Managed RevOps, the certified experts 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 certified experts and clear scope.
Retainers that compound year over year.
Three real managed RevOps engagements.
2.5 years · demos from 5 to 25+ a month
A cybersecurity SaaS company runs CRM, sales onboarding and business development with INSIDEA as an embedded team. Monthly demo bookings grew from 5 a month to between 25 and 30.
8 months · retainer extended twice
Project Map It's embedded RevOps retainer replaced 14 manual processes with 6 workflows. Commission disputes fell from five or six a quarter to one or two.
Retainer absorbing new regions
Drip Capital's multi-quarter retainer keeps adding regions, lead sources and partner-intelligence integrations to the same architecture.
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 certified experts on every ticket, not an 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.
Growth · from $2,000 a month · admin + maintenance
Day-to-day admin, hygiene, monthly reporting cadence, ongoing optimization. Best for teams that want HubSpot stable and improving incrementally.
Build · scoped at proposal · build + tune
Everything in Growth plus 1 to 2 net-new builds per quarter. Best for teams with continuous use cases coming through.
Strategic · scoped at proposal · expert 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. Certified experts 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
- ·Certified experts 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. Certified experts always.
Fixed fee, scoped at proposal. Engagements start from $2,000, and the number is locked before work begins with the scope and timeline written down.
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 expert 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?+
Certified experts. Typically a certified expert as retainer lead, plus solution architects and 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 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
