Building a RevOps Engine in HubSpot

If you're a business leader or operations professional who's serious about unlocking the full potential of your company's revenue operations, then this series is for you!

Take a look into the foundational playbooks that showcase RevPartners' expertise in leveraging HubSpot to streamline and enhance your RevOps strategy.

Each video focuses on the WHY behind the processes, providing best practices and strategic insights. Learn how to align your sales, marketing, and customer success teams to drive efficiency, boost revenue, and achieve sustainable growth.

In class 1, Frank explains how HubSpot’s Target Accounts feature can be turned into a powerful outbound and ABM engine when used correctly. He walks through how the dashboard helps reps and managers prioritize accounts, then shows how RevPartners enhances it using lists and workflows.  👇

In class 2, Frank explains why lifecycle stages matter far beyond definitions and training slides. He shows how lifecycle stages are the foundation of a reliable CRM data model, especially when mapped to the Bowtie framework.👇

Class 3 is all about why revisiting sales stages is necessary, even if you already have them. Frank reframes the CRM as a product, not a one-time project, and shows how sales stages must evolve with your buyer’s journey.

He covers common mistakes (mixing sales motions, prospecting stages, “zombie” deals, sales-action stages), best practices for designing buyer-centric pipelines, and how clean sales stages unlock better reporting, visibility, and forecasting over time. 👇

In class 4, Frank explains what breaks when lifecycle stages are automated the wrong way in HubSpot. He shows how default lifecycle automation causes contacts to skip key stages, making conversion and funnel reporting meaningless.

Using a real audit example, he highlights why most contacts end up stuck as “Leads” and why MQL and SQL data disappears. His fix is to define lifecycle stages with lists and move contacts linearly using workflows for clean, measurable data.👇

In class 5, Frank explains how to evaluate a true RevOps-focused HubSpot partner. He walks through a real audit to show what good partners should deliver: proof from inside your HubSpot account, clear explanations of what’s broken, and evidence across lifecycle stages, lead status, sales stages, attribution, and reporting.👇

To wrap it up, Frank gives a practical overview of HubSpot’s new Breeze AI features and how they improve sales productivity. He highlights Copilot for instant contact and company summaries, meeting prep, and research.

He then covers the new Sales Workspace for prioritizing tasks and deals, dynamic sequences that trigger manual follow-up only when prospects engage, and previews the upcoming Prospecting Agent that automates research, outreach, and sequencing end to end.👇