Eight modules. You pick what matters.
One team running data, operations, and enablement together. Most engagements combine two to four modules. Every engagement is customized.
Data Foundation
Data your reps actually trust
Enrichment, backfills, dedup, monitoring. Live processes that keep every contact, account, and deal record usable, not a graveyard of half-filled fields. Clay, HubSpot, Firecrawl, LinkedIn signals, job-change monitoring.
CRM Architecture
A CRM that runs the business
Data model, migrations, governance. Pipeline architecture, custom objects, deal stages, rep workspaces, and manager dashboards built around your real sales motion (not a HubSpot demo).
Lead Routing
Right rep, right lead, right time
Fair rotation, SLAs, attribution. Lead routing that ends the stolen-lead arguments, no-show handling that recovers pipeline, and assignment logic that holds up when ownership changes.
Read the lead routing playbookCampaign Operations
Outbound that converts and events that close
Outbound, events, always-on. LinkedIn via HeyReach, email via SmartLead, event lead activation in 48 hours instead of two weeks, and the GTM strategy behind all of it.
Process Design
The process out of someone's head
Ticket pipelines, workflows, SOPs. We map your real-world sales motion (what actually happens between new lead and closed-won) and codify it in the CRM. No more "the process is in their head."
Reporting
Forecasts the board can defend
Dashboards, scorecards, Impact Memos. Full-funnel reporting plus the coaching to use it. Pipeline numbers leadership trusts, rep scorecards with accountability built in.
Training & Adoption
Tools that actually get used
Manager coaching, office hours, real-data training. Adoption is scoped into the project plan from day one, not hoped for after launch. Every cohort is live in HubSpot before they walk into the classroom.
Production Support
Someone watching the system at 11pm
Monitoring, alerting, runbooks. Workflows that fail silently get caught before your customer escalates. We don't just build it. We run it.
Most engagements combine two to four modules. Every engagement is customized.
How RevOps Shop works
The pod model. Three roles. One team.
Every engagement gets a Strategist, a Builder, and an Executive. Three perspectives, one accountable team. Not a junior's first project.
Strategist
Sets priorities, runs training, manages the relationship. Senior. In every weekly sync.
Builder
Builds pipelines, automations, CRM. Monitors production. Lives in your portal.
Executive
Designs architecture, makes commercial decisions, runs quality. Final review on everything we ship.
Engagement phases
Start with one or two modules. Prove it, then expand.
We start with the modules that show value fastest, measured against KPIs we agree up front. Then we add the rest of the system.
Map pain to modules
A 30-minute conversation, then a one-week diagnosis. We tell you which modules will move the metric and which ones can wait.
One or two modules. KPIs agreed upfront.
Scoped tight, with measurable outcomes we agree before we start, so you see the value before you add more.
Retained, ongoing
Two to four modules running in production. Two calls per week. 24/7 Slack. We stay embedded until the system works, then keep running it.
Most common starting scopes: closed-lost reactivation, enrichment, lead routing.
We don't just build it. We run it.
HubSpot Consultants configure and leave. Typical agencies don't touch the CRM. We design it, build it, and stay embedded until the system works. Then we keep running it.
Let's scope your first module
Not a proposal. A conversation. 30 minutes. We'll map your pain to specific modules and a plan within a week.
Book a Strategy Call