What Makes Us... Us
We're a team that connects the dots.
Unlocking Untapped Revenue by Connecting Strategy, Systems, and Scale
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To help great companies achieve clarity and growth systematically
We've seen too many great teams with great offerings fail to capitalize on the hard work they've put in. Our mission is to unlock the revenue great companies already earned, but haven't realized.
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From Data Tinkering to a Full Growth Engine
Most B2B companies don't have a data problem. They have an execution problem. Revenue leaking through broken handoffs, dirty CRMs, and reports nobody trusts.
MergeYourData was founded in 2019 by Dan Saavedra to solve exactly that. After a career in data and systems architecture at Siemens Energy and FIS, Dan saw the same story on repeat: companies investing in tools like HubSpot but never getting the return.
We built a framework to change that. A proven methodology for auditing, cleaning, and restructuring RevOps so the data actually drives revenue. 120+ transformations. 22% average revenue lift in year one. Top 2% of HubSpot Partners.
We work with mid-market B2B teams who are done guessing and ready to grow.
The core values that drive everything we do
Clarity and Transparency
We believe confusion is the enemy of progress. In the customer journey, in our internal operations, in how we run our work lives. To have clarity, we also must have transparency. This includes individual, internal, and external information that might not fit the status quo or could be uncomfortable in the short term. We pursue simplicity, precision, and alignment in everything. Then we strive to communicate that with everyone involved.
Extreme Accountability
We believe ownership drives outcomes. We take full responsibility for results, not just effort, and expect the same from those we work with. This includes when things don’t go “right.” We own up to mistakes we’ve made, and are hyper aware of owning a solution to a situation rather than focusing on shifting or avoiding blame.
Truth-Seeking
We believe that the ultimate way to run a business is by always seeking the truth of reality, not relying on assumptions or ingrained patterns. We challenge surface level thinking, ask uncomfortable questions, and let data guide us. Even when it’s uncomfortable or is not favorable for our image.
Show 1% Every Day
Good enough isn’t good enough. We set a high bar, care about the details and constantly raise our standards to create work we’re proud of. How we do this is by getting a little bit better every day. Showing up and creating imperfect output each day, then making it a little better every day after that.
Seek Leverage
We’re different because we focus on the levers that will create the biggest movement. Scaling and growing is about tying together 1% every day, while constantly searching for the actions that will bounce us up to the next level. All without compromising our other values.
A Pod, Not a Roster
Every client gets a three-person senior pod — one face, one architect, one builder. The structure is deliberate. It's how we keep strategic thinking sharp, comms clean, and the work moving at the same time.
01
Client Partner
The face of MYD
Owns the relationship, every client-facing message, and the ClickUp board. Runs the regular cadence, spots risk and opportunity early, and protects the Practice Lead's time so they can think. Retention starts and ends here.
02
RevOps Practice Lead
The strategic architect
Diagnoses the revenue problem, designs the HubSpot architecture to solve it, and sets build direction for the Technologist. Shows up for QBRs and strategic working sessions — not every weekly call. The brain of the pod, behind the scenes by design.
03
RevOps Technologist
The builder
Owns every build to the Practice Lead's spec: objects, properties, workflows, automations, integrations, migrations, reports. Handles data hygiene and technical QA. Surfaces constraints back to the Practice Lead instead of guessing.
What This Structure Means for You
One name on every commitment
Your Client Partner is the single point of contact for scope, timeline, status, and escalation. No round-robin of who replies to which thread. No commitments made live on calls without consulting the team.
Senior strategy you don't pay to sit on operational calls
Your Practice Lead doesn't get pulled into status updates and standups. They show up where their thinking actually matters — diagnosis, architecture, QBRs, and the working sessions you call them into. You get senior judgment on the work, not senior time on the calendar.
No principal-sold, junior-delivered gap
Every build is specified by the Practice Lead and validated against intent before it ships. You don't get the senior architect on the pitch and someone else's interpretation in the system. The same person who designs the work signs off on it.
A board that tells the truth
ClickUp is the source of truth, not someone's inbox. Tasks, status, decisions, specs, and risk live in one place — visible to you. Weekly status posts in writing. No surprises at QBRs.
Utilization capped to protect quality
We cap pod utilization at 85%. The remaining headroom is what lets us catch issues before you do and absorb the small, urgent requests that always come up in a real engagement. Firms that bill at 100% utilization deliver at 80% quality.
Clear escalation when things wobble
Unhappiness gets a response within four business hours. Architectural risk gets the Practice Lead the same day. Relationship risk gets escalated internally before it becomes a conversation you have to start. Speed of recovery beats avoidance of mistakes.
We're always looking for senior talent.
If you've led RevOps engagements, architected HubSpot at scale, or built integrated revenue stacks for mid-market firms — we'd like to meet you.
Browse CareersCome and Visit Us
Jacksonville Beach, FL
602 Shetter Ave, Jacksonville Beach, FL 32250
Ready to Transform Your Revenue Operations?
Whether you're a mid-market B2B company or a multi-company group, we start every engagement with a conversation.