RevOps Shop
We have run 150+ engagements over four years as a HubSpot Platinum Solutions Partner and Clay partner. Find what you're dealing with below, then open a play to see what it is, what you get, and which clients we've run it for.
The right accounts and contacts, safely loaded.
| Situation | Who says it | Plays |
|---|---|---|
| "We need a list of target accounts" | Founder, VP Sales | TAM listMarket mapClay ICP scoring |
| "We need the right people to reach" | SDR manager, RevOps | Contact listClay ICP scoring |
| "We want to launch cold email or LinkedIn outbound" | VP Sales, Founder | BisonHeyReachExclusion lists |
| "Campaigns keep hitting customers and open deals" | RevOps, Sales | Exclusion listsDedup |
Copy, answers, posts and battle cards in our current standard.
| Situation | Who says it | Plays |
|---|---|---|
| "We need outreach copy that gets replies" | Sales, Marketing | Copy frameworksBisonHeyReach |
| "We want to show up in AI answers and search" | CMO, CEO | AEODirectories |
| "Our founder or exec should be posting" | CEO, CMO | Exec content |
| "Reps need battle cards and talk tracks" | Sales manager | Battle cardsRep coaching |
More leads, more meetings, more wins.
| Situation | Who says it | Plays |
|---|---|---|
| "We're not generating enough leads" | Founder, CMO | SignalsMarket mapEvents |
| "Pipeline is thin, need more meetings" | VP Sales | ReactivationSignal outboundLinkedInReferrals |
| "Inbound leads are going cold" | Marketing, Sales | Speed to leadWebsite visitors to outbound |
| "We keep losing deals to competitors" | VP Sales | Battle cardsRep coaching |
Spend that turns into pipeline.
| Situation | Who says it | Plays |
|---|---|---|
| "Our ads aren't turning into pipeline" | CMO | Paid ads auditAttribution reporting |
| "We spend on events with little to show for it" | CMO, Founder | EventsAttribution reporting |
| "Is Clay (or any tool) worth it?" | Exec, RevOps | Clay ICP scoringContact listStack savings |
New people up to speed and using the CRM.
| Situation | Who says it | Plays |
|---|---|---|
| "New leader or new hire just started" | VP, manager | Onboarding planCRM training |
| "Reps don't use the CRM or need coaching" | Sales manager | CRM trainingRep coaching |
Clean data, trusted pipeline, clear process.
| Situation | Who says it | Plays |
|---|---|---|
| "Our CRM is a mess or we're migrating" | RevOps | MigrationDedup |
| "RevOps wants pipeline visibility" | RevOps | Stage definitionsAdmin operating rhythmData cleanup |
| "Exec is asking for dashboards" | CEO, CRO | Attribution reportingPipeline reset |
| "Quoting is slow or the process is unclear" | Ops, Sales | Process mappingCPQ |
Get what one person knows out of their head before they go.
| Situation | Who says it | Plays |
|---|---|---|
| "Someone important is leaving" | Any | Handover packOnboarding plan |
| "Only one person knows how this works" | Exec, RevOps | Process mappingAdmin operating rhythmCRM training |
32 plays. Click one to see the details.
| ID | Play | Goal |
|---|---|---|
| P01 | Signal-Triggered OutboundReach accounts when something changes (hiring, job change, funding, acquisition, intent, public records) using Clay detection, CRM signal fields and signal-specific sequences.
|
Grow Pipeline |
| P02 | Dormant Lead and Closed-Lost ReactivationRe-engage closed-lost deals, stalled sales-ready leads and unworked inbound with segmented, deal-context email plus LinkedIn sequences at no new data spend.
|
Grow Pipeline |
| P03 | Website Visitor De-anonymization to OutboundIdentify website visitors, filter to ICP in Clay, enrich, and route them to reps or soft sequences while they are still researching.
|
Grow Pipeline |
| P04 | Clay ICP Scoring and EnrichmentScore accounts against a written ICP prompt and fill account and contact data through a Clay enrichment waterfall that writes back to HubSpot or Salesforce.
|
Build Lists for Campaigns, Improve Marketing ROI |
| P05 | LinkedIn Outbound ProgramRun HeyReach connection and message sequences from the client's founder, executives and reps, with Clay-built lists and replies synced to HubSpot.
|
Grow Pipeline |
| P06 | Event-to-Pipeline CampaignTurn trade shows, conferences, webinars and dinners into pipeline with Clay-built lists, pre-event LinkedIn plus email, and 48-hour segmented follow-up in HubSpot.
|
Grow Pipeline, Improve Marketing ROI |
| P07 | Warm Customer Referral CampaignPull a happy champion's LinkedIn connections, filter to ICP fit in Clay, have the champion pick 1 to 3 people to vouch for, send a canned intro and track every name to a meeting in HubSpot.
|
Grow Pipeline |
| P08 | Cold Email Sequence Build and Copy FrameworksBuild or audit a 3-step cold email sequence (hard-hitter, bump, soft close) around one strong offer, with A/B angles and Clay plus Claude research columns.
|
Draft Content |
| P09 | Paid Ads Audit and Campaign BuildAudit Google and LinkedIn spend against CRM pipeline, reallocate the same budget, and rebuild the account as a campaign matrix with one naming convention and UTMs.
