Build a GTM engine that scales with your ARR.
Get out of the rough and back on the fairway.
OpsCaddie is the RevOps partner for GTM teams that are past spreadsheets and tired of slideware. We engineer the systems, the reporting, and — where it makes sense — the AI-assisted workflows behind your revenue engine.
B2B SaaS teams we've caddied for
An extension of your SaaS ops team — not another vendor to manage.
Four clubs in the bag: keeping the lights on, rolling out new tech, building board-ready reporting, and adding AI where it actually moves ARR.
Keep the Lights On
Day-to-day admin, hygiene, and request triage so your in-house team can focus on ARR growth instead of clearing a backlog of broken workflows.
Tech Rollouts & Migrations
New CRM, MAP, or product-led growth platform? We scope, configure, migrate data, and train the team — Salesforce, HubSpot, Marketo, Pardot, and the rest of your SaaS stack.
Reporting & Analytics
Funnel, pipeline, attribution, and ARR forecasting models built on a data layer you can trust — and that answers the questions your board is actually asking.
AI-Assisted Workflows
Where it earns its keep: enrichment, churn signals, expansion triggers, and lightweight agents woven into existing systems — not a science project bolted on the side.
We work in the tools your team already pays for.
Certified, opinionated, and platform-fluent across the modern GTM stack — no rip-and-replace required.
CRM & MAP
- Salesforce
- HubSpot
- Marketo
- Pardot
Sales Engagement
- Outreach
- Salesloft
- Gong
- Chili Piper
- ChurnZero
Data & Enrichment
- Clay
- ZoomInfo
- Apollo.io
- LeadIQ
- HG Insights
- UserGems
AI & Automation
- Claude
- ChatGPT
- Zapier
- n8n
- Make
- Fin
Analytics & Warehouse
- Snowflake
- BigQuery
- dbt
- Hex
- Looker
- Clari
AI is a tool, not the strategy.
We're not here to bolt a chatbot onto your CRM. We help B2B SaaS teams spot the handful of places where modern AI tooling — enrichment, churn prediction, expansion scoring, routing — actually saves hours and surfaces revenue signals, then wire it into the systems you already trust.
Lead & account enrichment
LLMs and tools like Clay fill the gaps your forms can't — firmographics, intent, technographics — before AEs or PLG self-serve flows ever touch the record.
Routing & summarization
Auto-summarize Gong calls into Salesforce, route based on territory and intent, and surface expansion risks and next-best actions in the rep's inbox.
Ops copilots
Internal assistants over your CRM, docs, and product data so reps get answers in seconds and ops gets fewer one-off Slack pings as you scale.
Three steps. No 60-page deck.
Read the green
We audit your SaaS GTM stack, data model, and process. You get a written diagnosis, not a sales deck.
Pick the shot
Prioritized roadmap with effort, impact, and owners — scoped to your next funding milestone or product launch.
Make the swing
We build, configure, and ship alongside your team — with documentation that outlives the engagement and scales with your headcount.
“I hired Matt to fill some skill/bandwidth gaps on the marketing and sales ops teams. He has become a go-to resource for us because of his ability to get up to speed quickly, provide scalable solutions, and reliable timelines. If you are looking for strategic and/or tactical work, hire Matt and his team — no ask has been too big or small.”
Let's walk the course together.
Free 30-minute working session built for B2B SaaS GTM leaders. You walk away with at least three things to fix this quarter — whether we work together or not.
Call the Pro Shop