Build Your GTM Foundation from Day 1
Don't let messy data and broken processes slow down your path to Series A. We build right-sized revenue engines that help founders transition from founder-led sales to a scalable go-to-market motion.
The Seed Stage Challenge
You have product-market fit (or are getting close), but your go-to-market motion is being held together by duct tape and spreadsheets.
Founder-Led Sales
As a founder, you're doing everything. You're closing deals, managing the pipeline, and trying to keep the CRM updated. It's not scalable, and you need to hand off sales to your first AEs soon.
Limited Resources
You don't have the budget or need for a full-time RevOps hire, but you desperately need operational expertise to set up your CRM correctly before bad data habits become ingrained.
Wearing Many Hats
Your small team is stretched thin. Marketing, sales, and customer success are blurred lines. You need systems that automate the busywork so your team can focus on revenue-generating activities.
What Seed Companies Actually Need
At the seed stage, you need agility and a solid foundation. You don't need enterprise complexity.
Basic CRM Setup
A cleanly configured HubSpot or Salesforce instance tailored to your specific sales motion, with proper property mapping and lifecycle stages.
Simple Automations
Automated lead routing, task creation, and basic follow-ups to ensure no opportunity falls through the cracks while your team stays lean.
Founder-Friendly Reporting
Clear, concise dashboards that give you visibility into pipeline health, conversion rates, and the metrics your board actually cares about.
Clean Data Architecture
Setting up the right data models from the beginning so you don't have to spend months cleaning up a messy CRM before your Series A raise.
First AE Onboarding
Creating the playbooks, sequences, and enablement materials needed to successfully transition from founder-led sales to your first dedicated reps.
Scalable Tool Stack
Selecting and integrating the right tools (outreach, enrichment, calling) that fit a seed budget but can scale as you grow.
What You Don't Need Yet
Avoid over-engineering your systems too early. We help you stay focused on what matters now.
✕ Complex Workflows
Overly complex routing rules and 20-step automations will only break as your GTM motion pivots and evolves.
✕ Large Tech Stack
Buying 15 different specialized tools will drain your budget and create integration nightmares. Keep it simple.
✕ Full-Time RevOps
A full-time hire is expensive and likely overkill for your current volume. You need strategic expertise, fractionally.
How We Help at Seed Stage
We act as your strategic RevOps partner, providing the exact level of support you need to build your foundation.
GTM Tech Audit
We evaluate your current setup, identify immediate bottlenecks, and create a roadmap for your CRM and tooling.
Foundation Build
We configure your CRM (HubSpot or Salesforce) with the right properties, pipelines, and basic automations.
Data & Reporting
We set up the essential dashboards you need to manage the business and report to your investors.
Ongoing Support
We provide fractional support to adjust processes as you learn, iterate, and hire your first sales reps.
Seed-Friendly Engagement Options
We know seed stage startups have tight budgets. We offer right-sized, flexible engagement models designed specifically for early-stage companies—giving you top-tier RevOps expertise without the enterprise price tag.
Explore our RevOps as a Service plans →Success Stories
"The Covert team provided a ton of thought leadership to take us from founder-led sales to a growing and successful in-house team. They also helped us implement HubSpot as our single source of sales truth."
Mark Catalano
CEO, Takeshape
Ready to build a scalable revenue engine?
Let's discuss how we can help you transition from founder-led sales and prepare for your Series A.