Managed RevOps, the senior team you don't have to hire.
Hiring a RevOps director runs $200K+ per year. Most teams don't need that much capacity full-time. We run RevOps for you on retainer with senior team and clear scope. Most retainers run 12+ months because the team that built the architecture stays on the team that runs it.
Retainers that compound year over year.
Four real managed RevOps engagements.
12 months · pipeline +3.2x
Promptly stayed on retainer post-rebuild. Continuous tuning, net-new builds, and AI-extension actions over 12 months.
18 months · 4 net-new builds
AdLib's retainer covers ongoing optimization plus 4 net-new use cases per quarter. Senior team across all of it.
24 months · 12 systems integrated
Anchor's retainer evolved from setup work to deep custom integrations across 12 source systems over 2 years.
Retainer transitioned to internal admin
IPS Group used the retainer for 9 months, then transitioned to internal admin with us as escalation. Clean handoff.
When a retainer with us fits, and when it truly doesn't.
Below is the honest read.
Right fit when
- You don't have a dedicated RevOps director and don't want to hire one full-time.
- Your team needs net-new builds 1 to 4 times per quarter, not just maintenance.
- You value senior team on every ticket, not a junior consultant + escalation path.
- You want continuity. The team that built the architecture stays on the team that runs it.
- Strategic optimization (not just admin) is part of what you want from the retainer.
Wrong fit when
- You only need 5 hours a month of admin work. We're not the most cost-efficient option for tiny scopes.
- You have a strong internal RevOps team and only need occasional consulting on tough problems.
- You're early-stage and would benefit more from a fractional admin contractor at a lower hourly rate.
- Your scope is unbounded. We work best with a defined retainer scope and clear escalation paths.
What our retainer actually covers.
Below is the typical structure across the three retainer tiers.
$5K-$10K monthly · admin + maintenance
Day-to-day admin, hygiene, monthly reporting cadence, ongoing optimization. Best for teams that want HubSpot stable and improving incrementally.
$10K-$15K monthly · build + tune
Everything in Growth plus 1 to 2 net-new builds per quarter. Best for teams with continuous use cases coming through.
$15K-$25K monthly · senior + advisory
Everything in Build plus quarterly strategy sessions, custom development, AI-extension actions, integrations. Best for teams treating HubSpot as their core RevOps platform.
From kickoff to RevOps that compounds.
Five steps.
Scope
Two sessions with leadership and ops admin. What's covered, what's not, what triggers a change order, what triggers escalation. Scope written down. You sign off.
Cadence
Weekly 30-min standup. Monthly business review. Quarterly strategy session. Always-on Slack channel for async work.
Tickets
Standard tickets handled in Slack. Larger work via quick-spec doc. Net-new builds get a sprint plan with timelines. Senior team on every ticket.
Reporting
Monthly retainer report with what was delivered, what's in flight, what's escalated. Time tracked transparently.
Optimize
Quarterly review proposes 3 to 5 high-leverage tweaks beyond ticketed work.
Inside a managed RevOps retainer.
Below is the typical scope across tiers.
Growth
- ·Day-to-day admin (properties, workflows, sequences)
- ·Data hygiene (dedup, enrichment)
- ·Monthly reporting cadence
- ·Slack-channel async support
Build
- ·Everything in Growth tier
- ·1 to 2 net-new builds per quarter
- ·Custom workflow and sequence builds
- ·Quarterly strategy sessions
Strategic
- ·Everything in Build tier
- ·Senior team always-on access
- ·Custom development and AI-extension actions
- ·Custom integrations as needed
Add-ons
- ·Net-new implementations scoped separately
- ·AI agent builds in collaboration with our AI team
- ·Migration projects scoped separately
- ·Executive RevOps advisory
Monthly. Tier-aware. Senior team always.
Growth: $5,000-$10,000 monthly. Build: $10,000-$15,000 monthly. Strategic: $15,000-$25,000 monthly. 12-month minimum on Build and Strategic tiers, 6-month minimum on Growth.
Things people ask.
What's the difference between Growth, Build, and Strategic tiers?+
Growth is admin and maintenance. Build adds 1 to 2 net-new use cases per quarter. Strategic adds senior advisory, custom development, AI-extension actions, and integrations.
Can we change tier mid-engagement?+
Yes. We typically recommend tier changes at month 3 once we see actual workload pattern. Up-tiers happen at the next month boundary.
Who's on the retainer pod?+
Senior team. Typically a senior consultant as retainer lead, plus solution architects and senior engineers for specific tickets. We don't put junior consultants on retainer accounts.
What's covered vs not covered?+
Covered: ongoing admin, ticketed work, ongoing optimization, monthly reporting cadence. Not covered without scope expansion: multi-week net-new implementations, custom training programs, large data migrations.
What if we want to bring RevOps in-house?+
Great. We've helped 30+ customers transition from retainer to internal RevOps. We document everything, train the new hire, and stay on as escalation for 60 to 90 days.
How do we get started?+
Book a 30-minute strategy call. Proposal within 48 hours if we're a fit.
How INSIDEA works
