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Revenue engine and RevOps
HubSpot RevOps for leadership teams who can't trust their numbers.
I find where your revenue engine is stalling, agree with you on what good looks like, and build the fix myself. Forecasting, pipeline, attribution, activity, reporting, integrations and commissions, inside the HubSpot you already pay for.
Jonathan Snavely
HubSpot Gold Solutions Partner. On HubSpot since 2015.
Three feeds, one report. Pipeline, attribution and activity are what every leadership dashboard runs on. If one is off, so is the number.
What I hear on first calls
If these sound familiar, your revenue engine needs work.
I work with leadership teams who struggle with accurate forecasting, have been disappointed by outside help, and are tired of chasing their team on lead and deal statuses.
In their own words.Said by real leaders on real first calls.
Frustrated by a forecast that's really a guess.
Nothing we have helps with forecasting.
And every board meeting starts with a number nobody can defend.
Disappointed by outside help that didn't stick.
Our current agency is less than stellar.
You paid for a setup, and you're still waiting on results.
Tired of chasing the team for updates.
Few next steps, tons of aging conversations.
So you chase reps for status instead of reading it in HubSpot.
Questions leaders ask
HubSpot RevOps questions, answered.
Ask me anything on the call, too.
Jonathan Snavely
Answers from the person who does the work.
Your HubSpot
Do we need HubSpot Enterprise?
Usually not. Most of the forecasting, reporting and routing fixes I find run on the Professional tier you already own. I'll tell you if a feature you need truly requires Enterprise.
Should we downgrade before our renewal?
Maybe. I look at what your team actually uses, seat by seat and hub by hub, and tell you what you can drop before the renewal date.
Can HubSpot show which marketing channels drive revenue?
Yes, if the source is captured from the first touch and carried onto the deal. Most portals I see track source on contacts but not on deals, and miss offline sources like events and referrals. Fix that, and you can report won revenue by source instead of arguing about lead counts.
How do we get reps to log activity in HubSpot?
Mostly by making it so they don't have to. Email and calendar sync, call logging and sequences capture most activity on their own. Then I keep required fields to the few a manager actually uses, so the CRM sees the work without slowing the rep down.
What if HubSpot's native integration doesn't do what we need?
I start with what's native or in the HubSpot marketplace, because it's cheaper to own. When that falls short, I build it with custom workflow code, API connections and webhooks that move only the data you need. Either way, I map which system owns each field first, so the sync doesn't overwrite good data.
Working together
Do you have a standard forecasting dashboard?
I start from one I've built many times, then fit it to your stages, exit criteria and close-rate math. A dashboard nobody trusts is just another dashboard taking up space.
Can you take over from our current agency?
Yes. I start with an evaluation of what's been built, keep what works, and fix the rest myself. No handoff to a junior team.
How is RevOps work priced?
The intro call is free. Assessments are a fixed fee. Builds are scoped to your portal after the assessment, and ongoing support is monthly. I don't sell hours.
Who will actually do the work?
Me. I'm the evaluator, the strategist and the builder, so the person who finds the problem is the person who fixes it.
Let's get your revenue engine running.
Thirty minutes. Walk me through your forecast, your pipeline and what isn't syncing. You'll leave with a straight answer.
Book a free intro callJust one question? Book a $150 strategy hour