A revenue process audit with the leaks mapped
How revenue actually 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.
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 actually move pipeline.
RevOps, or Revenue Operations, is the discipline of aligning your marketing, sales, CRM, and reporting systems so the whole revenue engine works as one. For B2B teams, that usually means cleaner attribution, better lead handoff, more reliable pipeline reporting, and fewer manual fixes between campaign, sales, and CRM data. Done well, RevOps can lift pipeline conversion by a meaningful margin inside six months, simply by removing the friction the old setup created. How much depends on how misaligned the starting point was.
We map how revenue actually 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.
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.
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 actually signals readiness.
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.
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.
Dashboards answer the questions your board actually asks: pipeline by source, conversion by stage, velocity, and the leaks. Not 40 vanity widgets, just the numbers that drive decisions.
Almost every HubSpot instance is configured for how the sales team wants to see deals. That is the wrong starting point. The buyer does not care about your pipeline stages.
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.
How revenue actually 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.
Clean object and lifecycle architecture, declared-intent triggers, signal-based routing, automation, and self-reported attribution. Built for the buyer's path, not just the rep's pipeline view.
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.
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.
Most HubSpot problems are not caused by a missing workflow. They are caused by teams using the same words for different things. Lead, MQL, SQL, opportunity, source, owner, stage: if those definitions are not shared, automation just moves confusion faster. We fix the operating model first, then build the HubSpot layer that supports it.
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.
The audit, plus the buyer-first rebuild: lifecycle and object architecture, declared-intent triggers, signal-based routing, attribution, reporting, documentation, and handover.
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 will tell you honestly which one is right, or that you do not need any of them yet.
Book a callA 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.
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.
Declared intent means acting on signals the buyer actually sent: visiting pricing, requesting a second demo, returning after a proposal, or asking to speak to sales. It is stronger than a points score nobody trusts.
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.
Tell us what's breaking, what's confusing, and what your sales team is complaining about. We'll tell you honestly whether a RevOps engagement makes sense, or whether the fix is smaller than you think.
Book a call