d2b2 brings data science thinking to paid marketing and revenue operations. We audit your stack, build the systems, teach your team how they work, and hand you the keys when the engagement ends. Services include paid marketing setup, revenue analytics, marketing infrastructure, and answer engine optimization.

What is the d2b2 engagement process?

Every d2b2 engagement follows three phases. The Audit: a structured review of your stack, spend, and data to understand what exists and what needs fixing. The Stack Build: implementing tracking, attribution, AI tools, and automation that work correctly from day one. The Handoff: full documentation so your team can run everything independently after the engagement ends.

Who does d2b2 work with?

d2b2 works with small businesses and growth-stage companies where marketing has historically been reactive and underpowered. All engagements are project-based, not retainer-based. Based in San Diego, CA, serving clients across the US.

How is d2b2 different from a traditional marketing agency?

d2b2 applies data science thinking to marketing rather than relying on intuition or waiting on monthly reports. The goal is to build systems you own and understand, not dependency on an ongoing agency relationship. Every engagement ends with a complete handoff so the client can run the work independently.

What Is Revenue Operations (RevOps) and Does Your Business Need It?

Revenue Operations is one of those terms that means different things depending on who’s using it. To a venture-backed startup, it means a dedicated RevOps team with a headcount of four. To a 10-person business, it means making sure marketing and sales are using the same data and talking to each other.

The underlying concept is useful regardless of company size. Here’s what it actually means and how to know if you need it.

What RevOps actually means

RevOps is the practice of aligning the people, processes, and technology that touch revenue, typically marketing, sales, and customer success, so they operate as a single system rather than three separate departments with their own tools, metrics, and incentives.

In practice, this usually means:

One system of record for customer data (a CRM like HubSpot or Salesforce)
Shared definitions of key terms (what counts as a “qualified lead”? what is “closed revenue”?)
Consistent tracking from first touch to closed deal to renewal
Reporting that all stakeholders trust because it comes from the same data source

The alternative, and what most small businesses are actually running, is marketing using one set of tools and metrics, sales using another, and leadership making decisions based on spreadsheets that don’t agree with either.

The three components

Data and systems alignment. Every team should be working from the same customer data. When marketing generates a lead, sales should be able to see where that lead came from, what they did on the website, and what emails they’ve received, without asking marketing. This requires integrated tooling, typically a CRM connected to your marketing platform, email tool, and website analytics.

Process standardization. Lead handoff processes, follow-up sequences, and deal stage definitions should be documented and consistently followed. If “qualified lead” means something different to your SDR than to your account executive, your conversion rate metrics are meaningless.

Unified reporting. Marketing, sales, and leadership should all be looking at the same numbers. This doesn’t mean everyone gets the same report. It means the underlying data is consistent, so if marketing says a campaign generated 40 leads and sales says they received 27, the difference is explainable rather than a sign that the data is wrong.

Do you actually need RevOps?

For most small businesses (under 20 people), formal RevOps doesn’t mean a new hire or a complete systems overhaul. It means implementing a few foundational practices:

You probably need RevOps if:

Marketing and sales disagree on how many leads were generated last month
You don’t know which marketing channels produce your best customers, not just the most leads
Sales can’t see what a prospect has done before the first call
Customer success doesn’t have visibility into what was promised during the sales process
You’re using more than 3 to 4 tools to manage the customer lifecycle and none of them talk to each other

You probably don’t need to invest in RevOps yet if:

One person handles both marketing and sales
Your sales cycle is short and transactional
You have fewer than 50 to 100 leads per month

Where to start

For small businesses, the highest-leverage RevOps investment is almost always the same: a properly configured CRM.

If you’re using HubSpot, Salesforce, or even something lighter, getting it configured correctly, with lead source tracking, pipeline stages that match your actual process, and email integration, solves 80% of what makes RevOps valuable at small scale.

The second-highest-leverage move is connecting your CRM to your marketing tools so that you can see which campaigns produce leads that actually close, not just which campaigns produce the most leads.

d2b2 sets up revenue operations foundations for small businesses, including CRM configuration, lead tracking, and reporting that connects marketing activity to actual revenue. Start a conversation if you’re working through this.