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Revenue Operations Review for Real Estate and B2B Companies

Find where growth slows between teams.

A focused review of how marketing, sales and service hand work to each other, with a short list of the changes that matter most.
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Price
Custom quote
Typical timeline
3 to 4 weeks
Best for
Teams whose marketing, sales and service are not aligned
You get
A handoff map and a prioritized change list

The short answer

What is a Geekly Revenue Operations Review?

The Revenue Operations Review is a focused, 3 to 4 week look at how marketing, sales and service hand work to each other. Geekly traces recent customers from first touch to renewal, maps where information and responsibility get lost, checks whether each team sees the same numbers and delivers a handoff map with a prioritized list of changes and owners. It works with any CRM, and you decide what happens next.

Warning signs

When growth slows somewhere between your teams

Every team is busy. The customer still waits.

Most teams we meet can name their problems and still disagree on where they start. Marketing points to lead quality, sales points to follow-up and service hears about it last. These are the patterns that tell us a review will find the fastest fixes.

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  • Three versions of the numbers

    Marketing, sales and leadership each report different results for the same month.

  • Customers repeat themselves

    A new customer explains their needs to sales, then again to onboarding, then again to service.

  • Leads that wait

    Inquiries sit unassigned or get passed around before anyone follows up.

  • Fixes that never stick

    The team has tried new tools and new rules, and the same problems keep coming back.

What we review

The path from first touch to renewal

Growth slows where work changes hands. We trace a handful of recent customers from first touch through service and show where information and responsibility get lost.

  1. Lead to opportunity

    How leads are defined, routed and followed up.

    • Lead definitions
    • Routing rules
    • Wait time at each step

  2. Opportunity to customer

    How deals move and who owns each step.

    • Deal stages and owners
    • Where deals stall or drop

  3. Customer onboarding

    What happens after the sale.

    • The sales to service handoff
    • How much context reaches the team

  4. Customer to renewal

    How service connects back to growth.

    • Service and retention
    • Expansion back to sales and marketing
  5. One set of definitions, one set of numbers and tools that work together

How it works

From first conversation to a short list of changes

Every finding comes with an owner.

The review is short by design. We look at real customers and talk with the people who do the work, then hand you a plan you can act on right away.

  1. Set the goal

    We agree on what alignment should change: faster follow-up, cleaner numbers or better retention.

  2. Trace real customers

    We follow recent wins, losses and renewals from first touch to outcome.

  3. Talk with the teams

    Short conversations with marketing, sales and service leaders and the people who do the work.

  4. Map the handoffs

    A visual map of where work stalls, gets repeated or falls through.

  5. Prioritize and present

    A ranked list of changes with owners, walked through with your leadership team.

By industry

Reviews for the way your market works

We already know your world, so we know where handoffs tend to break. A property manager can lose owners between the rental analysis and the agreement. A PropTech company can lose context between sales and onboarding. Here is where reviews tend to focus for the audiences we serve.

Is this right for you?

A good fit if teams work in silos

Good fit

  • Marketing and sales disagree about leads
  • Customers repeat themselves to each team
  • Leadership sees three versions of the numbers
  • New tools came in and the same problems stayed
  • You want to fix the process before changing systems

Better to wait

  • Not a fit: You have not decided to change any process yet
  • Not a fit: You already know the fix and need it built (see CRM & Revenue Operations)
“True HubSpot genius! It is such a joy to watch the Geeks work. They love the challenges we throw at them! They have helped my team use HubSpot to its full capabilities all while lightening our workload. They are SO quick to check off our lengthy to-do lists with excitement and ease. They are the best, our team could quite literally not function as well as we do now without them!”
Paloma Soto

Other ways we can help

Other ways we can help

Frequently asked questions

Questions about the Revenue Operations Review

What is a Revenue Operations Review?

A short, focused look at how marketing, sales and service hand work to each other, based on recent customers and conversations with your teams.

What do we get at the end?

A handoff map, a summary of what we found and a prioritized list of changes with owners, walked through with your leadership team.

Do we need HubSpot for this?

No. The review looks at how your teams work, whatever tools you use.

Who needs to be involved?

A leader from marketing, sales and service, plus a few people who do the work. Most clients spend one to two hours a week during the review.

How long does it take?

Most reviews take 3 to 4 weeks from kickoff to the final walkthrough.

How much does it cost?

The review is quoted to the size of your team and the number of handoffs involved. We confirm the price after a short discovery call.

How is this different from a HubSpot audit?

They answer different questions. A HubSpot audit checks how your portal is set up. The review looks at how your teams hand work to each other, whatever tools they use. The two pair well.

What happens after the review?

You choose. You can carry out the plan yourself or ask us to help.

Can you help us make the changes?

Yes. Changes from the priority list can become a CRM & Revenue Operations project or part of an ongoing partnership, scoped from what the review found.

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Ready to find where growth slows?

Tell us how your teams hand work off. We will show you where we would start.