Transform your HubSpot

with CRM Magnetics

Systematic HubSpot optimization

Foundation of data

Equip yourself with the core information that allows you to strategically segment and target your leads with winning messages

Sales intelligence & data enrichment
Automated lifecycle stage population
ICP/persona property setup
Engagement scoring and fit scoring configuration
sales data
Core system integrations

Requires: lifecycle workflows, persona fields, scoring models

Marketing ops

Core processes that impact primary KPI

Optimize your forms for conversion, collect the most valuable information at submission, and ensure the ideal follow-up flow

Landing pages + CTAs + forms
Routing to sales or personalized marketing email sequence
Campaign management

Requires: form tracking, lead tags

Segment your leads into strategic buckets and nurture them down the funnel with personalized messaging

Campaign management
Persona segments implementation
Automated nurture emails after key actions

Requires: nurture templates, list criteria

Identify sales-ready leads and automate sales hand-off

Auto-MQL → SQL transfer when criteria met
Alert to sales + deal creation on handoff

Requires: handoff rules, simple routing

Get real feedback from sales and automate lead handback to marketing

Simple form or tag to mark unqualified leads
Auto-send unready leads back into nurture

Requires: feedback capture, re-nurture rule

Accurately demonstrate the full impact of marketing on revenue (marketing sourced and impacted deals)

Marketing activity & engagement reporting
UTM campaign tagging
Marketing attribution engine that allocates deal credit percentages based on contact engagement
Dashboard for “marketing-sourced vs. influenced” deals

Requires: UTM governance, dashboard configuration

Business development ops

Core processes that impact primary KPI

Ensure that marketing hands off the best inbound and nurtured leads for qualification

Data enrichment
Lead scoring by firmographics + behavior
Auto-trigger lead handoff on threshold

Requires: scoring rules, trigger workflows

Systemetize and automate outbound lead gen to maximize efficiency and performance

Outbound sequences (email/LinkedIn)
Lead resolution & automation

Requires: Conversion setup, Sales intelligence tool configuration, source tracking

Streamline the process of effectively qualifying, resolving, and creating opportunities

Auto-assign to reps (round-robin/rule)
Instant internal alert or task
Auto-create opportunity on handoff
Other BD configurations

Requires: routing logic, basic alert setup, Sales automation

Track outbound outreach activity and performance

Calling, emailing, task & meeting activity
Breakdown by rep, activity type, and time period

Requires: standardized logging, activity properties, reporting

Sales ops

Core processes that impact primary KPI

Fill your pipeline with qualified deals by optimizing marketing and business development activities

Marketing & BD–sourced net-new opportunities
Renewal, cross-sell & upsell processes
Customer satisfaction–driven deal creation
Partner lead gen systems

Requires: renewal workflows, CS feedback loops, marketing handoff

Smoothly move deals through a clean, automated sales pipeline to maximize conversion rate and efficiency

Accurate stages that mirror real sales steps
Automated alerts & tasks upon engagement
Standard playbooks for repeatable steps
Implement sales data best practices and automation

Requires: stage setup, basic workflows, sales playbooks

Utilize a frictionless closing process that doesn't waste time nor cause lost deals

Integrated quoting tool or template
Streamlined quoting workflow
E-signature automation

Requires: quote templates, e-sign integration

Scale your business by arming your reps with great tools that help close deals

Sales data and intelligence
Key sales decks, playbooks, and objection guides
On-demand training snippets in HubSpot

Requires: asset library, stage-based messaging

Clear reporting and automation prevent deals from going dark

Show reps which deals are stagnant in your reporting
Trigger tasks if no activity after X days
Stage-based email sequences

Requires: simple SLA rules, email templates

Equip your team with a dashboard that gives reps and managers the critical sales picture

Open deals: stages, estimated close dates, expected revenue/forecasts, stalled deals, sales reps
Closed deals: won/lost, conversion rates, performance vs. goals

Requires: standardized deal fields, forecast categories, dashboard configuration

Customer service ops

Core processes that impact primary KPI

Ensure fast, accurate resolution for every ticket.

