Most companies struggle not because of a lack of leads, but because their revenue teams operate in silos, aligning marketing, sales, and customer success isn’t optional, it’s how modern organizations achieve predictable, scalable growth. At Mountainise, we’ve distilled years of RevOps implementation experience into one cohesive model: The Lucrative Framework, a unified Revenue Operations playbook designed to break silos, standardize processes, and create data-driven momentum across every revenue function.
This framework powers how we deliver RevOps transformation for clients across SaaS, eCommerce, and enterprise sectors blending strategic governance with practical automation and measurable outcomes.
Each implementation begins by combining the Lucrative Core Engine with the Lucrative Modules that best fit a client’s business model and growth goals.
Every module follows a structured pattern:
Delivery happens through our 6D Delivery Model:
Discover, Define, Design, Develop, Deploy, Drive ensuring every engagement moves from clarity to measurable impact.
Alignment begins with accountability. We establish a unified governance rhythm with weekly RevOps standups, monthly KPI reviews, and quarterly roadmap sessions ensuring every revenue leader works from one shared operating model.
Example RACI Highlights:
Acceptance: RACI approved, cadences booked, and all decisions logged.
We establish a unified data layer across systems defining standard objects (Accounts, Contacts, Deals, Tickets, Products, Campaigns) and global fields like ICP Tier, Segment, GTM Motion, Lifecycle Stage, Owner, and Health Score.
This ensures every department speaks the same data language.
Acceptance: Data dictionary published, picklists locked, deduplication rules live.
Our routing logic blends geography, ICP tier, product, and capacity to ensure the right lead reaches the right owner in seconds. SLAs and handoff templates guarantee response consistency.
Acceptance: Test records route correctly, SLA alerts trigger, handoff templates in use.
We design live dashboards that unify marketing, sales, and CS performance in one place.
Acceptance: Live dashboards in production; weekly forecast accuracy tracked.
We design live dashboards that unify marketing, sales, and CS performance in one place.
Acceptance: Live dashboards in production; weekly forecast accuracy tracked.
Each Lucrative Module addresses a distinct growth motion from high-velocity lead generation to enterprise ABM or product-led expansion. These modules are plug-and-play within the Core Engine.
Use when: High lead volume, short sales cycles.
Platforms:HubSpot (Workflows, Sequences, Deals), Salesforce (Flows, HVS), Dynamics (Sales Accelerator), Zoho (Blueprint), Pipedrive (Automations).
KPIs: MQL > SQL %, SQL > Win %, cycle time, cost/SQL, ramp time.
Acceptance: 10 sample leads route correctly; SLAs trigger; tasks auto-spawn at stage changes.
Use when: Mid-market or enterprise, multi-stakeholder deals.
Process:
Artifacts: Account Plans, Buying Committee Maps.
KPIs: Account engagement, stakeholder count, deal size, win rate.
Acceptance: 20 accounts display rolled-up engagement; Tier-1 plans complete.
Use when: Trial or freemium models drive pipeline.
Process:
Platforms: HubSpot (Behavioral Events, PQL Routing), Salesforce (Usage Object + Flows), Mixpanel/Segment for event streaming.
KPIs: Activation %, PQL rate, PQL→Win %, Time-to-Value (TTV).
Acceptance: Synthetic events create PQLs; owners alerted; opportunities logged.
Use when: Subscription or recurring revenue models.
Process:
Artifacts: Success Plans, QBR Decks, Risk Playbooks.
KPIs: GRR, NRR, churn %, adoption, expansion ARR.
Acceptance: Health <70 triggers risk play; renewals auto-created from wins.
Purpose: Build precision forecasting and attribution clarity.
Process:
KPIs: Coverage %, forecast accuracy, channel ROI, payback period.
Acceptance: 95% opportunities tied to campaigns; ±10% forecast variance over two sprints.
Assets: Discovery guides, objection handling, mutual close plans, renewal talk tracks.
Delivery: In-CRM playbooks, LMS certifications.
Acceptance: 70%+ usage; full sales team certified.
Scope: Core platform alignment CRM, MAP, Billing, Support, and Data Warehouse.
Patterns: iPaaS (Zapier/Make/n8n), Reverse ETL, Warehouse-first analytics.
Acceptance: Data lineage documented; monitoring and retry logic active.
Focus: Data privacy, consent management, audit logs, RBAC, and retention policies.
Acceptance: Consent tracked for all new records; quarterly access reviews completed.
Phase | Outcome | Activities | Artifacts |
Discover | Assess current state & gaps | Stakeholder interviews, funnel audits | Discovery Report, RACI |
Define | Lock scope & KPIs | Module selection, SLAs, taxonomy | Solution Blueprint, KPI Pack |
Design | Prepare configuration specs | Field mapping, routing logic, dashboards | Config Spec, Data Dictionary |
Develop | Build & integrate | Fields, workflows, dashboards | Sandbox Build, Test Scripts |
Deploy | Go-live & train | UAT, cutover, playbooks | Runbook, Handover Guide |
Drive | Continuous optimization | Weekly ops, A/B tests, QBRs | Improvement Log, Roadmap |
Checkpoints: UAT sign-off, training complete, 30-day hypercare.
Our framework is platform-agnostic but deeply integrated with major CRM ecosystems.
HubSpot: Contacts, Companies, Deals, Tickets, Workflows, Sequences, Behavioral Events, Attribution, Dashboards.
Salesforce: Lead, Contact, Account, Opportunity, Case, CPQ, Forecasting, Campaign Influence.
Dynamics: Power Automate, Sales Accelerator, Power BI.
Zoho: Blueprint, CommandCenter, Desk, Renewal Pipelines.
Pipedrive: Multi-pipelines, Automations, BI integrations.
Routing validation, scoring thresholds, PQL event triggers, renewal automation checks, attribution coverage ≥95%, RBAC and audit compliance, dashboards live and segment-filtered.
Includes Data Dictionary, Routing Matrix, SLA Policy, Lifecycle Definitions, Playbooks (SDR/AE/CSM), Account and Success Plans, Dashboards, Automation Packs, and QA Scripts all tailored per client.
Variant | Modules | Customizations |
SMB Velocity | Core + Velocity + Signals + Playbooks | Simplified scoring, fast SLAs, heavy sequencing |
Mid-Market SaaS | Core + Velocity + Product-Led + Retain & Expand + Signals | PQL-based assist, usage health, expansion plays |
Enterprise ABM | Core + Targeted Accounts + Retain & Expand + Signals | Account planning, exec alignment, extended deal stages |
Services / Agency | Core + Velocity + Retain & Expand | Project onboarding, upsell via QBR |
Regulated (Finance/Healthcare) | Core + Trust + selected modules | Consent gates, field security, audit dashboards |
We enforce strict scope lock, use Tier-1 tools at launch, and maintain hygiene standards across all fields. Every engagement includes enablement and certification for operational sustainability.
The Lucrative Framework isn’t just an internal playbook, it’s how Mountainise operationalizes growth.
From governance to forecasting, from PLG to ABM, it gives businesses a blueprint to run their revenue engine with precision, transparency, and measurable performance.
Whether your goal is faster sales velocity, higher retention, or RevOps unification, this framework provides the structure, process, and execution discipline to get there.
Interested in implementing a unified RevOps framework for your organization?
Book a free consultation with Mountainise to design your custom Revenue Operations blueprint.
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