Drove a 36% quarter-over-quarter increase in conversion and reduced complexity by consolidating four pipelines into one streamlined process with five stages and an automated demo-booking workflow.
Non-profits on HubSpot win faster with RevPartners
Most nonprofits juggle donations, grants, and supporters across too many systems. That means slow reports, missed opportunities, and wasted time. We pull it all into HubSpot so you see revenue clearly and connect with donors faster.
Doing good shouldn’t be this hard.
Your mission hasn’t changed but your resources have. Nonprofit teams are stretched thin, underfunded, and juggling too many tools.
60%
60% of nonprofit marketers face staffing constraints. Source
73%
of non-profits prioritize sourcing new donors. The focus on acquisition leaves teams burned out and retention strategies underfunded. Source
49%
of nonprofits rely on events to engage donors. But only 4.3% of donors say events work as well as they should. Source
20
That's how many touchpoints are needed to land a new donor. Nonprofit GTM teams must keep prospects engaged across multiple channels just to win a single conversion. Source
38%
of nonprofits feel unprepared for AI. Even though 41% see its potential, most teams lack the tools and strategy to put it to work in fundraising and marketing. Source
5-15%
of nonprofit budgets go to marketing. With so few resources, GTM teams have to do more with less — making efficiency their only real growth lever. Source
BUDGETS ARE TIGHT. EXPECTATIONS AREN’T.
Growth now depends on operational clarity.
We make efficiency your new advantage.
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Scattered donor data
Donations, grants, and supporter information are scattered across multiple platforms, leaving teams without a complete view of the revenue picture.
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Manual outreach overload
Teams burn hours on clunky, manual processes. We automate donor journeys in HubSpot so every supporter gets timely, personalized follow-up without extra work.
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Event ROI blind spots
Events eat budget and time, but it’s hard to know which ones drive donations or retention. We connect event data into HubSpot pipelines so you can see what’s worth the investment — and what’s not.
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Grant tracking gaps
Grants and donations live in separate systems, making reporting incomplete and messy. We bring them side by side in HubSpot so leaders finally see total revenue and performance in one dashboard.
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AI-readiness
Most teams see AI’s potential but lack the strategy or systems to use it effectively. We enable HubSpot’s AI tools for segmentation, reporting, and outreach so you can modernize without adding staff.
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Fragmented operations
Marketing, fundraising, and programs all run on different systems that don’t talk to each other. We unify them in HubSpot so every team works from the same data and the same mission.
Real wins you can't ignore
Case Study arrow_forward
Drove a 36% quarter-over-quarter increase in conversion and reduced complexity by consolidating four pipelines into one streamlined process with five stages and an automated demo-booking workflow.
Case Study arrow_forward
RevPartners integrated Color Of Change’s ActBlue donations and monday.com grant tracking into HubSpot to create a unified revenue system—with real-time dashboards, cleaner data, and full visibility across all their funding sources.
RevPartners integrated Color Of Change’s ActBlue donations and monday.com grant tracking into HubSpot to create a unified revenue system—with real-time dashboards, cleaner data, and full visibility across all their funding sources.
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CaseWorthy
As VP of Marketing at CaseWorthy, Casey Stratton partnered with RevPartners to rethink their RevOps foundation, improve decision-making with better data, and build a CRM strategy tailored to the unique needs of nonprofit organizations.
Your mission deserves systems that scale.
From campaigns to grants, our library of 50+ RevOps playbooks connects every piece of your operation so you can spend less time managing and more time making change.
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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.
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Event Ops
What is the Event Ops Playbook?
A standardized framework for managing all event-related processes in HubSpot, including a central Source of Truth for planning, a dedicated Event Import Template for data standardization, and a Performance Dashboard to accurately track event-specific attribution and measure overall campaign ROI.
Why is it Important?
- Event ROI: Businesses spend a lot of money on attending and/or hosting events, they want to be able to see an actual ROI. By investing into the infrastructure & a repeatable process, you can unlock that for them.
