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.
For B2B software & services in DACH · 50–500 employees
More profit and pipeline — without more people
SalesPlaybook builds and operates revenue systems on HubSpot and Clay: HubSpot as the clean foundation, Clay for GTM efficiency on top, and interim sales leadership that works your pipeline. For software, SaaS and professional services in Germany, Austria and Switzerland — built around how your sales team works.
Free · 60 minutes · no pitch · HubSpot Diamond Partner
Check whether you need a HubSpot agency, what HubSpot consulting costs, and how to recognise the right HubSpot partner.
- 5× more demos node.energy · 3 months
- CHF 50–200k tool costs saved €200k saved · Workist
- 5–20h per week won back CHF 400k deal · Calibo
- Foundation: HubSpot CRM: Explore service
Foundation: HubSpot CRM
- Centralise data.
- Automate processes.
- Forecast revenue reliably.
- GTM efficiency: Clay: Explore service
GTM efficiency: Clay
- Spot buying signals.
- Enrich and prioritise accounts.
- Reach the right people with context.
- Interim Sales: Explore service
Interim Sales
- Lead the pipeline.
- Qualify and move deals.
- Enable your team for good.
- Profitable growth More pipeline. Same headcount.
Our ambition: your No. 1 HubSpot & Clay partner*
*For B2B software & professional services in DACH, 50–500 employees. HubSpot Diamond Solutions Partner · Clay Artisan Partner. 5.0/5 from 45 reviews · Clay partner profileSuccess Stories you can inspect.
Choose the revenue constraint that matters most and open the relevant client result.
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.
Clay: 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 flowOne system. Three connected levers.
From CRM foundation to predictable pipeline.
HubSpot is the foundation, Clay makes your go-to-market more efficient on top of it, and interim sales leadership turns the pipeline into revenue — one revenue system with clean data and clear handoffs.
HubSpot foundation
Disconnected systems and data sources become one clean HubSpot foundation for automation and reliable forecasting.
- Bring legacy data together safely
- Create one shared operating foundation
- Make revenue forecasting dependable
What you get in practice Scope, situations and proof
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.
Explore the complete serviceWhen this is the right lever
Make forecast reliable
When the board questions the numbers, another dashboard is not the answer. HubSpot becomes the reliable base for stages, hygiene, forecast and board reporting.
What we build and operate
- Revenue architecture for lifecycle, pipeline, fields, permissions and ownership
- Migration from Salesforce, Pipedrive or fragmented tool stacks
- Automation, routing, reporting and management dashboards for revenue teams
- User adoption, enablement and RevOps operating cadence after go-live
What changes for your team
- Leadership gets one trusted forecast and pipeline view instead of three competing versions of reality.
- Reps spend less time on admin, context hunting and manual follow-up, and more time moving qualified deals forward.
- Marketing, sales and customer success operate from one connected lifecycle in HubSpot.
Typical impact: HubSpot live in weeks, cleaner forecast, higher adoption and less manual RevOps work.
GTM efficiency with Clay
Relevant buying signals become enriched accounts, precise outreach and qualified conversations.
- Targeted signal detection
- Personalised outreach sequences
- Continuous pipeline generation
What you get in practice Scope, situations and proof
SalesPlaybook connects go-to-market strategy, positioning, visibility among your target customers, buying signals, AI outbound, Clay workflows and lead routing in HubSpot into a system that continuously creates qualified opportunities — without additional SDR roles.
Explore the complete serviceWhen this is the right lever
Build ICP awareness
Your best-fit buyers still choose competitors because they do not know you yet. The allbound engine builds authority on LinkedIn, surfaces buying signals and creates trust before the first call.
Sharpen message-market fit
When outbound, website and deck tell different stories, acquisition cost climbs and sales conversations drag. We turn ICP, triggers and pains into messaging that holds up in executive conversations.
Create qualified pipeline
More meetings do not help when they do not become deals. The allbound engine connects account selection, intent signals, Clay enrichment, LinkedIn and HubSpot into one qualified pipeline system.
What we build and operate
- Go-to-market strategy, positioning and messaging for your market
- Visibility, content and warm outreach among your target customers
- Clay enrichment, buying-signal logic and AI sequences for outreach to your target accounts
- HubSpot handoff, lead routing, reporting and a clear testing cadence
What changes for your team
- Organic content and Thought Leader Ads regularly put your expertise in front of your target customers — without repeated cold follow-ups.
- Buying interest from your content, profile visits, engagement and market changes is used systematically.
- Your pipeline comes from a clear target-customer strategy rather than more leads, lists or activity.
Typical results: avoid three hires, launch in months rather than quarters and build up to 2x weighted pipeline.
Interim Sales
A clear leadership rhythm connects deal work, forecasting and coaching until the team can execute independently.
- Qualify and progress deals consistently
- Secure the forecast with a weekly rhythm
- Enable the team to execute independently
What you get in practice Scope, situations and proof
Interim sales leadership, training and coaching help your B2B team win larger accounts, move from inbound demand to outbound outreach or close a leadership gap while you keep focusing on your business.
