RevPartners optimized MedicAlert’s system by cutting their daily API calls in half and reducing error rates from ~30 % to under 1 %, while also building new functionality like a secure user alert portal to improve accessibility and reliability.
Health tech companies on HubSpot win faster with RevPartners
The next wave of healthtech leaders will win through operational clarity. We design HubSpot systems that align GTM, revenue, and compliance—so your teams execute faster, report cleaner, and grow smarter.





Growth is harder than ever.
We'll help you win anyway.
Scattered customer data
Product data, CRM, and compliance tools live in silos — so marketing, sales, and ops can’t see the full customer lifecycle.
Messy reporting
Revenue, renewal, and usage data live in too many places. Leaders can’t tell what’s driving growth or where deals stall.
Manual workflows
Teams waste hours on manual follow-up, approvals, and updates that could be automated with HubSpot.
Slow handoffs
Prospects drop off between marketing, sales, and onboarding. Disconnected data and unclear ownership create costly delays.
Rising acquisition costs
Customers cost more, deals take longer, and conversions stagnate. Without a clear system, optimizing spend becomes guesswork.
Compliance drag
Security reviews, access controls, and audit trails slow velocity. We make HubSpot safe for scale so growth doesn’t stall at compliance.
Real wins you can't ignore
RevPartners optimized MedicAlert’s system by cutting their daily API calls in half and reducing error rates from ~30 % to under 1 %, while also building new functionality like a secure user alert portal to improve accessibility and reliability.