- Fostering collaboration: This playbook gives the entire GTM team a framework and plan of actions on seeing event activities through.
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Donor Status
What is the Configure Non-Profits / Donor Status Playbook?
Non-Profit businesses have significant differences in revenue model, outreach/communication, and even bottom-line goals. This playbook provides best practices for updating/formatting the HubSpot instance to differentiate the setup from a standard for-profit implementation.
Why is it important?
- Align Metrics with Mission: For example, replace traditional Sales stages language with relationship-focused Donor Stages (Cultivation, Stewardship, Pledge, etc.) to accurately measure impact and mission success, not just revenue.
- Contextualize Outreach: Modify the CRM language and processes to de-emphasize sales activities, allowing staff to focus on empathetic communication, engagement history, and long-term donor relationship health.
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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.
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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.
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HubSpot Payments
What is the HubSpot Payments Playbook?
Process rules for creating payment links for your website, emails, or social media, and managing recurring subscriptions directly in HubSpot.
Why is it important?
- Streamlined Payments: Simplifies the purchasing process and speeds up payment collection.
- Integrated System: Leverages commerce and customer data within your CRM.
- Flexible Options: Use payment links for self-service purchases, quotes, and recurring subscriptions.
- Improved Cash Flow: Collect payments upfront and reduce reliance on paper checks.
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Breeze AI & Intelligence
What is the Breeze AI & Intelligence Playbook?
HubSpot’s AI (known as Breeze) is rolled out across a number of features to streamline operations, boost productivity, and provide enrichment for certain data sources. This playbook enables you to identify optimal use cases for current AI capabilities and implement them within the HubSpot instance.
Why is it important?
- Supercharge Team Productivity: Automate time-consuming, low-value tasks (like drafting content, summarizing calls, and data enrichment) to free up capacity for creative strategy and high-impact interactions.
- Hyper-Personalization at Scale: Leverage predictive intelligence and the CRM's unified data to tailor content, emails, and offers to individual prospects, drastically increasing engagement and conversion rates.
- Data-Driven Decision Speed: Employ AI-powered features like Lead Scoring and real-time analytics to prioritize the most valuable opportunities, enabling teams to act quickly on high-intent signals.
campaign
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.
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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.
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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
Nonprofit revenue is never one-size-fits-all. You’re balancing recurring streams (like monthly giving), one-time campaigns (like fundraisers or events), and usage-based efforts (like grants tied to deliverables).
We build HubSpot around those realities so fundraising, marketing, and operations teams finally share one clear source of truth.
Ongoing Engagements
For non-profits that need steady visibility and growth.
One-time Engagements
Quick fixes that remove bottlenecks slowing down your mission.
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We integrate HubSpot with the fundraising and marketing tools you rely on
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 nonprofits on HubSpot
We equip those who own the number with the strategy, systems, and execution to exceed it.
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5.0
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370+
HubSpot Directory reviews
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1000+
RevOps deployments
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5/5
June 25, 2026
A Trusted Partner for Complex RevOps Transformation
The RevPartners team successfully bridged the gap between our internal backend systems and HubSpot, rebuilding two whole team pipelines from the ground up. Their technical execution on complex integrations and custom data flows was flawless. Highly recommend them for enterprise-level RevOps strategy.
C. Joley
51 - 200 employees
Entertainment
Services:
Sales and Marketing Alignment
CRM Implementation
Custom API Integrations
Email Marketing
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5/5
June 25, 2026
Nothing short of AMAZING
Working with RevPartners since March 2025 has completely shifted how our teams operate day-to-day. They took our weekly, 100% manual communication process and turned it into an 85% evergreen automated machine. The time savings alone has given our internal teams massive bandwidth back.
