Skip to content
Book a call

The HubSpot core

One design covering marketing, SDRs, sales and renewal.

Lifecycle stages, lead routing, SLAs between teams, pipeline governance and the reporting rhythm, designed as one system rather than four teams’ worth of local fixes.

Talk to us about this Run the free audit

A named specialist replies within one working day. No sales sequence.

What is a RevOps blueprint?

A design document covering the full revenue motion: lifecycle stages, lead scoring and routing, the SLAs between marketing, SDRs and sales, pipeline governance, forecast definitions and the reporting rhythm. It is the operating model, written before any of it is configured.

What you get

What you get.

Scope and shape

Scope and shape.

Every engagement is scoped properly before it starts. This is the shape of a typical one.

Typical duration
Four to six weeks Interviews, design, then two rounds of review
Who is involved
Leads from marketing, SDR, sales and customer success Plus the person who owns the forecast
Output
A blueprint and a phased build plan Phased, because doing all of it at once is how change programmes die
Build not included
Design only The build is the revenue operating system engagement, or your own team

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

Run the free audit

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

Interview. Design. Review. Phase.

  1. 01

    Interview

    Every team that touches a lead or a deal, separately, so you hear the real friction.

  2. 02

    Design

    Lifecycle, routing, SLAs, governance and reporting, as one connected model.

  3. 03

    Review

    Two rounds with the leadership group, because adoption starts with authorship.

  4. 04

    Phase

    A build plan ordered by impact and by how much change the business can absorb.

Somebody with the same problem

What changed, and what it was worth.

All case studies

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.

Book a call

Before you ask

The questions we get on this one.

Is this not just consulting deliverables?

It is a design document, and yes, that is what it is worth. The alternative is configuring a CRM to four teams’ conflicting assumptions and discovering it at forecast time.

How is it different from the sales process workshop?

The workshop covers how sales sells, in two days. The blueprint covers the whole revenue motion including marketing, SDR and renewal, and takes weeks because it has to reconcile teams that disagree.

Can you build it as well?

Yes, as a revenue operating system build. But the blueprint stands alone and plenty of clients build it themselves.

Talk to us about blueprint

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?

Book a call

Protected by reCAPTCHA. We do not sell, share or rent your details.