Your pipeline number
is a guess.
Chalk Theory rebuilds GTM, RevOps, and performance marketing as one operating system, so the forecast you take into the board meeting actually holds up.
What’s Broken
We map positioning, RevOps, and acquisition to find the actual constraint
What Ships
The fix, built and implemented by the same team that found it. No handoff to a deck.
Who This Is For
Right fit
Not a fit
We run on US/UK business hours with live overlap for every engagement. No async-only handoffs.
What We Fix
GTM Strategy→
Positioning, pricing, and launch motions built from a standing start. Handed off as a playbook your team can run without us.
Performance Marketing→
Bid and budget rules tied to the same CAC number your dashboard trusts, not a media buyer's private spreadsheet.
Attribution & Reporting→
Multi-touch attribution and dashboards your leadership team will actually use.
Revenue Operations→
Shared systems of record and handoff rules so marketing, sales, and CS all work off the same data set.
Growth Systems→
RevOps automation connecting CRM, product usage, and billing so expansion and churn signals reach the right team the same day they happen.
How We Work
We don’t pitch solutions off the shelf. We find what’s actually broken, then build the right fix for it.
Find
Pull the CRM export, the ad account, and the win/loss notes. Find the one number nobody trusts — and why sales and marketing don't even agree on what a qualified lead is.
Architect
Decide the data model, the attribution logic, and the launch sequence before any tool gets touched.
Build & Deploy
Ship the fix ourselves: the automation, the campaign, the positioning, the dashboard. Not a slide describing it.
What This Actually Looks Like
2024–2025Revenue Operations & Attribution Rebuild
Before: a pipeline number nobody trusted, tracked across three disconnected tools. After: one system of record with a 99% data match rate.
A pipeline number nobody fully trusted, fixed with one system of record. Read the full case on Work →
B2B SaaS, Series A, 60-person team, 10-week engagement, 2024. Client under NDA; metrics verified against the client's own CRM reporting.
67%
Faster Handoff
34%
SQL→Won Lift
99%
Data Match Rate
$2.1M
Δ Pipeline
Performance Marketing Infrastructure Build
Before: CAC climbing with no full-funnel view of what was working. After: one attribution layer, CAC down 43%.
Full-funnel attribution and automated bid/budget optimization across every channel. Read the full case on Work →
Growth-stage B2B SaaS, ~$8M ARR, 8-week engagement, 2024. Client under NDA; metrics verified against the client's own ad platform reporting.
43%
Lower CAC
3x
Lead Vol
2.8x
ROAS
60d
Deploy
Growth Systems Automation Rollout
Before: manual CSV exports linking CRM, product, and billing by hand. After: one automation layer, signal-to-action 42% faster.
Manual CSV exports replaced with one automation layer linking CRM, product usage, and billing. Read the full case on Work →
Series B SaaS company, 130-person team, 14-week engagement, 2023–2024. Client under NDA; metrics verified against the client's own revenue reporting.
$8.4M
Δ Pipeline Influenced
28%
Ops Cost Reduction
42%
Faster Signal-to-Action
5.2x
LTV/CAC
A 30-minute working session on your funnel, CRM, and ad account. You leave with:
- The one thing that’s actually broken
- Whether it’s a positioning, ops, or acquisition problem
- What we’d do in the first two weeks if you hired us
Three Ways We Work With You
Chalk Theory
GTM strategy, RevOps, and performance marketing, run as one system.Chalk Studio →
Our GTM & RevOps build studio for teams that need execution, not another deck.Chalk Theory Labs →
Our applied R&D arm, testing the engines and tools we bring into client work.Let's start with a straight conversation
30 minutes, no deck. We'll tell you what's actually broken and whether we're the right fit to fix it.