RevOps Advisory

Strategic advisory package for teams that want expert guidance but have internal resources for execution.

Who It’s For

You have an internal team handling campaigns, workflows, or reporting, but they need expert guidance to ensure they’re following best practices. You’re not ready for a full RevOps buildout, but you want access to senior-level strategic insight. As you grow, you want confidence that your HubSpot and RevOps foundation can scale with you, without creating problems you'll need to fix later.

Includes:

  • Monthly strategic call
  • Email/Slack support
  • Audit and feedback on in-progress work
  • Reporting + data analysis reviews
  • Playbooks, templates, and SOPs
  • Advisory on tools, processes, and GTM decisions

Excludes:

  • Major CRM structural rebuilds
  • Direct execution of technical tasks
  • Building or maintaining automation, reporting, or data pipelines
  • Technical audits
  • Real-time/on-call availability
  • Managing cross-functional stakeholders or driving internal adoption

Note: No hands-on execution — implementation is handled by the client's team. A custom scope can be set based on your needs. 

Strategic RevOps Guidance

  • Advise on HubSpot/GTM tech stack architecture and RevOps best practices
  • Evaluate and provide recommendations for lifecycle stages, segmentation, and lead scoring models

Workflow & Automation Review

  • Review existing workflows and automation for efficiency and data integrity
  • Recommend optimizations to reduce manual tasks and improve conversion paths

Team Enablement & Support

  • Provide documentation, templates, and video walkthroughs as needed
  • Participate in 1–2 advisory calls/month to review strategy and unblock execution

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.