Services Overview

DigitalFlow helps growing business owners turn a manual, messy sales process into a CRM and revenue operation they can trust. CRM-agnostic, built around how your business actually works, with no overwhelm and no vendor bias.

Two Ways to Work Together

LEAD IT WITH US

Fractional CRO

Senior revenue leadership without a full-time hire, from a focused 90-day sprint to an embedded partnership.

BUILD IT WITH US

CRM & RevOps projects

Done-with-you builds, scoped as clear packages so you always know what you are getting and what it costs.

BUILD IT WITH US

CRM and Revenue Operations

Done-with-you projects, scoped as clear packages so you know exactly what to expect.

Platforms we build in: HubSpot, Brevo, Pipedrive, Dynamics 365, Zoho, Salesforce, Glue Up, and more. We recommend based on what fits your business, never referral fees.

$150 / hour · project work
PACKAGE 1

CRM Foundation Build

For business owners running on spreadsheets, inboxes, or disconnected tools. We help you choose, set up, and launch a CRM that finally gives your team visibility and structure.

  • Platform guidance and selection support
  • CRM setup and configuration
  • Sales process and lifecycle design tied to your goals
  • Data structure, core automation, and dashboards
  • Team training, documentation, and handoff

You leave with one source of truth your whole team trusts, so leads stop slipping and you can see your pipeline at a glance.

PACKAGE 2

CRM Optimization & Automation

For teams already on a CRM who are not getting full value from it. We audit what you have, redesign the workflows, and build the automation and reporting that save time.

  • CRM audit and gap analysis
  • Pipeline and lifecycle redesign
  • Workflow and automation build
  • Integration planning and implementation
  • Lifecycle reporting, dashboards, and adoption support

You leave with hours back every week, as the CRM handles the busywork and your team gets to actually sell.

PACKAGE 3

Enterprise CRM & Digital Transformation

For associations, non-profits, and growing organizations that need a full systems and process overhaul, with the governance and change management to make it stick.

  • Discovery and process-mapping workshops
  • CRM and revenue infrastructure architecture
  • Implementation, automation, and cross-tool integrations
  • Forecasting, lifecycle reporting, and dashboards
  • Change management, training, and a long-term roadmap

You leave with a connected, governed system the whole organization runs on, built to scale without breaking.

Each engagement is kicked off after the SOW is signed.

LEAD IT WITH US

Fractional CRO

When you need senior revenue leadership but not a full-time hire. Same operator, three depths, so you can match the support to the season your business is in.

$200 / hour · fractional leadership
FIXED SCOPE

90-Day Revenue Foundation Sprint

$11,500 CAD · fixed scope

A focused 90-day engagement to build your revenue foundation: pipeline, sales process, CRM, and the handful of metrics that actually matter. Built for owners who want real momentum, fast.

  • Best for first-time sales leaders who want a clear plan and the system to run it

You leave with a working revenue engine and a roadmap you can drive yourself, with no dependency on us to keep it moving.

MONTHLY RETAINER

CRO On Call

5 to 10 hours a month · monthly retainer

Ongoing strategic guidance, pipeline reviews, and a sounding board for your revenue decisions. Senior eyes on your numbers without adding to headcount.

  • Best for owners with a team in motion who want steady, experienced guidance

Each month you have sharper calls, a tighter pipeline, and a seasoned operator who already knows your business.

BY APPLICATION

Embedded Fractional CRO

By application

Deep, hands-on revenue leadership embedded in your business, always led by Irene so the attention stays real.

  • Best for a season of serious growth that deserves senior leadership in the room

You have a revenue function that is built, led, and accountable, with senior leadership owning the number alongside you.

Each engagement is kicked off after the SOW is signed.

ONGOING PARTNERSHIP

Ongoing support and partnership

Launching the system is just the start. Many clients keep working with us to maintain and evolve their setup as the business grows.

  • CRM administration and updates
  • New automations and workflows
  • Reporting enhancements
  • Team training and onboarding
  • Integration and strategic RevOps support
Contact Us About Ongoing Support
FREE DIAGNOSTIC TOOLS

DigitalFlow Insider Hub

Free diagnostic tools to see exactly where your revenue engine stands. No cost, no pitch, just a clearer picture.

  • Pipeline Checkup - Assess your pipeline health and identify gaps
  • Find Your CRM Fit - Match your business needs with the right platform
  • Sales Performance Score - Evaluate your team's performance metrics
  • Revenue Operations Score - Benchmark your RevOps maturity
Explore the Insider Hub

Not sure which fit is right?

That is exactly what a first call is for. Tell us where your business is, and we will point you to the right next step, even if it is not us.

Book a free intro call