Your first 90 days with Xoinx
Northwind has 12 people selling, a HubSpot portal that grew without an owner, and a first RevOps lead on the way. Over twelve weeks we clean up the CRM, build the processes around it, deliver reporting that ties to finance, and hand your new hire a system that is documented, not a mystery.
This is the plan, week by week: what we do, what you get, what we need from you, and how both sides know each phase worked. Nothing changes in your CRM without a backup, a log entry and your approval.
Engagement plan · prepared for Northwind
- 13weeks, Week 0 to Week 12
- ~1–1.5 hof your time per week
- 6phases, each with exit criteria
- 0changes without sign-off
Six phases, overlapping on purpose
The plan
Fixing the foundations, rebuilding processes and building reporting overlap by a couple of weeks: workflows can't be rebuilt on stages nobody has defined, and dashboards can't be trusted until the records under them are clean. Move the slider to see where we'd be in any given week.
Your CRM is how you get paid. We treat it that way.
How we work safely
These are the rules for every change, in every phase. They're also the rules your RevOps hire inherits.
What you'd see four weeks in
Sample change log
Every change gets a line: what changed, where, before and after, the backup it can be restored from, and who approved it. One entry below was rolled back the same day. That's the log doing its job, not a failure.
| Date | Change | Object | Before → after | Backup | Approved by | Status |
|---|
What your first RevOps hire inherits
Hand-off
Everything lives in your systems: your HubSpot, your shared drive, your wiki. Nothing depends on Xoinx after we finish.
Three things to know up front
What this isn't
- We don't lock you into our tools.Everything is built in HubSpot and the systems you already pay for. If a data lake is warranted, it runs in your cloud account, in your name.
- We don't change anything you haven't approved.Scope is agreed at the end of the audit. Anything outside it comes back to you as a decision, not a surprise.
- We don't run your sales team.We define the rules and build the system. How your reps sell, and who they sell to, stays with you and your head of sales.
Thirty minutes to see if this plan fits
Next step
Tell us where your CRM is today and when your RevOps hire starts. We'll tell you which weeks of this plan you actually need, and which you can skip.