Customer experience deserves more than a ticketing tool

It's time your CRM reflected that.

If your systems don’t track risk, value, or handoffs, you’re not set up to retain customers. We turn Service Hub into your retention engine with health scores, handoffs, and full-funnel visibility.

CX gets the short end of the tech stack

Most CX leaders start with a mess. The CRM is half-built, Service Hub (or Zendesk) isn’t fully set up, and Sales handoffs are scattered or missing.

You’re brought in to improve retention, but have no visibility into what happened before onboarding, no health scores, and no process ownership.

CUSTOMERS DEMAND MORE

72%

want immediate service. Source

52%

will switch providers after a single bad experience Source

96%

churn due to poor service Source

RevPartners is one of seven teams globally to hold the Service Hub Implementation Accreditation

Service Hub has the power to centralize your entire post-sale experience, but only if it’s configured for your team.

HubSpot Service Implementation Accreditation Badge

We build it to:

avg_pace
Track risk signals before it’s too late
connecting_airports
Assign tickets based on urgency, priority, and ownership rules
co_present
Build CS processes into HubSpot so reps aren't guessing
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Show the revenue impact of CX with metrics like NRR, CSAT, and first-response time.

If you're migrating from a platform like Zendesk, we make sure your HubSpot setup improves your old workflows.

arrow_forward Build a system your team can run on

We fix the foundation first

Before you improve retention, you need clean data, clear handoffs, and the full picture.

That’s why we start by running two diagnostics to uncover what’s broken before we fix it.

GTM Survey

We map out:

How your teams define the funnel differently
Where your customer data lives
What a clean, connected journey should look like across functions

RED: Revenue Engine Diagnostic

Then we dig into:

Which stages and handoffs are broken
What’s missing in your Service Hub or ticketing setup
Where the gaps are between pre-sale and post-sale

From there, we build a 90-day roadmap to increase alignment and visibility.

Identified

Attract

Interested

Engaged

Educate

Priority

Select

Committed

Ready

Activate

Recurring
Impact

Impact

Maximum
Impact

Expand

The BowTie: CX Doesn’t Start After the Sale

Customer Experience isn’t just post-sale. The BowTie Model maps the full revenue journey so CS can finally see what’s coming and act on it.

Where CX Lives in the BowTie

Activate

Onboarding, support handoff, and time-to-value

Impact

Customer health, ticket resolution, renewal pipeline

Expand

Upsell/cross-sell plays, expansion readiness, retention tracking

We help CX teams:

Build visibility into what Sales promised
Track leading indicators of churn
Align with Sales and Marketing on who owns what, and when

Metrics we implement:

Time-to-first-value and onboarding milestones
Health score modeling and segmentation
Support SLAs and first-response time
NRR, churn, and expansion contribution to revenue

No more guessing what’s broken.

With a shared data model and process architecture, you finally get the full picture without fighting for access.

Case Studies: Where CX Wins with RevPartners

Case Study arrow_forward

Migrated from Salesforce + Pardot to HubSpot, empowering CS to work independently with real visibility

Case Study arrow_forward

Consolidated tools into HubSpot, giving the CX team real-time insights into customer health and activity

Case Study arrow_forward

RevPartners rebuilt vcfo’s full-funnel visibility and migrated them into HubSpot, giving Marketing the attribution they always needed.

CX Playbooks That Actually Work

We don’t hand off docs and dashboards.

We build scalable playbooks directly inside HubSpot:

cycle

Net Revenue Retention

handshake

Sales to CS Handoff

What is a Marketing to Sales Handoff?

Definition:
1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
For RP:
1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.

paid

Payments Operations

What is a Marketing to Sales Handoff?

Definition:
1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
For RP:
1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.

handshake

Service Hub Implementation

What is a Marketing to Sales Handoff?

Definition:
1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
For RP:
1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.

monitor_heart

Customer Health Score

What is a Marketing to Sales Handoff?

Definition:
1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
For RP:
1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.

track_changes

Target Accounts

What is a Marketing to Sales Handoff?

Definition:
1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
For RP:
1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.

format_text_overflow

Pre-Sales - SQL Expansion

What is a Marketing to Sales Handoff?

Definition:
1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
For RP:
1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.

dashboard_2

Sales Weekly Review Dashboard

What is a Marketing to Sales Handoff?

Definition:
1. The Marketing to Sales Handoff relates to the primary ownership of a Contact as defined by who or what team ( Amongst Sales or Marketing) will be owning prospect communication going forward.
2. The handoff is set up by monitoring Lead Status inside the system & developing triggers in the system based on these Lead status on how contact ownership transfer from Marketing to Sales & back again to Sales to Marketing.
For RP:
1. It's very important that no Leads fall through the cracks due to a lack of follow-up. To Ensure that our primary suggestion to our partners is to manage Leads through Lead Status functionality inside HubSpot.
2. In the process of managing those, there are certain areas where Handoff occurs between Marketing and Sales. We need to make sure Marketing and sales leaders are aligned here & aware when the Handoff occurs & take certain actions as defined by the SLA.
3. We need to make sure Sales & Marketing team are aligned through Shared Visibility of KPI, Pipelines, SLA terms & S-Marketing Meetings.
4. We need to make sure when it comes to Managing Leads, Pipeline Generations, Revenue Visibility, Feedback Loop Marketing & Sales team has shared visibility through Dashboard.