Sales & Marketing Operations Consulting
Marketing & Sales Operations, Built in HubSpot
For B2B teams whose HubSpot stores the data but doesn't run the business.
We operate your HubSpot, build the revenue processes inside it, and make it work cleanly with the rest of your stack, so the platform you're paying for drives real revenue instead of sitting half-used. Sales and marketing operations consulting services ready for your business.
Sound familiar?
Where this usually starts
Most sales & marketing operations consulting engagements begin because something on this list became impossible to ignore.
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A CRM rollout stalled out and never finished.
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Leads are slipping through the cracks and nobody can agree whose job it is to catch them.
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Marketing automation is running, but nobody's looked at it in 18 months.
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You bought HubSpot expecting it to fix everything — and watched it become another system to manage.
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Reporting comes from three places and three people disagree about which one is right.
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Sales says marketing's leads are bad; marketing says sales doesn't follow up; both are partly right.
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A new leader joined and inherited a stack of operational duct tape they're now expected to fix.
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The board is asking for numbers your current setup can't produce.
If any of that lands, you're in the right place.
Real World
A few examples of what we've seen as marketing operations consultants
Real engagements we've done. Names changed, specifics generalized
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Implementation and administration of HubSpot Marketing, Sales, and Service Hubs across a service-based organization
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Lifecycle, lead-scoring, and automated lead routing rebuild for a logistics software company
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Custom reporting dashboards in HubSpot, Databox, and Looker Studio built for busy execs who didn't want to learn a BI tool
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Migration from Salesforce to HubSpot for a multi-region BPO, including data migration, workflow rebuilds, and rep enablement
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Implementation of Marketing Hub and Sales Hub with a focus on automation for an owner-led, lean team
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Custom attribution model for a sales & marketing team that didn't want to use HubSpot standard attribution tracking
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Optimization of an instance of Sales Hub Enterprise where the founder wasn't pleased with the original setup; included team retraining and ongoing support
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Adapted the Courses standard object to allow a HubSpot Marketing Pro client to use that object to track interest in education programs for employer clients
How this connects
Where this fits in the rest of your operations
RevOps is one execution lane in a larger system. Here's how it tends to connect to the other work we do.
HubSpot Services
The platform we build everything in. Audits, implementations, admin, and the integrations that hold the stack together.
See HubSpot services →
Fractional Team
Embedded support when you need ongoing capacity, not a one-time fix. Often combined with this work.
See Fractional Marketing Team →
Sales Enablement
Sequences, decks, and playbooks that turn clean ops into actual revenue. Deeply linked when sales is the bottleneck.
See Sales Enablement services →
You don't need to engage all of these at once. Most clients start with one and add others as the work gets clearer.
Who this is for
The people we usually talk to
Audience
Founders, owners, & next-gen leaders
People trying to grow a business with systems built across multiple eras. You don't need to learn HubSpot; you need someone you trust to make it work.
Audience
Marketing or sales leaders
Professionals running into the same operational problems every quarter. You can see what's broken. You don't have time to fix it while you're also running campaigns, building pipeline, and managing a team.
Audience
Sales & Marketing Operations
Practitioners trying to get more out of the systems you already have. You want a thinking partner who can pressure-test your architecture and execute the build, not another consultant who shows up with frameworks and disappears.
Audience
Companies in transition
Businesses with generational handoffs, new leadership, recent acquisitions, board pressure for measurable growth. The operational strain that comes with those moments is exactly what this work is for.
How we work
Three steps. No 50-page strategy document.
01
Access
A HubSpot health assessment. We look at your systems, data, team structure, and where the friction actually lives. You get a written report and a prioritized roadmap.
02
Build
We either build it ourselves, hand it back to your team to execute, or sit alongside your team for ongoing improvement. Most clients pick some combination of all three.
03
Run
Ongoing admin, optimization, and the routine work that keeps the platform running, so the work doesn't slowly degrade six months after we ship.
We work primarily in HubSpot. If you're on Salesforce, Pipedrive, or Dynamics and considering a move, we can help with that conversation, too. It's a path we've walked with other clients.
What we work on
The work itself
Six areas we touch on most engagements. We won't do all of them, all at once — we do what your business actually needs first.
Lead lifecycle & routing
Map how leads actually flow through your business—first touch to closed-won—and rebuild routing, scoring, and handoffs around it.
Reporting that everyone trusts
Pipeline visibility, lifecycle conversion, source attribution. Built for the people who have to make decisions.
HubSpot architecture
Deal stages that match your sales process. Properties that track what you care about. Automations that don't fight each other.
Sales, marketing & service alignment
Shared definitions of qualified leads, healthy deals, stuck accounts. The agreements that turn three departments into one engine.
Tech stack integration
ERP-to-CRM. Marketing automation that talks to sales. Customer data that doesn't get stuck in one system.
Data hygiene & ongoing admin
Clean contacts, companies, deals. CRM maintenance so your data stays trustworthy six months from now.
Ready to stop second-guessing the same things every quarter?
Book a 30-minute call. We'll listen, ask hard questions, and tell you straight whether we're the right fit.