RevOps HQ

RevOps Practice

Revenue operations services

RevOps HQ specifies, builds and maintains the systems a revenue organisation runs on: the object model, the operating definitions behind each stage and metric, the configuration built against that specification, and the reporting computed from it. The practice covers five engagements, from a fixed-scope audit through to a standing retainer.

Facing something similar in your own portal?

Schedule a consultation

Which one fits

The engagement that fits depends on where the business is rather than how large it is.

Which engagement fits which situationSeven situations mapped to the engagement that fits each. A business buying its first CRM, working from spreadsheets with no system of record, wants Onboarding, because the object model is standard and there is no legacy to unpick. A business that inherited a portal which has drifted, with reports nobody trusts and duplicate records, wants an Audit followed by Implementation, so that what is wrong is established before anything is rebuilt. A business outgrowing its original build, with new lines or regions the model cannot express, wants Implementation, because the object model itself needs respecifying. A business leaving Salesforce, Zoho or Dynamics wants CRM Migration. Two systems that must coexist want Integrations, which turns on ownership per object, identity and conflict policy. Where nobody owns revenue operations and changes queue behind one busy person, the answer is Managed RevOps, which is standing capacity rather than a project. And a business adding AI to a system whose data and object model already hold wants AI Readiness, because a model placed over a CRM nobody trusts produces confident wrong answers faster.THE SITUATION DECIDES THE ENGAGEMENT — NOT THE HEADCOUNTWHERE YOU AREWHAT IT LOOKS LIKEWHAT FITSWHY THAT ONEBuying a first CRMSpreadsheets and inboxes; no system of recordOnboardingStandard object model, fast, no legacy to unpickInherited a portal that driftedReports nobody trusts; duplicate recordsAudit → ImplementationFind what is wrong before deciding what to rebuildOutgrowing the original buildNew lines or regions the model cannot expressImplementationThe object model itself needs respecifyingLeaving another CRMSalesforce, Zoho or Dynamics in placeCRM MigrationFidelity, cutover and what does not come acrossTwo systems that must coexistFinance, delivery or a second CRMIntegrationsOwnership per object, identity, conflict policyNobody owns RevOpsChanges queue behind one busy personManaged RevOpsStanding capacity rather than a projectAdding AI to a working systemThe data and object model already holdAI ReadinessA model over a CRM you distrust is faster wrong answersA firm of forty buying its first CRM and a firm of four hundred replacing one start from the same problem. Headcount is the wrong axis.

Schedule a consultation

Thirty minutes, no deck. We look at your portal and tell you what this would involve for your business — including whether it is worth doing yet.

Our HubSpot Services

From implementation to optimization, we handle every aspect of your HubSpot journey

WEEKLY PROGRAM

RevOps Office Hours

A recurring weekly RevOps operating program. Live support plus hands-on HubSpot implementation work.

$1,500/mo
Monthly Operating Program
  • 1 live Office Hours session per week
  • 4 hours of hands-on implementation work per month
  • We determine how hours are allocated based on priorities
  • Recurring monthly cadence