No. We work extensively with HubSpot because it is a strong foundation for many B2B teams, but our approach is GTM first. We work across CRM platforms, outbound tools, enrichment platforms, analytics layers and marketing systems. Tools support our strategies, it's not the other way around.

We use HubSpot and Salesforce for CRM and automation. For outbound and prospecting we work with Apollo, Smartlead, and LinkedIn Sales Navigator. For analytics and reporting we design dashboards inside CRM platforms along with Looker Studio. For integrations we connect systems using native integrations, APIs, and middleware platforms where needed. We are not limited to a fixed stack. We align tools to your revenue motion.

Our process is structured to avoid ambiguity. Step one is discovery. We understand your GTM motion, revenue goals, team structure and current stack. Step two is a proposed plan. We outline the gaps, recommended architecture and expected outcomes. Step three is a formal audit, if required. This gives you a documented view of your current system health and improvement areas. Step four is the statement of work. This defines scope, timelines, deliverables and ownership. We start execution once you confirm alignment.

Discovery focuses on clarity. We assess your ICP, funnel structure, lifecycle stages, reporting definitions, automation logic, data hygiene and sales handover process. The goal is to understand where growth is breaking and what needs to be redesigned.

Both. Some teams engage with us for defined projects such as CRM restructuring, lifecycle redesign or reporting overhaul. Others retain us as an ongoing RevOps and GTM partner to continuously optimize systems, launch new motions and improve conversion performance.

Project timelines depend on scope. Marketing architecture redesigns and implementations usually run between four to eight weeks. Larger transformation projects may run longer. Ongoing RevOps retainers are typically six months or more.

You work directly with the GTM experts. We do not run layered account management structures. Strategy and execution stay closely connected throughout the engagement.

We work best with B2B companies that:

- have a defined sales motion
- want to build revenue visibility
- want alignment between marketing, sales and operations
- are focused on building scalable systems

If you are looking for isolated campaign execution without structural improvements, we may not be the right partner.

Success is measured through system clarity and revenue impact. That includes clean pipeline tracking, improved conversion rates, reduced manual operations, better sales handoff, and leadership level visibility into performance. We define success metrics before execution begins.

Yes. We often collaborate with internal marketing, sales, and RevOps teams. Our role can be advisory, architectural, execution focused, or a combination of all three depending on your needs.