HubSpot Monthly RevOps Program

It can vary based on the RevOps needs you have but typically our clients need us for 35-60 hours a month. 

Large Strategic RevOps projects generally last from 3-9 months each. (for example, launching a new sales pipeline with automation, documentation, training, reporting, and post-launch optimizations)

An add hock list of tasks often gets worked through between 3-6 months at our minimum retainer.

You can switch between running through a list of random tasks and planning a larger project to help even out progress on your needs.

Yes - We offer a 3-month sprint offering for those looking to focus an engagement around a few key objectives. It uses the same structure of our RevOps program - weekly meetings, dedicated project manager, dedicated HubSpot Strategist, and 90 total implementation hours that can be used to do work within your HubSpot instance.

Month 1 is for alignment and onboarding of our 2 teams.

1. Kickoff call
   • We will look to agree on how we come together and build a RevOps org chart with SLA.
   • We will seek to establish a benchmark of your RevOps and Hubspot maturity
   • We will gather the forces and friction you currently see in each stage of your flywheel
2. Workshop Call 1
   • We will collect your current state and future state customer journey
   • We will look to understand your current state and future state of your sales processes
   • We will ask you to identify your critical hand-off points between GTM teams and what changes you'd like to see. 
3. Workshop call 2
   • Establishing current benchmarks for Value, Velocity (how fast), Volume (how much), Conversion (what % move along)
4. Project Planning call
   • Establishing goals, what metrics to track, and what success looks like

We find that when there is a constant need to ensure that your data hygiene is in tip-top shape, maintenance is critical to keep the single source of truth accurate. We call this “maintenance” within our RevOps program and it is what enables us to ensure you’re getting the most accurate and useful data for your use.

We find that most companies we work with don’t have a HubSpot Administrator to support all the changes in personnel and team training.

We often engage in these activities for clients within our RevOps program to ensure training and usage is being maximized by the ever changing business environments.

This can mean single role training or training for the entire team to ensure they understand how to use HubSpot in an efficient and effective manner.

We call the training aspect of our partnerships “enablement” with the idea that we are enabling your team to thrive.

We offer 1-hour consultations with our HubSpot strategists if you need a few hours to get some tasks and strategies completed.

We also offer a 3-6 month sprint framework that can be scoped for a very implementation-heavy engagement.

If you need help to discover your needs, build a plan, and establish cost and timelines with accuracy, we offer paid discovery projects on special request.

We have weekly meetings/working sessions and leverage a PM system as our asynchronous communication tool to keep track of tasks, comments, feedback, resources, and wish lists.

Absolutely. We have deep knowledge working within each of the HubSpot hubs and our work will not be limited by using one Hub. There is so much to master and go deep within each Hub for businesses that using the Marketing Hub alone is an incredibly powerful toolset to be leveraged.

RevOps is how we capture all the HubSpot Hubs have to offer and how we can drive results for your business based on the objectives you hold.