Your RevOps Workspace
Each discovery moves through four stages. Pick up where you left off, or download any deliverable below.
For HubSpot Solutions Partners
One repeatable flow
From discovery to a click-by-click HubSpot build
One repeatable flow for your agency: structured Discovery → a client ICP → an implementation-ready Blueprint → the Implementation Plan your consultants execute in the portal → expert Add-ons. Senior-architect quality on every project — without scaling senior headcount.
Discovery + ICP free
Every blueprint & implementation plan audited before delivery
Built for partner agencies
1
Discovery
Free
A senior-level discovery interview any consultant can run
Every engagement opens with the same structured, one-question-at-a-time interview — the whole business first, then six architectural pillars. As tools come up they're researched live from the HubSpot Marketplace, so the stack is captured accurately, not guessed.
In
Your client conversation
→
Out
Confirmed discovery
Live stack research
- ✓Six pillars — data model, lifecycle & pipeline, integrations, security/compliance, service ops, plus Hub selection & TCO.
- ✓Whole-business-first — goals, org, current-state process and prior-rollout post-mortem before any architecture.
- ✓Tier-aware from the start — Starter/Pro/Enterprise limits surfaced before design, so nothing is unbuildable.
- ✓One standard across every consultant — ~40–60 focused exchanges, the same rigor on every project.
2
ICP
Free
Your first deliverable: a real Ideal Customer Profile
Discovery produces a complete, 14-section ICP document — a standalone client deliverable that also becomes the backbone of the architecture. Green/Yellow/Red tiers are built on verifiable firmographics, with exclusion criteria and churn patterns, not a wishlist.
In
Discovery
→
Out
ICP document
- ✓Green / Yellow / Red tiers in the words of Mark Roberge's Science of Scaling — "Green is who you built this for; Red means don't sell to them."
- ✓Drives the build downstream — lead scoring thresholds, pipeline entry criteria, nurture triggers and suppression all trace back to it.
- ✓Activation recommendations for Marketing, Sales and CS, plus a validation schedule to keep it a living document.
Ironwood_Field_Services_ICP.md
14 sections
Green — pursue proactivelyIdeal firmographic fit you built for. Prioritize everywhere.
55%
Yellow — engage if inboundPossible fit; qualify before investing rep time.
30%
Red — disqualifyPoor fit / high churn risk — even when the deal looks large.
15%
3
Blueprint
$850
A 19-section, implementation-ready architecture
The ICP and discovery synthesize into a defensible, client-specific blueprint — track-assigned to the right complexity, with an industry overlay, Hub tiers, a seat plan and first-year TCO. Your senior architect reviews the architecture once instead of rebuilding it every project.
In
ICP + 6 pillars
→
Out
19-section blueprint
- ✓Audited before you see it — a weighted 100-point pre-delivery audit, severity-graded with hard blocker gates and up to 2 auto-remediation loops.
- ✓Track-assigned & vertical-aware — Starter / Professional / Enterprise scope, across 17 industry verticals.
- ✓Buildable on the real plan — Hub tiers, seat plan, first-year TCO with Solutions-Partner savings, system-of-record table, Phase-1 vs Phase-2 integrations.
Ironwood_Blueprint.md
✓ Audit 98/100
98/ 100
Foundation
§0ICP
§1Exec summary
§2Hubs + TCO
§3Data model
Revenue engine
§4Lifecycle
§5Pipelines
§6Automation
§7Marketing
Operations
§8Service
§9Integrations
§10Migration
§12Reporting
Governance & rollout
§11Security
§13Timeline
§14RACI
§15Risk
§16Industry
§17Change mgmt
4
Implementation Plan · where value compounds
$1,250
The click-by-click runbook your team executes in the portal
One step further than the blueprint: a build-ordered runbook with senior-architect quality and junior-consultant execution. Every property, workflow and pipeline spelled out with the exact current HubSpot navigation path — so a consultant never has to guess where to click.
🎁
Free with every runbook: a role-based Team Onboarding Kit — SOPs, daily checklists, an onboarding program and native HubSpot Checklist tasks — generated at no extra cost.
