RevOps Retainer

Fractional RevOps for B2B teams, on HubSpot or a custom CRM

CRM administration, automation and reporting every month, so deal stages and lead sources stay consistent and your reports show where pipeline comes from.

  • You own every domain, list and dataset
  • Fixed scope and published prices
  • A weekly update from the first week
RevOps RetainerFixed scope
6
Channels refreshed every morning, Reef Al-Arab Restaurants

Who it is for

  • Teams on HubSpot or a custom CRM without a RevOps hire
  • Sales leaders who spend hours fixing reports
  • Companies after a CRM build that want it maintained

Who it is not for

  • Teams that need someone on site every day
  • Companies without a CRM yet (start with the CRM build)

From past work

6

Channels refreshed every morning: Reef Al-Arab Restaurants

See the project behind this number

What is included

Inside the RevOps Retainer

  • CRM administration, on HubSpot or your custom CRM
  • Automation
  • Reporting

Timeline

How the work runs

Select a stage to see what happens in it.

Timeline

Stage 1 / 2

Month 1

Audit of your CRM, fixes to properties and pipelines, first reporting dashboard.

Stage 2 / 2

Every month

Requests handled, automations added or tuned, and a monthly report on pipeline and lead sources.

Price

Fixed price, fixed scope

RevOps Retainer

$1,500 per month

What is included

  • CRM administration, on HubSpot or your custom CRM
  • Automation
  • Reporting
Book a 20-minute call
  • You own every domain, list and dataset
  • Fixed scope and published prices

Compare every offer on the pricing page

Related case studies

Similar work and its numbers

Straight answers

Frequently asked questions

Still have a question?

Ask it on a 20-minute call
What does the retainer cover?

HubSpot administration, automation and reporting. Larger builds, such as a new integration, are scoped and priced separately.

When can we talk?

Calls run 9am to 5pm ET, Monday to Friday.

Who owns the data?

You do. Everything lives in your HubSpot portal.

Can you build dashboards outside HubSpot?

Yes. For a restaurant group we built a reporting platform that pulls 6 channels into one dashboard every morning.

Talk through the RevOps Retainer

20 minutes, your pipeline on the table, three actions you can take this month.

  • You own every domain, list and dataset
  • Fixed scope and published prices
  • A weekly update from the first week
  • A reply within one business day
  • Google and HubSpot certified
20 minutes, no preparationBook a 20-minute call