Services / Revenue Operations

HubSpot revenue operations that connect outbound to pipeline

Your outbound system is only as good as the CRM behind it. We configure HubSpot to match how your team actually sells — proper lead scoring, clean handoffs, and reporting that tells you what's driving revenue.

Book a GTM Assessment

The Problem

Your CRM can't tell you what's working

Outbound sequences are running, but you can't trace which activity generated which opportunity. Reps are logging calls in different places, lead sources are inconsistent, and your pipeline report is more fiction than data.

Leads fall through the handoff

Marketing generates MQLs. Sales says they're junk. Nobody agrees on what qualified means, and there's no automated workflow to route the right leads to the right rep at the right time.

You've outgrown your HubSpot setup

What started as a basic CRM has become a mess of unused properties, broken workflows, and dashboards nobody trusts. Your team wastes hours on manual data entry instead of selling.

What We Build

A CRM that works as hard as your outbound

We don't just clean up HubSpot. We rebuild it around your revenue motion — from the properties your team actually needs, to the workflows that automate lead routing, to the dashboards that show pipeline by source without anyone touching a spreadsheet.

Every configuration decision ties back to one question: can your team see exactly which outbound activity is generating qualified pipeline? If the answer isn't yes, the CRM is broken.

We also integrate your outbound tools directly into HubSpot — Clay enrichment data, Smartlead sequence activity, and HeyReach LinkedIn engagement all flow into contact timelines so your reps have full context before every conversation.

Tools

HubSpotClaySmartleadHeyReachZapier / Make

What You Get

Full HubSpot CRM audit and clean-up
Custom lead scoring model tied to ICP fit and engagement signals
Lifecycle stage automation (lead → MQL → SQL → opportunity)
MQL-to-SQL handoff workflow with SLA triggers and notifications
Outbound attribution tracking — know which sequences drive pipeline
Pipeline reporting dashboard by source, stage, and rep
Contact and company property standardization
Workflow automation for lead routing and task creation
Weekly performance reporting cadence setup
Integration with Clay, Smartlead, and HeyReach data flows

Your CRM should tell you what's working

Book a GTM assessment and we'll audit your current HubSpot setup, identify what's broken, and show you exactly how to connect your outbound motion to pipeline data.

Book a GTM Assessment