Focus On Your Business While We Focus On Your RevOps Challenges With RevOps As A Service (RaaS)

HubSpot is more complex now than a year ago and it’s getting more complex with every release. Our RevOps Services let you focus on your business while we focus on helping you use HubSpot to improve marketing, sales and customer service.

Every client gets a 13-point HubSpot audit, so we know exactly how to help you. We start with your data and make sure it’s clean and organized. We’ll help with automation, lead scoring, integrations, migrations and ongoing HubSpot-related maintenance, updates and necessary changes.

We'll even create your dashboards, keep them updated and make sure everyone buys into the quality of the data. We’ll also help with training and onboarding, so your team is up to speed and efficient using the HubSpot products.

Services To Help You Grow With HubSpot

  • Migrations And Integrations
  • Technology Selection
  • System Optimization
  • Data Migration
  • Data Cleanup And Segmentation
  • Automation And Workflows
  • Customer Journey Mapping
  • Strategic Planning
  • System And Process Training
  • Technology Onboarding
  • Ongoing Admin Services
  • Ongoing RevOps Support

Learn How RevOps Brings Sales And Marketing Together

Revenue Operations help companies improve efficiency, leverage technology and drive more leads, sales opportunities and new customer revenue.

Technologies We Work With

We specialize in everything HubSpot: all Hubs, the CMS and the payments tool. We also work extensively with clients integrating HubSpot Marketing Hub with Salesforce CRM. We have migrated clients from several CRMs to HubSpot and several marketing automation platforms to HubSpot. We have experience with custom integrations and middleware like Commercient, Zapier and Workato for more complex projects.

Proven Processes Produce Results For Clients

Process and methodology deliver reliable results and business outcomes for our clients. Your RevOps partner should have a system for building your use cases, defining your requirements and then using those requirements to build and configure your HubSpot portals. Equally important is how your new configuration is tested and QA’d before it's released and then how your team is trained and onboarded to use the new tools. See a visual representation of our process below.

Define Requirements And Use Cases
Test And QA
Rollout, Onboarding And Training
Ongoing Support And Admin
Square 2 RevOps Process image

Get Smarter

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Watch The Video

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Happy HubSpot RevOps Clients

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They Love Us, And So Will You

The Square 2 team was brilliant in helping us move from Microsoft Dynamics to HubSpot Marketing Hub, Sales Hub and Service Hub. They clearly know how to plan, implement, install and QA these tools so they run flawlessly once the team starts using them.
Nicola Quinion
Demand Generation Director for Europe, RPS (a 5,000-person global consulting firm)

The team at Square 2 knows their RevOps. They helped us integrate HubSpot to our CRM, Pipedrive, and to our industry CMS, Craft. They’ve continued to help us in the RevOps area with automation and data-related upgrades we’ve been making over time. They’re a great partner.

Zak Schroerlucke
Marketing Manager, Crosby Hops

I turned to Square 2 to help us with a HubSpot to Salesforce integration project and they killed it. They did solid planning, and their execution was great. They thoroughly QAed the data part of the project so there was no question about data quality and the validity of our analytics. I’d use them again in a second.

Joe DeRosa
Chief Revenue Officer, SAFEbuilt

Who You’ll Work With

Kevin Wheatcraft – Technical Director, HubSpot Practice
Kevin Wheatcraft – Technical Director, HubSpot Practice

Kevin eats, sleeps and breaths technology. He loves working collaboratively to fuse strategy, business requirements and technology to support client use cases and desired business outcomes.

Kevin was fortunate to start his career at HubSpot, first as a Senior Support Engineer and later as a Channel Consultant. He ran his own boutique technology firm for four years.
Kevin has also been in technical roles for some of the largest and most reputable agencies in the HubSpot Partner ecosystem. He is happy to bring that experience to Square 2 and our clients.

Kevin’s specialty is working with clients to define their requirements, map out their desired outcomes and then design technology solutions to deliver flawless migrations, integrations and custom configurations for the entire suite of HubSpot solutions.

When he’s not working, Kevin is probably exploring the Yucatan Peninsula, in Mexico, where he resides. When at home, he’s playing with his four rescue dogs, swimming in his pool and producing electronic music.

Norm Schurdell – Delivery Manager, HubSpot Practice
Norm Schurdell – Delivery Manager, HubSpot Practice

Norm is an ACE (Agile Creative Engineer) who is passionate about building technology solutions the right way. Norm has been developing and improving custom web and custom technology applications since 1995 and has degrees in Electronics Engineering, Graphic Design and Ministry.

He continually strives to help companies find ways to integrate and improve technology in the revenue, marketing, sales and customer service areas of our client’s businesses. He has worked in nearly every CMS available and has integrated technologies into web, CRM and marketing automation platforms including Salesforce.

Norm has worked for small, medium and large technology agencies, helping to improve their technical expertise, automation, security, and back end/front end development deliverables for clients.

In addition to his 30 years of experience in the technology space, he and his wife, joy have nearly as many years serving youth ministries as certified whitewater, rock climbing and backpacking guides in California and Idaho. Together they have traveled to over 18 countries, teaching, training and pioneering efforts to reach students with the message of faith, hope and love.

Laura Forth – Revenue Operations Specialist, HubSpot Practice
Laura Forth – Revenue Operations Specialist, HubSpot Practice

Laura is a Revenue Operations Specialist who has spent the last 10 years working with B2B and SaaS businesses. Her past roles have given her broad experience in bringing marketing, sales and customer service into alignment to drive revenue for her clients.

Recently, she helped scale Propeller Aero from $0 to $20 million in ARR through ownership of business metrics, day-to-day process, strategic advisory to the leadership team and cross-team coordination of major technology projects. In her work with companies of all sizes, Laura focuses on offering creative, and sustainable technology solutions that continue working long into the future.

Laura earned her B.A. in Business Administration and her B.S. in Psychology from Boston University. She is an outer space enthusiast who enjoys both science news and science fiction. She never turns down a good coffee or conversation.

Mariana Godsen – Marketing Automation and CRM Specialist, HubSpot Practice
Mariana Godsen – Marketing Automation and CRM Specialist, HubSpot Practice

Mariana has become a go-to expert in everything HubSpot. Here experience stretches from HubSpot CRM migration, management, troubleshooting and training to general HubSpot admin and ongoing marketing and sales operations support.

Mariana has a diverse background due to her constant curiosity and passion for learning. Her career has evolved from a true desire to solve problems, be surrounded by people from different cultures, and grow personally and professionally.

In addition to English, she is fluent in Portuguese and working on her Spanish and French. She loves learning new languages. In her spare time, you can find her reading, sipping wine and practicing yoga.

Edgardo (Edge) Lacorte – Technology Specialist
Edgardo (Edge) Lacorte – Technology Specialist

Edge has been working in the technology space for over 15 years. With deep experience in the areas of PHP and MySQL programming, HTML5, JavaScript, CSS, AJAX and jQuery languages, Edge specializes in custom coding to solve for complex business challenges. His web experience starts with WordPress but includes the HubSpot CMS, WooCommerce, responsive CSS, Rest APIs and custom integrations.

Edge is especially skilled and experienced helping clients migrate to and support a variety of CRM platforms including HubSpot, Keep (formally Infusionsoft), Ontraport and Active Campaign.

It might not surprise you because of his name, but in his off time, Edge is an amateur recording artist and can be regularly found performing in small venues throughout his native Philippines.

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Ready To Transform Your Revenue Operations?

You want a scalable, repeatable and predictable revenue growth engine. Take the first step toward achieving that goal.