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RevOps on HubSpot

RevOps is the CRM, data and automations behind your sales. We configure HubSpot, build the automations and run them, so you get a GTM engineer without hiring one.

Runs asSprintSubscription

How RevOps works

01 Audit

Starts on the strategy call. We map your CRM, your data and how leads move between your teams, and agree what to configure and automate first.

  • CRM and data reviewed
  • Handoffs mapped
  • Automations scoped
02 Build

We configure HubSpot and build the automations we agreed, as a Sprint with a fixed scope or inside a Subscription.

  • CRM configuration and migration
  • Automation builds
  • Integrations
  • Scoring, routing and reports
03 Run

We keep building automations on your HubSpot and keep it working, month to month.

  • Records kept clean and enriched
  • Automations kept working
  • New automations built
04 Optimise

We read the reports and change what underperforms.

  • Automations
  • Scoring and routing
  • Reporting

Then back to Run, and round again

What RevOps covers

Foundations

  • CRM architecture

    Objects, properties, pipelines and lifecycle stages designed around how a fintech sells.

  • CRM migration and implementation

    From another CRM, from spreadsheets, or from nothing.

  • Data hygiene and enrichment

    Records deduplicated, standardised and enriched automatically, so they stay usable.

  • Integrations

    The CRM connected to product, billing and the data warehouse.

Automation and insight

  • Lead scoring and routing

    Scoring models, assignment rules and handoffs between marketing, sales and customer success.

  • Workflow automation

    Follow-ups, tasks, deal hygiene and renewals, created by the system.

  • Reporting and forecasting

    Dashboards, attribution, funnel and pipeline reports leadership can trust.

  • AI agents and custom builds

    Custom-coded actions, AI agents and internal tools on top of the CRM.

Ways to work with us

RevOps

A Sprint first, or straight to a Subscription.

Sprint

One build with a fixed scope, agreed up front. Most Sprints continue as a Subscription.

Best for one clear job: a CRM configuration, an automation build, a reporting rebuild.

Subscription

GTM engineering as a service. We keep building automations on your HubSpot and keep it working, month to month.

Best for teams that need a GTM engineer and do not want to hire one yet.

Questions

We do not have a CRM yet. Can you still help?

Yes. We implement HubSpot from scratch.

Do you work with other CRMs?

No. RevOps is delivered on HubSpot, and only HubSpot. We can migrate you to it from another CRM.

How do you charge?

RevOps runs as a Subscription, or as a Sprint followed by a Subscription, depending on the project.

Who runs it once it is built?

We do. We build the system, then run it month to month. The tool accounts and the data stay yours.

All questions