RevOps Strategy & Dashboard Solution

Adopt a Revenue Operations mindset in your organization. Walk away with RevOps alignment and  dashboards to keep your teams focused on the single most important goal...revenue!

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Reporting dashboard on HubSpot - Scrolling Video

Who is this for?

This RevOps Strategy & Dashboard Solution is perfect if you are a business leader who:

  • Wants a revenue operations culture but aren't quite ready to hire a full-time RevOps leader
  • Needs an executive-level dashboard to help identify revenue bottlenecks at a moment's notice

Why do I need this?

Your marketing, sales, and service teams may already have their departmental process dialed in (if not, we can help them with that too!)

But, is there alignment and process in place to ensure that your customer journey is optimized for revenue potential?

Start mobilizing your department leaders around revenue bottlenecks with a RevOps strategy and Dashboard.

How does it work?

You will meet with your RevOps strategist for 4 weeks. They will guide you through exercises to help you...

  • Properly define each lifecycle stage
  • Assign manual and automated triggers for each lifecycle stage
  • Define lifecycle conversion goals
  • Create dashboards to monitor revenue bottlenecks and attribution

See full feature list Here »

Build Complex Email Nurturing Workflows
We configure your technical settings
Analytics, Redirects, Etc.
We configure your server settings
CNAMEs, SPF, DKIM, etc.

With Digitopia's RevOps Dashboard Solution you get...

A dashboard that shows you where your current bottlenecks are at a moment's notice. Now you and your executive team have full visibility into which bottlenecks are limiting growth.

Don't get lost in the weeds of the marketing and sales dashboards and bogged down by department metrics.

Focus on what matters...

...with RevOps and attribution dashboards, you'll be able to see which lifecycle stage needs the most attention to unlock real revenue growth!

Align your team around revenue

Your team should be looking past leads, and new sales KPIs. Help them reframe their goals around revenue!
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Explore the key exercises in this solution below

Done for you...by experts

We work in HubSpot day-in and day-out. Let us guide exactly what needs to be set up so that you can scale your business.

Key exercises

Technical Lifecycle Journey Map by Digitopia Example - GREY

1. Technical Lifecycle Journey Mapping

This exercise will outline and define triggers for updating contact lifecycle stages, pipeline stages, and automation in your HubSpot portal. Solidify awareness and accountability across your client-facing teams.

 

The Digital Utopia Implementation Matrix Example - GREY

2. RevOps Process & KPI Setting 

This exercise will outline the most important KPIs at each lifecycle stage and serves as a guide when identifying potential solutions for a bottleneck in a specific lifecycle stage.

 

RevOps Reporting Dashboard in HubSpot

3. RevOps and Attribution Dashboards

The RevOps dashboard includes the top 2-3 most important KPIs at each lifecycle stage. This allows you to quickly spot bottlenecks which you will address using the Digitopia RevOps Implementation Matrix. 

Attribution dashboards are custom-tailored to your specific business needs and typically include reports like:

  • Contacts and/or Deals created by source (both online and offline sources)
  • Contacts and/or Deals created from online ads
  • Contacts and/or Deals created from premium content (like whitepaper downloads)
  • Contacts and/or Deals created from email campaigns
  • And more! 

 

What you walk away with

4 90m RevOps-Focused Calls

  • Discovery & lifecycle stage mapping
  • Dashboard planning & KPI setting
  • Dashboard review and training
  • Followup dashboard/HubSpot Q&A and next-step recommendations
  

1 Customer Lifecycle Map - Creates alignment around lifecycle definitions and automation needed to support them 

  

1 RevOps Implementation Matrix - Documents the most important KPIs at each lifecycle stage and provides bottleneck analysis solutions

  

1 HubSpot RevOps Dashboard with up to 12 KPI Reporting Widgets

  

1 Revenue Attribution Dashboard with up to 12 Attribution Reporting Widgets

  

1 Contact Attribution Dashboard with up to 12 Attribution Reporting Widgets

  
 
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Ready for expert help from a HubSpot Diamond partner?

Book time with a RevOps expert »

Frequently Asked Questions
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We get 5-star reviews on the HubSpot Solutions Partner Directory

Kendra and the Digitopia team provided incredible support for our switch to HubSpot. We were merging contacts and marketing tools from 5 different databases. Their team handled all the integrations and set us up in a way that allowed us to immediately activate and communicate with our database in a way we were never able to before. I highly recommend them as a set up partner and look forward to working with them on an ongoing basis to get the most out of the system.

- Justin Kürn, The Friedman Learning Group

Digitopia is the real deal. We had the awesome opportunity to work with them through designing our business architecture, brand alignment and website design. Frank has an exceptional gift and true fire for what he does, a rare combination. Through our consulting engagement, Digitopia has helped us be well positioned to scale further and faster. Jump at the opportunity to work with them, you won’t regret it!

- Melissa S., Velvet Suite

Digitopia is an incredible agency. Every single member I spoke to was well-versed in their respective area and provided invaluable guidance to my small business. Not only did their strategy supersede my expectations, but they were all so kind. Truly white-glove service! If you're looking for a talented team that actually shows results AND are overall great people to work with, highly highly recommend.

- Sierra Dowd, 98Society

I had a great experience working with the Digitopia team. We engaged with them on, what was I am sure for them, a relatively small project, but for us, was of big importance. They never made us feel small or unimportant at all. Being new to HubSpot, they helped answer a lot of questions and figure out many things that a newbie needs to do to set off on the right foot, plus solved the problem we showed up on their doorstep with. Thanks so much, Digitopia!

- Erin L., Cooleaf
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