RevOps Strategy & HubSpot Execution
Your tech stack isn't the problem.
Your operations need attention.
We help mid-market teams turn HubSpot into the system that actually runs your business — connecting marketing, sales, and service into one operation instead of three disconnected ones.
Built for teams ready to operate, not just adopt
You've outgrown "we have HubSpot." You're now asking why it isn't driving the results it should.
You're running HubSpot Pro or Enterprise — across Marketing, Sales, or Service Hub (or several hubs)
Your team already knows the basics; you need someone to architect how the pieces work together
Marketing, sales, and service are using the same portal but operating like three separate companies
You've added tools, AI features, or integrations and aren't sure they're actually talking to each other
Six areas. One operating system.
RevOps Strategy & Implementation
RevOps — short for Revenue Operations — means marketing, sales, and service stop operating as separate departments with separate data, and start running as one connected engine inside HubSpot.
- Full-funnel process design across Marketing, Sales, and Service Hub
- Cross-functional alignment between teams that technically share a portal but don't share a process
- KPI frameworks tied to revenue, not vanity metrics
- Quarterly strategy reviews that adjust the plan as your business changes
Marketing Operations
Your marketing efforts only count if you can measure them and trust they'll keep running. We audit what's actually happening in your portal, then build the automation and reporting that makes your marketing engine self-sustaining.
- Portal and workflow audits — what's actually running vs. what you think is running
- Lead scoring and lifecycle stage cleanup
- Campaign and automation builds that don't break when someone leaves the team
- Marketing dashboards that answer "is this working?" without a follow-up meeting
Sales Operations
A pipeline that doesn't reflect how your team actually sells just creates more work and worse forecasts. We rebuild it around your real sales process, then give your team the tools and visibility to close with confidence.
- Pipeline audits and redesign
- Sequence, template, and playbook builds
- Sales dashboards and forecasting visibility
- Marketing-to-sales handoff: fixing where leads go to die
CRM Administration & Data Hygiene
Bad data quietly undermines every other part of your portal. We bring structure and governance to your CRM so the information your team relies on is actually trustworthy — and stays that way.
- Custom object and property architecture
- Data hygiene implementation and ongoing maintenance
- Integration support across your broader tech stack
- Permissions, governance, and structure that scales past one admin's tribal knowledge
AI & Automation
Turning on Breeze or another AI feature isn't the same as putting it to work. We configure these tools around your actual processes and automate the repetitive tasks that shouldn't need a human anymore.
- Breeze AI configuration and rollout
- Workflow automation that replaces manual, repetitive tasks
- Automation documentation so the system survives staff turnover
- Practical guidance on what to automate first (and what not to)
- Activating HubSpot agentic workflows and agents helps teams make space for doing the human work.
Customer Journey Mapping & ABM
Most teams can't pinpoint exactly where prospects or customers drop off — they just feel that something isn't working. We map the full journey so you can see precisely where it breaks, and target your highest-value accounts deliberately.
- End-to-end customer journey mapping across the full lifecycle
- Account-based marketing (ABM) execution for targeted, high-value accounts
- Pinpointing where prospects or customers drop off — and fixing it
- Journey-informed reporting that ties experience to revenue
Discovery
We learn your business and where your setup is actually falling short.
Strategic plan
We map your process, define tactics, and set KPIs that show what's working.
Implementation
We build it in your portal — documented so your team isn't dependent on us.
Measure & iterate
We track the data and adjust the plan over a 3–6 month horizon.
Rachael is not only attentive but proactive. She is knowledgeable and deeply committed to helping me navigate the complexities of Hubspot. D. MacDonald, Consultant
High quality work, delivered on time, with excellent communication! L. Deranja, Fractional CMO
Rachael has been an excellent guide in our setup of Hubspot. She thinks big picture and leverages that knowledge into tactical progress. A. Knight, Dir. of Sales