RevOps Sales Strategy Consultation & Assessment for B2B Businesses

Discover opportunities to refine your sales operations and close more deals

If busywork distracts you from talking to prospects, poor asset management makes it hard to find the right resources to send, and reporting opacity makes it difficult to quantify how your team is performing, you're not alone. These common obstacles often block B2B sales teams from closing deals and moving leads through the pipeline efficiently.

Whether you’re seeking to fill a specific gap in your capabilities or need to identify which problems are slowing you down, we’ll shed light on potential opportunities and deliver a custom assessment with recommendations that clear the road.

Trusted HubSpot Partner since 2011

Your technology should deliver success, not create obstacles. We've helped more than 100 companies deploy HubSpot's suite of tools.

RevOps Consultation & Assessment Services

Qualitative assessment Quantitative analysis

Qualitative assessment

Our team conducts a deep dive into your current processes and challenges, engaging in comprehensive discussions with various sales team members, from frontline reps to executives. We explore your buyer's journey, sales cycle, tool usage, prospecting strategies, and team dynamics to understand the nuances of your sales operations and how they impact marketing and service.

Quantitative analysis

We analyze your data to uncover trends, identify bottlenecks, and highlight areas of opportunity. This includes assessing metrics related to conversion rates, rep productivity, pipeline health, customer satisfaction, and more. Our goal is to provide targeted improvements backed by concrete data.

How our HubSpot consultation & assessment services work

Our RevOps consultation and assessment engagements generally involve these three steps. This entire process, from beginning discussions to delivering findings, usually takes about one month.

Step 1: discussion

We’ll begin by meeting with your stakeholders, such as frontline sales reps, executives, and the marketing and service teams to learn about your specific challenges, needs, goals, industry, desired scope, what has and hasn’t worked, and more. You help us get started by directing us to key stakeholders to contact, tools of interest, and problems or opportunities you’d like us to investigate.

Step 2: assessment & analysis

While these discussions are underway, we’ll send you a link to request access to your HubSpot Portal. We’ll look at how you're using HubSpot and other tools to manage your sales process, marketing to sales handoff, sales and service handoff, and other key processes. We’ll focus on areas relevant to the goals, needs, and problem areas you’ve identified. In turn, this will guide the ongoing conversation we have with your team that will help us contextualize our data and tools usage findings.

Step 3: findings & recommendations

After completing our assessment and analysis, we’ll put together a PDF with full findings and recommendations for achieving your goals, as well as an executive summary slide deck that focuses on key qualitative and quantitative findings plus a rundown of recommendations.

Let’s work together.

We believe in making things easy. Get in touch with us however you want to express interest, ask questions, or briefly tell us about your needs. We’ll follow up within one business day to schedule a conversation.

Find us

2921 Landmark Pl #215-317
Madison, Wisconsin 53713

500 N 3rd Street, Ste 208-5
Wausau, Wisconsin 54403

Call us

Main: (608) 709-2185
Wausau: (715) 203-0137

Email us

hello@madisonmarketing.com