Frequently Asked Questions (FAQs)

We work with HubSpot and Salesforce.

We help our clients in times of turnover to reduce risk and knowledge turnover and keep your RevOps systems functioning smoothly. 

Our engagements are either monthly retainers or limited projects for an agreed amount of hours with a 30-day cancellation policy.

Monthly Retainers

• Fractional RevOps Team
• HubSpot Admin

Project Engagements

• 1-Hour Technical Consulting
• HubSpot Audit
• Solutions Architecture
• HubSpot Onboarding
• HubSpot Implementation
• HubSpot Integrations and APIs
• HubSpot Website Design and Development

You will be assigned a technical project manager. Lucas and Islin, the co-founders, are the executive leads on the account to ensure you're getting excellent service. 

Send a ticket to support@theiastrategies.com or log into your support portal as a client. Otherwise, an email or a phone call is fine. We have weekly Zoom calls and update your tickets and ongoing projects in our project management tool. 

Yes, we love working with your RevOps teams to produce the best products and services we can to drive revenue forward!

HubSpot RevOps, or Revenue Operations, aligns marketing, sales, and customer service teams to drive revenue growth. By integrating data, processes, and technology, RevOps streamlines operations and enhances the customer experience. Key benefits include improved collaboration, valuable insights, and automation for increased efficiency. Implementing HubSpot RevOps unlocks your business's potential.

By leveraging HubSpot's comprehensive suite of tools, RevOps focuses on creating a seamless, cohesive journey for both the customer and the business, from initial awareness through to post-sale support and beyond.

The timeline for seeing results from a HubSpot RevOps onboarding by Theia Strategies can vary depending on the specific needs and goals of your business. However, our goal is always to provide tangible improvements and measurable results as quickly as possible. Below are general timelines to see first value, or time to value (TTV)  from HubSpot.

• HubSpot Marketing Professional: 10 weeks or 70 days
• HubSpot Marketing Enterprise: 15 weeks or 105 days
• HubSpot Sales Professional: 5 weeks or 35 days
• HubSpot Sales Enterprise: 10 weeks or 70 days
• HubSpot Service Professional: 5 weeks or 35 days
• HubSpot Service Enterprise: 10 weeks or 70 days

Generally, you should see time to value under 90 days with HubSpot.

Theia Strategies customizes HubSpot solutions for different businesses by employing a tailored, client-centric approach that acknowledges the unique challenges and objectives of each business. Here’s how this customization process typically unfolds:

Discovery and Assessment: The initial step involves a thorough discovery and assessment phase where Theia Strategies dives deep into understanding a business's specific needs, goals, market position, and existing processes. This might include interviews with key stakeholders, analysis of current sales and marketing strategies, and review of any existing tech stack.

Strategy Development: Based on the insights gathered, Theia Strategies develops a customized strategy that aligns with the business's objectives and addresses its unique challenges. This strategy considers how best to leverage HubSpot's capabilities to meet the client's needs, whether it's improving lead generation, streamlining sales processes, enhancing customer service, or integrating with other tools.

Customization and Integration: With a strategy in place, Theia Strategies customizes HubSpot's tools and features to fit the business's specific requirements. This can involve setting up custom properties and workflows, integrating HubSpot with other software (like CRM, ERP, or custom applications), and configuring dashboards and reports to track the metrics that matter most to the business.

Implementation and Training: Following customization, Theia Strategies assists with the implementation of the new HubSpot setup, ensuring a smooth transition. This includes providing comprehensive training for the business's team to ensure they can fully utilize the HubSpot platform's capabilities, understand best practices, and are comfortable with the new processes.

Ongoing Support and Optimization: Theia Strategies recognizes that business needs can evolve over time. They offer ongoing support and continuous optimization of the HubSpot environment to ensure it remains aligned with the business's changing goals and market dynamics. This might include regular reviews, updates to workflows and automations, and the introduction of new HubSpot features or integrations as they become available.

Yes, Theia Strategies can provide comprehensive HubSpot training and support for your team, ensuring they are well-equipped to maximize the benefits of the HubSpot platform. 

• HubSpot Onboarding
• HubSpot Implementation
• HubSpot Admin

Theia Strategies distinguishes itself from other HubSpot RevOps agencies through a combination of specialized expertise, tailored approaches, and a deep commitment to client success.

• Check out our Mission, Vision, and Values and Core Values Speech

 Data security and privacy are paramount considerations in Theia Strategies' HubSpot implementations. We understand the importance of protecting sensitive information and ensuring compliance with relevant regulations. As part of our approach, we implement robust security measures to safeguard data against unauthorized access, use, or disclosure. This includes the use of encryption, secure protocols, and access controls.

Additionally, we work closely with clients to understand their specific data privacy requirements and tailor our implementations accordingly. We prioritize data privacy by adhering to best practices and industry standards, such as data anonymization and consent management. Rest assured, Theia Strategies is committed to maintaining the highest standards of data security and privacy in all our HubSpot implementations.

At Theia Strategies, we understand that success is not just about implementing HubSpot RevOps solutions, but it's also about achieving measurable results. That's why our team focuses on specific metrics to track the success of our implementations.

One key metric we focus on is revenue growth. With HubSpot RevOps solutions in place, businesses can streamline their sales and marketing processes, resulting in increased efficiency and ultimately, higher revenue. We work closely with clients to set realistic revenue goals and measure the impact of our solutions on their bottom line.

We also pay close attention to customer acquisition cost (CAC). By optimizing lead generation and nurturing processes through HubSpot RevOps, businesses can reduce their CAC and improve their return on investment (ROI). Our team tracks this metric to ensure that our clients are getting the most out of their RevOps strategy.

Another important metric is customer retention, churn, renewals, CSATs, and NPS scores. With HubSpot's CRM and marketing automation tools, businesses can better understand and engage with their customers, leading to higher retention rates. Our team helps clients implement these tools and keeps track of customer retention rates to gauge the success of our strategies.

Finally, we focus on overall team productivity and tool activation. By streamlining processes and providing data-driven insights, HubSpot RevOps allows teams to work more efficiently and effectively. We monitor team productivity metrics such as time spent on tasks, lead conversion rates, and sales cycle length to continuously improve our clients' performance.

As a leading partner of HubSpot RevOps solutions, our team understands the importance of staying aligned with your business goals as you grow. We work closely with our clients to understand their unique needs and objectives, and we continuously monitor and adjust our strategies to ensure they are in line with your evolving business goals.

To achieve this alignment, we start by conducting a thorough analysis of your company's current operations and growth plans. This includes examining your current sales processes, customer data, and technology stack. By gaining a deep understanding of your business, we can identify key areas for improvement and develop a customized solution that aligns with your specific goals.

Our team also stays up-to-date on industry trends and best practices to ensure that our strategies are relevant and effective.

Theia Strategies understands that many businesses already have existing tools and platforms in place to support their operations. That's why our implementation process includes seamless integration with these systems to ensure a smooth transition into using HubSpot for your RevOps strategy.

Our team has experience working with a variety of CRM, marketing automation, and sales enablement platforms, allowing us to effectively connect them with HubSpot. We will work closely with your IT department or any third-party vendors involved to ensure all integrations are set up correctly and functioning properly.

Additionally, we understand that each business is unique and may have specific customization needs when it comes to integrating different systems. Our team will work closely with yours to identify your specific requirements and develop a tailored plan for efficient integration.