Revlyn
Revenue Engine
HUBSPOT • REVOPS • GTM SYSTEMS

Revenue,
built like an
engine.

We build and run the CRM, reporting and automation behind B2B revenue teams. HubSpot implementation, RevOps and GTM systems, handled by the same two people from month one onward.

SEE WHAT WE RUN→
WHO WE WORK WITH

Built for the people
who own the number.

If you're the one accountable for revenue this quarter, this is the team you hire before adding another internal operations head.

01

Founders

Series A to C. Selling into mid-market or enterprise.

02

Heads of Sales

Pipeline, forecast accuracy, rep enablement.

03

Heads of Marketing

Attribution, MQL to SQL, lifecycle.

04

Heads of Revenue

Full-funnel systems and reporting.

05

Heads of GTM

ICP, segmentation, motion design.

SELECTED CLIENTS

A quiet list of teams we build revenue engines with.

12 companies
Seed to mid-market
Referenceable on request
PARTNERSHIPS BUILT TO COMPOUND
HOVER A LOGO TO SEE THE BRIEF
I
Chapter I

What's leaking, and where.

The truth about the revenue org, on one page.

§02What we see

Most revenue teams are quietly held together with tape.

// TODAY · LEAKING
14,000 OPEN OPPS↓ REALITY: 2,300
  • ✕CRM full of half-finished notes
  • ✕Pipeline nobody trusts
  • ✕Reps skip the process
  • ✕AI stuck in the sandbox
// WITH REVLYN · SEALED
ONE SCHEMA · ONE TRUTH
  • ✓One schema, one source of truth
  • ✓Pipeline you present to the board
  • ✓Motion reps actually run
  • ✓AI wired with real guardrails
Operator Desk

Week 5 of 12

On-site with your team

From the Field

A system that
works instead of
leaking.

We don't deliver presentations. We rebuild operations, document every process, and leave your team running independently within ninety days.

01
W01
Open every stage. Mark the leaks.
02
W06
New schema live. Rollback ready.
03
D90
Your team runs it. We're on-call.

EMBED

2 OPS

CADENCE

WEEKLY

HAND-OFF

D-90

II
Chapter II

One machine, not a stack of tools.

Four subsystems. One schema. One source of truth.

§03How it works

One system, four moving parts, wired together with care.

FIG. 03.A / SCHEMATIC
// INPUTSSRC · 01WEB / ADSSRC · 02OUTBOUNDSRC · 03PRODUCT / PLGSRC · 04PARTNER / CS01 · CRMstrict schema · dedupe · hygieneHubSpot / SFDC · single truthSOURCE-OF-RECORD LAYER02 · REVOPSlifecycle · SLA · attributionforecast · pipeline mathPLUMBING BETWEEN TEAMS03 · GTMICP · outbound enginePLG loops · sales enablementMOTION THAT CONVERTS04 · AIenrichment · AI SDR · briefscall intel · deal signalsCOMPOUNDING LEVERAGEFLIGHTDECKforecast · velocitychurn · CAC · LTV→ BOARD-READY▲ single source of truth▲ where deals compound// ANNOTATED BY THE HAND OF AN ACTUAL OPERATORDESIGNED BY HANDSHEET 03.A / SCALE 1 : ENGINEHUBSPOT AS A SERVICEREV. 2026

// CLOSER LOOK

Every part
working together.

Marketing, sales, delivery and customer success operate as one connected revenue engine.

Revenue Engine
RESPONSE
<2m
AUTOMATION
24/7
VISIBILITY
100%
1

Capture

Every lead enters one pipeline with complete visibility.

2

Qualify

AI and your team score, route and prioritize opportunities.

3

Close

Sales, finance and delivery move together automatically.

4

Expand

Customer success creates renewals and long-term growth.

§03.CYour dashboard

A CRM your team will actually trust.

Same data, better structure. Every stage, deal and rep has one owner, one next action and one source of truth.

CRM Dashboard
Pipeline
$0M
+24.3% compared to last 30 days
Deals
0
Average cycle reduced to 22 days
Win Rate
0%
+5.8 percentage points vs baseline
§07.BThe full picture

Your funnel, from first click to renewal.

Every stage is instrumented in the warehouse. Every dashboard is powered by one schema. Every anomaly is routed to an owner, not a group chat.

