Revenue Operations, Designed Before They’re Built
Brightlark helps professional services firms design and operate HubSpot as a reliable system of record. The work begins with operating decisions—how revenue should flow across sales, delivery, and service—and continues through deliberate configuration, rollout, and ongoing oversight.
The focus is on creating clarity, consistency, and control as the business grows.
Phase 1: Operating Decisions
Brightlark engagements start by establishing a clear operating foundation before any system is designed or configured. This phase defines how revenue should function across sales, delivery, and service—so HubSpot reflects reality rather than reinforcing legacy habits.
Phase 1 focuses on five core service areas that guide all subsequent work.
- Revenue Goals & Measurement Design
- Process & Technology Assessment
- Customer Journey & Lifecycle Definition
- Governance & Ownership Structure
- Phased Roadmap & Risk Planning
Phase 2: Design and Build the System
Once operating decisions are defined, Phase 2 translates those decisions into a system that enforces them. The focus is on building HubSpot deliberately—so data is trustworthy, processes are consistent, and visibility improves rather than degrades over time.
Phase 2 covers the core services required to turn strategy into a working system of record.
- Data Quality & Migration
- CRM Data Model & Architecture
- Core HubSpot Configuration
- Pipeline & Workspace Design
- Systems Integration
- Automation & Workflow Design
- Validation & User Acceptance Testing
Phase 3: Launch, Adopt, and Improve
Phase 3 ensures HubSpot becomes a trusted system of record in daily use—not just a well-built platform. The focus shifts from design to adoption, performance, and long-term ownership so the system continues to support the business as it evolves.
This phase covers the services required to stabilize usage, prove value, and prevent regression.
- Role-Based Training & Enablement
- Go-Live & Transition Support
- Reporting & KPI Validation
- Feedback & Stabilization
- Ownership Handover & Governance Reinforcement
- Ongoing Optimization & Review