API Integrations, Website Development, and Website Migration
We turn your HubSpot portal into a growth engine.
We don’t just optimise your HubSpot — we transform it into a revenue driver. From lifecycle automation and lead scoring to workflows, reporting, and data hygiene, we handle the systems so your team can focus on growth.
Is Your HubSpot a Mess? Let’s Fix That.
Great Tool. Broken System
You’re using HubSpot, but leads are slipping, reports don’t add up, and your team is still stuck doing things manually.
- Leads fall through the cracks.
- Sales and marketing aren’t aligned.
- Funnels feel disconnected
- Reports are incomplete
- Data is messy, duplicated, or outdated.
You don’t need another tool
You need a system that runs smoothly and a team that keeps it that way.
That’s where we come in.
With our RevOps & Growth Automation support, we work inside your HubSpot every month to:
- Automate your entire lifecycle funnel.
- Score and route leads based on real-time behaviour.
- Replace manual work with scalable workflows.
- Keep your CRM clean and up to date.
- Build dashboards your team uses.
What You Get Every Month
A dedicated HubSpot RevOps team working inside your portal — automating, optimising, and scaling your revenue processes.
Support Area
What We Do Monthly
Why It Matters
Lifecycle & Funnel Management
Maintain lifecycle stages & funnel logic- Automate lead progression (MQL → SQL → Customer)- Assign tasks & owners based on deal flow
Keeps your funnel moving and ensures no lead gets lost
Lead Scoring & Segmentation
- Optimise lead scoring models.
- Auto-segment by behaviour, engagement, or persona
- Route hot leads to sales in real time
Helps sales focus on high-intent leads that convert faster
Workflow Automation
- Build/refine workflows for leads, deals, tasks, and tickets.
- Add logic, delays, conditions, and triggers.
- Continuously improve underperforming workflows.
Reduces manual work, ensures process consistency, and scales faster
Sales Enablement & Playbook's
- Maintain playbooks aligned with the current process
- Optimise email sequences & templates
- Provide usage tracking & rep training support
Equips sales teams with repeatable, high-performing tools
Campaign Execution & Tracking
- Set up and track campaigns (emails, ads, forms)
- UTM tagging & asset association
- Create follow-up workflows based on engagement.
Connects marketing to real outcomes with measurable attribution
Dashboarding & Reporting
- Build dashboards for revenue, funnels, sources, and reps.
- Create monthly KPI snapshots for marketing and sales
- Review data trends with leadership
Enables better decision-making across departments
CRM Data Cleanup & Governance
- Ongoing deduplication of contacts, deals, and companies
- Standardise property values
- Apply validation rules & naming conventions
Ensures a clean, reliable, and scalable CRM foundation
Admin & Support Requests
- Manage user roles, views, pipelines, and filters
- Create new properties, fields, or saved dashboards.
- Quick Loom videos for any setup or change request.
Keeps your team supported and your portal efficient without delays
RevOps Strategy & Planning
- Monthly RevOps sync call
- Prioritise backlog + recommend automation opportunities
- Funnel health check + strategy updates.
Ensures your HubSpot evolves with your business, not against it
HubSpot RevOps & Growth Automation Plans
Ongoing optimisation. Smart automation. Clean data. Done for you inside HubSpot.
We become your dedicated HubSpot RevOps team — keeping your portal optimised, scalable, and revenue-ready every month.
Starter Plan
For small teams that need RevOps support without overspending.
10h per month
$55 /hour
- Lifecycle stage automation & cleanup
- Basic lead scoring maintenance
- Workflow updates (task triggers, reminders)
- Contact deduplication & property hygiene.
- Monthly KPI dashboard setup or edits
- Sales email templates and sequences
- Admin help: users, views, permissions
- Monthly planning & support call
Growth Plan
For scaling teams that want better systems, not more chaos.
20h per month
$50 / hour
- Everything in Starter Plan, plus:
- Multi-step automation across deals/contacts
- Smart lists & persona-based segmentation
- Campaign creation & UTM tracking setup
- Email sequence building & optimisation
- Sales playbook creation + updates
- Full-funnel dashboard configuration
- Enhanced rep views and filtering
- Monthly sync + performance insights
Scale Plan
For teams running complete Sales, Marketing, and Service in HubSpot.
40h per month
$45 / hour
- Everything in the Growth Plan, plus
- RevOps handoff design (Marketing → Sales → CS)
- Advanced lead scoring (behavioural, firmographic, etc.)
- Attribution reporting & conversion dashboards
- UTM setup + ad + campaign ROI tracking
- Governance policies for data integrity
- Validation rules, naming conventions, and field standards
- Quarterly RevOps review & roadmap planning
- Onboarding support for new team members
Custom Plan
For orgs with deep integrations, custom objects, and advanced governance.
40h+ per month
$40 / hour
- Everything in the Scale Plan, plus
- Integration setup (API, custom apps, data sync)
- Portal audits, cleanup & long-term QA plan
- Custom objects, views, and automation logic
- Internal team training + documentation library
- Advanced funnel mapping + forecasting logic
- Dedicated HubSpot manager + Slack support
Client Feedbacks
Results That Speak for Themselves
Don't Just Take Our Word for It—See How We've Helped Businesses Grow with CRM, Design, and Automation Solutions
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Overall, Shubham did an Amazing job! We were looking for someone with web development experience to build out our webpage. Shubham built the page out quickly and was very open to helping us with edits. In addition, Shubham was very friendly and patient throughout the entire process and ensured that we were satisfied with the work. Thank you!
Shubham was very prompt in his communication before and all throughout the project. Would highly recommend him as he went above and beyond for us getting our marketing site revamped. Would 100% work with him again in the future!
API Integrations, Website Development, and Website Migration
Shubham was highly communicative and willing to try different solutions to meet our front- and back-end needs in HubSpot. We appreciated working with him and would recommend him for any kind of complex HubSpot project
API Integrations, Website Development, and Website Migration
Frequently Asked Questions
Is this only for companies already using HubSpot?
Yes — our RevOps service is designed specifically for businesses already using HubSpot (Sales, Marketing, or Service Hub). If you’re just getting started, we recommend beginning with our CRM Setup & Migration Service first.
What happens if we don’t use all our monthly hours?
Unused hours can be rolled over for up to 1 month. If you’re consistently underutilising the plan, we’ll recommend shifting to a lower tier to prevent overspending.
What kind of tasks can I request each month?
Anything related to HubSpot RevOps — including workflows, scoring, dashboard creation, campaign tracking, automation builds, CRM cleanup, training videos, or even strategic funnel planning.
Do you only execute, or will you guide our strategy too?
Both. You get execution + strategy. Every plan includes monthly planning calls, RevOps audits, and recommendations to optimise your funnel, lead flow, and team performance.
What if we need more hours during a launch or campaign?
You can temporarily scale up by purchasing additional hours at your same hourly rate — no need to upgrade plans permanently.
Can we cancel the retainer if needed?
All plans are based on a yearly commitment (paid monthly or annually). If you need flexibility, ask about our quarterly commitment options during your discovery call.
Do we get a dedicated RevOps expert?
Yes. You’ll work with the same point of contact (a HubSpot-certified professional) who understands your business and evolves the strategy with you over time.
How do you communicate and deliver work?
We use Slack and Email for asynchronous support, and provide Loom walkthroughs and documented tasks. You also get a shared ClickUp Board to track requests and progress.
Have a specific need or challenge in mind? Let’s discuss how we can support your goals.
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