Implement Revenue Operations

Aligning internal teams around customer-focused goals proved to be such a challenge that an entirely new discipline was created to support it - RevOps!

RevOps Expertise


Revenue Operations Strategy

How do you align disjointed teams and systems?

We will help you find the root cause of your alignment issues and rally your internal teams around your customer. You will walk away with a well-documented RevOps strategy powered by automation in HubSpot and/or Salesforce.

Evaluate RevOps tech stack

Technology Stack

How many systems are your team using? And... which are actually working?

We will interview your team to understand which systems are actually driving value for your business and see how we can consolidate tools and maximize the potential of the platforms you're invested in.

Customer Lifecycle Optimization

Lifecycle Optimization

Your customer journey doesn't stop once the deal is won. And it doesn't start when the intro call is booked.

We'll partner with your team to understand your customer lifecycle and optimize your full funnel for conversion and lifelong customer satisfaction.

RevOps Reporting

Reporting and Analytics

First party data is the most powerful asset you have. If you don't have a strong system for compiling data and compelling reports to present the data for analysis, you're really going to struggle in connecting with your customer.

We will help you find the story that your data is telling and build dashboards enabling your team to address your customer's needs faster. 

RevOps Automation

Automating the Customer Experience

Removing friction from the buying process is the key to RevOps success. Manual lead intake, triage, and deal progression drains your marketing and sales bandwidth and leaves your customer's experience vulnerable to delayed data updates, mistakes, or abandonment.

We will work with your team to implement thoughtful automation to remove friction at each stage of the customer experience.

Our Approach

We're a small team focused on removing friction from the customer experience by implementing RevOps practices for teams using HubSpot and Salesforce.

Don't just take our word for it

Hear what our clients have to say.

"We contracted Coastal Consulting to migrate our marketing automation system over to HubSpot. Their team handled every part of the migration from start to finish, which allowed us to continue our work with no downtime in our campaigns. We have continued to work with the Coastal team as HubSpot consultant partners. They are very knowledgeable and every time I have gone to them with a question, they provide a thorough answer promptly. They are able to walk through multiple solutions so that we can choose the best path for our business. Coastal Consulting will set you up for success."
"The expertise and confidence they bring to data management, marketing automation, systems alignment, and processes is unmatched. Whether a system makeover or ongoing data management and automation support, I trust the job will be done in the most optimal way. They educate your team along the way as they implement best practices. Highly recommend."
"Lauren and team brought HubSpot & Salesforce experience to Allurion as we migrated CRM systems over the past year. Professional and reliable, the team works efficiently to keep the project up to date. So even over multiple time zones, we could manage the project."
"Coastal is the marketing operations partner I've always been looking for. After migrating to HubSpot and having a slightly tumultuous time at first, finding the team at Coastal was like finding my own pot of gold. The entire team, helmed by Lauren, is helpful, understanding, and experienced. Our company has a ~unique~ situation when it comes to Salesforce and HubSpot and Lauren didn't even bat an eye. Every time I reach out for help, she is gracious and so very helpful (no matter how much heads up I've given her and her team). I truly feel like Coastal is an extension of our team. I would recommend them to anyone looking for an experienced partner in Salesforce, HubSpot, and general marketing operations activities."
"Lauren and her team have helped tremendously to make sure that our data and automation worked exactly how they should! As a Sales Development Manager, she helped onboard new SDRs and made them feel like experts during their onboarding and training, which has taken the stress of training those systems away from me. Coastal consulting also helps implement strategies that have accelerated our growth even faster! I can't recommend enough!"
"I've worked with a lot of agencies in the past and there's always a certain level of dependency that continues after you've parted ways. The thing I liked most about Lauren and Tristan is how well they explained things - every improvement was met with a Loom video that gave you context and clarity, so you felt as if you were gaining an education as well as a solid, professional working relationship. What the team doesn't know about HubSpot is (probably literally) not worth knowing. Their expert insight continues to be invaluable and we're already seeing the fruits of our collective efforts just a few weeks in. If you want a personable, friendly, and knowledgable team, look no further."
Ready to Strategize?

Connect with the Coastal Consulting Team