HubSpot Revenue Operating System
One foundation for marketing, sales and service.
We connect CRM structure, migration, automation and team training. Clear ownership and reliable data give you control over revenue.
One sales system, not a disconnected service list.
For B2B software, SaaS and professional services in DACH: HubSpot as your CRM foundation, Clay for research and buying signals, and hands-on sales execution from qualification to customer handover.
Three ways to your next revenue lever.
From the HubSpot foundation through GTM efficiency with Clay to interim sales leadership: what we implement for you and how it works for clients.
GTM efficiency with Clay
More selling time for your existing team.
AI research, complete CRM data and automated qualification. Your team gets the context and contacts for the next conversation.
Interim Sales Leadership
Leadership on demand until your permanent sales lead starts.
We prioritise pipeline and deals, run reviews and forecasting, and coach your team on live deals. Deal desk and coaching are part of the leadership, not an add-on product.
+100% segment revenue per month · four months in a row, without additional sales hires.
Read the success storyClay: six use cases from the GTM Efficiency Guide
Tech stack & CRM consolidation
Overlapping licences and fragmented data One data foundation for your customer journey
See the flow
Incomplete CRM data
Company size, revenue, industry and tech stack A clean data foundation for your team
See the flow
Manual research
ICP account list for the whole market Your team is prepared for every call
See the flow
Automated outreach
Job change, funding or intent spike Your outreach is relevant at the right moment
See the flow
Market & customer base monitoring
Champion departure, job change or acquisition You identify opportunities with project and role context
See the flowFind your lever
Which revenue bottleneck is costing you most right now?
Pick the symptom that matches your situation. It jumps to the matching lever below.
HubSpot Revenue Operating System
Tool sprawl, no shared data foundation, a forecast the board does not trust.
See the fit
GTM efficiency with Clay
Too few qualified meetings, and the old outbound motion no longer works.
See the fit
Interim Sales Leadership
Long sales cycles, founder-led selling, stagnant win rate and deal size.
See the fitThree levers, with delivery and proof made explicit.
Compare what changes, how the work is delivered and what the same operating model has already achieved for B2B software and professional services teams.
HubSpot
HubSpot Revenue Operating System
For B2B software companies with 25 to 500 employees, HubSpot is often the fastest way out of Excel, tool sprawl and conflicting data, when implementation is planned properly.
What we build or run
For this situation: Your tool zoo blocks a forecast the board can trust, or a migration is overdue.
Delivery model Fixed-scope implementation
Usually 5 weeks per hub · migration, setup, automation and team enablement
Investment: CHF 5,000-50,000 total Clay
GTM efficiency with Clay
Clay connects buying signals, research and network growth with your HubSpot: your team gets context, contacts and the next sensible step, without additional SDR roles.
What we build or run
For this situation: You need more qualified pipeline, but not more SDRs or generic outbound.
Delivery model Build + operate
6+ month engagement · operated with your team or delivered as senior sparring
Investment: CHF 4,000-14,000 / month Interim Sales
Interim Sales Leadership
When you are missing a sales leader, we lead your sales team on an interim basis: priorities, pipeline work, forecasting and coaching your team until your permanent hire takes over.
What we build or run
For this situation: You’re missing a head of sales, or deals still depend on the founder and stall.
Delivery model Embedded sales leadership
Monthly engagement · leadership, deal coaching and enablement inside your team
Investment: CHF 4,000-24,000 / monthHow it connects
Not three agencies. One operating model.
HubSpot creates the shared data foundation. Clay uses it for signals, research and targeted outreach. Interim sales leadership makes sure this turns into closed deals. Each lever delivers standalone value; together, they reinforce one another.
See full investment & ROI logic →For your market
How does the decision look in your industry?
Costs, typical mistakes and relevant client proof depend on your business model. These two pages cover software and IT services.
Find the highest-leverage revenue bottleneck before investing in the wrong place again
A free 60-minute Strategy Call clarifies which revenue constraint matters most and whether SalesPlaybook is the right operating partner.
60 minutes, free of charge and without a pitch. You get an honest assessment of fit and a clear next step.
View services & pricingPipeline Generation Strategy Call
For companies with too little qualified pipeline, low market trust or an outbound motion that no longer works.
Book Strategy Call
HubSpot Strategy Call
For companies with CRM chaos, unreliable forecast or an upcoming CRM migration.
Book Strategy Call
Sales Leadership Strategy Call
For companies with long sales cycles, weak win rate or a sales leadership gap.
Book Strategy Call