RevOps
We get Marketing, Sales and Customer Service working together in Hubspot by aligning your people, processes, and technology around a shared goal of creating more revenue-generating opportunities for your business.
What is RevOps?
Data Centralization
Creating a single source of truth for customer info
Shared team access to the same information
Improved team collaboration
Integrated Technology
Designed to save your team time so they can execute your strategy and vision
Optimized for reducing churn and creating proactive, revenue-generating opportunities
Integrated tools to reduce data siloes
Standardized Processes
Eliminate inefficiencies and improve training through simple, automated workflows
Built on what you do best,
Create clarity and alignment for your teams who influence revenue
Customer-Centric
Create value for your customers by making it easier to transact
Gives your team full funnel visibility
Deliver consistent, personalized experiences
WEEKS 1-2
RevOps Audit
We start by mapping your current state processes to expose the silos between marketing, sales, and service.
By auditing your Hubspot usage, we identify the ‘friction points’ causing your headaches: stalled deals, clumsy handoffs, and lost customer context.
Once the leaks are identified, we collaborate to engineer a Future State where your teams—and your data—are perfectly aligned.
OUTCOME
Clear picture of what’s broken–and why.
WEEKS 2-4
System Design
Great RevOps infrastructure starts with documentation, not configuration.
Before we build anything in Hubspot, we codify your workflows into written, standardized processes.
We use this documentation as the foundation to design a system that mirrors your actual business reality—ensuring your CRM is built to support your strategy, not a generic template.
OUTCOME
A system that fits how you sell
WEEKS 4-8
Build & Connect
We translate your system design into a functional revenue engine, built for stability and scale.
We configure your Hubspot architecture—pipelines, properties, and dashboards—to mirror your documented process.
By establishing bi-directional syncs with your critical operational systems, we create a single source of truth for your data.
Finally, we replace manual friction with intelligent automation, ensuring workflows run smoothly and freeing your team to focus on revenue-generating activities.
OUTCOME
One source of truth. Less manual work.
WEEKS 8-10
Train Your Team
We validate before we launch. We start by engaging a pilot group for User Acceptance Testing (UAT), stress-testing the system to ensure it functions exactly as design in real-world scenarios.
Once verified, we deliver targeted, role-based training.
Whether it’s Sales, Service, or Marketing, your team learns precisely what they need to execute their specific workflows—ensuring high adoption without the fluff.
OUTCOME
Adoption without resistance.
WEEKS 10-12
Clean Up & Optimize
We don’t just hand over the keys and walk away.
We remain onboard for an initial optimization phase to support your team as they navigate the new system. We use this time to make real-time adjustments, fix bugs, and simplify processes based on live feedback.
Whether it takes two weeks or longer, our goal is to guarantee user adoption and ensure your HubSpot portal is actively driving revenue.
OUTCOME
A system people actually use.
We Don’t Just Set Up Software.
We Fix How Your Teams Work.
A clear, proven process that gets your RevOps engine live in weeks—not years.
Let’s Figure it Out Together
We start with a Revenue Audit—a 60-minute conversation to understand how your business works today and where your team needs most support.
This is not a demo.
Not a sales pitch.
And not a generic checklist.
It’s a working session to identify what’s working, what future state can/should look like, and what opportunities are worth pursuing first.
60 minutes • No prep required • No obligation
Prefer email? 📧 tilman@3riversops.com
Proof It Works
This 5-person team went from drowning in spreadsheets to running a unified CRM. HubSpot Sales Hub centralized leads, streamlined deal tracking, and helped the team stay organized and productive.