Get a scalable Revenue Operating System on HubSpot CRM in 12 weeks.

Let's empower your revenue teams by designing, building, and optimizing a revenue operating system built for scale, efficiency, and recurring impact.

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Trusted by 150+ B2B companies

Why do a partner-led HubSpot Implementation?

Partner-led HubSpot Implementations are more likely to be successful.

HubSpot offers onboarding directly when purchasing any Professional or Enterprise tier product. These onboardings are mainly a guided onboarding that requires that you have a lot of internal competence and available resources.

HubSpot offers onboarding directly when purchasing any Professional or Enterprise tier product. These onboardings are mainly a guided onboarding that requires that you have a lot of internal competence and available resources.

Built for scaling B2B SaaS companies

The program is designed for SaaS companies with a revenue team of 10+ people, and are scaling their business through a Sales-led or Hybrid Go-to-Market (GTM) model.

It's a framework focusing on three use cases:

✅ You're moving to HubSpot CRM
✅ You're adding new GTM functions
✅ You want to refactor and optimize

The pillars of RevOps

And it's a good fit if you are facing one of the following challenges

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You are looking to scale and evolve your growth strategy

We're trending towards leaner and more efficient revenue teams supported by a smart CRM, AI-enhanced tools, and better access to enriched lead data for more effective outreach.

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Your lead management & customer journey feel disjointed and inefficient

A poorly designed revenue operating system results in inefficient lead engagement, lower conversion rates, and higher operational friction.

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You are struggling with hitting your revenue targets

Instead of just adding more headcount to reach your growth targets, RevOps can help you enhance productivity by designing new and optimizing current processes.

So how does it work?

Our 12-week program at a glance.

The 12-week program is your gateway to transforming HubSpot CRM into a powerful Revenue Operating System, setting the stage for your organization's journey to becoming a lean, efficient revenue factory.

01

Revenue Diagnostics

02

Process Design & Architecture

03

Roadmap & Mutual Action Plan

04

Building the System

05

Launch & Transition

Phase 1

Discovery

During the Discovery phase, we are focusing on getting to know you, your company, your customers, your goals and challenges. We'll also agree on a set of objectives that we'll focus on the coming weeks.

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How it works

Our 12-week Program.

Week 1
Discovery

Kick-off Call
Meet your fractional RevOps team committed to your success.

Portal Audit & Intake Forms
Share where you're at and where you want to go.

Week 2 - 4
Customer Journey

Customer Journey Mapping
The high level stuff

Process Design
Getting into the details

Impact Filter
Real impact doesn't come from just kicking the tires – it comes from real conversations with people using the system.

Week 5 - 9
Implementation Sprints

Bi-weekly sprints
We'll build your Revenue Operating System, piece-by-piece.

Documentation & Knowledge transfer
We'll make sure to document everything – making team adopotion easy.
 
 
Week 11 - 12
Launch & Adoption
GO LIVE
We'll set your Revenue Operation System live.
 
Training Sessions
We'll schedule training sessions for applicable teams to ensure team adoption.
 
Revenue Operations
If we see value in continuing working together – we'll create a new impact filter that outlines objectives for the next quarter.
Phase 1

Discovery

During the Discovery phase, we are focusing on getting to know you, your company, your customers, your goals and challenges. We'll also agree on a set of objectives that we'll focus on the coming weeks.

Kick-off call

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Intake forms

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ClickUp Project

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Week 1 - 4

Revenue Operating System Diagnostics

Our signature method aligns your business goals with strategies that deliver recurring impact. We'll identify high-impact optimization opportunities and create a clear, actionable plan for growth based on your priorities and growth stage.

Week 1
Discovery

Kick-off call
Meet your fractional RevOps team committed to your success.

RevOps & user surveys
Share where you're at and where you want to go.

Scheduling of user interviews
Understanding the users improves the adoption and overall efficacy of your CRM.

Week 2
Analysis

RevOps audit
Deep dive into your current systems and processes.

Benchmarking & dashboards
We set up the RevOps Command Center dashboard and conduct benchmark analysis.

Customer journey mapping
We map out your customer journey to understand your business operations.

Week 3 - 4
Alignment

Process design
We design your Revenue Operating System on a digital whiteboard.

Project alignment
We walk you through the workflow in ClickUp (2-week sprints).

Roadmap & mutual action plan
Presentation of plan detailing immediate and strategic initiatives.

Week 5 - 12

Building the Revenue Operating System.

Now it's time to roll up our sleeves and get to work. You'll see quick wins and progress toward the overall Objectives and Key Results (OKRs) outlined in the mutual action plan.

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Bi-weekly sprints

We work in bi-weekly sprints to keep up momentum and focus on the right things.

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Monthly impact assessments

At the end of each month, we review the work done and its impact.

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Training & change management

We don't design a black box. Documentation and training is a key part of our delivery. Skipping this part is why most CRM implementations fail.

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Transition

After the program is completed, you'll get the option to continue working with us to further improve your Revenue Operating System.

Note: The program will be tailored to your situation and will vary slightly depending on your goals and growth plans. 

Why work with Hubex?

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A fractional RevOps team at your fingertips

Access a full Revenue Operations (RevOps) team for the cost of one full-time employee.

Whether you need help designing a new GTM motion on HubSpot CRM, building structures and processes for team expansion and growth, or refactoring your CRM to get rid of bloat and inefficiencies, we've got you covered.

Standardized and effective framework

Our approach centers around user adoption and recurring impact, and we believe the best results come from an iterative approach rather than set-and-forget projects.

Our framework balances short-term wins with long-term initiatives.

Strategic and operational knowledge with a focus on B2B SaaS

If you have a subscription-based revenue model, a revenue team (sales + marketing + customer success) of 10+ people, and a Sales-led or hybrid GTM strategy, we should be right down your alley.

How Revenue Operations
can make Real Impact.

Revenue Operations is a way to reduce friction to make sure the three big areas of your business - sales, marketing, and service - are moving smoothly, accelerating your growth flywheel and letting nothing stand in your way.

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System Architechture & Data management

Design and implement a revenue operating system that improves data quality, reduces internal friction, and consolidates tools.

Process Optimization & Automation

Streamline and automate sales, marketing, and customer success processes to increase sales velocity and reduce friction.

Performance Measurement & Analytics

Gain a clear understanding of performance across all revenue-generating activities to make informed decisions and drive business growth.

Compensation & Incentive Programs

Design incentive programs that motivate and reward desired behaviors in sales, marketing, and customer success teams.

Alignment & Collaboration

Foster a culture of collaboration and alignment across departments to ensure unified efforts toward company growth.

Change Management & Team Enablement

Equip teams with the skills and mindset to embrace change and drive innovation.

Case Study

How Hubex Helps Clean Up and Simplify Vainu’s HubSpot Setup

Vainu provides company data to their customers’ business systems, but their own sales data suffered from a HubSpot setup that had grown bloated. With Hubex's help, things have turned around.

Read the case study
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Vainu

How Hubex Helps Clean Up and Simplify Vainu’s HubSpot Setup

What's next?

If you're curious to learn more, please fill out the form. You'll also be able to schedule a time with one of our RevOps Consultants after the submission is completed.

Once you've scheduled a time, you'll get a short form to complete. This will ensure that we can come prepared, and get straight into your business case. The call will focus on your goals, plans, and operational challenges.

* You'll get redirected to a calendar when submitting the form.