RevHub System

Revenue Engineering
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case studies

From business need to working system.

The need, the build, and the outcome across data, sales, service, marketing, revenue, and content.

Data Hub & CRM
01
Data Enrichment & Automation

Smart Properties & Data Enrichment

The need

Missing contact details and stale records were creating manual work.
What we built
Lusha enrichment, self-filling properties, and safe archiving workflows.
The result

Fuller records. Less manual entry.

Lusha enrichment, self-filling properties, and safe archiving workflows.

Gaps filled, manual entry gone.

Lusha

contact enrichment

Smart

auto-fill properties

Archive

workflows

A CRM full of gaps missing emails, phones, job titles filled by hand, one record at a time, while stale contacts piled up. Enrichment, self-populating properties, and safe archiving fixed both problems without deleting anything.

  • Fuller contact records via Lusha enrichment
  • Far less manual data entry
  • Inactive data archived, never deleted
Data Hub & CRM
02
Flagship Case Study

CRM Cleanup & RevOps Buildout

The need

Duplicate records, unclear ownership, and reports leadership could not trust.
What we built
An audit, deduplication, ownership rules, and reporting safeguards.
The result

50,000+ records reconciled.

Approximately 60% less manual work.
50,000+ records, one clean system.
records reconciled
0 k+
manual work
- 0 %
report confidence
0 %
A HubSpot instance that grew for years without governance thousands of duplicate contacts, wrong lifecycle stages, no ownership logic, and dashboards leadership had quietly stopped trusting. Rebuilt in four deliberate stages: audit & scope, dedupe & merge, correct & structure, report & safeguard.
  • One record per contact and company, correct ownership
  • ~60% less manual work no more hand-sorting leads
  • Dashboards leadership actually opens and trusts
  • Automation keeps the data clean going forward
Data Hub & CRM
03
HubSpot Data Overhaul

CRM Cleanup, Verification & Enrichment

The need

Twelve years of unmanaged data left duplicates, invalid emails, and empty records.
What we built
Deduplication, contact verification, invalid-email removal, and Clay and Apollo enrichment.
The result

100,000+ contacts verified.

2,000+ duplicates resolved; 25,000+ invalid addresses removed.
12 years of stale data, turned into a trusted CRM.

2,000+

duplicates resolved

100K+

contacts verified

25K+

invalid removed

A HubSpot portal used as little more than an email inbox since 2014 — twelve years of untouched, unmanaged data. Resolved 2,000+ duplicates, verified 100,000+ contacts at 99% accuracy, removed 25,000+ invalid addresses, then defined the ICP and enriched empty companies with Clay and Apollo.
  • One clean record per contact and company
  • Sender reputation protected hard-bounces suppressed
  • ICP-fit companies filled with real decision-makers
Data Hub & CRM
04
HubSpot Data Migration

Two Companies, One HubSpot

The need

Two businesses needed one CRM while keeping their data and teams distinct.
What we built
Field mapping, source-company tags, and automatic deal routing.
The result

One HubSpot account. Two distinct businesses.

Every record traceable; deals routed to the right team.
Two businesses merged into one clean HubSpot.

2 → 1

accounts consolidated

Source

tagged on every record

2 teams

auto-routed

A client running two companies wanted both inside one HubSpot account without them bleeding into each other. Data was carefully mapped field-by-field, every record tagged by source company, and a routing workflow built so deals land with the right team automatically.
  • One account to manage, businesses stay cleanly separate
  • Every record traceable to its source company
  • Deals auto-routed to the correct team and owner
Data Hub & CRM
05
HubSpot CRM Merger

Two HubSpot Accounts Merged Into One

The need

Two HubSpot accounts had to merge without losing records or activity history.
What we built
CRM cleanup, repaired associations, field mapping, and a unified data structure.
The result

Two accounts merged. Zero data lost.

Contact, company, and activity history preserved.
Two CRMs, merged with zero data lost.

2 → 1

accounts unified

History

fully preserved

Zero

data loss

Two separate HubSpot accounts, both run as glorified inboxes, needed consolidating without the damage a merge usually causes. The first account was fully sanitized and its broken historical associations repaired by hand before the second account was ever brought in.
  • Every contact and company mapped and imported correctly
  • Broken activity history manually re-linked, nothing orphaned
  • New properties and pipelines built for the merged structure
Data Hub & CRM
06
Case study draft

Data Hub: Connected Customer Data

The need

Customer information needs to stay consistent across business tools.
What we built
Map field ownership, configure supported syncs, and document conflict handling.

Target outcome

Consistent records across connected tools.

Project details and achieved results to be added.

Measure sync failures and time spent reconciling data.

Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Data Hub & CRM
07
Case study draft

Data Hub: Data Quality Automation

The need

Imports and daily updates can reintroduce incomplete or inconsistent records.
What we built
Set formatting rules, quality checks, exception queues, and owner alerts.

Target outcome

A repeatable way to keep CRM data usable.

