Monthly Strategy Sessions — 60-minute planning calls to align RevOps priorities with business goals
Collaborative Build Sessions — Hands-on HubSpot configuration and workflow building together
Team Training — Upskill your marketing, sales, and CS teams on HubSpot best practices
Async Slack Support — Get answers to HubSpot and RevOps questions between sessions
Quarterly Roadmap Reviews — Reassess priorities and adjust your 90-day plan
Who It's For
B2B SaaS teams who have completed a diagnostic or already have HubSpot set up but need ongoing expert guidance. Ideal for companies with 20–200 employees who can't justify a full-time RevOps hire but need strategic direction and tactical HubSpot support.
How It Works
Kickoff — Review your current state, set 90-day priorities
Monthly Cadence — Strategy session + build session each month
Continuous Support — Slack channel for async questions and quick wins
Quarterly Review — Assess progress, adjust roadmap, set new priorities