Instrumented revenue funnel diagram from awareness to renewal
Stage 01

ATTRACT

SEO · ADS · PLG

Stage 02

QUALIFY

ICP · SCORE · SLA

Stage 03

CONVERT

DEMO · DEAL DESK

Stage 04

EXPAND

CS SIGNAL · UPSELL

Stage 05

RENEW

USAGE · RENEWAL

AI Layer

AI agents that
actually deliver
pipeline.

Production agents inside your CRM. Guardrails on. Human-approved.

▸
QUALIFIERscores every lead against your live ICP
▸
ENRICHERfills firmographics + intent, cited sources
▸
ORCHESTRATORroutes to owner with SLA + fallback
▸
DRAFTERpersonalised opener, human-approved
AI agent terminal user interface
revlyn // rev-agent · runningLIVE
§06Our stack

Tool-agnostic, with opinions where they matter.

Opinionated defaults. Battle-tested wiring. If your stack is already in place, we work inside it. If it needs a rebuild, we say so.

Revenue Operations Stack
// CRM
  • HubSpot
  • Salesforce
// WAREHOUSE
  • Snowflake
  • BigQuery
  • Postgres
// ELT / RE-ELT
  • Fivetran
  • dbt
  • Hightouch
// ENRICHMENT
  • Clay
  • Apollo
  • ZoomInfo
// OUTREACH
  • Outreach
  • Salesloft
  • Smartlead
// PRODUCT/PLG
  • Amplitude
  • PostHog
  • Mixpanel
// CALL INTEL
  • Gong
  • Chorus
// AI LAYER
  • OpenAI
  • Anthropic
  • Custom agents
III
Chapter III

We show up on Monday, and the Monday after that.

Not a retainer that goes quiet by week three. A team that sits inside your standups, your pipeline reviews, and your Slack until the number moves.

§ 03 · Services4 disciplines

Four disciplines. One operating layer.

Each engagement ships an artifact you'd hand to a new VP on day one. Below: what we do, who it's for, and exactly what lands in your Drive.

S-01CRM Architecture↗S-02RevOps↗S-03GTM Design↗S-04AI Infrastructure↗
S-01 / 01

CRM Architecture

One schema. One source of truth. Reportable from day one.

FOR

Founders and Heads of RevOps rebuilding HubSpot / Salesforce after 18–36 months of accidental design.

PROBLEM

Duplicate contacts, orphaned deals, custom properties nobody remembers creating, and reports that don't tie back to revenue.

OUTCOMES
4 shipped
  • 01Single object model across Contacts, Companies, Deals, Products, Subscriptions
  • 02Lifecycle stages that map 1:1 to your funnel, not HubSpot defaults
  • 03Every field owned by a team, with a deprecation date if unused for 90 days
  • 04Weekly hygiene job removing duplicates, closing stale deals, resurfacing missing data
DELIVERABLES
  1. W1
    Portal audit + property inventory (avg. 340 fields reviewed)
  2. W2
    Object model + lifecycle rewrite, migration plan signed off
  3. W3
    Migration executed in sandbox, tested against 6 QA scenarios
  4. W4
    Cutover, team training, reporting rebuilt on new schema
SPEC
Artifact
The Portal Blueprint — a 40-page PDF documenting every object, field, workflow and owner.
Cadence
Tues + Thurs standup · Fri demo
Investment
From $18k · 4–6 weeks
Tools
HubSpotSalesforceAttiodbtHightouchSegment
Press ⇧ ? for the full scope PDF.
S-02 / 02

RevOps

The operating layer between GTM and the P&L.

FOR

Heads of Revenue and CFOs who want forecast accuracy above 85% and a pipeline number they can defend in a board meeting.

PROBLEM

Forecast swings weekly. Pipeline stage definitions live in a Slack thread. Nobody agrees on what a Qualified Opportunity actually is.

OUTCOMES
4 shipped
  • 01MEDDPICC (or SPICED) qualification enforced at the deal level, not the rep level
  • 02Bottoms-up forecast rebuilt weekly from stage-weighted pipeline + rep commit
  • 03Territory + quota model tied to segment, ACV band and sales motion
  • 04Comp plans modelled against 3 pipeline scenarios before rollout
DELIVERABLES
  1. W1
    Funnel definition workshop, stage exit criteria written
  2. W2
    Forecast model v1 in Sheets, reconciled to CRM weekly
  3. W3
    Territory + quota carve, ramp curves per segment
  4. W4+
    Ongoing: forecast call facilitation, deal desk, QBRs
SPEC
Artifact
The Revenue Operating Model — a live doc with funnel, forecast, comp and headcount plan in one place.
Cadence
Mon forecast · Thu deal desk · monthly board pack
Investment
From $12k / mo · retainer
Tools
ClariGongWeflowBoostUpLookerMetabase
Press ⇧ ? for the full scope PDF.
S-03 / 03

GTM Design

Segment, motion, message, comp — designed together.

