The Revenue Reset

Revenue Reset. Built for the first 100 days.

A structured diagnostic that maps exactly where your HubSpot architecture is breaking down — and produces a prioritised blueprint for what needs to change. Fixed scope. 2–3 weeks. No commitment beyond the Reset.
Revenue System Health Score
Confidential
Prepared for
Learning Forward
Revenue System Assessment
Overall score
42
/ 100
Revenue Capture
68
Revenue Data
31
Revenue Engine
44
Revenue Intelligence
28
Revenue Optimisation
38
Priority finding
Contact and company data has 34% duplication rate. Lifecycle stage logic is broken across three business units — reporting cannot be trusted.
RevM — Revenue Systems Architecture
Deliverable 01 of 02
When leaders call us

There's usually a specific moment that makes this urgent.

For most Sales Directors, Marketing Directors, CMOs, CROs, CEOs and Founder-MDs we work with, something has changed. A new hire. A board question they couldn't answer. A growth plan that requires the CRM to actually work.
A new CEO, Sales Director, CMO or CRO has joined and looked at the CRM properly for the first time. It's not good enough.
A Marketing Director has inherited a HubSpot portal that multiple agencies have worked on. Nobody knows what's in it anymore.
The business has doubled. The CRM was set up when it was half the size. The system hasn't kept up with how revenue actually works now.
A founder is preparing for investment or acquisition. Clean, trustworthy revenue data is non-negotiable and right now they don't have it.
Leadership can't get a straight answer from HubSpot on pipeline or forecast. The board is asking questions the data can't answer.
A Marketing Manager is running HubSpot day-to-day but knows the system is held together with workarounds nobody dares touch.

"HubSpot is capable of everything your revenue operation needs. Most implementations just never unlock it."

Who this is for

Built for the people who own revenue performance.

RevM™ works with the commercial leaders who are accountable for HubSpot performing — and who need a system that matches the ambition of the business.
Founder-MD
HubSpot is business-critical but technical debt has become a real risk.
Sales Director / CRO
Needs a pipeline and forecast they can present to the board with confidence.
CIO
Responsible for data governance, security and system integrity — needs HubSpot to be clean, auditable and trustworthy.
Fractional CMO / CRO
Newly appointed with a 100-day mandate — needs fast, honest diagnosis before recommending direction to the board.
Marketing Director / Manager
Either inherited a messy HubSpot or running it day-to-day — they need a clean system before they can do their job properly.
HubSpot Owner
Sales Ops, Marketing Ops, RevOps or Service Ops — whoever owns the platform day to day. Knows better than anyone where the architecture is letting the business down.
Sectors we work in
B2B SaaS & Technology Financial Services & FinTech Health, MedTech & Life Sciences Professional & Business Services Learning, EdTech & Professional Development
At the stage where HubSpot needs to grow with the business, not hold it back.

Working with PE and VC-backed businesses

At the stage where HubSpot needs to grow with the business, not hold it back.
"The Revenue Reset gives portfolio leadership the HubSpot diagnostic they need in the first 100 days — before committing to a full programme."
Book a Revenue Reset ←
What you receive

Two deliverables. Both built for commercial decision-making.

Deliverable 01

Revenue System Health Score

A clear, honest assessment of where your HubSpot architecture is reliable and where it isn't. Across all six areas — CRM data integrity, pipeline and sales process, automation architecture, reporting and revenue visibility, website and revenue capture, and AI readiness. A specific, direct verdict you can act on or present to your board.

Deliverable 02

Revenue Architecture Blueprint

A prioritised roadmap that defines what needs to be restructured, rebuilt or removed — and in what sequence. Specific enough to take to investors or leadership as a plan of action. An engineering brief, not a report that sits in a folder.

What we assess
CRM Data Hub

CRM and data integrity

Data quality, property architecture, lifecycle stage alignment and how your data is structured across objects and associations.

Sales Hub CRM Commerce Hub

Pipeline and sales process

Pipeline structure, deal stage logic, forecast reliability and whether HubSpot reflects how your sales team actually works.

Marketing Hub Sales Hub Service Hub Data Hub

Automation and workflow architecture

Logic integrity, conflicts, overlaps and automation debt — including the workflows nobody touches because the person who built them left two years ago.

Marketing Hub Sales Hub

Reporting and revenue visibility

Whether your dashboards answer the questions that matter. Attribution structure, KPI alignment, and whether your CEO, MD, Sales Director, CMO or CRO can open HubSpot and immediately understand what's happening.

Content Hub Marketing Hub

Website and revenue capture

Whether your HubSpot CMS website or connected site is structured to feed clean, useful signals into your CRM. Forms, conversion paths, lifecycle entry points — the front-end layer that determines data quality throughout the system.

AI Data Hub CRM

AI readiness

Whether your data architecture, workflow structure and CRM governance are ready to support AI reliably — because bad architecture produces bad AI outputs at scale.

How it works

Fixed scope. 2–3 weeks. No open-ended consulting.

A structured engagement with a clear start, a clear end, and two specific deliverables. No ongoing commitment beyond the Reset itself.

Week one

Discovery & deep audit

A structured kick-off with key stakeholders — the CEO, MD, Sales Director, CMO or CRO or whoever owns HubSpot day-to-day. Then deep into your portal across all five assessment areas.

Week two

Architecture & blueprint

We map the findings and design the blueprint. A working session with your leadership team to walk through what we've found, agree on priorities and define the sequence of change.

End of week two or three

Delivery & walkthrough

Revenue System Health Score and Architecture Blueprint delivered with a full walkthrough. Structured for your leadership team, your board, or your investors.

Fixed scope engagement 2–3 weeks No commitment beyond the Reset Output structured for leadership and board
What comes next

A starting point, not a commitment.

A Revenue Reset is a fixed, standalone engagement. You're not committing to anything beyond it. For most clients it becomes the start of a longer transformation — but the path is always defined by what your blueprint reveals, not by a pre-set programme.

01
Revenue Reset
Diagnose the architecture before deciding what to build.
You are here
→
02
Revenue Foundations
Fix the architecture issues the Reset surfaced.
→
03
Revenue Acceleration
Engineer the system to perform commercially.
→
04
Revenue Insight
Surface what leadership needs to see, reliably.
→
05
Revenue Evolution
Continuous engineering as the business grows.
Book your Revenue Reset

If your leadership team can't fully trust what HubSpot is telling you — let's fix that.

A structured diagnostic that maps exactly where your HubSpot architecture is breaking down — and produces a prioritised blueprint for what needs to change.
Book a Revenue Reset →
Fixed scope 2–3 weeks No commitment beyond the Reset
What you receive
Revenue System Health Score

A clear, honest assessment of where your HubSpot architecture is reliable and where it isn't. Specific enough to present to your board.

Revenue Architecture Blueprint

A prioritised roadmap defining what needs to be restructured, rebuilt or removed — and in what sequence. An engineering brief, not a report.