Case studies
Work. In practice.
Six RevM™ engagements across SaaS, FinTech, MedTech, EdTech and Professional Services. Each starts as a Revenue Reset — a diagnostic — and unfolds into the architecture each business actually needed.
Service
Sector
Revenue Reset
01
B2B SaaS
Mapping the architecture gap before a Series B
A fast-growing SaaS business needed a clear picture of their HubSpot architecture before committing to a full RevOps transformation.
Architecture blueprint delivered in 12 days
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Revenue Foundations
02
FinTech
Rebuilding the revenue system in the first 100 days
A newly invested portfolio company needed a stable, auditable HubSpot foundation to satisfy investor-level reporting requirements.
Pipeline visibility restored within 6 weeks
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Revenue Acceleration
03
Professional Services
Engineering performance inside an underperforming portal
A professional services firm had outgrown their HubSpot setup. Automation debt and data issues were slowing the entire commercial team.
40% reduction in manual reporting overhead
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Revenue Insight
04
MedTech
Turning HubSpot data into board-ready intelligence
A FinTech business needed their HubSpot to produce clean, auditable revenue intelligence — dashboards their CFO could trust.
Executive dashboards live in under 4 weeks
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Revenue Reset
05
EdTech
A diagnostic that changed the direction of the roadmap
A technology business suspected their HubSpot was holding them back. The Revenue Reset confirmed it — and showed them exactly where.
Roadmap reprioritised based on blueprint findings
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Revenue Evolution
06
B2B SaaS
Growing the revenue system as the business scales
An ongoing partnership with a VC-backed business — continuously evolving the HubSpot architecture as headcount, products and markets expand.
Ongoing RevOps partnership — 18 months and counting
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