FOR

Founders launching a second product, moving upmarket, or expanding into a new region and needing the motion redesigned end-to-end.

PROBLEM

Marketing writes for one ICP, sales sells to another, CS renews a third. The pricing page contradicts the deck. The demo doesn't match the discovery script.

OUTCOMES
4 shipped
  • 01ICP defined at Tier-A / Tier-B / Tier-C with named accounts, not personas
  • 02Sales motion mapped: inbound / outbound / PLG / partner — with routing rules
  • 03Messaging house: one primary claim, three proof points, per segment
  • 04Pricing & packaging tested against 3 alternative frames before launch
DELIVERABLES
  1. W1–2
    ICP research: 20 customer + 10 lost-deal interviews
  2. W3
    Positioning workshop, messaging house v1
  3. W4
    Motion + routing rules, SDR / AE scripts rebuilt
  4. W5–6
    Pricing test, launch plan, enablement rollout
SPEC
Artifact
The GTM Blueprint — 60 pages: ICP, motion, message, pricing, launch calendar.
Cadence
Weekly working session · async in Notion
Investment
From $28k · 6–8 weeks
Tools
NotionAttioCommon RoomClayApolloLinkedIn Sales Nav
Press ⇧ ? for the full scope PDF.
S-04 / 04

AI Infrastructure

Agents that actually earn their seat.

FOR

Revenue teams under headcount pressure who need AI to do real work — not summarise Slack.

PROBLEM

You bought four AI SDR tools. None are running. The ones that do run send emails your VP would fire a human for writing.

OUTCOMES
4 shipped
  • 01Agent-per-job architecture: research, enrich, route, draft, follow-up, log
  • 02Every agent has a scorecard: precision, recall, cost per action, human override rate
  • 03Human-in-the-loop by default; autonomy earned per agent based on 30-day scorecard
  • 04Full observability: prompt, context, tool calls, output, cost — every run
DELIVERABLES
  1. W1
    Job-to-be-done audit, 8–12 automatable jobs ranked by ROI
  2. W2–3
    Top 3 agents built + wired into CRM, tested on shadow traffic
  3. W4
    Scorecards live, escalation paths defined, rollout to team
  4. W5+
    Weekly agent review, retrain, retire, add new
SPEC
Artifact
The Agent Ledger — every agent with its job, scorecard, cost and last review.
Cadence
Weekly agent review · monthly ROI report
Investment
From $15k / mo · retainer
Tools
OpenAIAnthropicClayn8nBraintrustLangSmith
Press ⇧ ? for the full scope PDF.
¹ All engagements include a named Principal + Operator. No pods rotating monthly.
² Prices are floors. Complex portals, multi-region rollouts and PE portfolios are quoted separately.
³ Every artifact is yours. No lock-in, no seat licences, no "Revlyn-flavoured" tooling.
§ 04 · MethodCadence

An operating rhythm you can set your watch to.

We don't run 'workshops'. We run your revenue meetings, own the doc, and leave a paper trail your board can read.

Day
Time
Ritual
Room
Output
MON
09:30
Forecast call
Head of Revenue + Principal
Weekly commit locked
MON
16:00
Async digest
Operator → team
Loom + doc, 8 min
TUE
10:00
RevOps standup
Operator + RevOps lead
Ticket queue triaged
WED
—
Build day
Operator (heads-down)
Ship + PR review
THU
14:00
Deal desk
Principal + AE managers
3–5 deals unblocked
FRI
11:00
Demo + retro
Full team
What shipped, what's next
EVERY MONTH

Reconcile.

04 items
  • M.01Board pack draft — pipeline, forecast, agent ROI, hygiene score
  • M.02Comp plan reconciliation vs. attainment
  • M.03ICP tier refresh from CS + won/lost data
  • M.04Agent scorecard review, retire ≤ 60% precision
EVERY QUARTER

Re-plan.

04 items
  • Q.01QBR: motion, message, funnel, headcount
  • Q.02Portal audit re-run against original blueprint
  • Q.03Segment expansion decision (up-market / new region)
  • Q.04Tooling review: 1 in, 1 out — no bloat
COMMS

Slack Connect, primary. Loom for decisions. Notion for the paper trail.