Response SLAs to ensure timely resolution
Automated routing to the appropriate team or agent
Escalation workflows for urgent issues
Knowledge base & self-service resources

Requires: ticket system, SLA rules, KB setup

Drive value and upsell through proactive engagement.

Quarterly business reviews
Renewal & upsell outreach
CSAT & feedback surveys

Requires: CRM integration, survey tool, CS playbooks

Maximize real business value by building a smart, automated system that delivers the right messages to the right leads at the right time with our RevOps as a service package.

Estimate your hours

Data foundation›

Data enrichment integration11-16 hrs

AI fields and buying intent10-15 hrs

Fully-automated lifecycle stages15-20 hrs

ICP/persona property buildout5-10 hrs

Lead scoring (engagement & fit)12-17 hrs

Marketing ops›

Campaign management & tracking infrastructure8-15 hrs

Automated sales handoff system10-15 hrs

Marketing revenue attribution tracking10-20 hrs

Reporting: Marketing activity & engagement10-15 hrs

Reporting: Marketing revenue attribution8-12 hrs

Sales ops›

Lead status/resolution & automation5-11 hrs

Outbound lead gen system configuration10-20 hrs

Sales data systems & practices7-15 hrs

Pipeline & Sales Automation10-15 hrs

Commerce & deal closing configuration10-20 hrs

Sales forecasting7-20 hrs

Seller’s dashboard8-12 hrs

Business development dashboard9-13 hrs

Customer service ops›

Automated support ticketing system15-20 hrs

Ticketing system reporting8-12 hrs

Customer satisfaction tracking system10-25 hrs

Customer satisfaction reporting8-12 hrs

Reporting›

Contact overview dashboard7-9 hrs

Company overview dashboard8-10 hrs

Deal overview dashboard7-9 hrs

Custom dashboard based on your KPIs10-15 hrs

Other›

Custom integration15-25 hrs

Ongoing core HubSpot management10-20 hrs

Total project hours: 0–0 hrs

RevOps as a service

What's included

🚀 Strategic consulting 📢 Campaign management 🎓 Adoption & training 🔗 Custom integrations 🏆 Best-practice implementations ⚙️ Custom implementations

Silver

📊 Data management

📈 Marketing ops

🛠 Sales ops

🎧 Service ops

📊 Reporting & analytics

📚 Process documentation

Base hours per month: 10

Hourly price: $150

Initial term: 3 months

Meeting cadence: Bi-weekly

Submit a service request to initiate a project

Start Your Quick Fix →

How HubSpot Optimization Drives Revenue

Clear upgrades at each stage → better conversion, faster closes, stronger retention.

Marketing Leads

Include

More qualified leads handed to sales: +15–30%

Segment by persona & lifecycle → prospects see messaging tied to their exact pains & goals
Promote the “right next step” → guide each lead to what they’re ready for (demo, guide, drip)
Hand off only sales-ready leads → reps get quality not noise
Streamlined follow-up → routed to sales or a tailored nurture path, no dead ends
Track & report → double down on what works, fix what doesn’t

Sales Leads

Include

Higher pipeline conversion & faster closes: +20–35%

Efficient outbound system → reps target best-fit prospects with personalized, automated outreach & lead resolution
Smart pipeline automation → clear stages, auto tasks, engagement alerts, real data
Frictionless closing → quoting, proposals, e-sign, payments streamlined
Sales dashboards → pipeline health, forecasts, win/loss, rep performance

Clients

Include

Improved retention & expansion revenue: +10–20%

Automated ticketing & reporting → quicker responses, better experience
Customer satisfaction surveys → actionable feedback
Health score alerts → act before churn risk grows
Renewal & expansion triggers → capture upsell & cross-sell automatically

Estimated Impact on Revenue

+0%

Compounded from: more qualified leads to sales (Marketing) · higher pipeline conversion & sales velocity (Sales) · improved retention & expansion (Clients).