Elite HubSpot Solutions Partner
Your CRM was perfect on the day it went live. It’s been getting worse ever since. Embedded RevOps puts one named, senior Periti operator inside your team to own the revenue system and make sure leadership’s plan actually gets carried out.
Height shows how closely HubSpot still matches the plan leadership designed.
1
named RevOps lead for the whole engagement
50+
engagements behind every lead
50+
HubSpot specialists behind them
26
embedded RevOps customers in 10 sectors
Why RevOps
Sales ops was built for a world where sales was the whole revenue engine. Now revenue runs through marketing, sales and service, across the whole life cycle: lead, deal, customer, renewal, expansion. Revenue operations owns all of it, in one system, against one plan.
Here’s the part most companies miss. RevOps isn’t a support function.
Your leadership has a hypothesis about how the business will grow. RevOps is how that hypothesis gets executed, instead of being left to every salesperson and marketer to interpret.
The problem
Nobody decides to let their CRM fall apart. But when nobody is given the job of owning it, that’s the decision that’s been made.
A rep adds properties for their own pipeline. A marketer builds a workflow to fix this week’s problem. A manager creates a view for one meeting. Every change makes sense to the person making it. Together, they drag the system away from what leadership designed.
The answer isn’t another rebuild in two years. It’s an owner.
Admin or owner
The usual fix for a messy CRM is an admin, or someone junior taking requests. Every request pulls the system toward one person’s workflow, so they’re just doing the damage faster, with a ticket number attached.
Companies with 200 to 2,000 employees can usually afford a junior full-time hire, when what they need is senior judgment. Part-time senior beats full-time junior almost every time. When you really do need someone every day, we’ll tell you, and help you hire them.
| Area | Admin or junior hire | Embedded RevOps lead |
|---|---|---|
| Answers to | Whoever raised the request | Leadership's plan and revenue goal |
| When asked for a change | Says yes, and the system drifts | Senior enough to say no |
| Experience | Learning on your system | 50+ engagements across industries |
| Time | Full-time, whether you need it or not | From 1 day a month to 1 day a week |
| What you end up with | The same decay, faster | The system leadership designed, improving |
Goal first
We only take on embedded RevOps when there’s a goal to work toward. The goal is what gives your lead the authority to make calls. Without it, they’re just an expensive pair of hands.
No goal yet? We’ll help you set one, and the 12-month plan behind it, in a Design and Strategy project first.
What your lead owns
Every month looks different, but the work falls into six areas.
Protect
New workflows, properties and pipelines reviewed before they go live. Dead ones retired. Changes that pull the portal off course turned down.
Protect
One owner means one set of definitions, one clean database and one through line, so the dashboards reflect what’s really happening.
Protect
HubSpot ships constantly. Your lead decides what’s worth adopting, rolls it out, and tells you when something isn’t worth the disruption.
Push forward
Many companies have nobody who owns campaigns. Your lead does: email, nurture, content for each stage, and the reporting on what pays off.
Push forward
Cross-sell and upsell motions, HubSpot triggers that flag expansion, and offers that could be productized for existing accounts.
Push forward
Account mapping, enrichment and prospecting in Clay and Apollo. For heavier builds like BDR agents, they bring in our GTM Engineering team.
RevOps and AI
Everyone wants AI agents working their pipeline. Very few have a CRM those agents can trust. Put agents on a portal full of conflicting workflows and orphaned properties, and they don’t fix the mess. They act on it, at scale, faster than any person could.
Agents need an owner as much as people do. Read more about how we build them with Anthropic’s Claude.
Not support
Our customer success program is good at what it does: you raise a ticket, and someone on our team completes it. It’s efficient for defined changes.
