The HubSpot core
A RevOps function without hiring one.
A monthly retainer: we hold the standard, run the reporting rhythm, make the changes the business needs, and tell leadership what the numbers actually say.
A named specialist replies within one working day. No sales sequence.
What does monthly RevOps advisory include?
An ongoing retainer covering CRM governance, monthly reporting review with leadership, prioritised configuration changes, data quality monitoring and process refinement. It gives a company the RevOps function it needs without carrying the headcount.
What you get
What you get.
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01
The monthly review
A session with leadership on what the pipeline, conversion and activity data actually shows, and what to do about it.
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02
Changes, prioritised
A working backlog of CRM and process changes, ordered by impact, with an agreed amount delivered each month.
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03
Governance held
Data quality, naming conventions, permissions and process drift, monitored so the portal does not slide back.
Scope and shape
How the retainer runs.
Every engagement is scoped properly before it starts. This is the shape of a typical one.
- Cadence
- Monthly leadership session, fortnightly working session Plus a shared channel for the small things
- Included effort
- A fixed monthly allocation Unused time does not roll forward indefinitely, and we will tell you when you are under-using it
- Minimum term
- Three months Nothing meaningful shifts in one
- What it is not
- Support desk cover This is a RevOps function, not first-line user support
Free, and yours to keep
See where the portal is quietly costing you deals.
The free audit reads lifecycle stages, routing and pipeline hygiene on your own portal. The findings are yours whether you engage us or not.
- 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
How it runs
Baseline. Review. Change. Report.
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01
Baseline
First month sets the metrics, the dashboards and what good looks like.
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02
Review
Monthly with leadership, against those numbers.
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03
Change
A prioritised backlog worked through in the fortnightly session.
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04
Report
What changed, what it moved, and what we recommend next.
Somebody with the same problem
What changed, and what it was worth.
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Build · integrations
Rescued and rebuilt across 20+ product lines
A fragmented portal consolidated into one data model with documented integrations and a pipeline people use.
EPI-USE
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Grow · RevOps
An underused portal becomes a growth platform
Cleaned the CRM, rebuilt lifecycle stages and gave leadership a forecast they could defend.
W.consulting
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Build · website
A client portal and a theme-based website
Migrated off a legacy stack onto HubSpot with a modular theme the marketing team runs themselves.
Phillips Law
Already know you need this?
Skip the audit. Book 45 minutes.
Tell us what is going on and we come to the call having already looked at it. If we are not the right fit, we say so.
Related
What sits either side of this.
These are not silos. Whichever one you arrive for, the next one is already waiting.
Before you ask
The questions we get on this one.
Is this cheaper than hiring a RevOps manager?
For most mid-sized companies, yes, and you get a team rather than one person’s blind spots. Past a certain scale you should hire, and we will say so.
Can we pause it?
After the minimum term, yes. Governance decays when it is paused, so we would rather scale the allocation down than stop.
Do you work with our internal ops person?
Often, and it is the best version of this. They keep the context, we bring the pattern library and the capacity.
Talk to us about monthly advisory
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
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