Project details and achieved results to be added.
Compare incomplete records and manual cleanup time.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Sales Hub
01
HubSpot Workflow Automation

Lead Lifecycle Stage Automation

The need

Reps updated lifecycle stages and assigned owners by hand.
What we built
Lifecycle workflows with triggers, qualification rules, and stalled-contact safeguards.
The result

90% fewer manual stage updates.

Owners notified as soon as leads qualify.
A pipeline that updates itself.

−90%

manual stage updates

Instant

lead follow-up

Accurate

funnel reporting

The sales team was running HubSpot entirely by hand sorting leads, moving lifecycle stages, assigning owners, every day. Data was cleaned first, then a lifecycle workflow took over: enrollment trigger, conditions, actions, and a safeguard that catches stalled contacts.
  • Lifecycle stages move on their own 90% less upkeep
  • Right owner notified the moment a lead qualifies
  • Self-correcting data doesn't drift back to messy
Sales Hub
02
HubSpot Lead Scoring

Fit + Intent Lead Scoring Model

The need

Reps had no reliable way to decide which lead to contact first.
What we built
Fit and intent scores with decay, priority bands, and automatic routing.
The result

The right leads at the top of the queue.

Sales-ready contacts routed when they qualify.
Your best leads, surfaced automatically.

0–50

fit score

0–50

intent score

100-pt

combined priority

Reps treated every lead the same, with no signal of who to call first. A two-part model fixed it: a Fit score (industry, size, region, role) and an Intent score (page visits, email engagement, form fills decaying over time) combine into one clear priority that routes leads Cold, Warm, or Hot.
  • Reps instantly know who to work first
  • Sales-ready leads routed the moment they qualify
  • Score reflects real, current interest not a static guess
Sales Hub
03
Case study draft

Sales Hub: Territory and Owner Routing

The need

New opportunities need a clear owner across regions and account segments.
What we built
Define territory rules, assignment workflows, and fallback queues.
Target outcome

A clear owner and follow-up path for each lead.

Project details and achieved results to be added.
Track unassigned leads and time to first response.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Sales Hub
04
Case study draft

Sales Hub: Pipeline and Forecast Visibility

The need

Deal stages and forecast categories need consistent definitions.
What we built
Configure stage criteria, required fields, forecast views, and stalled-deal alerts.
The result

One HubSpot account. Two distinct businesses.

Every record traceable; deals routed to the right team.
Compare stale opportunities and forecast accuracy.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Service Hub
01
Case study draft

Service Hub: Shared Help Desk

The need

Incoming requests need one queue with clear ticket ownership.
Proposed build
Configure channels, ticket categories, routing, priorities, and team views.
Target outcome

An organized support queue with visible accountability.

Project details and achieved results to be added.
Compare response times and the age of open tickets.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Service Hub
02
Case study draft

Service Hub: SLA and Escalation Workflows

The need

Urgent tickets need clear response targets and an escalation path.
Proposed build
Define service targets, escalation rules, owner alerts, and exception reporting.
Target outcome

A visible process for requests at risk of missing targets.

Project details and achieved results to be added.
Track SLA attainment and overdue tickets.

Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.

Service Hub
03
Case study draft

Service Hub: Knowledge Base and Customer Feedback

The need

Customers need clear answers, and support needs a way to spot recurring issues.
Proposed build
Structure help articles, feedback surveys, and follow-up queues.
Target outcome

Searchable guidance and a feedback loop for the team.

Project details and achieved results to be added.
Review article usage, feedback, and repeat requests.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Service Hub
04
Case study draft

Service Hub: Customer Onboarding and Renewals

The need

Customer ownership and next steps need to remain clear after a sale.
Proposed build
Map onboarding milestones, success tasks, renewal dates, and risk alerts.
Target outcome

A shared view of onboarding progress and upcoming renewals.

Project details and achieved results to be added.
Track milestone completion and renewal follow-up.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Marketing Hub
01
Dashboards & Lead Capture

Lead Capture & Reporting Dashboards

The need

Captured leads lacked clear routing, source visibility, and data-quality checks.
What we built
Forms and pop-ups with routing, plus marketing and CRM-health dashboards.
The result

Every submission routed to the right pipeline.

Two dashboards show lead sources and CRM health.
Capture leads, see everything live.

Forms

& pop-up overlays

Auto-routed

to the pipeline

2 dashboards

marketing & health

The business was capturing leads but flying blind no view of where leads came from, no reliable routing, and nobody watching data quality decay in the background. Built high-converting capture that routes instantly, plus two dashboards: one for lead sources, one for CRM health.
  • Every submission lands in the right pipeline instantly
  • Marketing dashboard shows what actually converts
  • CRM Health dashboard catches data decay early
Marketing Hub
02
Case study draft

Marketing Hub: Segmented Lead Nurture

The need

Different audiences need relevant follow-up after submitting a form.
Proposed build
Create segments, nurture workflows, suppression rules, and sales handoffs.
Target outcome

Follow-up matched to each audience and lifecycle stage.

Project details and achieved results to be added.
Review engagement and qualified-lead conversion.

Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.

