Project Consult

Scoped RevOps & HubSpot projects delivered with clear timelines, defined outcomes, and hands-on execution.

Who It’s For

You’ve identified a specific RevOps pain point or project, like lead scoring, lifecycle stage cleanup, reporting, or technical debt, but your team doesn’t have the time or in-house expertise to handle it. This package is for B2B SaaS teams that need someone to come in, get it done right, and hand off a system that scales.

Includes:

  • One scoped project, start to finish
  • Defined deliverables + documented handoff
  • 1–2 strategic working sessions/week
  • Asynchronous collaboration in shared PM workspace
  • Loom walkthroughs, SOPs, and templates (as needed)
  • 30 days of post-project email/Slack support

Excludes:

  • Ongoing advisory or optimization after handoff 
  • Multiple active workstreams or projects in parallel
  • On-call support or real-time execution
  • Internal team enablement or change management
  • Technical implementation outside the scope of the project
  • System-wide audits (that’s a Check-Up)

Add-ons:
📊 One-time audit to scope a complex project before engagement
📁 Documentation bundle (process maps, training guides, handoff deck)
📅 Monthly check-ins post-project (Advisory add-on available)

Strategic Kickoff

  • Align on goals, scope, and timeline for your project
  • Review your current RevOps setup to identify blockers and constraints

Hands-On Implementation

  • Build, optimize, or clean up workflows, scoring models, lifecycle stages, or reporting
  • Collaborate asynchronously and in live sessions to review progress and unblock execution

Handoff & Enablement

  • Deliver project outcomes with clear documentation and process ownership
  • Provide Loom walkthroughs, SOPs, and training materials so your team can self-sustain

Let's chat!

Maximize your HubSpot investment, unlock scale and revenue growth, and elevate your customer experience through revenue operations. Book a free discovery call today.