RevOps 360° Audit
When you start on your RevOps journey, it’s important to build a strong foundation and a holistic plan based on data, tools, operations, and strategy. Learn how to harness the RevOps multiplier effect with a Go To Market Strategy that provides you with tools and knowledge to accelerate your growth and maturity.
You can't move forward until you know where you stand. Our comprehensive audit uncovers the current state of your marketing, sales, and service functions so we can start making an immediate impact without interrupting what's already working.
Our RevOps Methodology will identify gaps and highlight improvements across 4 dimensions: Strategy and Planning; Tech Enablement; Data and Analytics; and Operations, Systems, and Processes.
Once we know where you’ve been, we can help get you where you’re going, with a roadmap of strategic programs and tactical projects to supercharge and empower employees, create predictable growth, and ensure consistency across processes in future.
Frequently Asked Question
What is RevOps
RevOps is a function that aligns all revenue-enhancing operations such as sales, marketing, revenue intelligence, and customer success operations under a unified team and strategy to work towards the same objectives and drive revenue.
What are the benefits of a RevOps 360 audit?
RevOps 360 Audit creates and improves operational efficiencies and alignment for all the teams in the organization which includes marketing, sales and customer service to deliver quality service and maintain a single source-of-truth for data to ensure that you get the most accurate, complete and valuable data for your business decision.
What exactly does the RevOps 360 audit include?
We will carry out a comprehensive audit the state of your data, the coherence of your business processes,operational alignment of your teams and analysis of any gaps that need to be filled in order for RevOps to be successful.
HubSpot offers a number of plans which include different functionality in each of the CRM, sales, marketing and service tools. Here is a list of the common tools and resources we audit:
CRM: lists, workflows, sequences, forms, landing pages, files, templates
Sales Hub: custom objects, templates, sequences, tasks, emails, snippets, files
Marketing Hub: campaigns, forms, CTAs, emails, buyer personas, blogs
Service Hub: conversations, tickets, knowledge base, automation, feedback surveys
How much does a RevOps 360 Audit Cost?
The cost of the engagement is different for each client, depending on several factors such as annual revenues, size of the teams involved in RevOps, and the department and leadership structure. On average, the RevOps GTM can cost anywhere from $5,000 - $12,000.
How long does an Audit Take to Complete?
Audit completion is highly variable depending on the number of teams involved, the number of business processes, and how much research, interviews, and analysis our team would be involved. The more documented the processes, the less time it takes us to uncover the details and the shorter the engagement.
How does Learners.ai add business value with a RevOps 360 Audit?
Learners.ai HubSpot Solutions partner with a proven track record in various aspects of the HubSpot ecosystem and know how to get the most out of the platform to improve your company's overall performance.
We leverage the RevOps 360 audit to deliver a well-defined strategic roadmap and help companies structure their revenue organization to grow much faster, be manageable, and be mindful of their growth. Learners.ai will ensure that the technology stack and business processes are well structured and aligned to help businesses grow aggressively.
Owner and Relationship Specialist
I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.
VP Marketing at ShipHero
Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.
Digital Marketing Manager at ShipHero
Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!
Main Street Financial Solutions
Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!
Forum Financial Management, LP
Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!
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Find out how AI and machine learning can transform your business.
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Learn how to deploy HubSpot’s CRM for your RevOps needs.
Despite the supposed benefits of digital transformation projects, many financial services companies are falling behind. Your business needs help to beat the odds from HubSpot’s Operations Hub CRM software. Operations Hub can help with everything from enriching your customer data to building automated data workflows.