Engagement tiers
Diagnostic
- Two-week diagnostic engagement
- Funnel audit with stage-by-stage conversion analysis
- Tech stack audit (HubSpot/Salesforce + supporting tools)
- Data hygiene assessment with concrete cleanup list
- Reporting & dashboard audit
- Priority-ranked list of fixes with effort and impact
- 30-minute readout with the senior team
Project
- 60 to 90-day project
- Funnel rebuild, scoring + routing, attribution, or forecasting
- Custom dashboards by role (AE, sales lead, CRO)
- Workflow + automation work as needed
- Senior architect named on engagement
- Documentation and team training
- 60 days of post-launch support
Embedded RevOps
- Fractional RevOps lead, named contact
- Weekly working session with sales + marketing leadership
- Ongoing dashboard maintenance and pipeline review
- Quarterly forecast model refresh
- Ad-hoc fixes and improvements
- Hand-off path when you hire a full-time RevOps lead
- 3 month minimum, 30-day off-ramp after
- Senior RevOps team only, no junior hand-offs
- Fixed-fee or fixed-monthly retainer, no timesheet
- Weekly working sessions with your leadership
- Documentation handed over at every milestone
- Honest opinions about what to NOT do
- Senior team always. Same person scopes and runs the engagement
- 30-minute strategy call before any commitment
Common questions
What's the difference between a diagnostic and a project?
Diagnostic finds the problem. Project fixes it. Most teams come for a diagnostic, learn what's broken, then come back for a project to fix it. Some skip the diagnostic if they already know.
When should we hire embedded RevOps vs a full-time hire?
Embedded works when you need senior RevOps judgment but the workload is part-time, or when you're between full-time hires. If you have continuous full-time work, hire someone. We'll help you scope the role and even interview.
Why a 3-month minimum on embedded RevOps?
Because the first 4-6 weeks are pattern recognition. We don't want to leave before the work compounds. After 3 months, it's month-to-month with 30-day notice.
Do you do RevOps for non-HubSpot stacks?
Yes. Most engagements are HubSpot or Salesforce-centric, but we handle the broader stack: Apollo, Clay, Klaviyo, Stripe, custom data warehouses.
What if scope changes mid-project?
We re-price openly, agree on the change, sign off, then run it. Same model as our other service lines.
How INSIDEA works
