Systems
Industries
Revenue Operations by Industry
Each industry in one place: how revenue works in it, the recorded HubSpot build, the CRM choice, the illustrative case studies and the systems the industry already runs.
QuickBooks
Xero- RevOps for AgenciesOperating model
Published work6
5 illustrative case studies
- HubSpot–ClickUp IntegrationThe hour sold and the hour delivered made the same object across both systems.
- HubSpot–Sage Intacct IntegrationProject margin surfaced on the deal that sold it, with recognition left in Intacct.
- HubSpot–Ramp IntegrationCost to serve joined to the account, so spend sits beside the revenue it supports.
- HubSpot–PandaDoc IntegrationContract turnaround at a staffing agency, with document state written back.
- Salesforce to HubSpot MigrationA professional services migration, with what survives the move decided first.
ClickUp
Harvest
Sage Intacct
Ramp- RevOps for ConstructionOperating model
- HubSpot for ConstructionRecorded build
Choosing a CRM5
- Best CRM for ConstructionConstruction-specific platforms against general CRMs, and the conditions that select each.
- CRM for ContractorsWhat a contractor keeps in a CRM before award, and what belongs in the field tool.
- Best CRM for Small Construction BusinessThe minimum a firm with a handful of estimators needs, and what to leave out.
- Buildertrend vs HubSpotA project management platform with a CRM module, against a CRM, and running both.
- ServiceTitan vs HubSpotField service for dispatch-led trades, against a CRM, and which owns the customer.
Published work5
3 illustrative case studies
- Transforming Pipeline Management and Client Service for a Regional Construction FirmPipeline management and client service at a regional construction firm.
- How a Commercial Roofing Firm Leveraged HubSpot for Revenue Operations TransformationA commercial roofing firm, and the lead-to-proposal interval that was actually costing work.
- HubSpot Deal PipelineAwarded is not won, and a bid pipeline needs both as separate facts.
Buildertrend
Procore
ServiceTitan
JobberSystems
Applied Epic
EZLynx- RevOps for Law FirmsOperating model
- HubSpot for Law FirmsRecorded build
Published work5
4 illustrative case studies
- HubSpot Service Hub ImplementationWho owns a client after signature, across an eight-stage post-signature pipeline.
- HubSpot Marketing ContactsA billable tier reduced without deleting a single record, across seven states.
- Migrating a Regional Law Firm to HubSpot for Streamlined OperationsA regional firm moved onto HubSpot, with Clio matters mapped rather than mirrored.
- Deploying Claude Across a 140-Attorney Litigation FirmClaude deployed across a 140-attorney litigation firm, and what was scoped out of it.
Systems
Clio
ConnectWise
HaloPSA
Kaseya
NinjaOne- RevOps for ManufacturingOperating model
Published work9
8 illustrative case studies
- HubSpot QuotingQuoting moved off a thirty-year-old Access database without losing revision history.
- HubSpot Custom ObjectsSerial-level equipment records, where HubSpot products cannot associate to a custom object.
- HubSpot Deal PipelineWhy an award is not a win, and what happens to a pipeline that conflates them.
- HubSpot–Epicor IntegrationOne customer record across Epicor and HubSpot at a building products distributor.
- HubSpot–SAP IntegrationA bounded interface into a system with its own change-control regime.
- HubSpot–Business Central IntegrationOrder-to-cash across the boundary, with field ownership decided per object.
- Zoho to HubSpot MigrationA migration with a rehearsal, a reconciliation and a documented rollback position.
- E-commerce ReplatformTelling a defect from a change order from retainer work, on a $345k build.
Epicor
SAP
Dynamics 365 Business Central
NetSuite
Stripe
Chargebee
Maxio
SalesforceSystems
PandaDoc
Redtail
Orion7 episodesSide panelFull page
- Full page: How to Set Up HubSpot for a Construction Company
Episode 01Construction
How to Set Up HubSpot for a Construction Company
The proven object model, properties, and workflows RevOps HQ installs to run bid tracking, project delivery, and reporting for construction companies in HubSpot.
- Full page: How to Set Up HubSpot for an RIA or Wealth Management Firm
Episode 02RIA and Wealth Management
How to Set Up HubSpot for an RIA or Wealth Management Firm
The household and account object model RevOps HQ installs for registered investment advisers, plus the review-cadence automation and AUM reporting that runs on top of it.
- Full page: How to Set Up HubSpot for a Law Firm
Episode 03Law Firms
How to Set Up HubSpot for a Law Firm
The matter object model RevOps HQ installs for law firms, the one-to-many deal-to-matter decision behind it, and the intake and risk reporting it makes possible.
- Full page: How to Set Up HubSpot for a Staffing or Recruiting Agency
Episode 04Staffing & Recruiting
How to Set Up HubSpot for a Staffing or Recruiting Agency
The four custom objects RevOps HQ installs for staffing and recruiting firms, the job-order-to-placement cardinality behind them, and the fill rate, margin and redeployment reporting the model produces.
- Full page: How to Set Up HubSpot for an MSP or IT Services Company
Episode 05MSP & IT Services
How to Set Up HubSpot for an MSP or IT Services Company
The two custom objects RevOps HQ installs for managed service providers, why the agreement rather than the deal is the object the business is run from, and the renewal and margin reporting the model produces.
- Full page: How to Set Up HubSpot for an Insurance Agency or Brokerage
Episode 06Insurance
How to Set Up HubSpot for an Insurance Agency or Brokerage
The four custom objects RevOps HQ installs for insurance agencies and brokerages, why the policy rather than the deal carries the renewal, and the coverage gap, loss ratio and carrier concentration reporting the model produces.
- Full page: How to Set Up HubSpot for a CPA or Accounting Firm
Episode 07CPA & Accounting21 min
How to Set Up HubSpot for a CPA or Accounting Firm
The four custom objects RevOps HQ installs for accounting firms, why a client group is not the same thing as a filer, and the realisation and compliance-calendar reporting the model makes possible.
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