RevOps Check-Up

One-time technical audit for HubSpot and GTM systems to identify gaps, optimize performance, and align RevOps with your growth goals.

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Who It’s For

You’ve got traction and tools in place — maybe even HubSpot humming — but you’re unsure if everything’s set up to scale. You might be experiencing data inconsistencies, reporting headaches, or growing pains across Sales, Marketing, and Success. This audit is for B2B SaaS companies that want to understand the true state of their revenue operations and walk away with a clear roadmap for improvement.

Includes:

  • Full audit of your HubSpot instance and GTM systems
  • Review of lifecycle stages, lead scoring, and segmentation
  • Workflow and automation analysis for data integrity and efficiency
  • Identification of tech debt, duplicate processes, and bottlenecks
  • Strategic recommendations aligned with revenue team goals
  • Live audit summary call + PDF deliverable with prioritized roadmap

Excludes:

  • Direct execution of audit recommendations
  • CRM rebuilds or technical implementation work
  • Building or maintaining workflows, reports, or integrations
  • Managing internal stakeholders or adoption plans
  • Real-time/on-call troubleshooting or Slack access
  • Ongoing advisory or support after delivery (unless added)

Note: Add-on (Optional)
Implementation Support — Roll your roadmap into a Project Consulting or RevOps-as-a-Service engagement

Strategic Foundation

  • Audit your HubSpot + GTM stack for alignment with best practices
  • Evaluate lifecycle stages, scoring models, and segmentation for clarity and conversion

Systems & Data Review

  • Analyze workflows and automation for efficiency, accuracy, and logic gaps
  • Assess reporting and pipeline visibility to surface risks and guide smarter decisions

Action Plan & Delivery

  • Receive a prioritized roadmap with quick wins and long-term improvements
  • Join a live summary call to review findings and get Looms, docs, and visuals to support your team

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.