RevPartners overhauled Valer’s sales pipeline—aligning it with the buyer’s journey, enforcing stage-gating rules, and building dashboards—so the company could retire its reliance on Excel, trust data in HubSpot, and make smarter, faster decisions.
RevPartners overhauled Valer’s sales pipeline—aligning it with the buyer’s journey, enforcing stage-gating rules, and building dashboards—so the company could retire its reliance on Excel, trust data in HubSpot, and make smarter, faster decisions.
-
Applied Ceramics
President & CEO, Bobby Mitchell, shares the impact of moving from no CRM to a scalable HubSpot infrastructure with RevPartners.
-
Eventbrite
Sabeha Mohamed, the Global Head of Demand Generation for Eventbrite, shares why RP was their RevOps vendor of choice.
-
Valcre
Adnan Darr, COO of Valcre, explains how his team partnered with RevPartners to completely rebuild their HubSpot setup and rethink their approach to data.
Repeatability wins
We’ve engineered 50+ HubSpot playbooks to eliminate GTM guesswork—so your team can scale revenue with precision, not panic.
Go-To-Market (GTM) Sources
What is the GTM Sources Playbook?
The blueprint for enhanced tracking and reporting of contact and deal origination sources in HubSpot to provide better marketing and sales insights on the efficiency of source generation efforts.
Why is it important?
- Accurate Tracking: Establish workflows for precise contact and deal source tracking.
- Continuous Improvement: Use feedback to refine contact and deal categorization.
- Data Validation: Regularly review and validate origination data.
Lead Scoring
What is the Lead Scoring Playbook?
Lead scoring is an effective model that helps sales and marketing departments identify which prospects are potentially most valuable to the company and its current sales funnel. Lead scores increase or decrease based on data collected about a potential prospect’s persona or behavior with your company.
Why is it Important?
- Prioritize Outreach: Force-ranks all leads based on collected data, allowing teams to objectively prioritize who to reach out to first.
- Optimize Sales Time: Ensures that sales reps focus their valuable time and energy on the leads most likely to convert, maximizing efficiency.
- Align Sales & Marketing: Creates a standardized, objective definition of a "sales-ready" lead, fostering stronger agreement and handoff between teams.
Configure Products & Pricing
What is the Configure Products & Pricing Playbook?
Best practices for adding and setting up product categories, names, tiers, and pricing in HubSpot.
Why is it important?
- Sales Standardization: Ensures consistent product and pricing information across sales teams.
- Flexible Reporting: Easily report on recurring and non-recurring revenue, track discount rates, and manage line items within deals.
Data Integration
What is the Data Integration Playbook?
The strategic process of connecting and synchronizing data across disparate systems (like HubSpot, ERPs, and Service tools) to create a single, unified source of truth and enable seamless, real-time data flow across the entire organization.
Why is it important?
- 360° Data View: Breaks down data silos to provide all teams (Sales, Service, and Ops) with a complete, unified, and real-time view of customer history.
- Boost Operational Efficiency: Eliminates the need for manual data entry and cross-referencing between systems, automating workflows and freeing up employee time for high-value tasks.
- Empower Proactive Service: Ensures that service and operations teams have immediate, critical information to deliver timely updates and resolve customer issues faster.
Revenue Categories
What is the Revenue Categories Playbook?
The process for tracking different types of revenue (new, existing, recurring, non-recurring) in HubSpot using Deal Pipelines.
Why is it important?
- Measure to Manage: Enables tracking of all revenue categories in HubSpot, driving adoption and comprehensive business management.
- Key KPIs: Measure MRR retention and growth rate.
- Renewals & Cross Sells: Create processes for renewals and cross-sell opportunities.
- Track Revenue Changes: Distinguish between MRR increases, decreases, renewals, and churn.
Forecasting & Goals
What is the Forecasting & Goals Playbook?
Forecasting, goals tracking, and reporting in HubSpot provide a comprehensive view of your sales pipeline and help you manage your business objectives effectively. This playbook guides you through setting up goals, configuring forecast categories, and utilizing reporting tools to monitor progress and performance.
Why is it important?
- Informed Decision-Making: Accurate forecasts enable you to make strategic decisions that drive business growth.
- Revenue Tracking: By tracking goals across multiple pipelines, you ensure that revenue targets are met and can adjust strategies as needed.
- Deal Management: Forecast categories help you group deals by their likelihood to close, improving pipeline management and sales efficiency.
- Enhanced Team Performance: Setting clear goals and tracking progress keeps teams aligned and motivated to achieve targets.
- Set-up Forecast Category: Forecast categories will allow you to group your deals into categories that represent a deal's likelihood to close.
Marketing to Sales Handoff
What is the Marketing-to-Sales-Handoff Playbook?
A fully tailored marketing-to-sales handoff solution that partners can action, enforce, and measure in HubSpot using lead status properties, custom fields, automations, reports, and dashboards.
Why is it important?
- Revenue impact: A well crafted handoff ensures fewer leads slip through the cracks, leading to higher conversion rates and faster pipeline growth.
- Prospect satisfaction: When leads get timely, personalized follow up they feel understood and valued, which builds trust and raises win rates.
- Efficiency gains: Automations remove repetitive handoff tasks so marketing and sales can focus on strategy and relationship building.
- Process insight: Clear SLAs, custom properties, and dashboards let partners spot exactly where leads stall, so they can fix gaps before deals go cold.
- Team alignment: Shared definitions, SLAs, and regular syncs prevent confusion or finger pointing, helping marketing and sales act as one cohesive unit.
