Increase throughput. Reduce chaos.

For founder-led teams who’ve outgrown ad-hoc tools and tribal knowledge.

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The Swimlanesimage of ai software in healthcare action Blueprint (Intake → Map → Define → Design → Implement → Measure).
Outcomes snaimage of team brainstorming session (for a graphic design studio)pshot: cycle time down, handoffs reduced, reliability up.
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Trusted by teams who need systems.

Architecture, automation, and reporting — delivered with docs and governance.

The Operational Excellence Loop

Swimlanes turns tribal knowledge into documented workflows, automation, and governance your team can run without heroics.

INSTRUMENT Map lifecycle + handoffs • baseline the metrics • locate failure points Lead MQL SQL Opportunity Customer Handoff Handoff Handoff Baseline dashboard Agree on definitions before you optimize. Speed-to-lead Routing accuracy Duplicate rate Stale pipeline Failure points Where work slows down or breaks. Unowned leads (no SLA) Conflicting lifecycle definitions Duplicate + incomplete records Dashboard disputes
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STANDARDIZE Define stages, SLAs, ownership, and “done means done” criteria Lifecycle definitions Every stage has clear rules. MQL Entry:qualified signal Exit:accepted by Sales SQL Entry:ownership assigned Exit:meeting / opp created Opportunity Entry:stage criteria met Exit:closed won/lost SLA timers Response-time rules that escalate automatically. Assign Warn Escalate Ownership map Who owns what (and when). Marketing Sales CS
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AUTOMATE Routing, alerts, enrichment, validation, and next-step workflows TRIGGERS ACTIONS ALERTS New lead created Form • inbound • import Status changes MQL → SQL • stage move SLA breach Timer exceeded Enrich + validate dedupe • required fields Route + assign territory • round-robin Create next steps tasks • sequences • handoff Notify owner email • chat • CRM Escalate reassign • manager alert Log + audit why it happened Automation should be documented, testable, and reversible.
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GOVERN Audit logs • change control • documentation • monthly ops reviews Change control Ship improvements without breaking the funnel. Request Review Test Deploy Includes: rollback paths • owners • release notes Documentation Make the system runnable by the team. Lifecycle definitions Routing rules (edge cases) Automation inventory (what fires when) Audits + reviews Keep it clean and current. Monthly ops review Data quality checks Workflow drift detection
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WHAT WE IMPROVE

Numbers that inspire confidence

RevOps metrics that actually matter to you and your teams.

<2%
Duplicate creation rate
24-48 hrs
Time to triage + plan fixes
<5 minutes
Speed-to-lead SLA
98%
Routing accuracy
<15%
Stale pipeline rate
0
Ownerless processes

Client feedback

Proven results. Real impact.

Streamlined processes and measurable business growth.

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Alex Rowan
Vertex Solutions

Seamless onboarding and responsive support team.

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Taylor Brooks
Nimbus Analytics

Intuitive, scalable, and enterprise-ready platform.

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Jordan Ellis
CoreLogic AI

Consistently proactive and highly professional.

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Morgan Avery
Quantive Group

A reliable partner for digital evolution.

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Casey Monroe
Stratus Ventures

Outstanding results, quarter after quarter.

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Riley Bennett
Optima Data
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