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RevOps is a strategy for success.

Our engineers have executed a winning strategy for many different industries using HubSpot.

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Discovery

Wondering if we're the right fit for your business? Concerned about project timelines and costs? Thru our discovery process, we will help you answer these questions. Our initial discussions will focus on evaluating what's working well in your current operations and identifying areas for improvement, pain points, and gaps.

  • HubSpot audit and integrations
  • Audit of website and SEO
  • Understanding your buyer personas
  • Quick wins vs. long term opportunities
  • Project scope within your timeframe and budget
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Strategy

Our strategic phase is all about unlocking the potential within your software and business processes. We examine each element to pinpoint opportunities for optimization and efficiency. Key in this process is the development of an interactive architecture map, detailing the buyer's journey with your brand. This tool is not only insightful but also user-friendly, designed to give you a clear understanding of customer interactions at every touchpoint.

  • Lifecycle stage and lead status
  • Conversion: forms, chatbots, landing pages
  • Data mapping and cleanup
  • Segmentation: marketing contacts, lead scoring, industry vertical
  • Interactive architecture map
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Execution

Our execution stage is where strategies turn into results. We collaborate closely with your key stakeholders, ensuring that every change proposed in our strategy documentation is approved. Then, roll out changes on a schedule aligned with your team and doesn't disrupt work.  Let's finish with training on new technology and processes.  Our team will follow up to ensure full adoption.

  • Approval documentation and revisions
  • Industry best practice software configurations
  • Automation and workflows
  • Reporting dashboards: Marketing, Sales, Customer Service, Training, Maintenance
  • Training documentation, live events, and adoption rate checkups
"Nate and I worked together on multiple projects, and I was always impressed with the speed and clarity with which he delivered his results. Even if we weren't 100% sure about the direction we wanted to go, Nate always had an insight that would keep us moving forward and inevitably lead us to a better result."
Ben Trombold
Ben Trombold

Vice President, Sales & Marketing, Velentium