OUTCOME 01
A revenue process audit with the leaks mapped
How revenue flows today: every handoff, lifecycle gap, and queue where leads stall. Marketing, sales, and success interviewed separately, with a remediation plan scored by pipeline impact.
RevOps and HubSpot for B2B companies that have outgrown the default setup.
Most HubSpot builds optimise for the sales rep's pipeline view. We build for the buyer's rep-free path, with declared-intent triggers, self-reported attribution, and workflows that move pipeline.
01ANSWER
What is RevOps, and why HubSpot?
ANSWER
RevOps aligns marketing, sales, CRM, and reporting around one agreed revenue process. In HubSpot, that means shared lifecycle definitions, cleaner routing, self-reported attribution, and reporting people can reconcile. The result is fewer manual fixes and a clearer view of how known buyer signals connect to pipeline.
02METHOD
How we build it.
- 01
Revenue process audit
We map how revenue flows today: every handoff, every lifecycle stage, every place a lead dies in a queue. We talk to marketing, sales, and success separately, because the gaps between their answers are where the pipeline leaks.
- 02
Lifecycle and data architecture
We define lifecycle stages everyone agrees on, the properties that drive them, and the single source of truth for each. HubSpot data needs to mean the same thing to every team that reads it.
- 03
Declared-intent trigger library
Most lead scoring guesses at intent. We build triggers off declared intent: pricing-page visits, second demo requests, return visits after a proposal, and the moments a buyer signals readiness.
- 04
Routing and automation
Workflows route the right buyer to the right person at the right moment. Round-robin where it fits, owner-based where relationships matter, instant alerting where speed-to-lead decides the deal.
- 05
Self-reported attribution
We layer self-reported attribution over HubSpot touch data, so you can see which channels create pipeline and which channels only touch deals that were already moving.
- 06
Reporting leadership trusts
Dashboards answer the questions your board asks: pipeline by source, conversion by stage, velocity, and the leaks. The numbers that drive decisions, without 40 vanity widgets.
03THE DIFFERENCE
The default HubSpot vs the buyer-first build.
Almost every HubSpot instance is configured for how the sales team wants to see deals. That's the wrong starting point. The buyer doesn't care about your pipeline stages.
DEFAULT HUBSPOT BUILD
BUYER-FIRST REVOPS BUILD
OPTIMISED FOR
Default HubSpot buildThe sales rep's pipeline view
Buyer-first RevOps buildThe buyer's rep-free path
LEAD SCORING
Default HubSpot buildPoints totals nobody trusts
Buyer-first RevOps buildDeclared-intent triggers
ATTRIBUTION
Default HubSpot buildMulti-touch models that flatter channels
Buyer-first RevOps buildSelf-reported, captured at conversion
ROUTING
Default HubSpot buildManual triage and round-robin
Buyer-first RevOps buildSignal-based, right person, right moment
LIFECYCLE STAGES
Default HubSpot buildHubSpot defaults, loosely agreed
Buyer-first RevOps buildDefined once, agreed by every team
REPORTING
Default HubSpot build40 widgets, endless caveats
Buyer-first RevOps buildThe handful of numbers leadership trusts
Reconfiguring for the buyer's path is most of the work, and most of the value. The rep's view is a report you build on top, not the foundation you build from.
04OUTCOMES
What you get.
OUTCOME 02
A HubSpot build configured for the buyer
Clean object and lifecycle architecture, declared-intent triggers, signal-based routing, automation, and self-reported attribution. Built around the buyer's path first.
OUTCOME 03
Reporting your board can trust
Pipeline by source, conversion by stage, velocity, and leak points, defined once so nobody argues about the numbers. Plus documentation your in-house team can maintain.
05DETAIL
Do you need a RevOps rebuild?
GOOD FIT
yes- +B2B companies already on HubSpot, or committed to moving to it
- +Teams where marketing, sales, and success do not agree on the data
- +Companies that have outgrown their original HubSpot setup
- +Revenue leaders who need reporting their board will trust
- +Businesses where speed-to-lead and routing genuinely move deals
NOT A FIT
no- xCompanies looking for a cheaper HubSpot admin, not a rebuild
- xTeams unwilling to align on shared lifecycle definitions
- xBusinesses that need a different CRM from HubSpot
WHO DOES THE WORK
Senior RevOps architects who have rebuilt HubSpot for B2B companies at real scale. The same people who scope the audit do the build and stay on the account. We use automation heavily, but the architecture decisions are made by people who know where routing or attribution mistakes cost revenue.
06WORK PATTERN
The useful work is usually alignment before automation.
PRINCIPLE
1x
shared commercial engine
Most HubSpot problems aren't caused by a missing workflow. They're caused by teams using the same words for different things. Lead, MQL, SQL, opportunity, source, owner, stage: if those definitions aren't shared, automation just moves confusion faster. We fix the operating model first, then build the HubSpot layer that supports it.
07HOW TO START
How an engagement starts.
SCOPING
Scoping Audit
From £8,500
3 TO 4 WEEKS, ONE SERVICE AREA
A revenue process audit, HubSpot instance review, team interviews, and a remediation plan prioritised by pipeline impact. Yours to keep whether or not you build with us.
BUILD
Build Project
From £22,000
8 TO 16 WEEKS, ONE OR TWO SERVICE AREAS
The audit, plus the buyer-first rebuild: lifecycle and object architecture, declared-intent triggers, signal-based routing, attribution, reporting, documentation, and handover.
RETAINER
Monthly Retainer
From £5,000/month
ONGOING, 6-MONTH MINIMUM
Embedded RevOps and marketing operations support. Ongoing optimisation, new workflow build, reporting evolution, and senior operators who stay close as the commercial engine changes.
Not sure which? Book a call. We'll tell you which one's right, or that you don't need any of them yet.
Book a call08FAQ
Frequently asked questions.
What's the difference between RevOps and a HubSpot admin?
A HubSpot admin keeps the system running and makes the changes you ask for. RevOps decides what the system should do: routing logic, attribution, lifecycle definitions, and reporting that align three teams.
We already have HubSpot set up. Why rebuild it?
Most instances were configured for sales, then patched as the company grew. The result optimises for the rep's pipeline view, not the buyer's path, and the data means different things to different teams.
What's declared intent?
Declared intent means acting on signals the buyer sent: visiting pricing, requesting a second demo, returning after a proposal, or asking to speak to sales. It's stronger than a points score nobody trusts.
Do you work with our existing RevOps or marketing ops team?
Yes. We provide the architecture and build, then document it so your team can maintain it. For teams without in-house ops capacity, we can run it on retainer.
09RELATED
This work doesn't happen in isolation.
If your HubSpot is working against you, we should talk.
Tell us what's breaking, what's confusing, and what your sales team is complaining about. We'll tell you whether a RevOps engagement makes sense, or whether the fix is smaller than you think.
Book a call