O
Anonymized Case Study · Oliver Wiemers

RevOps Implementation — Interactive Case Study

Full-funnel HubSpot Implementation für ein B2B SaaS-Unternehmen im DACH-Raum. Klick auf jeden Knoten für Details zur Implementierung.

Branche
B2B SaaS · DACH
Lead Source Mix
~75% Channel Partner
Ausgangslage
100% Ticket-basiert
Projektdauer
~5 Monate
Workflows gebaut
5 Core + Nurture
① Lead Sources
📝 Web Forms
✉️ Inbound Email
🎤 Events / Webinars
🤝 Partner Network
⚙️ Self-Service Configurator
🔄 Existing Customers
② Automation Trigger
⚡ Workflow: Contact Created
→ Lead Status "Open" · Lifecycle "Lead" · Auto-Task for SDR
③ SDR Qualification
🔍 Research & Enrichment
SDR researches via Google, LinkedIn → enrichment in HubSpot
🎯 ICP Decision
3 outcomes →
✓ ICP Match
→ "Working" · Auto-MQL
✗ Bad Fit
→ No further action
↗ Misrouted
→ Auto Ticket (Partner/Support)
④ MQL Nurture
📰 Long-Term Track
Webinars, Case Studies, Newsletter
📅 Pre-Appointment Track
3 Emails · max 100 words · 5-day window
⑤ Deal Pipeline · Auto-Created on "Meeting Agreed"
1
Meeting Agreed
2
Meeting Held
3
Info Sent
4
Concept Call
5
Proposal Sent
6
Discussed
7
Follow-up
🏆 Won
→ Auto Lifecycle "Customer" + Slack notification
✗ Lost
→ Required: Loss reason (mandatory field)
⑥ Parallel: Partner Pipeline (Tickets)
📥 Partner Intake
partner@ email + quote form
💼 Auto Deal Creation
Quote form → Pipeline Phase 5
🗓️ QBR Tickets
Separate ticket type for Quarterly Reviews
⑦ Output: Reporting & Forecast
📊 Funnel Dashboard
Conversion rate per stage
💰 Revenue Forecast
Probability-weighted by stage
🔍 Loss Reason Analysis
Bottleneck detection
Anonymized for privacy · All concepts and architectures shown can be adapted to other B2B SaaS contexts
oliver@oliverwiemers.de · Live AI Demo →