Most teams already have the tools. What they are missing is the architecture that makes Marketing Hub and Sales Hub work together. We design that architecture, then build it, around how your buyers actually decide.
Every service addresses a specific layer of how B2B revenue is generated, managed, and scaled. Defined scope, measurable outputs, and operational ownership built in from the start.
The diagnostic that tells you exactly where revenue is leaking, and what to fix first. Every engagement we take on starts here, because most B2B organizations are operating on incomplete information about whether the problem is a sales problem, a CRM problem, or a handoff problem.
Pipeline architecture. Are your deal stages aligned to how buyers actually make decisions? Do exit criteria exist? Is pipeline data trusted or managed around?
CRM and data governance. Is your CRM the system of record, or a filing system for manual updates? Are properties, lifecycle stages, and ownership fields structured to generate reliable reporting?
Sales process. Is there a documented, enforced sales process that reflects the actual buyer journey, or are reps improvising at every stage?
Marketing to sales handoff. Is the lead handoff governed by a defined SLA, with ownership clarity and response time accountability?
Reporting and visibility. Can leadership see conversion rates, sales velocity, and lead decay in real time, or is reporting rebuilt by hand for every review?
Tech stack assessment. Is your current toolset serving the process, or is the process being shaped around the tool? Are there integration gaps causing data fragmentation?
Deliverable: A structured findings report covering all six dimensions, with a severity rating for each gap, root cause diagnosis, and a sequenced, prioritized action plan.
Who this is for: B2B companies between roughly $1M and $20M in annual revenue with a functioning commercial team that is not yet operating from a structured revenue system.
Configuration is not implementation. We design HubSpot to run your revenue system, built to the specific process logic of your commercial team rather than a default setup, so it drives decisions and triggers action instead of just storing contacts.
Pipeline and lifecycle architecture. Lifecycle stages from lead acquisition through retention, with stage-specific exit criteria, properties, ownership rules, and transition triggers. Every stage has a purpose, an owner, and a measurable KPI.
Workflow and automation design. The decision logic that runs in the background: lead assignment, follow-up triggers, stage movement automation, re-engagement sequences, and notification systems, designed around your actual process.
Sequence architecture. The outreach and follow-up sequences the sales team executes consistently, mapped to lifecycle stage and enrollment criteria.
Reporting and dashboard configuration. Conversion rates between stages, sales velocity by rep and source, lead decay, and attribution by channel, built to answer the questions leadership actually asks.
Data governance setup. The fields that matter, the rules that govern them, de-duplication logic, data entry standards, and the ownership model that keeps CRM data trustworthy over time.
Deliverable: A fully configured HubSpot environment with documented architecture, a workflow logic map, training documentation for your team, and a 30-day post-implementation review.
Inconsistent sales performance is a process problem, not a talent problem. We build the operational infrastructure that makes sales outcomes predictable, coachable, and scalable, so the pipeline does not collapse when your top performer leaves.
Sales process mapping. Mapping the actual buyer journey from first contact to closed deal, with exit criteria at every stage so pipeline data can be trusted.
Qualification framework. Criteria-based logic that separates good-fit buyers from bad ones early, reducing time spent on deals that will not close.
Discovery system design. What questions get asked, in what sequence, and why, so a rep can qualify or disqualify before investing proposal time.
Objection handling architecture. Common objections mapped by stage, with structured response frameworks embedded as standard training material, not ad hoc coaching delivered deal by deal.
Follow-up governance. Who follows up, in what timeframe, by which channel, with what message. A system that prevents lead decay through consistency rather than individual discipline.
Sales playbook development. The complete system documented in a format your team can actually use, for onboarding new reps and coaching existing ones.
Deliverable: A documented sales process map, qualification framework, discovery question bank, objection handling library, follow-up governance model, and a complete sales playbook.
Who this is for: B2B companies with a sales team of two or more reps where results vary significantly by individual, and a sales process exists informally rather than as a structured, enforced system.
Go-to-market is not a campaign. It is the architecture that connects positioning, outreach, pipeline, and conversion into one operating system, so commercial activity has somewhere to land instead of running ahead of the infrastructure that should support it.
ICP definition. The Ideal Customer Profile across firmographic, situational, behavioral, and pain-based dimensions, plus the trigger-event model that identifies who is ready to buy now.
Positioning and brand narrative setting. Translating your value proposition into a message hierarchy mapped to every channel and buyer stage, grounded in the job your offer is actually hired to do.
Outreach system architecture. The multi-touch sequence across LinkedIn and email, with message purpose mapped to each touchpoint, personalization strategy, and reply handling.
CRM and pipeline structure. The pipeline architecture that captures, qualifies, and advances the leads your outreach generates, with the reporting layer that shows what is working.
Channel strategy. Channel selection and sequencing driven by where your ICP is reachable and what each channel actually costs to engage, not by preference.
Deliverable: ICP documentation, a brand narrative and messaging architecture, outreach sequence design, CRM pipeline configuration, and a 90-day GTM execution plan with defined KPIs at each stage.
Who this is for: B2B companies entering a new market, launching a new service, or rebuilding a commercial motion that is not generating qualified pipeline at target volume.
A referral program is not a growth strategy. A structured partner ecosystem is. Most partner programs fail not because the partners are wrong, but because the system around them is absent. We design partner ecosystems as operational systems, with defined lifecycle stages, activation milestones, and engagement infrastructure built in.
