RevOps & HubSpot Masterclass: Fix the Operating System
Fix the process, not more fields — redesign the operating system under your revenue team so data, pipeline, and reports finally agree.
- One pipeline the whole team uses
- Scoring that routes leads to the right person
- Reports leadership can act on
A model that scales
Objects and properties with a reason to exist
Pipelines that fit how you sell
Stages with clear entry and exit
AI in HubSpot
Breeze and predictive lead scoring
What you'll learn
Day 1
09:00 – 09:30
Welcome, introductions, and networking session.
09:30 – 12:00
RevOps & HubSpot Masterclass. Data model, pipeline and lifecycle design, and the principles of a clean CRM.
12:00 – 13:00
Lunch Break.
13:00 – 15:00
Individual Consultations. 1:1 reviews of participants' own HubSpot portals and processes.
15:00 – 17:00
Pipeline & Scoring Workshop. Hands-on redesign of a pipeline plus a lead-scoring and routing model.
Day 2
09:30 – 10:00
Morning Coffee & Recap. Review of Day 1, participant questions, and industry trends.
10:00 – 12:00
Automation & Reporting Workshop. Building reliable workflows and reports leadership can act on.
12:00 – 13:00
Lunch Break.
13:00 – 14:30
AI in HubSpot. Hands-on Breeze AI, predictive scoring, and AI-assisted data hygiene.
14:30 – 15:00
Closing Session & Action Planning. Key learnings, individual action plans, and next steps.
About the programme
This is a highly intensive course that provides a deep, structured, hands-on overview of RevOps and HubSpot, and how the process underneath your CRM drives revenue. We run it twice a year, offline only.
We leverage traditional approach and believe in the in-person collaboration, hands-on work and live brainstorming sessions. We avoid dependencies on internet quality, microphone setups, or other technical distractions, we focus on the quality of learning and interaction.
Group sizes are limited to a maximum of 5 participants to ensure a highly personalised experience. Each participant is assigned a personal advisor for 1:1 sessions, who will also remain available to answer questions for up to one month after the course.
