RevOps
The process is in people’s heads, not in the system.
Sales process, lead management, lifecycle stages, SDR process, pipeline governance and the handoff between marketing, SDRs and sales. We align HubSpot to the way your revenue team actually sells.
A named specialist replies within one working day. No sales sequence.
What does RevOps cover?
Sales process optimisation, lead management, lifecycle stages, SDR process and pipeline governance, plus account segmentation, deal stage design, the reporting rhythm, forecasting support and the dashboards leadership actually reads. This is where the enterprise value sits.
Which of these is you
Which of these is costing you deals?
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The process lives in people’s heads
Every rep sells differently, the stages mean whatever the last person decided, and onboarding a new hire takes a quarter.
Get it written down -
Leads come in and nothing happens to them
No routing, no SLA, no owner. The ones that convert are the ones somebody happened to notice.
Fix the lifecycle -
Leadership cannot see the pipeline properly
The forecast is a feeling. The board asks a simple question and it takes two days and three spreadsheets to answer it.
Fix the reporting
What we actually do about it
The named work in this stream.
Scoped, with a duration on each, so you can tell what you are buying before you talk to anyone.
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Sales process workshop
2 days
Two days to settle how you actually sell
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RevOps blueprint
4 to 6 weeks
Lifecycle, routing, SLAs and governance, designed as one system
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Revenue operating system
8 to 14 weeks
The blueprint configured, so the system enforces the process
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Monthly RevOps advisory
Monthly
A RevOps function without the headcount
Two hours, no slides
Put your pipeline on a wall and see where it leaks.
A working session with your sales leadership against your own pipeline data. You leave with the three stage transitions costing you the most, whether or not you engage us.
- Portal health
- Workflow audit
- Data hygiene
10,000 credits buys one of
- HubSpot-sent emails
- 666
- Workflow actions
- 3,333
- AI service conversations
- 200
- AI content pieces
- 10
What happens next
Map. Redesign. Rebuild. Run the rhythm.
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01
Diagnose
Audit what is there before touching anything. You get the finding in writing whether or not you go further.
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02
Architect
The data model, the integrations and the governance, agreed before a line of configuration is written.
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03
Build
Shipped in increments you can see, so you are not waiting until the end to find out whether it works.
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04
Operate
A governance and reporting rhythm, so the portal does not quietly drift back within a year.
Reading
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16 Sep 2026
EPI-USE: the case for one HubSpot across six regions
The client EPI-USE is a global SAP and HR technology consultancy and a member of Group Elephant, with regional ...
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16 Sep 2026
One HubSpot or six? How to build the case for consolidating regional portals
It happens the same way in almost every group. One region buys HubSpot and it works. Another region sees it and buys ...
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28 Aug 2023
What a CRM system actually does, and how to choose one
A CRM system is the single record of every relationship your business has with a customer or prospect: who they are, ...
What the others add
A system is built, then grown, then made smart.
These are not silos. Whichever one you arrive for, the next one is already waiting.
Questions we get asked
The things people ask before they call.
Are you a HubSpot agency?
No. Marketing agencies implement software. We engineer systems. The HubSpot work is architecture, data modelling, integrations and governance, and it usually opens into a longer technical engagement rather than a campaign retainer.
What changes in HubSpot pricing on 1 October?
You stop buying individual hubs. You buy one edition for the portal, seats for the people who need them, and a shared monthly credit pool that every action draws from, emails, workflow actions, AI conversations, all of it. Sizing that pool is where most teams get it wrong, and the cost of getting it wrong only shows up in month three.
Can you take over a portal someone else built?
Most of our work starts that way. We audit what is there before touching anything, tell you plainly what is salvageable and what has to be rebuilt, and give you the finding in writing. You own that document whether or not you go further with us.
How long does an implementation take?
A focused build is six to ten weeks. A multi-region or multi-brand rollout with migration runs three to six months. We work in increments you can see, so you are not waiting until the end to find out whether it works. Anyone quoting two weeks is configuring, not implementing.
Will you work alongside our in-house team?
Yes, and it is usually the better outcome. We build the architecture, document it properly and hand over, rather than making you dependent on us. Some clients keep us on a governance retainer afterwards, others take it in-house entirely. Both are fine.
How do you handle AI safely?
Guardrails first, then the agent. That means scoped permissions, a data model clean enough to be trusted as input, logging on every action an agent takes, and a human checkpoint anywhere the output touches a customer. AI on top of a messy CRM just automates the mess faster.
We are not a large enterprise. Are we too small?
We work with teams from around twenty people through to global groups. The test is not headcount, it is whether you have a real sales motion and something worth engineering. If you want a cheap task executor rather than a system, we are the wrong fit and we will say so early.
What happens when the build is done?
Governance and a reporting rhythm, so it does not quietly drift back. Most portals degrade within a year of go-live because nobody owns the standard. We either run that with you monthly or set it up so your team can.
Talk to us
Tell us what is going on.
One form, one reply, from the person who would do the work. No sequence, no SDR, no chasing.
- A reply within one working day
- From a dedicated specialist, not an account manager
- No sales sequence unless you ask for one
Rather pick a time now?
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