A revenue-ops team, not a consultancy.

Most agencies stop at the ad click. Most CRM consultants stop at the diagram. Between those two handoffs is where every operator we've ever audited leaks revenue — leads that never got called, quotes that never got followed up, appointments that no-showed with no recovery, dormant databases nobody works.

VELO exists to close that gap. We build the pipeline, connect the tools, write the automations, and then keep operating them — on your CRM, under your brand, accountable to booked revenue rather than deliverables shipped.

Every engagement starts with a free 30-minute pipeline audit — a live walkthrough of your current CRM, ad platforms, and routing logic. Within 48 hours we deliver a written roadmap that ranks the three highest-leverage gaps and recommends a platform path.

From there, foundation builds ship in 14 days on any CRM (HubSpot, Go High Level, Salesforce, Pipedrive, Zoho, Close, or a stack we assemble). Growth retainers run in four-week cycles with weekly strategy calls and quarterly performance reviews.

Six operator groups: home services and restoration, B2B and professional services, health and aesthetics, real estate and lending, insurance and annuity, and white-label engagements for marketing agencies that need an embedded CRM team.

We take DTC and SaaS work selectively — only when the funnel behaves more like a sales pipeline than a self-serve product loop.