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REVOPS Transformation

Rebuild HubSpot around how your business actually runs.

A 12–15 week program that cleans up, redesigns, and reconnects your revenue process across Marketing, Sales, Customer Success, and Support — then turns it into a CRM your team actually uses.

Investment

From US $8,000

Timeline

12-15 Weeks

Covers

Marketing · Sales · Success · Support

Book an assessment
transformation

TRUSTED BY GROWING TEAMS

AAA
powertfly
dotCMS
CG Spectrum
Buildpass
Takeup
wpcreative
realtair
AIR
Camino
Superfridge
KineticIT
Stayntouch
dotCMS
Cognna
ferla
IS THIS YOU?

Signs your HubSpot needs a reset, not another patch.


❌ Your CRM feels messy and nobody's sure which properties still matter.

 

❌ Teams work across disconnected processes and tools.

❌ Reporting is unreliable, so leadership can't see the full customer journey.

 

❌ Lifecycle stages and pipelines no longer match how you sell and serve customers.

❌ Leads fall through the cracks between marketing and sales because handoffs aren’t defined.

❌ Workflows, properties, and integrations have piled up with no documentation or clear owner.

 

HOW THE PROGRAM RUNS

Six phases, one connected revenue system.

Discover
Discovery

Map your revenue strategy, customer journey, and how each team works today.

Audit
Audit

Review the portal, properties, and workflows. Remove duplicates and fix the data everything depends on.

Design
Design

Lifecycle stages, source attribution, lead scoring, pipelines, and handoffs — designed before anything is built.

Build
Build

Implement pipelines, routing, and automation across marketing, sales, onboarding, renewals, and support.

Report
Report

Launch core RevOps dashboards so leadership can see the full customer journey in one place.

Document
Document

Document every process, train your teams, and hand over a system everyone knows how to use.

WHAT'S INCLUDED

Everything your revenue process runs on.

Final pricing depends on the number of pipelines, workflows, reports, and integrations, plus data cleanup needs and overall scope. You'll get a fixed quote after the assessment.


Strategy

  • Revenue strategy & customer journey mapping
  • CRM & RevOps process architecture
  • Source attribution framework

 

Data & CRM health

  • Portal, property & workflow audit
  • Data cleanup & deduplication
  • Clear data ownership
 

Marketing & Sales

  • Lifecycle stage optimization
  • Lead scoring & qualification
  • Sales pipeline optimization
  • Marketing-to-sales handoff
 

 

Success & Support

  • Onboarding & client management
  • Renewal & upsell process
  • Support ticket process
 

Reporting

  • Reporting foundation
  • Core RevOps dashboards
  • Full customer journey visibility

 

Documentation & adoption

  • Process documentation
  • Team alignment
  • Handover to your team

 

After week 15

Keep it clean with an ongoing RevOps team.

Most systems drift once the project ends. A Team Subscription keeps your new foundation documented, governed, and improving every month.

See Service Plans
CLIENT TESTIMONIALS

What Our Clients Say

Like Having an Extension of Our Team

...they have been an outstanding HubSpot partner. What sets them apart is that they take the time to understand our organization, goals, and processes before recommending solutions. Rather than simply completing tasks, they often suggest better approaches that result in a more efficient, scalable, and well-designed HubSpot system.

Rollette-Lusanta

Rollette Lusanta

Director Information & Technology, American Australian Association

Amazing team with great results

Working with the Revefied team has been such a lifesaver for my very small marketing team. No task is too small and they're always willing to troubleshoot, research, and advise to ensure the best results. My favorite thing about working with them is the people. They've got incredible communication skills and are always happy to assist.

mara gates

Mara Gates

Marketing Director, PowerToFly

A fantastic asset for any company looking to optimise their operations leveraging HubSpot.

As the Head of Sales, I've witnessed a significant improvement in our efficiency and workflow. Jayvees' tailored our HubSpot setup to our specific needs, saving us valuable time and enabling us to focus on core sales activities. I highly recommend Jayvee to any organization seeking a dedicated professional to enhance their business processes

Chris

Chris Palmer

Head of Sales, Realtair

Always exceeding our expectations!

Jayvee's professionalism and collaborative nature made him a valuable asset to our team. He was always willing to go the extra mile to ensure the success of our projects.

Pavel

Pavel Reznikov

Chief Revenue Operations, Affise

Great to work with! 

Revefied has been great to collaborate with! We couldn't do it without the Revefied Team! Jayvee's expertise and experience is invaluable! His guidance has helped us in developing and implementing our marketing automations in HubSpot. 

Sean Katz

Sean Katz

Founder, Epic Label

Deep expertise in HubSpot for SaaS sales and marketing

Jayvee significantly improved the state of our RevOps processes, reducing miscommunication and enhancing onboarding efficiency. His ability to understand different business needs and find solutions that work for all teams set him apart.

Kaylee

Kaylee Liu

Marketing Manager, Realtair

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Let's Make HubSpot Work for You.

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