90-Day Engagement

Your CRM Is Costing You Revenue. Let's Fix It.

A 90-day, done-for-you RevOps overhaul that rebuilds your HubSpot CRM, automates workflows with AI, trains your team, and documents everything. You walk away with a revenue engine that actually works.

$20M+
Client revenue contributed
2,300%
Net sales growth
40%
Operational cost reduction
3,000+
Websites managed
10+
Years in Marketing Ops
B2B
Enterprise & Nonprofit Focus
HubSpot
Certified & Specialized
AI-First
Workflow Automation

Your Revenue Operations Are Leaking Money

If any of this sounds familiar, you already know something needs to change.

  • Dirty CRM data means your sales team doesn't trust the numbers. Pipeline reports are guesswork, not strategy.
  • Manual handoffs between marketing and sales create lead leakage. Qualified prospects slip through the cracks daily.
  • No automation means your team spends hours on tasks AI could handle in minutes. That's expensive labor on low-value work.
  • Disconnected systems create data silos. Marketing sees one story, sales sees another, and leadership sees neither clearly.
  • Growth is outpacing your systems. What worked at $5M doesn't work at $10M. The cracks are showing.
The Real Cost of Inaction

Every month you operate with broken revenue operations, you lose pipeline you'll never see on a report. Leads go cold. Deals stall. Your team wastes time on tasks that should be automated.

Most companies don't have a lead generation problem. They have a systems problem that makes their lead generation look broken.

The Accelerator fixes the system so everything downstream performs better: conversion rates, deal velocity, team productivity, and revenue visibility.

Three Phases. 90 Days. One Rebuilt Revenue Engine.

Every engagement follows a structured process. No guessing. No scope creep. Clear milestones and deliverables at each phase.

Phase 1

Strategic Ops Audit

Weeks 1-3

Before we rebuild anything, we diagnose everything.

  • 90-minute Discovery Kickoff session
  • Full marketing and revenue operations audit
  • CRM data quality and pipeline analysis
  • Tech stack evaluation and integration gaps
  • 90-minute Clarity Workshop with findings
  • Prioritized roadmap (PDF deliverable)
Phase 2

CRM Rebuild + AI Automation

Weeks 4-9

This is where the real work happens. We rebuild your HubSpot CRM and deploy AI-powered workflows.

  • HubSpot CRM architecture rebuild
  • Data cleanup and migration
  • Lead scoring model implementation
  • Sales-marketing handoff optimization
  • AI workflow automation deployment
  • Revenue dashboard and attribution setup
Phase 3

Training + Documentation

Weeks 10-12

Your team learns the system so they can run it without us.

  • Team training sessions (recorded)
  • Full system documentation and SOPs
  • Workflow reference guides
  • 60-day implementation review call
  • Transition plan for ongoing operations

Every Deliverable. Documented. Yours to Keep.

This isn't a consulting report that collects dust. You get rebuilt systems, live automations, trained staff, and complete documentation.

Rebuilt HubSpot CRM with clean data, proper pipeline stages, and configured properties
AI-powered workflow automations replacing manual tasks across your revenue operations
Lead scoring framework tied to actual buying signals, not vanity engagement metrics
Revenue attribution dashboard connecting marketing activity to closed revenue
Sales-marketing handoff process with defined MQL/SQL criteria and CRM automation
Team training recordings with complete SOPs and workflow documentation
Strategic Ops Audit report (PDF) with prioritized 6-18 month roadmap
60-day post-engagement review call to assess adoption and optimize

This Engagement Is Built for a Specific Type of Company

Good Fit
  • B2B companies with $8M-$20M in revenue using HubSpot (or ready to migrate)
  • Marketing or ops leaders who know something is broken but lack bandwidth to fix it
  • Teams ready to share system access and collaborate on the rebuild
  • Companies whose growth has outpaced their current systems
  • Organizations that want a proven process with clear deliverables, not open-ended consulting
Not a Fit
  • Early-stage startups without established revenue operations
  • Companies shopping for the cheapest option
  • Teams unwilling to share system access or participate in the process
  • Organizations looking for a one-time website project (this is operations, not web design)

Fixed Price. Defined Scope. No Surprises.

Most agencies want you to sign a 6-month retainer before proving anything. That's backwards. The Accelerator lets you test the relationship with real work.

Start Here
$1,500
Strategic Ops Audit

90-minute Discovery Kickoff to map your current operations
Full marketing and revenue ops audit across 40+ data points
90-minute Clarity Workshop presenting findings and priorities
Prioritized 6-18 month roadmap (PDF deliverable)
No obligation to continue. Implement yourself or hire us.

Start with the Audit. Upgrade when you're ready.

If you begin with the $1,500 Strategic Ops Audit and decide to move into the full Accelerator, your audit fee is credited toward the $20,000 investment. You pay the difference, not both.

Common Questions Before Getting Started

The Accelerator includes CRM migration as part of Phase 2. If you're currently on Salesforce, Zoho, or another platform and want to move to HubSpot, that's built into the engagement. We handle data mapping, field cleanup, and workflow rebuild as part of the process.

If you already know your revenue operations need a full rebuild and you're ready to commit, the Accelerator is the fastest path. If you want to evaluate the relationship first and see the data before committing to $20,000, start with the $1,500 Audit. You'll walk away with a complete roadmap either way. And if you move into the Accelerator, the audit fee is credited toward the total.

We identify manual, repetitive tasks in your revenue operations and replace them with AI-powered automations. Examples include automated lead scoring based on behavior patterns, AI-assisted email personalization, intelligent lead routing, predictive pipeline analysis, and automated reporting. These are practical, production-ready workflows built into your existing tools.

You'll have a fully rebuilt system, trained team, and complete documentation. No obligation to continue. If you want ongoing support, monthly retainers start at $3,500/month. Most clients who complete the Accelerator choose to continue, but that's your call.

We do the heavy lifting. Your team will need to participate in the Discovery Kickoff (90 min), Clarity Workshop (90 min), bi-weekly sprint check-ins (30 min each), and training sessions in Phase 3. Total team time commitment across 90 days: roughly 12-15 hours. We handle everything else.

Yes. We work with both B2B enterprises and nonprofits with $8M+ in revenue. The same operational bottlenecks apply: disconnected systems, manual processes, and lack of visibility into what's working. The deliverables are adapted to your context, whether that's donor pipeline, fundraising operations, or program delivery metrics.

Get Started With the Accelerator

Fill out the form below. We'll send over the agreement for review and signature, then invoice for the deposit to begin.

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Book a Strategy Call

If you want to talk through whether the Accelerator is right for your situation, book a 30-minute call. No pitch. No pressure. Just an honest conversation about where your revenue operations stand and whether this engagement makes sense.

Free 30-minute strategy call. No obligation.

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