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A pipeline your reps update because it helps them sell.

We design deal stages with real exit criteria, task queues and sequences around your sales process, then build a forecast leadership can take to the board.

dealstage=proposalforecast_category=commitexit_criteria=budget confirmed
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Sales Hub onboardinghow it fits together
DiscoveryDemoProposalNegotiationClosed wonexit_criteria = budget + champion confirmedforecast_category = commit

What is included.

Everything is built in a sandbox first, tested, then moved into your live portal.

Sales HubonboardingPipelines and deal stagesSequences and task queuesQuotes and productsForecast and activity reportingdealstage = proposalforecast_category = commit

Pipelines and deal stages

One pipeline per sales motion, each stage with a written exit test.

Sequences and task queues

Daily work in one place, so reps spend time selling, not searching.

Quotes and products

Product library, quote templates and approval rules where you need them.

Forecast and activity reporting

Weighted forecast, stage velocity and the leading indicators managers coach on.

A pipeline with an exit test on every stage.

Reps move a deal only when the stage test is true. Required properties enforce it.

StageExit testRequired to moveAutomation on entry
DiscoveryPain and budget owner confirmedUse case, budget ownerTask: send recap within 24 hours
DemoDecision maker attendedDecision maker, competitorsFollow-up sequence enrolled
ProposalProposal sent and openedAmount, close dateQuote created from template
NegotiationTerms agreed in principleLegal contact, start dateManager notified for deals over threshold
Closed wonContract signedContract value, termHandover ticket created for onboarding

A rep's day, inside HubSpot.

We design the daily routine first, then configure the tools that support it.

  1. Morning

    Task queue

    Calls and follow-ups due today, sorted by deal value.

  2. Mid-day

    Sequences

    New prospects enrolled in the right sequence with one click.

  3. Afternoon

    Meetings

    Booking links on every email. Notes logged from the meeting record.

  4. End of day

    Pipeline review

    A saved board view shows deals with no next step.

Forecasting leadership can defend.

Weighted forecast

Deal amount times stage probability, by rep, team and month.

Forecast categories

Commit, best case and pipeline, set by the rep and reviewed weekly.

Velocity by stage

Average days in each stage, so you see where deals slow down.

How the work runs.

  1. Week 1

    Map the sales motion

    Shadow reps, list the stages and agree exit criteria.

  2. Week 2

    Build pipelines

    Deal properties, stages, required fields and automation in a sandbox.

  3. Week 3

    Set up daily work

    Sequences, task queues, meeting links and templates.

  4. Week 4

    Forecast and train

    Forecast dashboard and role-based training for reps and managers.

What you keep when we finish.

  • Pipeline and stage definitions with exit criteria
  • Required deal properties per stage
  • Sequences and task queues for each rep role
  • Forecast and activity dashboards
  • Rep and manager training recordings

This is a good fit if

  • Reps keep the real pipeline in a spreadsheet
  • The forecast changes every time someone asks
  • Deals sit in one stage for months with no next step

Not sure? The free audit tells you which service to start with.

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Related case study.

DiscoveryDemoProposalNegotiationClosed wonexit_criteria = budget + champion confirmedforecast_category = commit
HubSpot CRM implementation from scratchClient engagement

B2B services company

The challenge

The client tracked leads by hand and follow-ups depended on memory. They needed a central CRM to capture leads, automate follow-up and manage the sales pipeline.

What we did

  • Set up HubSpot from scratch: properties, pipelines and deal stages
  • Connected the website contact forms for automatic lead capture
  • Built workflows for follow-up emails and task reminders
  • Created dashboards for sales and marketing performance
40%faster lead response time
10+ hourssaved each week by automated nurturing
Full viewof the sales funnel
Read the full case study

Common questions.

Short answers to what most clients ask before they start.

Still have a question?

Ask us on a 30-minute call, or write to info@revopsnexus.com. We reply within one working day.

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Yes. Deals, notes and activity history come across and map to the new stages.

Yes. Separate sessions for reps and managers, recorded so new hires can watch them later.

Yes. Each sales motion gets its own pipeline, with shared reporting across all of them.

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