Forecast risk
Decisions made on pipeline numbers nobody can defend. We make stage definitions, amounts and dates mean something before you plan against them.
RevTech Agency turns HubSpot into the revenue operating system of B2B companies, and takes the risk out of the bets you make on it. We audit, design, build and run, with RevOps expertise, a HubSpot Platinum partnership and AI doing the heavy lifting.
HubSpot Platinum Solutions Partner
I can't trust the forecast.
Pipeline numbers change every week because stages mean different things to different reps and deals carry made-up amounts.
Nobody follows the process.
Leads sit untouched, handoffs happen in Slack, and the workflows that were supposed to help have not fired in months.
The tools don't talk to each other.
Billing, product and CRM disagree on who is a customer, so someone rebuilds the truth in a spreadsheet every month.
Hiring against a forecast, buying a HubSpot tier, migrating a CRM, launching an outbound motion: each one is a bet placed on data and process most companies have never checked. Our job is to make those bets safer, or to tell you not to place them yet.
Decisions made on pipeline numbers nobody can defend. We make stage definitions, amounts and dates mean something before you plan against them.
Systems the team routes around. We design for how people actually work and manage the change, not just the configuration.
Duplicates, orphans and silent workflow defects that corrupt reporting for years. Every change we make is verified and reversible.
Paying for tiers you do not need, or building custom what HubSpot does natively. We map build versus buy before you commit.
Start with the audit, or come in where it hurts most. Everything we build follows the same data model and the Winning by Design Revenue Architecture.
Find what is broken, what is missing and what to fix first, with evidence from your live portal.
Set up or rebuild HubSpot so the data model, pipelines and reports match how you actually sell and serve.
Design the go-to-market process, then make HubSpot run it: routing, SLAs, handoffs, sequences and follow-up.
Make the data in HubSpot trustworthy: naming, deduplication, enrichment, associations, standards and the rules that keep it clean.
Connect HubSpot with billing, product, ERP, data warehouse and the rest of your stack, natively where possible, custom where needed.
Claude-driven audits, enrichment and research agents, transcript extraction and n8n automation. Faster, deeper, and always with a human approving the important steps.
Short, result-oriented phases. Each one ends with something you can use even if you stop there.
We read the live portal through the API and report what is broken, missing and duplicated, in the order to fix it.
Data model, pipelines, lifecycle definitions and integration map, agreed before anything is configured.
Configuration, migration, automation and reporting, delivered in phases with quick wins first and every workflow described in plain language.
Monthly improvements, monitoring for stuck records and breaches, and a backlog your leadership can prioritise.
We do not name clients on this site. We do describe exactly what was broken and what changed.
We use AI to read faster and build faster, never to skip the review. Here is what that means in practice.
Claude reads every property, workflow and pipeline live and drafts the findings. A human checks every claim before it reaches you.
Company names, websites and countries recovered from evidence you already own, verified against live sources, logged and reversible.
Custom-coded actions, n8n flows and AI agents that write back to HubSpot properties, with approval steps where money or customers are involved.

Founder, RevOps Solution Architect, HubSpot Platinum Partner
Twenty years in marketing technology and revenue operations, the last eight of them almost entirely inside HubSpot portals. Daniel designs the data model, builds the automation and reads the reports himself, with a small network of senior specialists for the parts that need extra hands.
Book a 30-minute discovery call. We look at your portal together and tell you what we would fix first.
Discovery calls are free and go straight into the calendar.