Revops
Why You Need RevOps
RevOps is about building the foundation for sustainable growth. It aligns your marketing, sales, and customer success teams around shared goals, standardizes the processes that drive revenue, and creates a single source of truth for decision-making. Without it, growth often stalls. Teams stay siloed, data gets messy, and leaders are left guessing.
With RevOps in place, you gain clarity, consistency, and the ability to scale with confidence.
- Full visibility across the funnel
- Reliable revenue forecasting
- Automation that improves efficiency
- Consistent pipeline growth
- Improved customer lifetime value
RevOps
Core Pillars of Revenue Operations (RevOps)
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Visibility
You can't optimise what you can't see. Our revenue operations framework gives you real-time, full-funnel visibility - by team, by region, and by deal - so you can lead with clarity and confidence.
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Truth
One process. One platform. One trusted dataset. With RevOps, you align Sales, Marketing, and Customer Success around a single source of truth, making every decision smarter.
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Efficiency
We remove friction from your revenue engine. That means shorter sales cycles, lower customer acquisition costs, and more productive teams, powered by HubSpot RevOps automation and smart workflows.
RevOps
Mapping Your RevOps Journey
Understand your starting point. The Five RevOps maturity stages:
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1
Ad Hoc
- People: Sioled teams. No formal RevOps function.
- Process: Inconsistent and undocumented. Highly manual.
- Systems: Disconnected tools and spreadsheets
- Data: Poor quality. No reliable reporting.
Symptoms:
Missed revenue targets
Inaccurate forecasts
Lack of cross-team alignment -
2
Emerging
- People: One individual assumes RevOps responsibilities alongside another role.
- Process: Early documentation of key workflows.
- Systems: Initial CRM or marketing automation platform implemented.
- Data: Basic dashboards. Still largely reactive.
Symptoms:
Limited visibility
Frictions between functions
Revenue leakage from inconsistent processes -
3
Defined
- People: A small RevOps team exist.
- Process: Core go-to-market workflows standardised.
- Systems: CRM and MAP integrated with automation beginning.
- Data: Dashboards in place. Metrics defined but not always trusted.
Symptoms:
Improved ownership
Some forecasting reliability
Challenges with scaling persist -
4
Integrated
- People: RevOps functions as a strategic partner.
- Process: End-to-end customer lifecycle processes in place.
- Systems: Connected and automated stack with real-time data.
- Data: Governed, accurate and timely reporting.
Symptoms:
Reliable forecasts
Seamless customer journeys
Data-driven decision-making -
5
Optimised
- People: RevOps drives commercial strategy.
- Process: Processes are continuously improved through feedback and insight.
- Systems: Advanced tooling, AI support and predicitve capabilities.
- Data: Full attribution modelling, LTV and expansion analytics.
Symptoms:
Revenue operations as a competitive strategy
Growth led by predictive indicators
High performance with minimal friction
Revops
We Don't Just Plan. We Make It Work.
RevOps is only valuable when it’s executed flawlessly. At Forbidden, our RevOps consultants turn strategy into scalable, high-performance systems, fully tailored to your business and fully operational in HubSpot.
Strategy
We start with a complete RevOps audit; reviewing your people, processes, tech stack, and data flow. By mapping your existing workflows and identifying friction points, we build a roadmap that prioritises commercial outcomes over theoretical fixes. This is the foundation of a truly aligned RevOps strategy.
Build
We roll up our sleeves and bring your revenue operations to life. From CRM configuration and sales pipeline design to lead routing, automation, and full-funnel reporting, we engineer the systems that drive your go-to-market engine. Everything works, because we build it in HubSpot and your wider stack ourselves.
Embed
We don’t disappear after go-live. We make sure your teams adopt and own the systems we build. With in-depth documentation, training, and ongoing optimisation, we help you grow into your strategy - because RevOps maturity is never one-and-done.
What are you waiting for?
Get in touch.
