Save 10+ Hours A Week
Stop Wasting $100s-$1000s/Month
Grow 2X Faster
RevOps Quick-Win: Automate invoice reminder triggers at Day 3, 7, and 14 past due—and recover up to 15% of otherwise lost revenue.
Remember your first big win? Let’s make that your every-month reality.
What’s Holding You Back & What’s Ahead
The Struggle:
Endless admin, clunky handoffs, and invisible choke-points steal your focus and drain revenue—right when you need every ounce of momentum to scale.
The Breakthrough:
Imagine a frictionless RevOps engine that delivers steady cash flow and a replicable growth blueprint—without managing a roster of vendors. You get clarity, consistency, and the confidence to push forward.
Typical Tech Purchase
Typical Tech Purchase
Typical Tech Purchase
We Don't Just Sell Software. We Do the Work For You.
A True Done-For-You Revenue Engine
Say goodbye to patchwork tools and guessing games. We seamlessly onboard you onto our proven RevOps platform, fine-tune the key configurations for your business, and leave room to grow or customize further whenever you’re ready—so you can laser-focus on scaling your impact, not wrestling with tech.
1. Rapid Implementation, Instant Impact
Imagine unlocking a high-performing RevOps system in days — not the typical months. We map your unique data and processes onto our proven Streamline & Scale™ framework, activating workflows, dashboards, and automations almost instantly so you can start seeing results immediately.
2. Premium Personalization for Lasting Fit
Need something more bespoke? Our 90-Day Transformation dives deep: from advanced integrations to tailor-made reports and one-on-one support, every tweak is custom-crafted around your business, all while leaning on our battle-tested foundation.
3. Built on Rock-Solid RevOps Expertise
Our Streamline & Scale™ Framework merges the four SOAR® pillars and 28 Elements of Scale with CRYSTAL Onboarding™ and RevLoop™ optimization—giving you a turnkey engine you control. The result? Every process hums with consistency, precision, and measurable lift.
4. Empowerment Through Real-Time Insights
Data should drive decisions, not guesswork. We deliver live, intuitive dashboards and hands-on training so your team can spot bottlenecks, adjust campaigns, and steer growth with confidence—every move backed by crystal-clear metrics.
5. Complimentary Quarterly Strategy & Health Check
Every 90 days, we hop on a deep-dive session together—celebrating your wins, unpacking any roadblocks, and co-creating the next high-impact roadmap. You’ll walk away with clear, shared priorities for tests, tweaks, and scale—so we’re always moving forward in lockstep.
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Our Streamline & Scale™ Framework
We’ve distilled growth into four strategic lenses—our SOAR® Methodology—each containing seven Elements of Scale. Then we RevLoop™ to optimize every element and lock in repeatable revenue.
Spotlight
7 Elements of visibility, targeting, and MQL generation. to Action Headline
Offer
7 Elements of conversion: messaging, cadences, and qualification.
Activate
7 Elements of implementation—so every new client feels guided and delighted.
Retain
7 Elements of feedback, measurement, and continuous optimization.
Which Growth Path Is Right for You?
Choose the RevOps package that matches your scale goals and timeline—two proven paths, one crystal-clear outcome.
Growth Accelerator → Deploy in 2–3 weeks and hit pipeline lift fast
90-Day Transformation → Deep dive, weekly coaching, and a full RevOps blueprint
Let's Map Your Revenue Engine.
In 30 minutes, we'll identify where your systems are leaking leads—and help you choose the path to operational clarity.
Why Our Framework Works (When Other Tools Fail)
Save Time 10+ Hours/Week
No more jumping between apps or fixing errors.
Stop Wasting $500+/Month
Ditch redundant tools draining your budget.
Grow 2x Faster
Align sales, marketing, and service to hit goals together.
Problem
What is Boss AssistTM?
Your All-in-One Toolkit for Revenue Operations.
Tired of siloed data, manual spreadsheets, and misaligned teams? Boss AssistTM is a customizable SaaS platform built specifically to simplify revenue operations (RevOps).
We've taken a powerful, white-label platform and tailored it with features that help you.
Centralize
Bring sales, marketing and customer success data into one dashboard
Automate
Replace manual task workflows with smart, time-saving automations
Align
Get teams on the same page with shared goals and real-time insights.
No. consultants. No complexity. Just a platform that grows with you.
What Can You Do With Boss AssistTM?
Centralize
Capture leads one time from email, phone, social media, chat bot, QR codes and more into a single location.
Immediate access to your leads for email and SMS followup. No need to import/export data.
View analytics on email campaigns, SMS campaigns, funnels and paid ads in one platform.
Automate Workflows
Reclaim lost revenue with automated followups. No more missed opportunities.
Service calendars allow your clients to book multiple appointments at one time.
Send proposals, obtain eSignature and autogenerate invoices.
Align sales, marketing and customer success teams
Share client information and updates within a single platform including SMS, email, chat, voice calls, documents, appointments and notes.
Agent call reporting via central platform with performance metrics.
Create online library for team training including video, audio and documents.
What is Revenue Operations (RevOps)?
RevOps is a strategic approach that aligns your marketing, sales, and customer success teams to streamline and optimize your revenue generation process. By integrating people, processes, and technology across departments, RevOps ensures that your business is working towards common goals, improving efficiency, and maximizing revenue growth. This holistic view of operations allows businesses to make data-driven decisions, reduce friction between departments, and create a seamless experience for both the team and the customer.
How Does Revenue Operations Differ from Regular Operations?
While regular operations focus on the day-to-day management of business processes across departments like HR, finance, and supply chain, RevOps specifically targets the alignment and optimization of revenue-generating functions such as marketing, sales, and customer success. RevOps integrates these functions into one cohesive strategy to improve efficiency, streamline workflows, and drive growth across the entire customer lifecycle. It uses data-driven insights to reduce silos between departments, ensuring a seamless experience from lead acquisition to customer retention. In contrast, regular operations might focus on general operational tasks that support the business but aren't necessarily aimed at driving revenue growth or aligning cross-functional teams around financial goals. RevOps, on the other hand, is designed with a clear focus on maximizing revenue and scalability.
How Is Boss AssistTM Different from Other Tools?
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Our platform integrates with top-tier technologies, ensuring your business benefits from world-class tools for CRM, automation, SMS, and email marketing.
4860 Washtenaw Ave, Ste i #488, Ann Arbor, MI 48108
