RevOps Consultancy for UK B2B Teams
A UK RevOps consultancy for B2B teams running HubSpot or Salesforce, from regulated financial services to fast-moving SaaS. The person who does discovery is the person who configures your pipeline, tunes your automation and keeps the reporting honest, whether that’s a fixed project, a fractional seat, or a forward-deployed programme.
A RevOps Consultancy Starts From the Data Model
Most agencies touch HubSpot or Salesforce as a delivery channel for something else, a marketing agency configuring workflows to support a campaign, a developer bolting on an integration. That work is fine on its own terms, but it doesn’t fix a CRM set up incrementally with nobody owning its structural integrity. A RevOps specialist starts from the data model and pipeline logic instead: how deals actually move, whether the fields reps fill in are the fields anyone uses, whether reporting traces back to real records rather than a spreadsheet someone maintains next to the CRM.
Three Ways to Work Together
Project, Fractional, or Forward-Deployed
Project
A defined piece of work with a clear end point: an implementation, a migration, or a rebuild of pipeline and reporting. Scoped, fixed-price, delivered by the same engineer who ran discovery.
Fractional
Senior RevOps judgement on an ongoing retainer, without the salary or ramp-up time of a full-time hire. The same engineer owns your pipeline, automation and reporting cadence month to month.
Forward-Deployed
A structured 90-day programme that rebuilds the CRM, automation and reporting together, then deploys AI agents on top once the foundation holds.
The Forward-Deployed Programme
How the First 90 Days Run
The 90-day programme runs in four phases, sourced from the AI QuickStart programme itself, and the same engineer stays on it throughout rather than handing off between a discovery team and a delivery team. Phase one is audit and roadmap: a full diagnostic of where revenue leaks and where the team burns hours, ending with a 90-day roadmap modelled to your revenue, not a generic template. Phase two is the foundation rebuild, which the programme states takes place across weeks one to six: clean pipeline stages with exit criteria, scoring and routing tuned to your ideal customer profile, and a reporting suite built for the founder, the sales leader and the rep, each of whom needs a different view of the same underlying data. Phase three deploys the automation and, where the foundation supports it, the first AI agents on top of it, always against workflows that are already reliable rather than automating a process that was still broken. Phase four is optimisation and handoff: every agent reviewed against revenue KPIs, adjusted on real data rather than what was assumed at the start, and the client’s team trained to monitor and extend the system, backed by a 30-day support window while it beds in.
What Forward-Deployed Means in Practice
Working Inside the Stack, Not Alongside It
“Forward-deployed” means the engineer who scoped the work is the one who builds it, sitting inside the client’s stack rather than handing specifications to a delivery team. For an FCA-regulated investment manager, that meant building a six-stage pipeline, 13 automation workflows and three operational dashboards directly in HubSpot, so every stage change and every automated action is attributable and auditable. For an NHS-adjacent healthcare staffing platform, it meant building a permission layer inside a 3D estate-visibility cockpit that gives different commercial teams genuinely separate visibility, gates trust-level data by CQC status, and checks role enforcement on every request rather than only at login, on top of a live 2-way HubSpot sync covering all 71 mapped trusts. For a US sales consultancy, it meant auditing a failing Outreach-Salesforce sync end to end, finding that the dominant fault was picklist label versus API-name divergence, and taking a concentrated remediation pass through the genuinely fixable errors rather than a slow trickle of one-off patches, cutting fixable sync errors by roughly 86 percent against a fixed before/after baseline.
Sales Operations That Writes Back to the CRM
Sales ops work that lives in a spreadsheet next to your CRM is why most automation projects quietly stop being used. Equanax builds it directly into HubSpot or Salesforce using n8n for orchestration, Clay for enrichment and scoring, and Apollo-sourced prospecting where outbound is part of the brief, so the systems your reps use daily are where the data actually lives.