|
Improve Marketing ROI |
| P10 | AEO Answer Engine (FAQ and answer pages that get cited by AI)Turn real buyer questions from sales calls into evidence-gated, answer-first pages that AI engines can cite, published weekly with automated checks.
|
Draft Content |
| P11 | Directory, Listings and Backlink BlitzGet a client listed, accurate and reviewed in about 20 review sites, integration marketplaces, partner and industry directories, plus earned partner links, in 30 days.
|
Draft Content |
| P12 | Executive Content EngineeringTurn one executive's real point of view into a scored LinkedIn and blog program, tracked in HubSpot so engaged accounts route to reps.
|
Draft Content |
| P13 | Competitive Battle CardsOne call-ready card per competitor or objection set (wins, weaknesses, trap questions, reframes, proof), loaded into HubSpot playbooks.
|
Draft Content, Grow Pipeline |
| P14 | CRM User Training and Adoption GuideRole-based CRM guide plus manager-first training and office hours so reps and ops actually use the system after go-live.
|
Onboard New Users, Train Your Replacement |
| P15 | Sales Rep Coaching and Inside Sales FundamentalsCoach reps and their manager on pre-call research, discovery, objections and next steps, tied to CRM data so 1:1 coaching continues after we leave.
|
Draft Content, Grow Pipeline, Onboard New Users |
| P16 | RevOps Admin Coaching and Operating RhythmAudit the portal, then coach the client's own RevOps admin into a weekly, monthly and quarterly hygiene and governance rhythm.
|
Set Up a CRM, Train Your Replacement |
| P17 | Pipeline Reset and Deal Stage DefinitionsAudit every open deal, dispose of dead weight with written rules, and redefine stages with checkable exit rules and required properties so the pipeline can be trusted.
|
Set Up a CRM |
| P18 | Funnel, Attribution and Campaign ReportingBuild closed-loop attribution and funnel and campaign dashboards in the CRM using our Attribution Playbook v1, labeling what cannot be attributed.
|
Improve Marketing ROI, Set Up a CRM |
| P19 | Speed to Lead and Lead RoutingGive every hand-raiser the right owner and a fast first response through one routing engine, automatic first touch, handoff and no-show rules, and a weekly response-time KPI.
|
Grow Pipeline |
| P20 | Sales Process MappingMap how a deal moves from inquiry to cash, role by role, as a swimlane map plus stage SOP and workflow index, then build it into the CRM.
|
Set Up a CRM, Train Your Replacement |
| P21 | Quoting and CPQ SetupMove quoting into the CRM with discount visibility, an approval policy, enforced approval workflows and templates, and recommend CPQ only when complexity requires it.
|
Set Up a CRM |
| P22 | CRM Migration and Legacy CRM RetirementMove a client off a legacy CRM (Dynamics, Salesforce, Zoho) onto HubSpot and switch the old system off before its renewal.
|
Set Up a CRM |
| P23 | CRM Data Cleanup and DeduplicationMerge duplicates, archive dead records and fix owners and lifecycle so the CRM is trusted again, with rules that stop the mess returning.
|
Build Lists for Campaigns, Set Up a CRM |
| P24 | Tech Stack Consolidation and License SavingsInventory every GTM tool against the KPI it serves, cut or consolidate overlap, and negotiate and right-size HubSpot licensing.
|
Improve Marketing ROI |
| P25 | Admin Handover and Offboarding PackWhen a client admin or champion leaves, an engagement ends, or our strategist rotates off, capture what only they know and hand it over in writing.
|
Train Your Replacement |
| P26 | New Hire and New Champion Onboarding PlanGive a new client champion, admin or wave of new users a written ramp: dense brief, stack one-pager, first 30 days and day-one system setup.
|
Onboard New Users, Train Your Replacement |
| P27 | EmailBison Cold Email Campaign SetupStand up a compliant cold email campaign in EmailBison on warmed secondary domains, paced to what the inboxes can safely send, with customers and open deals excluded and replies synced to HubSpot.
|
Build Lists for Campaigns, Draft Content |
| P28 | HeyReach LinkedIn Campaign SetupRun HeyReach LinkedIn connection, message and InMail sequences from your own senders at safe daily limits, with customers and open deals excluded, replies synced to HubSpot and an optional email track.
|
Build Lists for Campaigns, Draft Content |
| P29 | TAM Account List Build from a DomainFrom one client domain, derive the ICP from the site and best customers, source accounts via Prospeo, Clay or ZoomInfo, clean names and domains, dedupe against HubSpot and tier A/B/C into a defined account CSV.
|
Build Lists for Campaigns |
| P30 | Contact List Build with Validation, LinkedIn Interests and DISCFind the right people at your target accounts, validate their emails (phones optional), add LinkedIn interests and an inferred communication style, and remove anyone already in your CRM pipeline.
|
Build Lists for Campaigns, Improve Marketing ROI |
| P31 | Market Map with AnglesMap every company in a market, segment each by adoption stage, and give each segment an outreach angle from the companies' own job-post language, matched to proof and a landing page.
|
Build Lists for Campaigns, Grow Pipeline |
| P32 | HubSpot Outreach Exclusion Lists for Bison and HeyReachHubSpot lists that keep cold outreach away from open deals, customers, recently engaged contacts, unsubscribes, detractors, competitors and partners, rolled into one Do Not Prospect list every campaign is checked against.
|
Build Lists for Campaigns |