If your HubSpot is a mess, your pipeline data can't be trusted, or your team has stopped using the CRM properly, you don't need a six-month retainer. You need someone to look under the bonnet and tell you what's actually going on.
That's what the RevOps MOT is.
In two weeks, you'll have a clear, prioritised picture of where your revenue operations are breaking down - and a practical roadmap for fixing it, in order of impact.
What's included
A structured review of your HubSpot setup, your sales and marketing workflows, and your team's day-to-day processes — covering:
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CRM health: data quality, pipeline structure, deal stages, and contact management
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Workflow and automation audit: what's running, what's broken, what's creating noise
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Reporting and visibility: whether your dashboards actually reflect reality
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Team adoption: where HubSpot is being used well, and where it's being quietly ignored
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Process gaps: handoff points between marketing, sales, and delivery where leads or information fall through
You'll receive a written RevOps MOT Report — a plain-English document with a prioritised action list, quick wins you can action immediately, and a 90-day roadmap for the bigger fixes.
We close with a 60-minute walkthrough call so nothing is left unclear.
What you get
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Pre-audit questionnaire (completed by you before we start)
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Full HubSpot access review
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Written RevOps MOT Report
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Prioritised action list (quick wins + 90-day roadmap)
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60-minute debrief call
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2 weeks of follow-up Q&A via email
Investment: £795 + VAT
This is a one-off, fixed-fee engagement. No retainer required. No surprises.
For businesses that go on to work with RevOps Reloaded on a retainer, the MOT fee is credited against your first month.
Is this right for you?
The RevOps MOT works best for founder-led businesses of 10–50 people who are using HubSpot (or thinking about it), feel like their ops are getting messier as they grow, and want an expert view before committing to ongoing support.
We can support if you use other CRMs, but Hubspot is where we are most comfortable.
It's not the right fit if you're pre-revenue, have no CRM at all, or are looking for someone to do the fixing rather than diagnose it. If that's you, the Align retainer might be a better starting point.