Zestey RevOps Foundations
Build Your Scalable RevOps Strategy with Smart Systems and Data-Driven Insights
At Zestey Growth Partners, we know that a strong foundation is the key to long-term success. That’s why we’ve created Zestey Foundations, our signature approach to launching a scalable Revenue Operations (RevOps) strategy tailored to your business. This comprehensive onboarding project is designed for companies ready to optimize the entire customer lifecycle, from lead generation to post-sale success.
Our Foundations projects provide a strategic roadmap that ensures your business can scale effectively while maintaining efficiency and customer satisfaction. We focus on aligning people, platform, process, and performance—the core pillars of sustainable growth—to deliver a RevOps strategy that’s both smart and adaptable.
What Zestey Foundations Covers:
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Lead Generation, Conversion & Nurture Strategies
Build a consistent, scalable approach to attracting and converting high-quality leads while creating meaningful, long-term customer relationships. -
Pipeline & Sales Automation
Streamline your sales processes with intelligent automations that save time, reduce friction, and empower your team to focus on closing deals. -
Lifecycle Stage Consulting & Automations
We help you define, optimize, and automate lifecycle stage management to ensure leads and customers move through the funnel efficiently and with maximum engagement. From MQLs to closed deals and beyond, we’ll design workflows that keep every stage of your pipeline clear and effective. -
Sales Process Design & Optimization
A strong foundation starts with a well-designed sales process. We work with your team to refine strategies, improve workflows, and maximize customer engagement while boosting internal efficiency. -
Renewal & Post-Sale Customer Success
Create a seamless customer experience that drives renewals, reduces churn, and ensures your customers feel supported long after the initial sale. -
Reporting & Data Insights
Success is measurable, and we help you prove it. Our process includes setting SMART goals and establishing key performance indicators (KPIs) that track success across your team, marketing efforts, website performance, and more.
Smarter Data for Better Decisions
We understand that clear, actionable data is essential for optimizing any strategy. That’s why we build customized dashboards and reporting systems that collect and track the most important data points for your business. With Zestey Foundations, you’ll gain:
- Real-Time Insights: Easily access the data you need to track performance, measure results, and make informed decisions.
- Custom Dashboards: Visualize progress and performance with tailored dashboards designed to answer your biggest questions.
- Quick Answers, Anytime: Equip your team with systems that make it easy to ask questions and get immediate, actionable insights.
- Continuous Optimization: Use data to identify opportunities, refine strategies, and keep growing with confidence.
Why Zestey Foundations?
Every great RevOps strategy starts with a strong foundation. Our method balances strategic insights with practical implementation, helping you set the stage for sustained success. From selecting the right platforms and designing efficient workflows to empowering your team with clear processes, lifecycle automation, and actionable data, we ensure every piece of the puzzle works together.
Why Choose Zestey for RevOps Foundations?
We bring our signature Figure-It-Outitude to every project.
No challenge is too complex—every problem is just a puzzle waiting to be solved. Our Figure-It-Outitude mindset means we approach every situation with curiosity, persistence, and a commitment to uncovering the best solution. We don’t just take problems at face value; we analyze them from multiple angles, test different approaches, and refine our strategies until we find the most effective path forward. Whether it’s streamlining a process, optimizing your HubSpot setup, or improving your sales operations, we’ll crack the code to make it work better for you and your team.
What Comes Next?
Once your foundation is in place, many of our clients partner with us on retainer-based services for ongoing optimization and continued growth. Whether it’s fine-tuning automations, testing new strategies, adapting to evolving business needs, or diving deeper into reporting and analytics, Zestey Consulting remains by your side to help you scale with confidence.
Ready to build your RevOps foundation?
Let’s start creating a smarter, more scalable strategy for your business today.
Zestey HubSpot Services: Expertise You Can Rely On
As Platinum HubSpot Partners, we bring unparalleled expertise to help you maximize the value of your HubSpot investment. Whether you're implementing HubSpot for the first time, optimizing your current setup, or looking to train your team, Zestey Consulting delivers comprehensive, tailored services designed to meet your goals and set you up for long-term success.
