What Is a RevOps Agency? (And Why You Might Need One)

In high-growth environments, operational gaps between marketing, sales, and customer success aren’t just inconvenient — they’re revenue-killing. Enter the RevOps agency: a specialist partner designed to untangle the chaos and build systems that scale. But what exactly is a RevOps agency, and how do you know when you need one?

Let’s break it down.

What Is Revenue Operations (RevOps)?

Revenue Operations is the strategic alignment of GTM (go-to-market) functions — marketing, sales, and customer success — across four key pillars:

1. Process

2. Technology

3. Data

4. People

The goal of RevOps is to unify these teams under a single operating model that maximizes revenue efficiency, minimizes friction, and enables confident decision-making.

Sounds simple. It rarely is.

So, What Does a RevOps Agency Actually Do?

A RevOps agency helps design, implement, and optimise this revenue engine — often acting as an embedded partner to augment in-house capacity. It’s not just CRM support or marketing ops. It’s cross-functional GTM enablement.

At Project36, we define a RevOps agency as a partner who brings:

• A framework for aligning teams and tech (e.g. WaypointOS)

• Deep expertise in HubSpot CRM, automation, data structure, and enablement

• A clear plan to move from “operational chaos” to “scalable process”

Here’s how that typically plays out.

What Problems Does a RevOps Agency Solve?

If any of the following sound familiar, a RevOps agency can likely help:

1. Misaligned GTM Teams

Marketing is targeting leads sales doesn’t want. Sales is updating CRM data ad hoc. CS is firefighting renewals without context. Nobody trusts the funnel.

We solve this by introducing shared metrics, integrated tools, and common process design.

2. Tech Stack Bloat

You've got HubSpot, Salesforce, Calendly, Zapier, Asana, Gong, and a dozen more tools duct-taped together. Nothing speaks the same language.

We clean it up — consolidating, auditing, and reengineering how tools are used.

See: Our HubSpot Auditor → a free AI-powered tool to detect friction in your current setup.

3. Reporting No One Trusts

Dashboards contradict each other. Forecasting is done in spreadsheets. Leadership has no clear visibility on pipeline or conversion velocity.

We rebuild your reporting layer — based on clean data, reliable metrics, and a shared source of truth.

4. Manual Work, Everywhere

Reps are copying data between tools. CS is using a Notion template to triage customers. You’ve automated some things — but no one knows what still works.

We design automation that saves time without creating more complexity.

Who Typically Hires a RevOps Agency?

RevOps agencies are increasingly common in scaleups and mid-market B2B SaaS where:

• The sales cycle is complex

• The CRM is a mess

• Operations are reactive, not strategic

• GTM teams are growing faster than the systems can handle

Sound like you? You're not alone.

Many of our clients at Project36 come to us after:

• Hiring their first sales leader

• Completing a funding round

• Realising HubSpot isn’t delivering ROI

• Preparing for a major GTM shift or expansion

How Is a RevOps Agency Different from a Consultant or Freelancer?

At Project36, we combine deep CRM expertise with a strategic operating model — enabling you to scale without outgrowing your process.

What’s Inside a RevOps Engagement?

Every agency is different, but here’s what you can expect from a typical Project36 engagement:

1. Discovery + Audit

We diagnose friction across data, tools, people, and process — using our WaypointOS audit framework.

2. Roadmap Design

You’ll get a 30/60/90-day plan that prioritises quick wins and structural fixes — tailored to your GTM motion.

3. Implementation

We work with your team to fix systems, restructure workflows, and clean your CRM — with change management baked in.

4. Enablement + Reporting

Every change includes documentation, dashboards, and training so your team doesn’t revert after we leave.

Signs You Might Need a RevOps Agency (Today)

• HubSpot is being used, but nobody trusts the data

• Marketing and sales blame each other for MQL quality

• Your lead scoring model hasn’t been touched in 12 months

• You’ve added tools, but productivity hasn’t improved

• You’re growing, but your GTM feels messier — not smarter

If any of that resonates, a RevOps agency can help you cut through the noise and operate like a revenue machine.

Why Clients Work With Project36

We’re not just a RevOps agency — we’re your partner in building clarity, trust, and scale into your GTM operation.

Here’s what sets us apart:

•  WaypointOS: our proven RevOps framework

•  HubSpot-first, but not HubSpot-only

•  Light AI-powered auditing to find issues fast

•  Outcomes > outputs — we track success by how much friction we remove

•  SOC2, GDPR, ISO27001: RevOps you can trust

Final Thoughts

RevOps isn’t a dashboard. It’s not a new title on your org chart. It’s a system — and when it’s designed with intent, it can unlock your next stage of growth.

If your current ops feel scattered, manual, or unreliable, a RevOps agency like Project36 can help you:

✅ Realign your teams
✅ Restructure your systems
✅ Reclaim your revenue engine

👉 Explore our RevOps Services
👉 Try our HubSpot Auditor
👉 Learn how WaypointOS works