Response SLA: 4 business hours. Emergency: 1 hour.

OWNERSHIP

One Principal, one Operator. Same two people for the entire engagement.

No pods. No rotations. No 'account managers'.

EXIT

Every asset is yours. Portal, docs, agents, dashboards, runbooks.

30-day handover included. Retainer clients: month-to-month after month 3.

Three ways to work with us.

HubSpot as a Service is the flagship. Diagnostic and 90-day builds are also available.

2 weeks · Fixed fee
Diagnostic
Founders who suspect the system is leaking but don't know where.
  • →Revenue system audit
  • →One-page leak map
  • →Prioritised 90-day plan
Start with a diagnostic →
Monthly · Subscription
HubSpot as a Service
Teams that want a senior HubSpot, RevOps, GTM and AI function without the internal hire.
  • →One embedded senior team
  • →Weekly operating cadence
  • →Monthly scorecard + quarterly roadmap
Get your team →
90 days · Fixed scope
90-Day Build
Heads of Sales, Marketing, Revenue and GTM ready to ship one full subsystem.
  • →CRM or RevOps or GTM or AI build
  • →Documentation and dashboards
  • →Ongoing partnership after launch
Scope a build →
Revenue growth playbook on a strategist's desk with sticky notes
PLAYBOOK · Q3 EDITION
// DELIVERABLE

A real playbook.

Printed. Annotated. Read by reps, CS, and your board.

ICP
MOTIONS
FORECAST
GUARDRAILS
  • ICPsegments + firmographics
  • MOTIONSoutbound · PLG · partner
  • FORECASTcommit · best · worst
  • GUARDRAILSdiscount · terms · desk
IV
Chapter IV

Partners for the long run.

Three stories. Real names. References you can call.

§ 05 · Proof3 case studies

The numbers. Before and after. On the record.

Every number below has a name and a phone number behind it. Ask us for references — we'll route you to the operator who owned it.

CASE.01S-01 · S-02
SaaS · Series B · $18M ARR

HubSpot rebuild + RevOps retainer

6 weeks + 9 mo retainer
“First quarter in three years the board didn't ask why the forecast moved.”
— Head of Revenue
Forecast accuracy
Before63%
After91%
Δ+28 pts
Pipeline hygiene score
Before41 / 100
After88 / 100
Δ+47
AE ramp (to quota)
Before7.2 mo
After4.1 mo
Δ−43%
Reporting time (weekly)
Before11 hrs
After40 min
Δ−94%
TRAJECTORY6 weeks + 9 mo retainer
CASE.02S-03
Fintech · Series A · $6M ARR

GTM redesign, moved from SMB to mid-market

8 weeks
“We stopped writing decks for personas that never signed and started writing to the four titles that do.”
— Founder / CEO
Average ACV
Before$14k
After$61k
Δ4.3×
Win rate (Tier-A)
Before9%
After27%
Δ3×
Sales cycle
Before94 days
After68 days
Δ−28%
SDR → SQL rate
Before4.2%
After11.6%
Δ+7.4 pts
TRAJECTORY8 weeks
CASE.03S-04
Vertical SaaS · Bootstrapped · $9M ARR

AI agent infrastructure

5 weeks + retainer
“Six agents replaced two contractors and made the SDRs 3× more effective. No 'AI vibes' — real scorecards.”
— VP Growth
Research time / account
Before22 min
After40 sec
Δ−97%
Outbound reply rate
Before1.1%
After4.8%
Δ4.4×
Cost per qualified meeting
Before$412
After$118
Δ−71%
Agent override rate
Before—
After6.3%
Δunder 10% target
TRAJECTORY5 weeks + retainer

† Company names withheld under NDA on this page. Full case studies and references shared under mutual NDA on the intro call.

§06.5CLIENT STORIES

Three systems. Three stories.

Founder of a Series B SaaS company
M. ANDERSON · CEO · SERIES B SAAS · NYC
CASE 01 / 03 · CHAPTER I

"We had 40 reps and no clear read on which motion was working."

  • 1
    DAY 01
    14,000 open opps → reality: 2,300.
  • 2
    DAY 28
    New schema live. Attribution settled.
  • 3
    DAY 90
    Keys handed back. Forecast <5% variance.
+$14M
ARR ADDED · 12MO
-62%
MANUAL SDR WORK
22 D
DEMO → WON (was 41)
"Revlyn didn't sell us a strategy. They rebuilt the system and handed it back. It still runs. That's the whole story."
, M. ANDERSON · CEO · SERIES B SAAS
VERIFIED
CASE 02 / 03

Mid-market fintech drowning in manual routing

Every lead touched by three humans before a rep saw it. Speed-to-lead 6 hours. Conversion suffering.

