RevOps Glossary
Key Terminology & Concepts
A strategic function aligning Sales, Marketing, and Customer Success to drive predictable growth through integrated systems, data, and processes.
Structuring your go-to-market strategy across teams and systems for consistent targeting, messaging, and conversion.
Designing and visualizing customer stages (lead → MQL → SQL → deal → renewal) and aligning systems to track them.
Assessing whether your systems and team can effectively leverage AI-driven features like automation, scoring, and insights.
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Lead scoring systems (e.g., behavioral, demographic) that prioritise engagement and buying intent.
Project36’s proprietary in-HubSpot enablement tool for real-time process guidance, onboarding, and training.
A diagnostic review of your HubSpot setup to identify gaps, inefficiencies, or misalignments in data, automation, and usage.
Continuous, contextual support built into your CRM, not via PDFs or training decks.
Project36’s outcome: a modular, AI-powered system that supports sustained, cross-team revenue generation.
Embedding compliance, security, access controls, and documentation from day one — not as an afterthought.
Tech Stack and Platform Roles
Core platform for contact, deal, and pipeline management. Configured for custom lifecycles and reporting.
Website infrastructure integrated directly with CRM and lifecycle data.
Track influence of marketing and sales efforts on revenue outcomes.
Structured schema of how properties, objects, and relationships are organized in HubSpot.
Workflows and integrations enabling cross-platform orchestration and efficiency.
Predictive systems to estimate revenue and performance based on historical and real-time data.
Trust, Security, and Ethical Design
ISO 27001 / SOC 2 Type II: Certifications validating secure system architecture and data practices.
Permissions configured by job role, not individual users.
Every build is logged, reviewable, and defensible; not just functional.
Designing automations and logic that preserve fairness, accuracy, and human oversight.