RevOps Prime

Revenue Operations Platform

The operating system for RevOps

Document, audit, and plan your entire revenue operations stack. For consultants and in-house teams.

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50+categories
4templates
100%HubSpot

For agencies

Run client engagements with structure

Spin up an org per client. Audit with templates. Export deliverables. Hand off ownership when the engagement ends.

  • One org per client engagement
  • Template library for repeatable audits
  • PDF export for client deliverables
  • Org handoff when the project ends

For in-house teams

Replace the spreadsheets no one maintains

A structured, always-current source of truth for every process, tool, lifecycle stage, and routing rule.

  • Single source of truth for your ops stack
  • Onboard new team members in hours
  • Track current vs target state processes
  • Full HubSpot config documentation

Capabilities

Everything you need to run RevOps properly

50+ RevOps categories

ICP, personas, tech stack, sales process, HubSpot config, lifecycle stages, routing rules, and dozens more.

Template library

HubSpot Health Check, GTM Readiness, Process Audit, Client Onboarding. Clone one and run.

CSV import & uploads

Bring existing data in from spreadsheets. Attach screenshots, docs, and config exports.

PDF export

Turn any org into a branded deliverable ready for client or executive presentation.

Org handoff

Complete the engagement, transfer the org to your client. They keep a living document.

Current vs target state

Map how things work today next to how they should work. Show the path from here to there.

Templates

Start with a framework, not a blank page

HubSpot Health Check

Popular

Workflows, Properties, Lifecycle, Reports, Integrations, Sequences

GTM Readiness Assessment

Essential

ICP, Personas, Channels, Products, Markets, Revenue

RevOps Process Audit

Advanced

Current State, Target State, Gap Analysis, Tech Stack, Roles

New Client Onboarding Kit

Agency

Company Profile, Users, Teams, Tech Stack, Brand Kit

Simple pricing, per organization

One plan. Everything included. Agencies pay per client org.

Pro
$999/year per org

$83.25/mo billed annually

Everything you need for real engagements.

  • Unlimited organizations
  • Up to 5 users per org
  • Unlimited rows per table
  • CSV import & file uploads
  • All template kits (clone & edit)
  • PDF report export
  • Organization handoff / transfer
  • Priority support
Get started

Your next audit starts here

Stop piecing together spreadsheets, docs, and slide decks. Give your RevOps work the structure it deserves.

Create your first org