RevOps in HubSpot to Make GTM Measurable

HubSpot data model, a clear outbound playbook, and sales pipelines to track the buyer journey and forecast with confidence.

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“We enhanced all revenue generation processes. We now have a clear, structured process that has not only streamlined our operations but also boosted our visibility into the buyer's journey and enhanced our forecasting capabilities. Thanks to this partnership, we have a new playbook to guide our growth.”

Roland Simon

ex-Chief Growth Officer, Pixyle.Ai

Visibility

end-to-end buyer journey tracking in HubSpot

Forecasting

investors-ready numbers with reliable reporting

Outbound

repeatable playbook for the sales team

Situation

Pixyle.ai is a SaaS leader in visual AI for fashion, used by brands like Esprit, Otrium, and Depop. They set out to improve visibility across the buyer journey and tighten forecasting and outbound.

Problem

Pipeline relied on sales, with low marketing influence. Sales and marketing were misaligned, and there was no integrated system to capture, nurture, and hand off leads.

Solution

We set up revenue reporting in HubSpot, launched a new outbound playbook with Apollo.io, built pipelines that match sales motions and trained the team on the new way of working.

Benefit

Clear buyer journey tracking, investor-ready reporting, reliable forecasting, and an outbound process that the team can run every day.

The Situation

Pixyle.ai builds visual AI for fashion—scanning and tagging product images so retailers sell better online (used by Esprit, Otrium, Depop). As they grew and investor expectations rose, they needed reliable revenue reporting and forecasting—and a way to run outbound consistently.

The Problem

Revenue data lived in different tools and motions (outbound, inbound, CS, cross-sell) with no single process, so reports were manual and forecasts weren’t investor-ready. The team also lacked the know-how to connect HubSpot with Chili Piper and Apollo.io, which made buyer-journey visibility, deal management, and outbound execution inconsistent.

Our Solution

1) Revenue diagnostic → plan:

We mapped marketing, sales, and CS processes to find bottlenecks; set a roadmap with quick wins tied to outbound, reporting and forecast needs.

2) HubSpot tracking & reporting:

We cleaned the CRM and set up automatic tracking and revenue reporting in HubSpot so numbers are consistent and investor-ready.

3) Outbound playbook:

We launched a new outbound program and enabled sales engagement with Apollo.io; ensured adoption with team training.

4) Pipelines & deal rules:

We built four pipelines (outbound, upsell, cross-sell, and lost recycle)
Standardised deal fields, stages, probabilities, and forecasting rules
Added HubSpot reports and dashboards for revenue tracking.

Business Impact

Investor-ready numbers: Consistent revenue reporting and more credible forecasts for board updates and fundraising.

Time back to sell: Automated tracking reduced admin work so the team could focus on revenue-generating activities.

Stronger pipeline control: Standardized pipelines and deal rules improved forecast confidence and deal management.

Higher outbound yield potential: A clear playbook and Apollo-enabled engagement created a repeatable path to conversations and opportunities.