Partner lifecycle architecture. The complete partner journey from recruitment through champion status, with stage-specific triggers, activation milestones, and reactivation logic for dormant partners.
Onboarding and activation. The sequence that moves a newly signed partner from agreement to first referral, with the enablement materials and cadence that close that gap.
Referral intake and management. The process that governs what happens when a referral is submitted: intake workflow, qualification criteria, deal visibility for the partner, and outcome communication.
Partner engagement cadence. The monthly and quarterly system that keeps active partners producing: value delivery loops, opportunity feeds, recognition, and QBR design.
CRM configuration. Tracking partner status, referral activity, deal attribution, and engagement history, with a reporting layer that gives leadership full visibility.
Partner enablement toolkit. The materials partners need to refer effectively: positioning language, ideal client criteria, introduction templates, and objection handling for the referral conversation.
Deliverable: Complete partner lifecycle architecture, onboarding and activation system, referral intake process, engagement cadence, CRM configuration, enablement toolkit, and a partner program reporting dashboard.
Who this is for: B2B professional services firms, consulting practices, and companies where partner-referred business represents, or should represent, a material share of revenue.
Revenue operations is not a one-time implementation. It is a continuous function that manages the commercial system, maintains data integrity, and gives leadership the visibility to decide with confidence. For companies that need ongoing operational expertise without the overhead of a full-time hire, we operate as an embedded fractional partner.
Pipeline health review. Monthly review of conversion rates, stage velocity, and deal decay, identifying the bottleneck before it becomes a revenue miss.
CRM governance. Ongoing data integrity maintenance, property governance, and workflow auditing as your commercial model evolves.
Workflow optimization. Iteration on automation logic as process needs change, adding, adjusting, or deprecating workflows based on performance data.
Reporting maintenance. Keeping dashboards current, accurate, and relevant to the decisions leadership is actually making each month.
Strategic input. A senior operational perspective embedded in the commercial conversation on GTM decisions, hiring alignment, and tool investments, not brought in after the fact.
Quarterly RevOps review. A formal quarterly review of what improved, what did not, and the highest-leverage change for the next quarter.
Deliverable: A standing operating cadence: monthly pipeline reviews, CRM governance, reporting maintenance, and a formal quarterly strategy review.
Who this is for: B2B companies with an established commercial team and a HubSpot environment that need a consistent RevOps function rather than a project-based engagement, typically after an initial audit and architecture engagement.
No black box. This is the same four-step process for every client, from the first email to the day your team takes the system over.
You send a short note about what is not working, whether it is outreach, the CRM, lead flow, or the funnel. We reply with a first read, in plain terms, and tell you honestly whether an audit is the right next step or whether the fix is simpler than that.
A 45-minute diagnostic call, followed by a pipeline-first review across six dimensions: pipeline architecture, CRM configuration in both Marketing Hub and Sales Hub, sales process, lead management, reporting, and handoffs between teams.
No generic package. We size the build to the gaps the audit actually found, agree a fixed price before any work begins, and tell you plainly which parts are highest leverage if budget is limited.
We design and build the lifecycle stages, pipeline, scoring model, sequences, and reporting, working sessions included, with documentation your team can run from. We stay close after handoff if you want an ongoing advisory relationship, but the system does not depend on us to keep functioning.
Most HubSpot setups work mechanically and fail architecturally: stages that describe the seller's mood instead of the buyer's journey, lifecycle stages nobody trusts, dashboards that show activity but not revenue. We fix the revenue system, not just the software. Three steps, priced so you can start small and scale only when it earns it.
A clear, evidenced answer to the question that is actually costing you revenue: where the system is leaking, and what to fix first.
Most leadership teams know revenue is not where it should be, but cannot say with confidence whether the cause is sales, the CRM, or a handoff between teams. The audit replaces that uncertainty with a prioritized, evidence-based action plan you can act on immediately, whether or not you ever build with us.
Final price depends on your HubSpot footprint and data complexity, confirmed after a 45-minute diagnostic call.
You get: pipeline and deal-stage diagnosis, lifecycle stage review, a data-quality scorecard, reporting and dashboard gap analysis, and a prioritized fix roadmap, walked through live on a findings call.
The redesigned system itself, specified and ready to build, so the gaps the audit found stop costing you revenue every month they stay open.
The audit finds the problems. This designs the solutions. A fixed fee agreed in advance, scoped directly from your audit findings, with no ambiguity about what is included.
The price within this range depends on the scope of work and the time required to fix it, agreed with you before the sprint begins.
You get: redesigned pipeline stages with exit criteria, a lifecycle stage map, a lead scoring model specification, dashboard and report specifications, and the full workflow logic mapped out. We specify the system. Your admin or partner builds it.
The ongoing operational rigor of a senior revenue operations function, so the system you built keeps compounding instead of quietly drifting back to old habits.
Ongoing ownership of the revenue architecture once it is built. Two tiers, sized to your team and how much you want us embedded.
Monthly investment depends on hours required and the scope of ownership agreed at onboarding.
You get: strategic oversight, monthly pipeline review, reporting governance, and roadmap iteration at the advisory tier. At the embedded tier, we own the architecture, run the operating cadence, and design new systems as they arise, from a partner program to a second pipeline to a scoring rebuild.
You are not buying the expensive option. You are buying a fraction of the hire, with the system designed by a strategist instead of assembled by a technician.