The RevOps Framework by Project36:

WaypointOS™

Growth doesn’t happen by accident — it happens by design.

WaypointOS™ is our proprietary RevOps framework that helps B2B teams align, build, and scale revenue with clarity and control. Powered by HubSpot. Guided by AI. Embedded across your business where work actually gets done.

      
Waypoint 1

AUDIT

Clarity starts here.

Every journey starts with orientation. At the Audit waypoint, we uncover how your go-to-market engine is really performing. We analyse your lifecycle stages, HubSpot setup, CRM data, workflows, and team alignment to surface friction, duplication, or missed opportunity.

This waypoint gives you visibility; a grounded understanding of what’s working, what’s not, and what’s holding you back from scalable growth.

Includes:

  • GTM lifecycle map
  • CRM & CMS audit
  • Data quality report
  • Readiness score
  • Attribution & routing gap analysis
      
Waypoint 2

ENGINEER

Build a smarter foundation.

Once the landscape is clear, we begin building the structure for scale. At this waypoint, we engineer a modular revenue foundation within HubSpot; CRM schemas, lifecycle logic, scoring models, CMS setup, and segmentation frameworks.

Everything is designed to match your business model and growth motion, ensuring your tech, teams, and data move together from day one.

Includes:

  • HubSpot CRM architecture
  • Lifecycle stage logic
  • Lead/account scoring models
  • CMS and data structure
  • GTM system blueprint
      
Waypoint 3

DEPLOY

Turn on the engine.

With the foundation in place, this waypoint brings your infrastructure to life. We activate automation, integrate platforms, and deploy your GTM motion.

Workflows route intelligently, buyer signals trigger action, and the right data lands in the right hands at the right time. Your RevOps system starts working for you; not the other way around.

Includes

  • Workflow automation & triggers
  • Lifecycle stage automation
  • Cross-platform integrations
  • AI-assisted lead routing
  • Attribution logic
      
Waypoint 4

ENABLE

Make it stick.

Technology is only as powerful as the people using it. At the Enable waypoint, we drive adoption across your entire GTM team using Sidekick; our embedded guidance tool.

We deliver in-context training, create role-specific documentation, and ensure your team is not just using the system, but using it confidently, consistently, and effectively.

Includes:

  • Sidekick onboarding & setup
  • Enablement by GTM role
  • In-app guidance & coaching
  • Process documentation
  • Adoption tracking
      
Waypoint 5

SCALE

Refine. Govern. Grow.

At this final waypoint, the focus shifts to long-term optimisation and governance. We tighten attribution, improve performance reporting, and ensure your systems are secure, compliant, and ready to scale. Growth isn’t just about doing more; it’s about doing it smarter.

Here, we help you turn what you’ve built into a compound growth engine.

Includes:

  • Full-funnel attribution dashboards
  • Reporting suite (lifecycle, pipeline, velocity)
  • Governance & compliance framework (GDPR, ISO, SOC2)
  • Usage insights & optimisation roadmap