Explore the complete serviceWhen this is the right lever
Decouple sales from the founder
If the founder is still the strongest salesperson, every growth hypothesis is fragile. Revenue enablement builds the system that lets the team sell without founder heroics.
Close larger deals faster
Deals stall through weak urgency, missing champion work and unclear next steps. Deal coaching and operating rhythm make progression visible again.
What we build and operate
- An interim CRO, VP Sales or Head of Sales for you in 2 to 4 weeks
- Deal desk, pipeline reviews and deal coaching for your team
- Sales process, playbooks and qualification standards for your sales motion
- Training and coaching for repeatable execution without founder dependency
What changes for your team
- As CEO or founder, you regain 5 to 10 hours per week because sales no longer runs as an emergency role alongside your other work.
- Your deals become larger and faster through better discovery, qualification and value selling.
- Your team gets leadership and coaching before a permanent hire can have an impact after 4–6 months.
Typical results: 2–5x larger deals, 5–10 hours per week returned to the CEO and founding team, and a shorter time to first impact.
The people who build with you.
An operating team of pipeline, HubSpot and sales experts who take responsibility for execution.
Area
HubSpot
CRM, automation and integration specialists building a dependable revenue system.
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Area: HubSpot
Dimitrios Stigkas
HubSpot Developer
System integration specialist who connects HubSpot with ERP, financial systems and other tools.
Area
Pipeline
GTM engineers and content experts who build qualified demand systematically.
Area
Fractional Sales
Experienced sales leaders who embed leadership, coaching and execution in your team.
Area
Advisory
Entrepreneurs and specialists contributing experience from building, scaling and exits.
Where is your revenue system losing the most growth today?
Most B2B teams do not lose ARR through one isolated issue. They lose it through three leaks running at the same time.
Book Strategy CallThree client stories worth inspecting.
Three revenue constraints. Three operating systems built to perform.
How it works
From Strategy Call to an operating revenue system in around two months.
A clear path from first conversation to implementation — with timing you can plan around.
Free 60-minute Strategy Call
In one working session we clarify the constraint, assess fit or no fit and agree on the most useful next step.
Scope and plan · around 2 weeks
We define outcomes, responsibilities, timing and investment in a fixed implementation scope.
Agreement to kickoff · around 2 weeks
We align the team, data access and working rhythm so implementation can start without avoidable delays.
Implementation · around 4 weeks
Experienced specialists build the agreed pipeline, HubSpot or sales-execution system and enable your team.
Operating rhythm · 3–12 months
Monthly reviews, tests and ongoing improvements so the system keeps performing as the company scales.
Operating model comparison
More than software. More accountable than advice.
SalesPlaybook combines diagnosis, specialist execution and knowledge transfer. The comparison shows which work still remains with your team in each model.
| What the model covers | SalesPlaybook | Software only | Traditional agency | Full-time hire |
|---|---|---|---|---|
| Root-cause diagnosis | Included before implementation | Requires your team | Depends on scope | Depends on the individual |
| Strategy and execution | One accountable operating team | Requires your team | Often split across roles | Usually limited to one profile |
| Works inside CRM and process | Built into the existing system | Provides the tool layer | Depends on handover | Part of the internal role |
| Access to specialists | Pipeline, CRM and sales leadership | Product support | Defined by agency team | One primary skill profile |
| Knowledge transfer | Designed into delivery | Documentation and training | Depends on engagement | Stays with the employee |
The right model depends on your constraint. The free 60-minute Strategy Call clarifies whether SalesPlaybook adds leverage or another option is the better fit. No pitch.
When SalesPlaybook is the right partner
Good fit
- B2B software, SaaS or professional services in DACH with a scalable offer
- Clear growth ambition with measurable ARR goals
- Mid to high deal sizes, usually from CHF 15k ACV
- Willingness to actively change sales process
- Budget for professional GTM infrastructure and operating support
Not a good fit
- Teams without a defined ICP or proven product-market fit
- Pure transactional sales without a consultative motion
- A wish for one-off templates or workshops without execution
- No executive sponsor for sales transformation
Fit before pitch
The questions strong teams ask before a first conversation.
How to tell whether SalesPlaybook is the right partner, when collaboration makes sense and what the work actually looks like day to day.
Check fitWhen does it make sense to work with SalesPlaybook?
When pipeline, HubSpot or sales execution has become a strategic constraint and the team wants operating help, not another advisory deck.
What happens in the free Strategy Call?
In 60 minutes a senior SalesPlaybook expert works through the current constraint with you, assesses fit or no fit and agrees on a useful next step. There is no pitch and no obligation.
Is this more consulting or execution?
Execution. Strategy matters, but the value comes from building the system with you: campaigns, CRM structure, operating rhythm and enablement.
Who is usually involved from our side?
Founder, CRO, VP Sales or RevOps lead. The work needs executive context and one person who owns decisions internally.
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.
Pipeline 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
Free. 60 minutes. No sales pitch. Honest fit / no-fit answer and a clear next step.