Rise & Rooted Collective
Revenue that runs
like a system.
Fractional RevOps and AI Enablement for SaaS and B2B teams — and operational strategy for nonprofits, sports organizations, and community-driven small businesses.
- Fractional RevOps
- AI Enablement
- SaaS & B2B
I build, not just advise.
You get working systems, not slide decks. I roll up my sleeves and ship.
Revenue and AI together.
Most consultants do one or the other. I connect them so your pipeline actually compounds.
Built to outlast me.
Every engagement ends with SOPs, training, and dashboards your team owns.
What I Do
Two sides of the same engine.
Revenue Operations builds the system. AI Enablement makes it faster, smarter, and self-sustaining.
Revenue Operations
The connective tissue between sales, marketing, and finance. I design the systems that make revenue predictable.
- CRM build & cleanup (Salesforce, HubSpot)
- Pipeline architecture & stage definitions
- Forecasting models & revenue dashboards
- GTM strategy & territory design
- Sales process & lifecycle automation
- Reporting that leadership actually uses
AI Enablement
Practical AI woven into the work your team already does — not a science experiment, not a tool sprawl.
- AI workflow mapping across teams
- CRM AI configuration & agents
- Prompt libraries & reusable assets
- SOP generation & documentation
- Executive & team AI training
- Adoption coaching that sticks
What We Do
Three Ways We Help You Grow
Whether you need a stronger foundation, a standout event, or products that tell your story — we've got you.
Strategy & Systems
Operational support that builds strong roots, making your planning easier, clearer, and more efficient.
- Process evaluation & role clarity
- Revenue frameworks & CRM review
- Sponsorship & fundraising strategy
- Budget guidance & financial structure
Events & Community
Clarity, structure, and support for your next event — without needing a full-time event planner.
- Event strategy & custom timelines
- Vendor, venue & caterer sourcing
- Community showcases & fundraisers
- Day-of coordination guidance
Crafted With Purpose
Custom laser-cut and engraved creations — tumblers, keychains, signs, and more — made to tell your story.
- Engraved tumblers & water bottles
- Custom keychains & ornaments
- Signs, desk items & metal business cards
- Event & fundraiser product bundles
The Process
Audit. Design. Build. Enable.
A repeatable path from messy reality to a system your team owns.
Audit
Map the current state — tech stack, pipeline, data, workflows, and where AI could actually move the needle.
Design
Architect the future state: process diagrams, CRM blueprint, AI use cases, and a phased roadmap with owners.
Build
Configure the CRM, ship the automations, stand up the dashboards, and wire in AI where it earns its keep.
Enable
Train the team, document the SOPs, and hand over a system that runs without me.
AI Enablement
Nine AI solutions, ready to deploy.
Concrete starting points — pick one, stack a few, or build a full enablement program.
AI Workflow Mapping
Find the highest-leverage places AI belongs in your team's daily work.
Meeting AI
Notes, action items, and follow-ups captured automatically — no more lost decisions.
CRM AI Setup
Salesforce or HubSpot AI configured for forecasting, lead scoring, and next-best-action.
Prompt Libraries
A versioned, branded set of prompts your team uses every day — by role and use case.
SOP Generation
Documented standard operating procedures, drafted from how your team actually works.
Executive AI Training
Hands-on sessions for leaders — strategy, governance, and how to ask the right questions.
Sales AI Assistants
Reps get drafting, research, and call prep help — without leaving the CRM.
Marketing AI
Briefs, copy, segmentation, and campaign analysis — quality-controlled, on-brand.
Internal Knowledge Bases
AI-searchable docs so the right answer is one question away — not buried in Slack.
How We Work Together
Three ways to bring me in.
Pick the shape that fits your stage. Every tier is custom-scoped.
One-time project
Sprint
A focused 2–6 week engagement to solve a specific problem — CRM cleanup, AI rollout, forecasting build, GTM audit.
- Defined scope & deliverables
- Weekly working sessions
- Documentation & handoff included
Ongoing partner
Fractional
An embedded RevOps + AI leader for teams that need senior thinking without a full-time hire.
- Monthly retainer, flexible hours
- Strategy, build, and team enablement
- Direct Slack/email access
- Quarterly roadmap reviews
Guiding hand
Advisory
A lighter-touch monthly cadence for founders and leaders who want a senior thought partner on call.
- 2 sessions per month
- Async review of plans & decks
- Frameworks & introductions
Meet the Builder
Amy Anderson
With a career built across sales, finance, events, and community operations, Amy brings a rare mix of strategic thinking and roll-up-your-sleeves execution.
Rise & Rooted exists because she believes every organization — no matter the size — deserves systems that actually work, events that bring people together, and products that carry meaning.
Impact in Action
Real Events. Real Impact.
A look at community-driven events we've helped bring to life.
Community Connection Event
Partnered with Embrace Our Souls to create 50+ bracelets donated to Children's Minnesota.
50+ bracelets donated
Hog Roast at Heavy Rotation
Brain cancer fundraiser with proceeds donated to The Angel Foundation.
The Angel Foundation
Arthur's Avengers Golf Tournament
18-team annual Swing for Childhood Cancer golf tournament raising over $10,000 in 2025.
$10,000+ raisedCrafted With Purpose
Custom Products That Tell Your Story
Laser-cut and engraved creations for businesses, teams, events, and gifts. Bulk & nonprofit discounts available.
| Item | Starting At |
|---|---|
| Engraved Stainless Tumbler | $45 |
| Engraved Water Bottle | $40 |
| Wood or Acrylic Keychain | $12 |
| Metal or Leatherette Keychain | $15 |
| Ornaments / Small Keepsakes | $18 |
| Small Signs / Desk Items | $35 |
| Metal Business Cards | $25 |
| QR Code Engraving | $30 |
| Event / Fundraiser Bundles | Custom |
Community Leadership
Rooted in Community
Amy's involvement goes far beyond consulting — it's how she lives.
Let's Talk
Ready to Get Started?
Whether you have a question, an event to plan, or a product idea — we'd love to hear from you. Reach out anytime.
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