Design & Build
We work out what should change. Then we build it, or your team does
ClarityRev designs, builds and optimizes revenue systems, workflows and campaigns. Sometimes that means connecting what you already own. Sometimes it means building something that did not exist. We tell you which before you pay for either.
Built by people who have carried a number. Most automation that reaches a revenue team was designed by someone who has never run a pipeline, which is why it handles the clean case beautifully and falls apart on the deal that actually matters. We have done both jobs, so the awkward cases are designed in rather than discovered later.
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§1What we produce
Systems, workflows and campaigns.
Systems
The layer that carries context between tools. The HubSpot record becomes something the team can trust, the call actually reaches it, and your tools stop each holding a different version of the truth.
Workflows
The repeated internal work. Proposal drafting from a Gong transcript, routing, reporting, handovers. The work that quietly eats senior time and never appears on a budget.
Campaigns
Outbound sequences in Instantly or Smartlead, ad production pipelines for Meta and Google, multi-channel campaigns. Built as a system you own and operate, not as a retainer you rent from us.
§2Design
When working out what's wrong is the job
We work out what should change, in what order, with what limits, and hand your team a plan they can build. You keep the work in-house and we make sure it is the right work.
Choose this when nobody can yet say what's actually wrong. Pipeline is down thirty percent. Sales says the leads are bad, marketing says the follow-up is slow. They are looking at different numbers and both are partly right. Or: you are about to replace your CRM because “HubSpot isn't working,” and it might be HubSpot, or it might be that nothing has ever written to it correctly. Working out which is true is the job.
And when you have capable people but no capacity to decide properly. An in-house team with forty n8n workflows, no naming convention, no owner, and nobody able to say which ones are load-bearing. They could build anything. They could not decide what to build.
Scale. This runs from a focused two-to-three week piece of work up to a multi-team engagement covering several systems, an ERP or CRM migration risk, and a decision worth six figures. Those are genuinely different engagements and we scope them differently.
If we can scope it from a conversation, we scope it for free and send you a proposal. If working out what's actually wrong is the job, that's Design, because that's the hard part.
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What has to be true first
- Someone can settle an argument between two teams, and can accept an answer they did not expect
- We can get to the people, the systems and whatever passes for the current documentation
- You are prepared to hear that the answer is smaller than you thought, or that it is nothing
What we will not do
- Build it. Design ends with a plan. If you want it built, that is the next section, and it is a separate decision
- Hand you something nobody can act on. If your team cannot build from it, we have failed, whatever the document looks like
- Promise what it will earn you. A plan is not a result
What we will not claim
A plan tells you what to build and in what order. It does not prove the building will work, because nothing has been built yet. That is the honest limit of it.
§3Build
We design it and we build it
Same thinking, and we carry the implementation through to something live and handed over.
Choose this when the constraint is capacity or specialist knowledge rather than clarity, or when you want one accountable owner from decision through to live.
What this looks like in practice
A reply nobody told the sequencer about.
A prospect replies to a human, in a shared inbox. Instantly never hears about it and keeps sequencing them for two more weeks. The fix is not a better sequencer. It is a connection between the inbox and the campaign, plus a rule that holds the send when a human has already replied.
Forty minutes after every call.
Someone assembles the Gong transcript, the HubSpot record and an internal doc into Claude to draft a proposal. We connect the sources, pull structure out of the call, and let an agent produce the draft before the rep has left the meeting. The person reviews and sends. The person does not assemble.
Ads that start from a blank page.
An agency opens each new Meta campaign from nothing while the last forty winning ads sit unread in the ad account. We build the pipeline that reads what worked, drafts against it, and puts a human in front of anything that goes live.
Scale. From one bounded fix, a single broken handoff repaired in a couple of weeks, up to a connected system spanning how you win customers end to end, over several months. The first is a normal way to start.
The part almost nobody builds
Anyone can build the happy path. Every system we build has conditions under which it refuses to act, tells a named person, and waits.
Designed in, not bolted on
Every build ships with the conditions under which it refuses to act, the person it tells, and what it does with the work it did not finish. That is the part that decides whether anyone still trusts it in month six.
See how the guard works →What has to be true first
- You are actually selling something. There is an offer, people have bought it, and you know roughly who and why
- Access to the relevant people, systems and source material
- Someone who will own and operate the result after handover
- For anything touching call recording: a lawful basis and a consent flow. In the EU this is not a formality and it is resolved before we build
What we will not do
- Move your CRM or your ERP. If that migration is the project, it is somebody else's project, and we will say so early
- Sell you a list, or access to a database. Data you rent is not a system you own
- Be your sales team. We build what they use. We do not carry a quota
- Take on “and while you're in there” work. The written scope is what gets built. Anything else is a new conversation, not a favour
- Tell you how many meetings this will produce. Anyone who does is guessing, and you would be paying for the guess
What we will not claim
A system that works does not make your offer better, your market bigger or your reps sharper. It removes friction and it removes an excuse. Whether that becomes revenue depends on things we do not control, and we are not going to pretend otherwise. Before you sign, we write down what we can be measured on. It is a shorter list than most agencies would give you, and it is one you can actually check.
§4What it costs
We don't publish prices.
The same-sounding request lands anywhere from an afternoon's configuration change to a six-month build, and a number here would mislead you in one direction or the other.
Instead: if we can scope it from a conversation, we do that for free and send you a proposal with a fixed written scope and a fixed price. If working out what's wrong is itself the job, that is Design.
The comparison worth running
is not against another agency. It is against a hire. A revenue ops or SDR hire is a salary every year, plus tooling, plus the weeks to useful, and it starts over when they leave. A system does not resign, forget, or need onboarding.
That does not always favour us. If the work is genuinely different every time, or it needs someone in the room building relationships, a person is the right answer and we will say so.