Implementing a RevOps Strategy in HubSpot

Join Nikki in this HubSpot Academy course to become a RevOps master in HubSpot!

You'll explore core concepts, key customer journey metrics, and best practices for effective reporting.

By the end, you'll have the tools to refine, optimize, and elevate your RevOps strategy.

In this first section, Nikki explains RevOps as a way to help a company grow revenue in a repeatable way by getting sales, marketing, and service on the same page. It starts with picking a simple model that shows how customers move from first touch to purchase.

Then you clearly define what success means (revenue) and break it into smaller metrics that show how you got there. With clear definitions and clean data, teams can see what’s working, fix what’s not, and make better decisions. 👇

In this next section, Nikki explains why RevOps data actually matters. Most companies have tons of data but don’t know how to use it. RevOps helps to explain what happened, what’s happening now, and what’s likely to happen next.   👇

Nikki then covers the core building blocks of RevOps. She focuses on four foundations: lifecycle stages, sales stages, lead source data, and the marketing-to-sales handoff. Together, these help you see how customers move through your business, where deals stall, and where revenue leaks. 👇

To wrap things up, Nikki walks through what you've learned: how to audit your systems, use data to guide decisions, and create a strong RevOps foundation.👇