A worked campaign example
Worked campaign angle for improving revenue quality after acquisition: 'Revenue quality after acquisition: connect the engine before adding cross-sell targets.'
1. Start with company data, not the sales-capacity story. Map origination, qualification, onboarding, adoption, expansion and renewal. Identify where the revenue journey breaks: poor-fit leads entering the funnel, promises delivery cannot match, stalled adoption, renewal risk spotted too late, or expansion assumed rather than earned.
2. Test the operating model against the stated goal. If the portfolio company wants higher-quality revenue but still rewards mainly new bookings, start with incentive design. Check whether marketing is measured on pipeline quality rather than lead volume, sales on fit and revenue quality rather than bookings alone, and customer success on early adoption and renewal risk rather than only at renewal time.
3. Put RevOps in the data seat. Use conversion, deal velocity, adoption, renewal risk, expansion potential, margin and board-reporting data to test claims. A demo that 'resonated' is not traction unless it produced urgency, a buying trigger, progression and a sale. One large opportunity or feature request does not justify a roadmap change without repeated use cases.
4. Treat the acquired customer base as a trust problem first. Explain what is changing, when, why and how it affects clients. Do not assume an acquired customer has bought into the wider group proposition. Internally, bring acquired teams into one commercial motion without removing what made them work.
5. Earn expansion. Confirm the solution was rolled out as planned, works as sold and delivers early visible value. Then the next product can feel like a logical extension. Reject cross-selling into an account that has not adopted properly.
6. Produce a 12-month plan with a 90-day first phase. Weeks 1-2: data review, interviews and data baseline. Weeks 3-6: revenue-journey map, handoff diagnosis, incentive and target review. Weeks 7-10: pilot changes in one portfolio company, with RevOps reporting. Weeks 11-12: board-ready findings, operating rhythm, expansion and retention playbook, and a plan for the next portfolio company.
Decision this angle supports: proceed to a scoped advisory conversation. Before committing budget, ask for references, examples from PE-backed or recurring-revenue businesses, and confirmation of the contracting route.