What's included

• RevOps Audit & Roadmap

  Current-state analysis of your revenue processes, tech stack, and data flows with a prioritized 90-day implementation roadmap

• HubSpot Portal Setup & Configuration

  Complete HubSpot setup including Sales Hub, Marketing Hub, and Service Hub configuration tailored to your sales process and customer journey

• CRM Data Architecture & Migration

  Custom properties, deal stages, lifecycle stages, and data model design with migration from existing systems (if applicable) ensuring data integrity

• Lead Scoring & Qualification Framework

  Automated lead scoring based on demographic fit and behavioral signals, with clear MQL/SQL definitions and handoff criteria

• Workflow Automation (10-15 workflows)

  Automated sequences for lead routing, deal stage updates, task creation, internal notifications, follow-ups, and customer onboarding

• Sales Pipeline & Forecasting Dashboard

  Real-time dashboards showing pipeline health, conversion rates by stage, sales velocity, forecast accuracy, and rep performance

• Email Sequence & Template Library

  Pre-built sales and marketing email templates with personalization tokens, plus automated sequences for outreach, nurture, and re-engagement

• Tech Stack Integration

  Connect HubSpot with your existing tools (Slack, Zoom, calendaring, billing, product analytics) via native integrations or Zapier

• Reporting & Analytics Setup

  Custom reports and dashboards for marketing attribution, sales performance, customer health, and revenue metrics with scheduled delivery

• Team Training & Documentation

  Live training sessions for sales, marketing, and customer success teams plus comprehensive documentation (SOPs, video tutorials, best practices)

• Data Governance & Quality Framework

  Field validation rules, duplicate management, data enrichment workflows, and governance policies to maintain CRM hygiene at scale

• Sales Playbooks & Process Documentation

  Documented sales processes, objection handling scripts, qualification frameworks (BANT/MEDDIC), and best practices accessible in HubSpot