeAgree the priorities and level of ongoing support with Optimax.
OperateWork through the priorities and review the fit as needs change.
How does fractional support differ from an embedded team?
Fractional support focuses senior leadership on selected priorities. The embedded model provides a broader outsourced RevOps function. Discuss which level fits your team with Optimax.
Is this the same as a transformation engagement?
Ongoing support addresses recurring operating needs. DRIVE Transformation is the path to explore for coordinated implementation following an assessment.
Can the scope change as our needs change?
Discuss how priorities and support can adapt as the business changes. Agree the scope, capacity, pricing and notice terms with Optimax before work begins.