RE Transformations

AI operations consulting

Your team does the work. AI handles the busywork.

RE Transformations builds production AI systems on Claude that take recurring operational work off your team: sales prep, recruiting, quoting, reporting and compliance. Built inside your tools, running every day, owned by you.

Book an intro call See what's been built

Services

Systems that ship, not slide decks.

Most AI projects stall at the pilot. These are built to run in production from week one, inside the stack you already use.

Revenue ops

Sales and pipeline automation

Give reps their mornings back.

  • Daily AI briefs that rank outreach and draft emails in each rep's voice
  • Quote generation from form to branded quote in under an hour
  • CRM hygiene, renewals pipelines and follow-up sequences
People ops

Recruiting and employee lifecycle

Keep hiring managers out of first-round triage.

  • AI screening of applications against resume, form and profile
  • Onboarding and offboarding workflows on reusable templates
  • Policy, handbook and performance cycle tooling
Back office

Finance, compliance and reporting

Close the gaps that cost real money.

  • Invoice and billing audits that find unbilled revenue
  • CRM to accounting reconciliation
  • SOC 2 and security questionnaire evidence workflows
Enablement

Claude rollout for your team

Get the whole company using AI well, not just the early adopters.

  • Claude and Claude Code setup, seats, budgets and guardrails
  • Connectors to your CRM, inbox, docs and project tools
  • Hands-on training built around your team's actual work

Track record

Built and run in production.

Highlights from systems Romi designed and operated as Head of People and Operations at a B2B SaaS company selling to the Fortune 500.

Every repgets a daily AI brief with a detailed to-do list, across sales and customer service
8,000+engineering, sales and customer success applications screened by AI, removing multiple interview rounds from each hiring process
Same hourfrom quote request to published, branded quote
$7M+in closed-won revenue run through a custom HubSpot CRM and revenue engine he designed, built and managed
$300K+in unbilled revenue surfaced by invoice auditing
6 functionsrun at once: people, revenue ops, sales ops, finance ops, IT and compliance

How it works

Small scope, fast proof, then scale.

Every engagement starts with one workflow that matters and ends with a system your team owns.

Map

Short interviews with the people doing the work. We find where hours go each week and pick the workflow with the clearest payoff.

Build

A working system in your tools within weeks, not quarters. Real users, real data, corrections folded back in as it runs.

Hand off

Documentation, guardrails and training so your team runs it. Ongoing support available if you want it.

About

Romi Elan

Romi spent nearly six years as Head of People and Operations at Rising Team, an AI-powered leadership development company, where he ran the people function, the revenue engine and the automation layer at the same time. Most startups hire three people for that.

In the last year he moved from specifying systems to building them, shipping AI tools on Claude that his colleagues use every day. RE Transformations brings that same approach to other companies.

He believes AI should give people their time back, not just cut headcount.

  • Rising TeamHead of People and Operations
  • McKinsey & CompanyPrivate equity consulting
  • QuidSales Director, AI text intelligence
  • SoulPlayFounder and CEO, 10 years
  • UC Berkeley HaasMBA

Pick one workflow. Let's automate it.

Tell me what eats your team's week. I'll reply within one business day with whether AI can take it on and what it would take.