Sales Weekly Review Dashboard
What is the Sales Weekly Review Playbook?
A framework and reporting standard for a consistent weekly meeting, leveraging a purpose-built dashboard to drive accountability, ensure pipeline health, and align sales team activity with achieving monthly and quarterly revenue targets.
Why is it Important?
- Accurate Revenue Forecasting: Provides leaders with real-time visibility into the team's pipeline and current sales momentum to confidently predict end-of-month and end-of-quarter results.
- Drive High-Value Behaviors: Focuses the entire sales team on the critical activities and metrics (calls, meetings booked, etc.) that directly lead to higher conversion rates and closed-won deals.
- Foster Performance & Accountability: Establishes a transparent performance leaderboard and review structure to encourage healthy competition and maintain a high standard of individual accountability to quota.
Sales to CS Handoff
What is the Sales to Customer Success Handoff?
Best practices to create a clear process that removes the tedious tasks while providing transparency to both sales and CS teams on timelines, expectations, responsibilities, and more.
Why is it important?
- Ticket Pipelines: The pipeline feature allows us to track the various phases involved with customer onboarding and resolving technical/operations-related issues. It also provides critical reporting data and triggers for workflow automation.
- Communication History: HubSpot can track various touch points for emails, calls, playbooks, meetings, and notes, between all external stakeholders and internal teams. This reduces the effort required to ask customers for details previously covered in previous communications.
- Reporting: With HubSpot's custom reporting capabilities, we can proactively map key onboarding performance metrics with key stakeholders or provide them with real-time access.
- Automations/Sequences: With HubSpot's powerful workflows and automation features, we can remove tedious and repetitive tasks from your team’s already overflowing plate.
GTM Campaigns
What is the Go-To-Market Campaigns Playbook?
The framework to connect the first and last touch campaigns on the contact to provide a holistic source of truth for GTM efforts within HubSpot that helps track a ROI using the HubSpot Campaigns tool.
Why is it important?
- Singular Source of truth: You can collect all the HubSpot assets related to a campaign in one central place, to both easily see all related assets in one place but also highlight assets that need to be created.
- Collaboration: By having that singular source of truth, people know where and how to make a new campaign while working in parallel with others.
- Clear reporting & ROI: HubSpot campaigns are used to tag related marketing assets and content in HubSpot so you can easily measure the effectiveness of your collective marketing efforts. The campaign dropdown is featured on nearly all marketing assets and is how HubSpot wants you to track your marketing efforts.
Lead & Meeting Routing
What is the Lead & Meeting Routing Playbook?
Lead & Meetings Routing automates and streamlines lead assignment and meeting scheduling within HubSpot. By utilizing Form-Based Meeting Routing and Contact Rotation Workflow Actions, this playbook helps to reduce manual intervention, minimize potential errors and delays, optimize resource allocation, and enhance team efficiency.
Why is it important?
- Automated Lead Assignment: Leads are automatically assigned to the most suitable sales representatives based on predefined criteria, such as geographic region, product interest, or company size.
- Efficient Meeting Scheduling: Prospects can seamlessly schedule meetings with the appropriate sales reps immediately after submitting a form, eliminating back-and-forth communications and reducing the time to initial contact.
- Balanced Workload Distribution: The system ensures an even distribution of leads among sales reps to prevent overload on any single team member and promote a fair and manageable workload.
- Enhanced Sales Productivity: With reduced manual tasks and clear assignment protocols, sales reps can focus more on engaging with prospects and closing deals, which in turn would lead to increased productivity and morale.
Target Accounts & ABM
What is the Target Accounts & ABM Playbook?
This playbook outlines the strategy and automated processes necessary for identifying, prioritizing, and orchestrating highly personalized marketing and sales efforts toward a targeted list of high-value accounts.
Why is it important?
- Maximize Resource ROI: Focus marketing spend and sales time exclusively on best-fit accounts with the highest potential revenue, maximizing the return on every effort and budget dollar.
- Achieve Sales & Marketing Alignment: Forces revenue teams to agree on a unified Target Account List, ensuring all outreach and messaging is coordinated and personalized across channels.
- Accelerate Deal Velocity: Automates the delivery of highly relevant, tailored content to multiple stakeholders within an account, building consensus faster and shortening the overall sales cycle.
How we team up
We don't do one-size-fits-all. We offer strategic and flexible engagements, so no matter where you're at with HubSpot, we can help you win.





.svg.png)
The Elite choice in HubSpot Solutions Partners.
But you need more than Elite. You need exceptional.

RevPartners gives you access to the best possible talent in the HubSpot ecosystem. We've done the work. Now let us show you.

Less than 1% of HubSpot Partners achieve Elite status. RevPartners is the fastest to do it. Ever.

CRM Implementation Accreditation

Solutions Architecture Design

Platform Enablement Accreditation

Custom CRM Integration Accreditation

HubSpot Onboarding Accreditation

HubSpot CRM Data Migration Accreditation

Service Hub Implementation Accreditation

Platform Excellence Impact Award Winner

AICPA SOC 1 and SOC 2 Certified
Trusted by leading health tech companies on HubSpot
We equip those who own the number with the strategy, systems, and execution to exceed it.





It’s time to treat your CRM like a product, too.
Investors expect efficiency. Customers expect speed. Your CRM has to deliver both. We make that a reality.