The Revenue Operating System Newsletter 📨

HubSpot CRM how-to guides, insights and lessons from our client work, and in-depth analysis of topics affecting revenue operations.

Churn is determined the moment a misaligned deal is signed

You're at your weekly leadership meeting. Numbers are up, but there’s tension in the air.

Lifecycle stages and buyer's journey reporting in HubSpot

In this article, I am going to introduce the basic principles we need in order to create...

Selling with the customer - The power of small moments in big deals

Deals gets done through a series of meaningful, brief interactions.

Integrating your SaaS to HubSpot: Where to start?

The value of any company's CRM will be directly dependent on whether your team has access...

Performing a cohort analysis to evaluate close rates based on deal age in HubSpot: A step-by-step guide

Understanding the health of your sales pipeline is crucial for accurate forecasting and...

Adapting website templates based on conversion data in HubSpot

There are a number of situations where you might want to adapt the content of a website...

Guide to data validation in HubSpot with Regex

As of yesterday, all HubSpot accounts are included in the beta testing of a new update...

Creating an automated progress bar in a calculated property

One thing I see more and more frequently in CRM fields and tags is the use of emojis....

Creating an accurate close rate report in HubSpot: A step-by-step guide

In this guide, I’ll walk you through creating a close rate report in HubSpot CRM.