Wired an AI qualifier + owner-routing engine into HubSpot. Fallback SLAs. Slack pings, not group chats.

-62%
MANUAL
6h → 4m
SPEED-TO-LEAD
+2.4×
PIPELINE
CASE 03 / 03

DevTools Y-C , forecasts nobody believed

Board meeting was a coin toss. Reps sandbagged. CS didn't see churn signals. AI experiments stuck in the sandbox.

Rebuilt on Snowflake + a real MTA model. Two AI agents shipped in weeks 8-10. Forecast variance < 4%.

<4%
FORECAST VAR
-47%
REP RAMP
+38%
NRR
§07Some of our work

A few teams whose numbers moved.

CASE · 01 · SERIES B · SAAS
+$14M
ARR IN 6MO

Rebuilt the CRM schema, wired PLG loops into outbound. Sales-sourced pipeline went from 34% → 71% closable.

↳ VERIFIED BY CLIENT
CASE · 02 · MID-MKT · FINTECH
−62%
SDR MANUAL WORK

AI SDR agents on guardrails handled research, first-touch, and CRM writeback. Human reps focused on live conversations.

↳ VERIFIED BY CLIENT
CASE · 03 · DEVTOOLS · YC
22d
DEMO → WON (WAS 41d)

Deal-desk automation, forecast model and executive command center. Cycle time cut in half without adding headcount.

↳ VERIFIED BY CLIENT
142%
MEDIAN PIPELINE LIFT
38%
AVG CAC REDUCTION
1
TEAM / 4 FUNCTIONS
≤ 90d
STANDALONE BUILD WINDOW
V
Chapter V

The people who show up.

Former VPs of RevOps and GTM. Two embedded per engagement.

§09The people

Our RevOps and GTM Teams — now on your side.

Four senior operators. Every engagement gets two of us embedded, one on the CRM and data side, one on GTM and AI. No juniors, no offshore, no sub-contracting.

Four senior revenue operators, black-and-white portraits
Rishabh
CEO & Founder
Kartik
Head of CRM
Krishnanshu
AI Engineer
Shantanu
CRM Automation
§08OUR PRINCIPLES

The way we work.

01

Partnership

We become part of your team instead of acting like an outside vendor.

02

Ownership

Every system we build is something we're willing to operate ourselves.

03

Execution

Ideas don't matter until they're running in production.

04

Clarity

One source of truth. Everything else creates confusion.

05

Experience

Senior operators solve problems faster than bigger teams.

06

Longevity

You should be able to run the business without us someday.

FAQ

Questions we get, before the first call.

If you have one we haven't answered, bring it to the diagnostic. We'd rather over-answer than under-scope.

Ask us anything →
01How is Revlyn different from a typical RevOps agency?
+

We're your extended revenue operations team, not a project shop. HubSpot as a Service means we run CRM, RevOps, GTM and AI for you — weekly standups, monthly scorecards, quarterly roadmaps. No juniors, no offshore, no sub-contracting.

02Which CRMs and tools do you work with?
+

HubSpot, Salesforce, Attio, and Pipedrive on the CRM side. Segment, Rudderstack, and dbt on the data side. Clay, Apollo, and Common Room on the GTM side. On the AI side we build on OpenAI, Anthropic, and open models via LangChain and custom infra.

03How do you price engagements?
+

HubSpot as a Service is a monthly subscription. Diagnostics are a fixed fee. Standalone 90-day builds are fixed-scope, fixed-timeline.

04Do you replace our team, or work with them?
+

We work alongside your leadership and frontline teams. We run the operations layer so your internal people can focus on decisions, conversations and strategy.

05What size company do you work with?
+

B2B startups from Series A to Series C, and mid-market companies from 10M to 50M ARR. If you're pre-revenue or a Fortune 500, we're probably not the right fit.

06How quickly can we start?
+

Diagnostics start within two weeks. HubSpot as a Service and 90-day builds typically start the following month.

GET YOUR
HUBSPOT TEAM.

A 30-minute working session for Founders and Heads of Sales, Marketing, Revenue or GTM. We'll map what your internal HubSpot, RevOps, GTM and AI function should look like — and whether Revlyn is the right team to run it.

SEE WHAT WE RUN
NO NDA REQUIRED · NO SALES CALL