But nobody on a ticket queue holds the full picture of what your business is trying to do. They execute the request. They don’t question it.
| Question | Customer success program | Embedded RevOps |
|---|---|---|
| How work arrives | You raise tickets | Your lead plans it with you each month |
| Who does the work | Whoever picks up the ticket | One named person |
| Context | Enough to complete the work order | Your goals, history, people and system |
| Who brings ideas | You | Your lead, working from your goals |
| Best for | Defined changes and support | Running RevOps against a revenue goal |
Your team
You work with the same person for the whole engagement. They’ve seen what works across industries and what fails, and they bring that to your sector.
When the job needs an engineer, an integration or a Claude automation, they bring in the right people. The continuity of one person and the depth of a full team, without hiring either.
How the engagement runs
At the start of each month, your lead sits down with leadership. Progress is measured against the goal, not hours logged.
01
What happened, and how it moved the numbers.
02
Data, adoption, workflows and reporting.
03
Across sales, marketing and service.
04
Campaigns, system changes, expansion, outreach and reporting.
Then the cycle repeats, measured against the goal.
23 of 26
embedded RevOps customers also had other project work with us, so your lead usually starts with a system they already understand.
Engagement models
Every engagement is shaped case by case. These are the most common starting points.
A stable system that needs an owner, a monthly review and steady improvement.
Ownership plus a regular flow of campaigns and system changes.
An active growth goal, with campaigns, outreach and expansion running at once.
A flexible block, used whenever it’s needed through the month.
Embedded RevOps time is consulting time. If the work moves you toward the revenue goal and HubSpot is the CRM underneath, it’s covered. We don’t hide behind “that’s outside HubSpot.”
Industries
Our 26 embedded RevOps customers span 10 sector groups.
Questions
A named Periti revenue operations lead who works inside your team for a set amount of time each month. They own your HubSpot system and execute leadership's go-to-market plan across marketing, sales and service. It's senior RevOps without a full-time hire.
Yes, the terms mean the same thing. We say "embedded" because our lead works inside your team and holds your context. They're not an outside contractor working through a request list.
Probably not yet. Most companies with 200 to 2,000 employees can only afford a junior full-time hire, when what they need is senior judgment. Embedded RevOps gives you that part-time, and we'll tell you when a full-time hire makes sense.
Because nobody owns it. Everyone changes it to fit their own workflow, and within a year you have conflicting workflows, builds left behind by people who've gone, and board reporting nobody trusts. That's a leadership gap, not a software problem.
Not if their job is to say yes to requests. Each request pulls the system toward one person's workflow, so an admin taking orders speeds up the decay. You need someone senior enough to say no and accountable to leadership's plan.
Yes. Without a revenue target, RevOps is just admin with a bigger title. If you don't have one, we'll help you set it in a Design and Strategy project first.
Our most common models are 1 day per month, 2 days per month, 1 day per week, or a block of 10 to 20 hours. We shape each engagement around your goal and workload.
It starts with a leadership review of what happened, the state of the system and what needs to change. Then your lead does the work: campaigns, system changes, expansion motions, outreach and reporting.
Support, including our customer success program, runs on tickets that different people can pick up. Embedded RevOps is one named person who holds your full context and brings ideas instead of waiting for requests.
Yes. If the work serves your revenue goal and HubSpot is the CRM underneath, it's covered. That includes tools like Clay and Apollo.
You can, but agents act on whatever context they find. On a CRM nobody owns, they spread bad data faster than any person could. Your embedded lead keeps that context clean and governs what agents can touch.
One named Periti consultant with more than 50 engagements behind them. They stay with you for the engagement and bring in Periti's engineers, HubSpot specialists and directors when the work needs them.
Embedded RevOps owns the plan and the system. GTM Engineering builds the heavier automation behind outreach, such as BDR agents and enrichment pipelines. Your lead brings GTM Engineering in when the plan calls for it.
HubSpot needs to be the CRM at the center of your revenue system. If you're moving to HubSpot, we can run the implementation first and go straight into embedded RevOps after go-live.
If you know where revenue needs to be in 12 months and nobody owns getting there, talk to us. We’ll tell you straight whether embedded RevOps is the right fit, or whether you need something else.