In
Blueprint
→
Out
Phase-by-phase build
- ✓Build-ordered, phase-by-phase — dependencies first, a Verify checklist closing every phase.
- ✓Every field & workflow specified — exact internal names, types, nav paths, triggers, conditions, re-enrollment, suppression and branch logic.
- ✓Tier-aware & QA-audited — native HubSpot vs. n8n, with a 26-check audit scored 0–100 (SHIP-READY / NEEDS-REVIEW / BLOCKED) before delivery.
- ✓Saves your developers' time — the boilerplate is written for them, so they go straight to the work only they can do.
Ironwood_Implementation_Plan — Phase 0: Foundation & Security
0.4 Enable sensitive-data controls for site access codes
→ Gate/alarm codes restricted to field teams only
→ Settings › Sensitive Data Settings ON
0.5 Set up developer tooling + the sandbox
→ hs init · Settings › Sandboxes › Create standard sandbox
✅ Verify Phase 0 · dev tooling + sandbox ready
Developer-ready specs included
- Custom-code workflow actions — Node.js / Python, with rate-limit handling, backoff + jitter, error handling and a fallback action.
- Custom object & schema definitions — field types, internal names and association labels, ready for
/crm/v3/schemas. - API integration specs — endpoints, sync direction per field, batch limits and the source-of-truth contract — no reverse-engineering.
Step 5 · Add-ons
Extend the engagement with expert work
When the build is in, keep going. Specialist engagements — scoped per project, no retainer — to upsell your clients or accelerate your own delivery team. Ongoing updates and continued use come with Partner Access.
GTM Strategy & Implementation
End-to-end go-to-market motion — segmentation, messaging, channel plan — then built into the portal as campaigns, sequences and reporting.
Scoped per engagement
ABM Program Build-Out
Account-based marketing on HubSpot — target tiers, buying-role capture, ABM workflows, Target Accounts home and dashboards.
Scoped per engagement
Lifecycle & Nurture Build-Out
Lifecycle stage design and end-to-end nurture programs — enrollment logic, branch paths, suppression and handoffs, built to spec.
Scoped per engagement
Reporting & Attribution
Dashboards, attribution model selection, UTM taxonomy and offline conversion tracking — so the client can prove pipeline impact.
Scoped per engagement
Data Migration
Structured migration into HubSpot — field mapping, dedupe rules, identity/external-ID strategy, sample-first imports and validation.
Scoped per engagement
GDPR / DACH Compliance Review
Compliance-aware configuration guidance — consent (v2 banner, double opt-in), data residency, retention prompts. Configuration support, not legal advice.
Scoped per engagement
Coming soon
Agentic Implementation
An AI agent that builds the implementation plan directly in the client's portal via OAuth-authorized API access, every action logged and human-reviewed. In development.
Coming soon
Coming soon
Portal Audits & Monitoring
Recurring portal health checks — data quality, property/workflow bloat, pipeline hygiene, automation drift — with concrete remediation. In development.
Coming soon
Powered by 26 expert knowledge bases — HubSpot UI paths, tier constraints, compliance rules and data-model decisions encoded once and applied on every discovery, blueprint and implementation plan your team produces.
See real outputs
Don't take our word for it — read a real engagement
A complete example set from Ironwood Field Services — a multi-branch commercial equipment-maintenance contractor consolidating spreadsheets and a legacy field-service tool into one HubSpot Enterprise system, built entirely in-platform (4 custom objects, custom-code workflows and custom cards) with no external integrations. Open each document in a clean, formatted reader — view only, no download.
Example documents from a real generated engagement. Ironwood Field Services is a fictional client — details shown for illustration.
Pricing
Start free. Pay per deliverable.
Run discovery and build the ICP for free. Add the blueprint and runbook when you're ready — or go on Partner Access for ongoing use and updates across all your clients.