Marketing Hub
03
Case study draft

Marketing Hub: Campaign Tracking and Attribution

The need

Campaign activity needs a traceable connection to opportunities.
Proposed build
Standardize campaign naming, source capture, tracking links, and reporting.
Target outcome

A clearer view of which campaigns support pipeline.

Project details and achieved results to be added.
Validate source coverage and opportunity attribution.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Revenue Hub
01
Case study draft

Revenue Hub: Product-to-Quote Setup

The need

Sales needs a consistent way to turn deal requirements into a quote.
Proposed build
Structure products, pricing rules, quote templates, and approval steps.
Target outcome

A repeatable quoting process connected to the deal.

Project details and achieved results to be added.
Measure preparation time and quote corrections.

Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.

Revenue Hub
02
Case study draft

Revenue Hub: Discount Approval Controls

The need

Discount requests need clear decision rules and ownership.
Proposed build
Configure approval thresholds, reviewer routing, and exception handling.
Target outcome

A documented path from discount request to approval.

Project details and achieved results to be added.
Review approval time and out-of-policy requests.

Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.

Revenue Hub
03
Case study draft

Revenue Hub: Recurring Billing Workflow

The need

Recurring agreements need a consistent transition from sale into billing.
Proposed build
Connect supported quotes, contracts, subscriptions, and billing handoffs.
Target outcome

Billing context connected to the customer record.

Project details and achieved results to be added.
Validate billing accuracy and time spent on handoffs.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Revenue Hub
04
Case study draft

Revenue Hub: Invoice and Payment Visibility

The need

Sales and finance need a shared view of invoices and payment status.
Proposed build
Configure supported invoices, payment status updates, and finance integrations.
Target outcome

A clearer view of what is billed and collected.

Project details and achieved results to be added.
Review reconciliation effort and overdue follow-up.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Content Hub
01
Case study draft

Content Hub: Modular Website Build

The need

The team needs to update its website without rebuilding each page.
Proposed build
Create reusable templates, modules, navigation, and editing guidance.
Target outcome

Consistent pages the team can maintain.

Project details and achieved results to be added.
Review editing time and mobile usability.

Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.

Content Hub
02
Case study draft

Content Hub: Campaign Landing Pages

The need

Campaigns need consistent pages connected to lead capture and follow-up.
Proposed build
Build reusable landing pages, forms, thank-you states, and tracking.
Target outcome

A connected path from campaign visit to CRM record.

Project details and achieved results to be added.
Validate submissions and compare conversion rates.

Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.

Content Hub
03
Case study draft

Content Hub: Website Migration

The need

Existing content needs a planned move to HubSpot with working URLs.
Proposed build
Map content, build templates, migrate pages, and test redirects.
Target outcome

A manageable site with mapped content and tested redirects.

Project details and achieved results to be added.
Check migration completeness and broken links.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Content Hub
04
Case study draft

Content Hub: Publishing Workflow

The need

Content updates need clear responsibilities and consistent formatting.
Proposed build
Set up blog templates, publishing roles, review steps, and reusable sections.
Target outcome

A repeatable publishing process for the editorial team.

Project details and achieved results to be added.
Review publishing time and revision consistency.
Draft scope only. Confirm the delivered work and add the actual result before presenting this as a completed engagement.
Cross-hub / RevOps
01
Revenue Operations

RevOps Sales, Marketing & Service Aligned

The need

Sales, marketing, and service used different data and missed handoffs.
What we built
A shared data model, automated routing, and full-funnel reporting.
The result

Three teams working from one source of truth.

Connected handoffs, from first touch to revenue.
One source of truth, one revenue engine.

3 teams

aligned

Hands-off

routing & lifecycle

One funnel

end-to-end reporting

Sales, marketing, and service were each running their own version of the truth — leads defined differently, handoffs dropped, reporting never reconciled. RevOps fixed the process underneath the data, not just the tools.
  • One clean, shared data model across teams
  • Automated handoffs nothing dropped
  • Full-funnel reporting from first touch to revenue
Cross-hub / RevOps
02
HubSpot Buildout

Full HubSpot Setup, Built From Scratch

The need

A first-time HubSpot setup needed to match the real sales process.
What we built
The data model, pipelines, lifecycle, automation, teams, and reporting.
The result

A working CRM from day one.

Live dashboards in the first week.
A clean HubSpot, built to scale from day one.

Properties

clean data model

Pipelines

real sales process

Workflows

running day one

A business adopting HubSpot for the first time wanted it done properly, not the half-configured setup most companies end up with. Built in six deliberate layers data model, pipelines, lifecycle, automation, users & teams, then reporting because order matters.
  • Structured from the ground up, not patched together
  • Pipelines and stages that match how they actually sell
  • Dashboards live from week one, not months later

By The Numbers

Across the systems built so far

60+

HubSpot systems delivered

Millions

Contacts verified across projects

−90%

Manual work removed, best case

0

Records lost across every migration

Contact verification is cumulative across projects. Individual case-study results are shown separately.

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RevHub System

Revenue Engineering
Book a Free Demo

+13026017171