HubSpot Services We Offer
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HubSpot Guidance & Product Recommendations
Unsure which HubSpot tools are right for your business? We’ll guide you through the options and recommend the best solutions to fit your needs and growth goals. -
Gap Analysis & Solution Guidance
Comparing HubSpot to other platforms? Our detailed gap analysis helps you identify the advantages of HubSpot for your specific business needs. We’ll guide you through feature comparisons, provide insights into the long-term scalability of each option, and help you make a confident, informed decision. -
Custom Demos to Prove Use Cases
Need to see HubSpot in action? We offer tailored demos that address your specific challenges and showcase how HubSpot’s tools can deliver value for your business. From workflow automation to reporting and lead management, we’ll help you visualize how it all works seamlessly. -
Full-Service HubSpot Onboarding
From initial setup to launch, we provide customized onboarding to ensure your HubSpot platform is configured perfectly for your business. -
HubSpot Overhaul & Optimization
Already using HubSpot but not seeing the results you expected? We’ll analyze and optimize your workflows, automation, and integrations to unlock your platform’s full potential. -
Training & Resources
Empower your team with hands-on training and access to our comprehensive training resources, ensuring they have the confidence and skills to use HubSpot effectively. -
Workflow Optimization
Streamline and refine your processes to improve efficiency, save time, and deliver a better experience for your team and customers.
Tailored Onboarding Packages
Whether you're looking for a strategic, full-scale implementation or a simpler, goal-focused setup, we offer onboarding solutions that align with your needs:
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Pro Packages: Starting at $5,000 and ranging up to $20,000, these packages are ideal for businesses using HubSpot Professional. They’re designed to help you achieve your immediate goals while laying the groundwork for growth.
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Enterprise Packages: Starting at $7,500 and ranging up to $50,000+ these packages provide advanced, enterprise-level setups, perfect for scaling organizations with complex needs.
All onboarding packages include:
- Data Migration: Smoothly transition your data into HubSpot without disruption.
- Full Customization: Tailor your HubSpot platform to fit your unique business processes.
- Training & Resources: Ensure your team is equipped with the skills and knowledge they need to succeed.
- Optional Ongoing Support: For businesses that want to continue refining and optimizing their HubSpot setup, we offer retainer-based support and optimization services.
Short-Term, Goal-Driven Onboarding
We also understand that some projects are time-sensitive. Whether you're preparing for a conference, busy season, or critical launch, we offer quick-turnaround onboarding packages that help you meet your short-term goals without sacrificing quality. These may come at a premium rate, determined on a case by case basis.
Why Choose Zestey for HubSpot?
With years of experience and a proven track record as Platinum HubSpot Partners, Zestey Growth Partners delivers the perfect mix of expertise, customization, and support. Whether you’re evaluating your options, onboarding a new system, or optimizing an existing setup, we’re here to help you unlock HubSpot’s full potential.
- Expert Guidance: Get clear, actionable insights to help you choose the right tools and strategies.
- Tailored Solutions: See HubSpot’s capabilities firsthand with custom demos that address your unique use cases.
- Proven Processes: Benefit from seamless onboarding, optimization, and training designed to empower your team.
Let’s Get Started
Contact us today to explore the perfect HubSpot solution for your business. Together, we’ll build a system that drives results, improves efficiency, and empowers your team to thrive.
Zestey Retainers
Ongoing Support for Continuous Growth
After completing a Zestey Foundations or HubSpot project, the next step to long-term success is refinement and optimization. While not required, we highly recommend partnering with us on a retainer for at least three months following your onboarding. This allows us to collect and analyze a full quarter’s worth of data, implement meaningful optimizations, and ensure ongoing success and adoption of your new systems and strategies.
Our retainers are tailored to your specific needs, offering flexibility in both pricing and the level of support provided. Whether you’re looking for strategic guidance, additional training, or hands-on execution, Zestey Consulting has you covered.
What’s Included in Every Retainer
Regardless of the package you choose, all Zestey retainers are designed to provide consistent support, insights, and resources to keep your business on track. Every retainer includes:
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Monthly Reporting Reviews & New Reports as Needed
Stay informed with comprehensive monthly reporting reviews. We’ll analyze the data, highlight key insights, and create additional custom reports to answer evolving questions and track new KPIs as they arise. -
Monthly Strategy Meetings & Reviews
Collaborate directly with our experts during monthly strategy sessions. We’ll review progress, address challenges, and identify opportunities to refine and optimize your RevOps strategy. -
Dedicated Training Resources with the Zestey App
Change management doesn’t have to be a headache. Our Zestey App provides dynamic, on-demand learning tools for your team, ensuring seamless adoption of new processes and systems. Whether it’s onboarding new team members or reinforcing best practices, the Zestey App makes continuous learning effortless.
