RevOS
Fortis builds your Revenue Operating System in 12 weeks because growth shouldn’t depend on luck, ad spend, or individual hustle.
Proof
From $700k to $12M
A regional subcontractor grew its commercial pipeline by more than 1,400% after Fortis built their Revenue Operating System.
200% sales increase
RevOS enabled a national building supplies company’s reps to achieve unprecedented growth.
300 employee transformation
A multi-location retailer facing manager turnover and employee churn transformed culture, stabilized leadership, and retained top performers—saving hidden costs.
Diagnostic
2 Weeks · $7.5k
Map. Measure. Reveal.
Overview
The Diagnostic is the fast, high-clarity assessment that exposes why growth has stalled and what must change to unlock the next stage of scale. In fourteen days, we reverse engineer how revenue actually moves through your organization, from demand generation to close to delivery, identifying hidden friction, structural gaps, and process failures that are costing you margin, speed, and predictability. (Credited to full RevOs build.)
What We Do
End-to-End Revenue Mapping
We document every step of your growth engine: lead flow, sales workflow, customer journey, handoffs, tools, roles, and measurement structure. You get a single, clear visual of how revenue truly operates.
Systems Audit (CRM + Marketing + Ops)
We evaluate your CRM setup, pipeline architecture, reporting, website, inbound channels, and referral mechanisms. We identify what’s working, what’s broken, and what’s missing.
Management & Team Interviews
Structured interviews with owners, leaders, and frontline staff reveal competing priorities, cultural constraints, and operational bottlenecks that aren’t visible on paper.
Bottleneck & Root-Cause Analysis
We isolate the constraints blocking throughput—whether in lead generation, sales execution, pricing structure, capacity planning, or accountability systems.
12-Month RevOS Build Plan
You receive a detailed, prioritized roadmap outlining the exact systems, processes, technology, and structural shifts required to scale. Includes timelines, decision points, and investment levels.
Output You Receive
Revenue Process Map
Systems Audit Report
Bottleneck Analysis
Leadership Insights Summary
Blueprint to Scale your Revenue Operating System
Outcome
Absolute clarity. One unified picture of how to fix the system, scale the team, and grow without chaos.
RevOS
12 Weeks · $60k+
The Operating System That Runs Your Revenue.
Overview
RevOS is a 12-week transformation where we rebuild your revenue engine from the ground up—technology, process, accountability, and growth motion. The result: a unified system your entire organization can run on, driving consistent execution and lifting profitability by an average of 20%.
What We Build
CRM & Pipeline Architecture (Full Rebuild)
A clean, automated, and unified CRM that eliminates duplicate work, clarifies ownership, and makes forecasting accurate. Pipelines, stages, workflows, automation, dashboards—done.
Digital Infrastructure + Web Foundations
We rebuild or refine your website structure, landing pages, analytics, call tracking, and conversion pathways to create a clean digital front door for your business.
Referral Engine + Account Expansion Loops
A repeatable system that drives warm inbound work from clients, partners, and past opportunities. Structured, trackable, and automated.
Sales & Management Cadence System
Weekly, monthly, and quarterly rhythms that ensure alignment and accountability. Includes reporting dashboards, KPIs, scorecards, and meeting structures.
SOPs & Process Standardization
We document and operationalize the workflows that drive growth: lead intake, quoting, follow-up, project handoff, client communication, renewals, etc.
RevOS Leadership Enablement
We train your leaders and managers to run the system, interpret metrics, coach the team, and maintain operational performance long after we leave.
How It Works
Embedded collaboration with your team
Weekly build cycles and rollout sessions
Dedicated RevOps engineer + process designer
Fortis-managed implementation of tools and automation
Outcome
A revenue system that creates clarity, eliminates chaos, and drives measurable profit growth—without adding headcount first.
RevOps
Retainer · $8k–$15k/mo
Your Embedded Revenue Operations Team.
Overview
Once your RevOS is live, our team stays embedded to run, optimize, and continuously improve the system. This is the ongoing engine that ensures your team executes at a high level while Fortis monitors performance, adjusts processes, and fuels ongoing growth.
What We Own for You
Lead Generation & Signal Monitoring
We identify and activate new opportunities: outbound, inbound, referral loops, buyer intent signals, and relationship mapping.
Pipeline Growth & Optimization
We maintain clean data, enforce process discipline, manage workflows, and ensure each stage is moving with speed and predictability.
System Maintenance & Automation Enhancements
CRM updates, new automation logic, dashboard tuning, reporting improvements, and integration maintenance.
Team Accountability & Weekly Operating Rhythm
We run or support sales meetings, forecast reviews, 1:1 coaching sessions, and manager cadences to keep execution tight.
Quarterly Strategy & Expansion Planning
Every 90 days, we refine the playbook, uncover new growth channels, and prioritize the next system improvements.
On-Demand Special Projects
Hiring support, territory design, compensation modeling, new product rollout, channel expansion, etc.
Why Companies Choose Managed RevOps
No need to hire a full internal RevOps department
Immediate senior-level talent
Continuous system improvement
Predictable cost structure
Faster execution and higher accountability
Outcome
A long-term growth engine that compounds—more leads, stronger pipeline, cleaner execution, and a team operating at a higher standard without adding internal overhead.
The Fortis Diagnostic Guarantee
Clarity or your money back.
“I only take on companies I’m confident we can help. If the Diagnostic phase doesn’t deliver clarity, I’ll personally authorize a full refund.”
— Joe Treanor, Founder & Principal
Stop leaving growth to luck.
Build your revenue operating system.