K. Storm
51 - 200 employees
Entertainment
Services:
Sales and Marketing Alignment
CRM Implementation
Custom API Integrations
Email Marketing
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5/5
February 17, 2026
If I had to "Partner" at First Sight - I'd say "I do" to RP
If RevOps engagements were reality TV shows, this would be Married at First Sight — except instead of drama, we got alignment, execution, and results. From the first conversation with sales (Megan Putman), strategy team lead (Rashida Goryawala), our Experience Manager (Julia Bowen), and especially our RevOps strategist (Christian Colegrove) — the experience has been consistent, precise, and energizing. What was sold is exactly what’s being delivered. Christian’s energy is unmatched. Our team genuinely looks forward to our meetings with him. He feels like an extension of our internal team — bringing clarity, ownership, and real structure to our HubSpot and revenue process. It’s lifted a massive weight. Milestones have been met, expectations are clear, and we’re building toward stronger pipeline visibility the right way — with intention, not chaos. There’s something special going on at RevPartners. 10/10. Would absolutely get “married” again. 💍🔥
A. De Filippis
51 - 200 employees
Technology
Services:
Sales and Marketing Alignment
CRM Implementation
Custom API Integrations
Email Marketing
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5/5
January 22, 2026
Thoughtful partners who anticipate needs and guide you through change
We've had an excellent experience partnering with RevPartners on our work in HubSpot. From day one, they've taken an educational approach that's helped ease our team into modernizing our infrastructure and processes. Change can be intimidating, especially when it comes to systems that are core to how we operate, but RevPartners has been thoughtful about addressing concerns and helping us navigate those uncertainties. What stands out most is their communication style. Beyond the thorough documentation and resources they provide, they have a genuine ability to read the room and get buy-in from stakeholders. It's clear they're not just checking boxes but actually listening and adapting to what we need. We're also impressed by how proactive they are. They consistently answer questions before we even think to ask them, and every interaction feels intentional and well-considered. There's a level of thoroughness that gives us confidence we're in good hands. The pacing and prioritization have been spot-on throughout our engagement. We're all aligned on what needs to happen and when, which has kept the momentum positive and productive. We'd gladly recommend RevPartners to any organization looking for a partner who will take the time to understand your business, communicate effectively, and deliver thoughtful results.
K. Shenkel
51 - 200 employees
Technology
Services:
Programmable Automation
CRM Implementation
Sales and Marketing Alignment
Full Inbound Marketing Services
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5/5
December 4, 2025
Worth Every Penny
Tim and the RevPartners team has been phenomenal for us. We tried to stand up HubSpot a few years ago out of the box, and it worked well enough, but our exponential growth covered a lot of faults. Once growth slowed down, we realized that we built our airplane (HubSpot) with duct tape. The RevPartners team came in, did a full audit, and have streamlined all of our processes. Our dashboards make sense now, our customer lists and segments follow industry best-practices, and the communication & handoff gap between marketing & sales has disappeared. Hiring RevPartners has been one of the best decisions that we have made as a business.
J. Hanson
26 - 50 employees
Consumer Products
Services:
Sales and Marketing Alignment
CRM Implementation
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star
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5/5
November 25, 2025
Use RevPartners for ROI of CRM
Blake C. at RevPartners was instrumental in our companies ability to set up HubSpot in a way that enabled us to leverage all of its features and manage with data-driven insights. He was personable, shared his best practices from his experience, and met deadlines. Instead of buying a software and only utilizing 20% of its potential, unlock its full capabilities catered to your business by going with Blake C. at RevPartners.
S. Ashley
51 - 200 employees
Technology
Services:
Email Marketing
Knowledge Base Development
HubSpot Onboarding
CRM Migration
Custom API Integrations
Sales Enablement
CRM Implementation
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5/5
September 11, 2025
SO worth the investment!
I can't say enough working with RevPartners and particularly JP. He listened to our needs and helped us layout a clear roadmap of how to reach our goals. He was super responsive anytime we had a question, a patient teacher and a great problem solver. He also truly seemed to understand our business and come with insights and suggestions that helped us get places we didn't even know we could go. If you are considering working with Revpartners, I would say don't hesitate. They are worth every penny.
