No dashboards. No pipeline visibility. No forecast. We build your entire RevOps infrastructure inside HubSpot — from zero to fully operational — without the cost of a full-time hire.
Most growing companies hit the same wall. The revenue motion exists — but nobody can see it, measure it, or trust it.
Leadership makes decisions based on gut feel because there's no real-time view of pipeline, revenue, or forecast.
Duplicate contacts, blank fields, inconsistent pipeline stages. Nobody trusts the data because nobody owns it.
Every Monday someone exports CSVs and patches them together in a spreadsheet. That's not a system — that's a liability.
Marketing measures clicks. Sales measures calls. Nobody can tie activity to closed revenue because the attribution doesn't exist.
Month-end surprises, gut-check numbers, and no visibility into gap-to-quota until it's too late to course correct.
No routing, no automation, no follow-up tasks. Leads sit unassigned for days while competitors answer the phone.
HubSpot is your only analytics platform. We own it end-to-end and build every layer from scratch.
We start with a full HubSpot audit — data quality, pipeline gaps, workflow errors, reporting blind spots. You receive a written findings report and a prioritized 90-day roadmap before we change a single setting.
Standardized pipeline stages with written definitions, required fields, and probability settings. Lifecycle stage mapping for every contact. Duplicate merges and data cleanup so your team stops second-guessing the numbers.
Four dashboards built for the people who need them: an executive revenue view for the CRO, a pipeline health view for sales leadership, a funnel view for marketing, and an activity view for reps. Real-time visibility for the first time.
A weekly forecast model with commit, best-case, and pipeline views by rep and by team. Gap-to-quota visible in seconds. Revenue tied back to marketing source, campaign, and channel so spend decisions are finally based on data.
Every process, definition, and workflow documented in a RevOps RunBook your team owns. Recurring cadences set up and running. Everything built to be transferable — so a future in-house hire walks into a system, not a mess.
Pick the model that fits your budget and how you work. All engagements start with a paid Discovery & Audit.
| Deliverable | Entry Price | Standard Price | Timeline |
|---|---|---|---|
| HubSpot Audit + Roadmap | $1,500 | $2,500 | 5–7 days |
| Dashboard Build (per dashboard) | $800 | $1,500 | 3–5 days |
| Pipeline & Forecast Reporting System | $2,500 | $4,000 | 7–10 days |
| Lead Lifecycle + Funnel Reporting | $1,800 | $3,000 | 5–7 days |
| Attribution Model Build | $2,000 | $3,500 | 7–10 days |
| CRM Architecture + Sales Process Design | $3,500 | $5,000 | 10–14 days |
| Full RevOps Foundation BEST VALUE | $10,000 | $15,000 | 30–45 days |
A structured 45–60 day build followed by ongoing governance. Every phase has a deliverable you can see and approve before we move forward.
Stakeholder interviews, full HubSpot audit, gap analysis. You receive a written audit report and 90-day roadmap before we touch anything.
Deliverable: Audit Report + RoadmapPipeline rebuild, lifecycle stage definition, CRM data cleanup, and lead routing automation. Your data becomes trustworthy.
Deliverable: Clean CRM + Functioning PipelineExecutive revenue dashboard, pipeline health, marketing funnel, and rep activity dashboards. Leadership gets real-time visibility for the first time.
Deliverable: Core Dashboard SuiteWeekly forecast model with commit/best-case/pipeline views. Attribution model tying revenue back to marketing source and campaign.
Deliverable: Forecast Model + AttributionRunBook documentation, recurring cadences, and ongoing HubSpot management. Everything is transferable to a future in-house hire.
Deliverable: RunBook + Recurring CadenceThe CRO opens HubSpot and sees real-time revenue, pipeline, and forecast in under 60 seconds.
Sales reps follow a consistent, documented process in HubSpot — no more guessing what stage a deal is in.
Leads are routed automatically within minutes of entering the system. No more unassigned leads sitting for days.
Marketing can tie campaigns to pipeline and revenue — no more flying blind on ad spend ROI.
Leadership runs a weekly forecast cadence they actually trust. Month-end surprises become rare.
Every process is documented and transferable — ready for a future in-house hire to take over.
Every engagement starts with a paid Discovery & Audit ($1,500–$2,500). We map what's broken, build you a roadmap, and you decide if you want to move forward. No long-term commitment required.