SaaS RevOps: Seeking Best Practices for 30/90 Day Plan

Nicolas L. · 2025-08-20T20:17:25.291Z

Hi everyone! I am starting a new SaaS RevOps role in a couple weeks and starting to map out my 30/90 day plan. Besides a basic CRM instance (we use Hubspot), pretty much everything still needs to be build, so I am gathering best practices, tips and recommendations as to GTM system architecture. The focus is to stay lean in terms of tools and build AI-friendly. Wanted to ask for your thoughts and feedback on the following areas/tasks: 1. Lead intake: For website, using native module (HS marketing hub) or other providers (i.e. forms)? And for product leads, sending in using Segment/CDP? 2. Marketing attribution: Good old UTM stitching pushed to CRM fields? Is that automated cleanly within HS marketing? 3. Lead scoring: Simple custom-built scoring in CRM or other provider? 4. Billing and invoicing: Guessing Stripe still leads for payment processing. Dedicated solution for invoice generation + accounts payable? 5. Legal & contracting: Are most of you using a contract management system or relying on a CRM module? Curious is there is a scrappy hack using a Google Drive integration + vibe coding 6. MRR reporting: Dedicated subscription management tool or CRM add-on? Bonus points if anyone has nailed easy push to accountimngs software :sweat_smile: 7. Renewal management: Leveraging CRM out-of-the-box, custom built, or point solution? What is your take os CSPs? Thanks in advance!:pray::skin-tone-2:

1.
Lead intake: For website, using native module (HS marketing hub) or other providers (i.e. forms)? And for product leads, sending in using Segment/CDP?

a.
Yep, using the native forms works well. Segment also works, but important to define the events and what they'll be used for

3.
Marketing attribution: Good old UTM stitching pushed to CRM fields? Is that automated cleanly within HS marketing?

a.
You'll have to have hidden fields for each UTM parameter on each form (utm_source, utm_medium), but yes. You may also want to set up workflows that save the UTM parameters when they fill out a particularly important form like a demo request.

5.
Lead scoring: Simple custom-built scoring in CRM or other provider?

a.
Yep, this works well in HS and can handle most of what you throw at it

7.
Billing and invoicing: Guessing Stripe still leads for payment processing. Dedicated solution for invoice generation + accounts payable?

a.
You can use Stripe, but HubSpot also can process payments. You should explore both

9.
Legal & contracting: Are most of you using a contract management system or relying on a CRM module? Curious is there is a scrappy hack using a Google Drive integration + vibe coding

a.
I bet there's a scrappy version. I think you could also use something like PandaDoc too, but I've never been willing to upgrade it high enough to get the integration working.

11.
MRR reporting: Dedicated subscription management tool or CRM add-on? Bonus points if anyone has nailed easy push to accountimngs software 😅

a.
You can do it with some elbow grease in HubSpot, but there are some tools out there that could help with that too

13.
Renewal management: Leveraging CRM out-of-the-box, custom built, or point solution? What is your take os CSPs?

a.
Could probably get from 0-1 with a workflow-based solution in HS, but worth looking at the paid options too. Never needed to take this out of an HS workflow.

SaaS RevOps: Seeking Best Practices for 30/90 Day Plan

6 comments

SaaS RevOps: Seeking Best Practices for 30/90 Day Plan

6 comments