26 - 50 employees
Tourism/Travel
Services:
Customer Support Training
HubSpot Onboarding
CRM Implementation
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star
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5/5
June 24, 2024
Grateful for Rodrigo!
Rodrigo was very helpful and friendly during our transition to HubSpot. Excellent communication throughout the onboarding process. He provided us with clear guidance, steps, goals, and meeting notes. Very grateful for his assistance!
L. Bolek
26 - 50 employees
Technology
Services:
HubSpot Onboarding
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5/5
June 21, 2024
RevOps Retainer: Shadab Khan, Brian Kreutz, Justin Tilton, and RevPartners Team
We've been working with RevPartners since late last year with an ongoing RevOps retainer package, and I am so grateful for their partnership every single day. Our initial use case was a re-implementation of Sales Hub, and while our initial strategist, Justin Tilton has moved on to another opportunity, he did a phenomenal job setting us up for success long term as well as handing off our account to our current strategist, Shadab. I have worked with many agencies across my career, and RevPartners is the first one who has truly lived up to their promises. They are detail oriented, responsive, proactive, insightful, brilliant, and best of all, they truly feel like an extension of our team. The most recent project we've tackled has been a "mission control" dashboard for our sales team to cut through the noise and help them focus on what's most important. A few things Shadab does that make it incredibly easy to work together: -Lightning fast responses to email confirming receipt, and timely follow-up without having to be asked -Proactive "nudges" to keep us on track when we're busy and creating blockers for him -In-depth loom videos for concepts and explanations that are hard to capture in writing -Always asks the "why" -- what was the original intent of this workflow? What business KPI does this support? -Exhaustive research into different ways to approach a solution -- when we receive a recommendation, I know that he's already ruled out several other options -Collaborative approach to problem-solving; he'll frequently reach out to other RP colleagues, peers, and even HubSpot resources -This one is something we enjoy personally: he's a huge HubSpot nerd! It's fun to work with someone who enjoys being in the weeds on this stuff Since starting with RevPartners, I truly feel like our team has leveled up and can now tackle the big, hairy challenges we felt under-resourced or unequipped to do before. I would recommend them to anyone who is tired of copy & paste approaches from lackluster agencies (because they're not an agency!).
L. Brennan
201 - 1000 employees
Medical, Health & Wellness
Services:
CRM Implementation
Customer Survey and Analysis
Sales and Marketing Alignment
Sales Enablement
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5/5
June 18, 2024
Lexi Gilbert / FMG
Working with Lexi and team was short to date, but bringing her in as an extension of the marketing team was the best move from our technical leader. She brings a dynamic to our team that is valuable and completely missing. Her knowledge of the platform and ability to dive into a complex account while navigating politics is a rare find. She is supportive, happy, direct and takes a large project head on, with a smile. She brought in perspective with knowledge to back it up at the right time. She is a huge asset to RevPartners and FMG. Thank you Lexi for your hard work and smile each day!
J. Bornstein
201 - 1000 employees
Finance & Insurance
Services:
CRM Implementation
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5/5
June 4, 2024
Superb Experience! Fantastic Partners! Shoutout to Henry Wee!!
