It's Here - The RevOps Transformation Program

Yes, It's here—the Revenue Operations Transformation Program!

After years of implementing revenue operations in start-ups, scale-ups, and big enterprises, I've built a framework for implementing RevOps, which genuinely impacts revenue.

I've packaged all the best bits from my history of RevOps projects to create a 6-month RevOps Transformation Service, designed for businesses that wish to accelerate growth while ensuring scalability.

Available for businesses with HubSpot Pro and beyond and/or Salesforce Enterprise.

Here's the entire program - broken down into key deliverables. If you'd like even more detail, you can book time with me here.

Month 1 Strategy, Road Map and Reporting

During the first four weeks, we'll

• Complete a full audit of your current systems and processes - across your entire technology stack and share with you the insights uncovered.
• Complete foundational workshops with key stakeholders to understand reporting requirements, property requirements, and the end-to-end customer journey.
• Map the systems and processes in visual documents.
• Produce a RevOps road map of projects to complete in the next 6–12 months.

Bonus Month 1 reports!

As part of month 1, we will design and implement a reporting framework on your CRM (if you have everything in one place) or our partner tool, Databox.

Databox connects your entire RevTech stack so that you can see the progress of your customers throughout their journey.

From these results, we can unearth where to work on data hygiene.

Month 2 - CRM Data Foundations + Lifecycle Stages

2.1 Data Foundations

Following a successful strategy period, we'll make sure to cleanse your existing properties.

Outputs

• Cleanse unused and build new contact properties to better track your ICP and prepare for lead scoring.
• Cleanse unused and build new company properties to better track the account level ICP - important for account-based marketing.
• Cleanse unused properties and build new opportunity properties to ensure your sales team captures the information you need to report.
• If an additional custom object is required - this would be an additional project
• Ongoing management of properties and objects - during engagement

2.2 Customer Lifecycle Stage Project

Lifecycle stages are critical for being able to report on the conversion rates of contacts between stages + produce acceleration reports

Outputs

• Define lifecycle stages and align with all stakeholders across the business.
• Customise lifecycle stages and ensure integration across all systems
• Automate the update of lifecycle stages based on key moments that matter.
• Build a lifecycle stage tracking dashboard, including a funnel report and acceleration through stages report.
• Provide documentation on the lifecycle operations.
• Provide a training session to the business on Lifecycle stages (live / pre-recorded)

Month 3 - Integrations + Attribution

3.1 HubSpot / Salesforce integrations

With an understanding of the properties you need across your system, we can work on aligning these across your systems.

Outputs

• Audit sync issues in the HubSpot - Salesforce integration
• Update fields/properties to resolve sync
• Put in place a system to highlight critical failures
• Optimise the handover between teams on HubSpot - Salesforce.
• Update Salesforce - with HubSpot information on required layouts, providing more visibility to sales teams on marketing activities.

Add additional projects, per additonal integration. If you have more than five critical integrations, we would recommend a single project with a data orchestration system like Syncari, cutting down on your implementation and the human resources required to keep on top of your data hygiene.

3.2 First Touch Custom Lead Attribution

With your systems aligned, and reporting ready we can get to work on ensuring attribution runs right across platforms

Outputs

• Define channels for attribution, focused on the first touch
• Map channels with data points to auto-update the custom lead attribution property.
• Automate the Lead attribution population
• Update historical data with new attribution
• Synchronize attribution across platforms.

3.3 BONUS: UTM Tracking Project

Critical for ensuring lead attribution is captured correctly

Outputs

• Build a UTM system and provide a template for ongoing management.
• Implement automated UTM tracking on forms (only applicable with HubSpot)
• Train team on using UTMs - live and recorded
• Ongoing management of UTM creation - during the engagement period

Month 4 - Marketing and Sales Alignment

4.1 Lead Scoring

So you know which leads are worthy of sales time, and which require more nurturing before they are meeting ready.

Outputs

• Workshop to define the scoring requirements on a contact, company and intent marker level.
• Building out the scores on HubSpot
• Lead score reporting dashboard

4.2 Lead Routing + Team Alignment

Preventing leads from getting lost from the funnel - and improving opportunity conversion rates

Output

• Territory/industry and channel mapping
• Configuration of teams to allow for routing
• Automation of lead allocation based on channel/territory/ industry
• Two-way feedback loop - to help improve marketing lead scoring

Where lead routing requires complexity beyond the capacity of your current CRM system, we will implement our software partner, Chili Piper

Month 5 - Marketing Operations Optimisation

5. 1 Lead capture to evergreen engagement

Building a marketing operating system that is always on + always working to increase the number of new contacts, converting into engaged contacts

Output

• Optimising form capture (tofu/mofu/bofu)
• 1 x Custom landing page
• 1 x Marketing email workflow - post-form capture
• Subscription preference centre optimisation
• Campaign tooling is set up to track marketing influence on revenue.

5.2 Marketing Contact Management

Never overspend on your marketing contacts - save ￡1000s on your HubSpot subscription and ensure GDPR compliance.

Output

• Identify when a marketing contact should be tagged as a marketing contact
• Build rules to unenroll marketing contacts
• Automate marketing contact tagging
• Automate the removal of contacts across systems that have requested removal under GDPR

Month 6 - Sales Operations Optimisation

6.1 Opportunity Pipeline Optimisation

Optimise pipeline to convert more opportunities to closed won deals faster

• Workshop on visualising sales processes
• Sales-specific reporting design - focused on motivating reps
• Update deal stages, fields and properties for better reporting
• Revenue insights reporting across HubSpot / Salesforce - in partnership with Ebsta

6.2 Sales Outreach Optimisation

• Workshop on visualising BDR / SDR sales processes
• Sales-specific reporting design - focused on motivating reps
• Update deal stages, fields and properties for better reporting
• Revenue insights reporting across HubSpot / Salesforce - in partnership with Ebsta
• Auto dialer + text implementation, with our partner - Kixie.

It sounds great - but how much is it?

While we've been told we could charge ￡10,000 a month for these services, we know this isn't realistic for start-ups or scale-ups.

As a result, I've come up with two introductory offers to suit all budgets.

All done - in 6 months

For businesses keen to fix things fast

• Two projects are running side by side each month.
• Get results fast
• The strategy delivered in the first four weeks

￡4999 / $6498 - per month

All done in 12 months

For businesses who like to take their time / spread out the investment

• Spread the cost
• Take your time to get things right
• The strategy delivered over the first eight weeks

￡2799 / $3638 - per month

This is an introductory offer, guaranteed for the next 90 days - to secure your project pop me a DM or book a call with our team here

This service offering is not yet available on our website - it will appear shortly, as we are currently re-designing it, with the help of our design partners Huskii Studio . Check out what's coming here!