Customized Retainers for Every Business
No two businesses are the same, so our retainers are designed to be flexible. Pricing ranges from $5,500/month to $20,000/month, depending on the level of support, strategy, and execution your business requires. Options include:
- Strategic Guidance: Focused on high-level planning, ongoing analysis, and actionable recommendations to keep you ahead of the curve.
- Executional Support: Hands-on assistance with system updates, workflows, campaign execution, and more.
- Comprehensive Partnership: A mix of strategy, execution, training, and reporting to give you full-service RevOps support.
Why Choose a Zestey Retainer?
Our retainers go beyond simple maintenance—they’re about maximizing the ROI of your RevOps investments. With our ongoing support, you’ll benefit from:
- Data-Driven Optimizations: Use quarterly insights to refine your strategy and improve performance over time.
- Seamless Adoption & Change Management: Ensure your team is equipped and confident with the tools and processes in place.
- Expert Support at Your Fingertips: Whether you need answers to complex questions or help with execution, we’re here to assist.
Let’s Keep the Momentum Going
The journey doesn’t stop after onboarding. With a Zestey Retainer, you’ll have the dedicated resources, insights, and support you need to continue scaling and thriving.
Ready to take the next step?
Contact us to discuss the perfect retainer package for your business and keep your RevOps strategy moving forward.
Zestey Consulting Packages
Flexible Support to Guide Your Next Steps
For clients who find themselves thinking, "We don’t know what we don’t know," our introductory consulting packages are the perfect way to get started. Whether you’re an admin looking for expert advice or a business navigating a complex tech stack, Zestey Consulting offers flexible, approachable support tailored to your needs.
Introductory Consulting Packages
Our consulting packages are ideal for businesses or individuals who need expert guidance without committing to a larger project. Starting at $3,500 for 10 hours, these packages provide:
- Expert Advice on Demand: Get the answers you need when you need them—perfect for HubSpot admins managing their own platform but needing occasional guidance or a sounding board for ideas.
- Customized Support: Use consulting hours for strategy sessions, problem-solving, or specific questions about your processes or platforms.
- Flexible Scheduling: Your consulting hours can be used at any rate within 365 days, giving you the freedom to access help when it matters most.
Expanding Beyond the Basics
Our consulting packages can also be applied to more in-depth projects, including:
- Gap Analysis for Complex Tech Stacks: If you’re evaluating multiple tools or platforms, we’ll dive into your current systems to identify gaps, overlaps, and opportunities. From there, we’ll provide actionable recommendations to streamline your processes and ensure your tech stack works cohesively.
- Strategic Guidance: Whether you’re building a RevOps strategy, optimizing workflows, or planning for growth, we’ll provide expert insights and a clear path forward.
Who Are These Packages For?
Our consulting packages are perfect for:
- HubSpot Admins & DIY Teams: Teams that want to take charge of their own HubSpot platform but occasionally need expert guidance to ensure they’re on the right track.
- Businesses Evaluating Platforms: Companies comparing HubSpot with other tools or looking to optimize a complex tech stack.
- Small Teams or Startups: Organizations seeking affordable, flexible expertise to tackle specific challenges or explore new opportunities.
Why Choose Zestey Consulting?
With our flexible consulting packages, you get access to Zestey’s deep expertise without the commitment of a full-scale project.
- Affordable Entry Point: Get expert help starting at $3,500, with hours you can use as needed.
- Tailored Guidance: Whether it’s brainstorming, troubleshooting, or strategizing, we adapt to your unique challenges.
- Long-Term Flexibility: Enjoy peace of mind knowing your consulting hours are valid for up to a year.
Ready to Get Started?
Sometimes, you just need a little help to get going. Whether you're tackling a small issue, exploring big-picture strategy, or evaluating your tech stack, our consulting packages provide the expertise and flexibility you need.
Let’s find the answers together. Contact us today to explore how our consulting services can help you achieve your goals.