I cannot express how thankful I am for the entire RevPartners team. I joined our organization as the sole member of RevOps and within my first two weeks, I learned we would be losing access to Salesforce in roughly 60 days and needed to move our entire business over to HubSpot. A project of this scope is absurd for a one-person-team and more so on this timeline, the only way it was going to be possible is if I had a partner to work alongside me. RevPartners was the only agency who could meet our needs including both the timeline and budget constraints, but more than that they gave us confidence that this project could actually happen - and be successful. I want to specifically acknowledge Henry Wee as the true MVP of this entire project as without his support, I am not sure we could've pulled this off. Not only was Henry crucial in helping us gather and collect the necessary details for a smooth migration, but he was amazing at handling the ebbs and flows that happened throughout the project including the discovery of processes not initially known that had to be migrated and also with being flexible in how we operationalized HubSpot so that it wasn't a mirror copy of Salesforce, it was so much better! Having Henry available on Slack and during our weekly calls helped me tremendously with having a partner I could turn to with questions, ideas, and.. the occasional freakout (sorry, Henry, but you're amazing!). In the end, we were able to migrate completely away from Salesforce and onto HubSpot in SIX WEEKS! Even more exciting, we did so without a single interruption to business - AMAZING! I will forever be a fan of RevPartners, and a huge fan of my new friend Henry. I wish everyone there nothing but the utmost success in business and life, thank you for making this project fun. Cheers!
K. Little
51 - 200 employees
Technology
Services:
CRM Implementation
CRM Migration
Custom API Integrations
Programmable Automation
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5/5
May 13, 2024
Henry Wee is awesome!
This has been the most comprehensive, well-managed implementation/migration that I have ever been involved with. Henry's knowledge, on the spot solutions and command of HubSpot made this easy. I would highly recommend him to anyone.
D. Keel
51 - 200 employees
Banking/Financial Services
Services:
CRM Implementation
CRM Migration
Customer Success Training
HubSpot Onboarding
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5/5
May 13, 2024
Excellent and timely advice
Rodrigo Buenfil was a crucial partner to Third Economy in scaling up our marketing and sales operations and was always helpful and patient with our team. We couldn't have done our earliest webinars and campaigns without him.
C. Fredericks
26 - 50 employees
Consulting/Advisory
Services:
Knowledge Base Development
Sales and Marketing Alignment
Sales Enablement
Programmable Automation
HubSpot Onboarding
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5/5
May 9, 2024
A+ Trainer
Rodrigo was awesome during our onboarding! Super kind and always in a good mood, he made sure we all felt comfortable asking questions. He was prepared for each session and even shuffled meetings around to fit our schedules when we needed it. It’s clear he cares a lot about getting us off to a great start. Really appreciated his help and flexibility!
S. Bakker
11 - 25 employees
Finance & Insurance
Services:
HubSpot Onboarding
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5/5
April 23, 2024
Rodrigo is a legend.
Rodrigo deserves a raise and a promotion. He was incredibly helpful, informative, understanding, charismatic, accommodating, above and beyond in every single way. Again, he should be running this place.
B. Jones
6 - 10 employees
Consumer Products
Services:
HubSpot Onboarding
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5/5
April 9, 2024
CRM Implementation, CRM Migration, Customer Support Training, and HubSpot Onboarding
Rodrigo from RevPartners was completely professional and patient working with our team to onboard HubSpot. Our weekly zoom meetings were informative and well directed. Each week we discussed task that we were going to complete before our next meeting. This kept our team on task and helped make the transition seamless. In the past our company rolled out a similar product and did not have the support needed to integrate properly. With the help of Rodrigo our team is up and running and excited! Thank you Rodrigo for all your help!!
A. Brauhn
201 - 1000 employees
Business Services
Services:
CRM Implementation
CRM Migration
Customer Support Training
HubSpot Onboarding
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5/5
April 9, 2024
Rodgrigo was a RockStar!!!
Rodrigo from RevPartners was completely professional and patient working with our team to onboard HubSpot. Our weekly zoom meetings were informative and well directed. Each week we discussed task that we were going to complete before our next meeting. This kept our team on task and helped make the transition seamless. In the past our company rolled out a similar product and did not have the support needed to integrate properly. With the help of Rodrigo our team is up and running and excited! Thank you Rodrigo for all your help!!
A. Brauhn
201 - 1000 employees
Business Services
Services:
CRM Implementation
CRM Migration
Customer Support Training
HubSpot Onboarding
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