RevOps & automation
Less manual work. More pipeline. Built into the system.
Lead scoring, MQL handoff, deal stage automation, internal alerts, renewal workflows. The automation layer that makes your revenue operations run without chasing.
What we build
The automations that make revenue operations work
Lead scoring
A scoring model built on the behaviours and properties that actually predict conversion for your business — not a generic template. Scores that update in real time as contacts engage.
MQL to SQL handoff
The moment a lead hits your MQL threshold, the right things happen automatically — sales rep notified, task created, contact enrolled in the right sequence, lifecycle stage updated.
Deal stage automation
Every deal stage change triggers the right follow-up — internal alerts, proposal reminders, stakeholder notifications, task creation, CRM property updates. No manual chasing.
Nurture sequences
Behaviour-driven email sequences that adapt based on what a contact does — not just a fixed 5-email drip. Opens, clicks, page visits, form fills — all feeding the logic.
Internal alerts and task creation
Sales reps notified the moment a key contact visits the pricing page. Customer success alerted when an account shows churn signals. The right person knows at the right time.
Renewal and retention workflows
Renewal sequences that kick off 90 days before contract end. Health score workflows that flag at-risk accounts before your CS team even notices. Retention built into the system.
How we approach it
We design the process before we build the automation
Process mapping before workflow building
We map your actual sales and marketing process on paper first — what should happen, when, triggered by what, for whom. Only once that's agreed do we build the workflows. This is the step most agencies skip. It's why most automation breaks.
Your team can edit it
Every automation we build comes with documentation that explains what it does and why. We build inside HubSpot's native tools wherever possible — not in third-party automation platforms your team can't access or maintain.
We test with real scenarios
Before any workflow goes live, we test it against real contact records — including edge cases like contacts who've unsubscribed, contacts already in a deal, and contacts who match multiple criteria simultaneously.
Ongoing RevOps support
Automation needs to evolve as your business changes. Our support retainers include ongoing RevOps work — adjusting scoring models, adding new workflows, reviewing performance and making refinements monthly.
Typical investment
RevOps & automation build
Every project is scoped individually — these ranges reflect typical engagements. We'll give you an exact quote within 48 hours of a free call.
Lead scoring model
MQL handoff workflow
Full RevOps build (end-to-end)
Reporting & attribution setup
On a retainer? No separate quote
If you're on a HubSpot support retainer, this work is covered by your monthly hours — no separate project quote needed.
See retainer plansScope depends on the number of automation workflows, lead scoring criteria, pipeline stages and reporting complexity. Includes process documentation.
Ready to automate your revenue operations?
Book a discovery call. We'll map your current process and tell you exactly where automation can save your team the most time.