RevOps Engineering & Automation
Revenue operations inside HubSpot should behave like software: predictable inputs, predictable outputs, and a clear owner. I engineer the workflows, sequences and reporting that move a lead from first touch to closed-won without manual patching.
What I actually build
Lead routing, scoring, lifecycle automation, attribution and SLA hand-offs — built as a system rather than a pile of workflows. Each automation has a single owner, a clear trigger, documented side effects and a test record you can re-run.
Where native workflows fall short I write custom-coded actions, so the logic lives in one place instead of twelve branches.
When this is the right track
Leads sit unrouted or land with the wrong rep. Lifecycle stages skip or regress. Attribution reports are theoretically there but nobody trusts them. You’re adding a second product line or region and the current logic won’t stretch.
How it runs
I map the current state, agree on the target flow with sales and marketing leadership, then rebuild in a controlled sequence — routing first, lifecycle second, reporting last. Your admins are in every review.
Start here
Talk through this with me on a 30-minute architecture call.
I’ll look at your portal, ask the hard questions, and tell you honestly whether this track is the right one.
Typical engagement · 4–12 weeks
Deliverables · Architecture doc, build, handoff
Works with · Pro & Enterprise portals