Also Serving London, Manchester and Remote UK Teams
Equanax works with teams across London, Manchester and elsewhere in the UK, and has also delivered for international clients in the US. Engagements are delivered remotely with scheduled working sessions, so location affects logistics, not the standard of delivery: the same engineer, the same access, the same forward-deployed model regardless of where the team sits.
The Delivery Record
Eight Engagements, Eight Different Stacks
Every Deal Gets a Defined Path, and Compliance Gets a Paper Trail
One Live Source of Truth for Estate Coverage Across 71 NHS Trusts
An 86% Cut in Fixable Sync Errors Frees Reps From Firefighting the CRM
One Trustworthy Call Record Instead of a Patchwork of Rep Notes
One Answer to “What Did This Contact Agree To”, Across Every Business Unit
One Live Revenue Cockpit Leadership Opens Every Morning, No Hand-Pulled Reports
An SDR Queue That Ranks Itself, So Reps Always Work the Right Leads First
Adjacent Services
Most engagements touch more than one system. See HubSpot Consultancy for platform-specific work, and Regulated-Sector Delivery if your business sits under FCA, NHS-adjacent or similar oversight.
Where Equanax fits
Checkable, Not Just Claimed
Equanax is UK company number 13194418, incorporated 10 February 2021. It holds a live listing on the HubSpot Solutions Directory as a Sales Ops and RevOps Partner. If this sounds familiar, the first step isn’t a sales call. It’s a free audit of what you’re actually working with.
What does a HubSpot RevOps consultancy do that a generalist agency doesn’t?
A generalist agency typically treats HubSpot as a means to another end, a marketing team configuring workflows to support a single campaign, rather than as the system whose structural integrity someone needs to own. A RevOps consultancy starts from the opposite direction: the pipeline stages, the property model, and whether reporting can be traced back to real records, before any campaign-specific work happens on top of it. That ordering is what prevents the accumulated drift that makes a CRM harder to trust the longer it’s been in use.
Should I build in-house, hire fractional RevOps, or bring in a project-based consultancy?
Building in-house makes sense once CRM work is a full-time job and you can commit to the salary and ramp-up time, though a single hire still has to learn your instance from scratch. A fractional engagement gets you the same senior judgement on an ongoing basis without that ramp-up. A project-based engagement suits a defined piece of work with a clear end point, such as an implementation or migration.
How much does RevOps consultancy cost in the UK?
Pricing depends on the engagement model: project work is scoped and fixed-price against a defined outcome, and fractional retainers are billed monthly against a set number of days. There is no single number that fits every stack, which is why every engagement starts with a free audit that maps scope before price is discussed at all.
How do I evaluate a RevOps consultancy before giving them CRM access?
Check that the company is real and checkable: a UK consultancy should have a Companies House entry with company number, incorporation date and named director. Ask whether case studies are specific, even anonymised, rather than a logo strip claiming to be trusted by leading companies. Look for a genuine third-party signal, such as a live HubSpot Solutions Directory listing. Ask whether any stated number has a defined baseline and method, and whether they’re honest about what’s live versus designed but not built.
What happens in the first 90 days of a fractional engagement?
Most fractional engagements start the same way: a new CRO, VP Sales or Head of Growth inherits a CRM nobody’s audited in years, with no clear picture of what’s actually built, what’s broken, or what’s safe to leave alone. The first 90 days are for finding that out properly before committing to a long-term fix, using the same audit approach as every other engagement. See how Equanax approaches that moment →
What does UK data protection mean for a RevOps engagement?
Direct access to your HubSpot or Salesforce instance means personal data processed under UK GDPR. Confirm where the consultancy is based, and whether the engagement is a documented processor relationship with a written agreement covering what they can do with what they see.
The Delivery Record, Whenever You’re Ready
A full HubSpot implementation for an FCA-regulated investment manager, Outreach-Salesforce sync remediation for a US consultancy’s enterprise client, and a 3D estate cockpit serving 71 NHS trusts.