On-ramp
Discovery + ICP
Free
No card to begin
- Structured 6-pillar discovery
- Full 14-section ICP document
- Live HubSpot Marketplace research
- Saved to your partner workspace
Core deliverable
Blueprint
$850
One-time, per engagement
- Everything in Discovery + ICP
- 19-section implementation blueprint
- Hub tiers, seat plan & first-year TCO
- 100-point pre-delivery audit
Best value
Core deliverable
Blueprint + Runbook
$2,100
One-time, per engagement
- Everything in Blueprint
- Click-by-click runbook
- Exact properties, pipelines & workflows
- Verify checklist after each phase
- 26-check QA audit · tier-aware
- 🎁 Team Onboarding Kit included
For agencies
Partner Access
$1,000/mo
Ongoing use & updates
- Run the flow across all your clients
- 10 blueprints & runbooks per month
- 50 AI updates per document per month
- Up to 10 active discoveries / businesses
- Keep delivery docs in sync with the build
- Priority access to new add-ons
Discovery + ICP are free — no credit card to begin. Blueprint $850 and Runbook $1,250 are one-time per engagement (Blueprint + Runbook $2,100). Partner Access ($1,000/mo) covers up to 10 active businesses with ongoing use and document updates. Add-on engagements are scoped per project.
Security & privacy
Your clients' data is encrypted
Your clients' data is encrypted
before it ever leaves the browser.
Discovery notes, ICPs, blueprints and playbooks are encrypted with a password only you know, and stored on servers in Germany. Each client engagement is its own encrypted project. We never receive that password, so anything you are not actively working on is ciphertext we cannot read.
AES-256 encryption
Encrypted in your browser
We never see your password
GDPR compliant
Hosted in Germany (EU)
One encrypted project per client
Every ICP, blueprint and playbook lives in a project you lock with your own encryption password. The password is turned into a key on your device and is never sent to us, so we cannot reset it — and cannot read a locked project.
Unlocked only while you work
Open a project and its key is held in memory just long enough to generate and edit your documents — never written to disk. Lock it, sign out, or leave it idle and the key is discarded; the contents go back to being unreadable.
Share projects securely
Invite teammates or clients to a project with permissioned access, and give them the encryption password yourself — we never put it in an email. Collaborate without sending sensitive documents around, and revoke access any time.
GDPR compliant
Built to respect data-protection rights from the ground up — data minimisation, export and deletion on request, and privacy-first handling of every record.
Hosted in Germany (EU)
Your projects live on servers located in Germany — inside the EU and under EU data-protection law. Your data never has to leave European jurisdiction.
No access — by us or third parties
We never read, sell or share your data, and we never use it to train AI models. No third parties get access. Your client intelligence stays yours, full stop.
Because encryption happens on your device, keep each project's encryption password somewhere safe — a password manager is ideal. If it is lost, nobody, including us, can recover that project's contents.
Built for your delivery team
Scale senior delivery quality
Scale senior delivery quality
without scaling senior headcount.
A force-multiplier for HubSpot Solutions Partners — not a replacement for the expertise that wins your clients. Standardize how every consultant scopes, designs and ships.
One consistent standard
Every consultant runs the same senior-level discovery and produces architecture to one standard — fewer escalations, fewer surprises.
Compress discovery-to-build
Turn days of scoping and architecture into minutes — more billable capacity per consultant and faster client kickoff.
Fewer architect bottlenecks
Principals review architecture once instead of rebuilding it per project — freeing them for strategy, escalations and new business.
Juniors execute senior builds
Click-by-click runbooks let newer consultants deliver senior-quality builds — so you onboard and ramp delivery staff far faster.
Catch risks before escalations
Built-in audits flag tier mismatches, build-order errors and missing governance before they become client problems on a live portal.
Margin you keep
An $850 blueprint or $2,100 build pack is a rounding error against what you bill clients — the value compounds across every engagement.
Run the whole flow — starting free today.
Structured discovery and your client ICP are free. Add the blueprint and the click-by-click implementation plan when you're ready, and put senior-architect quality on every engagement.
Discovery + ICP free · built for HubSpot Solutions Partners