This RevOps Strategy & Dashboard Solution is perfect if you are a business leader who:
Your marketing, sales, and service teams may already have their departmental process dialed in (if not, we can help them with that too!)
But, is there alignment and process in place to ensure that your customer journey is optimized for revenue potential?
Start mobilizing your department leaders around revenue bottlenecks with a RevOps strategy and Dashboard.
You will meet with your RevOps strategist for 4 weeks. They will guide you through exercises to help you...
A dashboard that shows you where your current bottlenecks are at a moment's notice. Now you and your executive team have full visibility into which bottlenecks are limiting growth.
Don't get lost in the weeds of the marketing and sales dashboards and bogged down by department metrics.
Focus on what matters...
...with a RevOps dashboard, you'll be able to see which lifecycle stage needs the most attention to unlock real revenue growth!
Your team should be looking past leads, and new sales KPIs. Help them reframe their goals around revenue!
We work in HubSpot day-in and day-out. Let us guide exactly what needs to be set up so that you can scale your business.
This exercise will outline and define triggers for updating contact lifecycle stages, pipeline stages, and automation in your HubSpot portal. Solidify awareness and accountability across your client-facing teams.
This exercise will outline the most important KPIs at each lifecycle stage and serves as a guide when identifying potential solutions for a bottleneck in a specific lifecycle stage.
The RevOps reporting dashboard includes the top 2-3 most important KPIs at each lifecycle stage. We help you determine these and then connect your data in HubSpot to bring this dashboard to life. This dashboard will help you identify revenue bottlenecks at a moment's notice.
4 90m RevOps-Focused Calls
1 Customer Lifecycle Map - Creates alignment around lifecycle definitions and automation needed to support them
1 RevOps Implementation Matrix - Documents the most important KPIs at each lifecycle stage and provides bottleneck analysis solutions
1 HubSpot RevOps Dashboard with up to 12 KPI Reporting WidgetsThe same coaching and training you would with HubSpot
With or without a RevOps strategy, you should still make sure your HubSpot Hubs are all set up properly.
Connect with a HubSpot expert today so we can develop a tailored solution with you.
Since RevOps requires full organizational alignment we require the company leader (i.e. Founder, CEO, GM) along with your marketing, sales, and service leaders to participate during the first 2 weeks of the project. The remaining 2 weeks will be determined by your org structure.
Generally, the CEO, marketing, and sales lead continue to participate during weeks 3 and 4.
No, this project is compatible with organizations that utilize the Professional or Enterprise Marketing hub. (Multi-touch Revenue Attribution is unlocked with the Enterprise tier or can be purchased as an add-on)
Book time with a HubSpot solutions expert now