For complex enterprise
Budget, Authority, Need, Timeline, Vision. Best for long-cycle, multi-stakeholder enterprise deals.
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S·05 — SERVICE
Sales without a system is guessing
B2B revenue teams use proven sales methodologies — BANT-V, MEDDPIC, SPIN — to create pipeline visibility, shorten sales cycles, and hold their teams accountable. We set it all up in HubSpot.
- For when
- Forecasting lives in gut feel and heroics.
- Unqualified deals sit in pipeline because nobody drew the qualification line.
- Your team talks methodology but the CRM doesn't enforce it.
The methodology lives in the CRM — or it doesn't live at all.
We configure the gates, qualification criteria, and stage definitions inside HubSpot, so the pipeline shows reality instead of optimism. The unqualified deal on the plate isn't a failure — that's the gate doing its job.
FIG. S4 · ORIGINAL SVG · FIELD NOTES SYSTEM
The process
From first call to live in HubSpot.
- 01
Discovery Call
We map your current sales motion, buyer process, and CRM gaps. We recommend the right methodology for your ICP and team structure.
- 02
Methodology Design
We configure the gates, qualification criteria, and stage definitions inside HubSpot.
- 03
CRM Build
Custom properties, deal stages, task templates, and automation workflows — aligned to your methodology.
- 04
Training & Adoption
Live training sessions and documentation your team can reference without calling you every week.
- 05
Ongoing Optimization
Monthly check-ins and CRM hygiene reports as your GTM evolves.
Which fits your team?
BANT-V, MEDDPIC, and SPIN each work best for different sales motions.
For technical sales
Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Champion.
For consultative selling
Situation, Problem, Implication, Need-Payoff. Best for solution selling where the buyer doesn't yet know they have a problem.
Any custom methodology
We can mix and match sections of known methodologies and customize any steps for your specific sales flow.
Engagement options
Transparent pricing. No surprises.
Foundation
$4,000 · one-time
One methodology, scoped and implemented for a single team.
- Methodology selection (BANT-V, MEDDPIC, or SPIN)
- HubSpot deal stage configuration
- Qualification gate setup
- 1 live training session
- Ongoing optimization
Implementation
$7,500 · one-time
Full methodology build with automation, reporting, and team training.
- Everything in Foundation
- CRM automation workflows
- Forecasting & pipeline reports
- Multi-team rollout playbook
- 2 live training sessions
- Monthly check-ins (3 months)
Full Suite
$2,800 / month × 6
Ongoing fractional RevOps ownership. We manage your methodology and CRM as your team grows.
- Everything in Implementation
- Monthly methodology health review
- Unlimited CRM adjustments
- Quarterly strategy sessions
- Dedicated Slack channel
- Priority response < 4 hours
Start here
Stop building pipeline on gut feel.
Book a free call — we'll map out which methodology fits your team and what the implementation looks like in HubSpot. Or send the details through the form.
Received — we'll come back with which methodology we'd look at first.
If you'd rather not wait: hello@crmbyrsm.com.