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The Project36 RevOps Framework

The RevOps Framework is Project36’s structured methodology for building connected, intelligent, secure growth systems.

Every solution is designed around HubSpot, powered by AI, and grounded in operational precision. Clients adopt the full framework or engage with specific components depending on their growth stage and internal capability.

Chapter I: Introduction
  
Phase 1

Define

Strategic clarity and operational alignment

We begin by identifying the commercial priorities, workflow constraints, and technical debt that block revenue performance. This phase aligns teams, tools, and targets around a clear, scalable strategy.

Includes:

  • GTM and RevOps alignment
  • Customer journey and lifecycle mapping
  • AI readiness and opportunity analysis
  • HubSpot system audit and gap identification
  • Shared KPIs and measurement models
  
Phase 2

Design

CRM, data architecture, and website infrastructure

We build the foundational system: how data flows, how lifecycle stages are managed, how leads are scored and routed, and how the website functions as part of your growth engine.

All design decisions are made for scale, automation, and usability.

Includes:

  • HubSpot CRM configuration
  • Data model and lifecycle design
  • Scoring, segmentation and funnel logic
  • Modular HubSpot CMS website builds
  • SEO and performance optimisation
  • Forecasting and attribution readiness
  
Phase 3

How to promote your Pillar page

Connected platforms and intelligent automation

We unify your technology stack so that HubSpot sits at the centre of a connected ecosystem.

This includes integration with product, support, outbound, finance and reporting platforms; ensuring the right data is in the right place at the right time.

Includes:

  • Native and custom integrations
  • Bi-directional data flows
  • Sales, marketing and customer success orchestration
  • Retention signal integration (CSAT, NPS, churn indicators)
  • Attribution and revenue recognition systems
  • Automation infrastructure
  
Phase 4

Activate

Enablement, onboarding and performance optimisation

We ensure your people succeed with the systems we build. That means role-based onboarding into HubSpot, embedded in-app guidance via Sidekick, and continuous adoption support.

We enable performance, not just usage.

Includes:

  • Role-specific HubSpot onboarding
  • Sidekick in-app enablement
  • Process documentation and playbooks
  • Continuous feedback and support channels
  • Usage tracking, adoption benchmarking, optimisation loops
  
Phase 5

Assure

Security, compliance and ethical system design

Everything we deliver is secured by design. Our work is certified, auditable and compliant; backed by our ISO 27001 and SOC 2 Type II credentials.

Trust, access, governance and ethical AI principles are foundational to how we build.

Includes:

  • ISO 27001-aligned data protection
  • SOC 2 Type II security controls
  • Role-based permission models
  • Privacy-first system architecture
  • Ethical AI and automation design
  • Procurement and audit-ready documentation