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RevOps and marketing automation · Shani Wolf · Fractional CMO · HubSpot, monday & Amplemarket partner · for B2B tech companies

Marketing automation and RevOps for B2B companies

Strategy, pipeline and systems in one place. I build the plan and implement it inside your CRM, automations and reports: lifecycle stages, lead scoring, routing and a handoff to sales, nurturing flows and one report leadership reads. I ran global Marketing Operations across 40 countries, and I build it today for B2B tech companies.

Book an intro call What gets built?
1revenue process1 quarterto a team that runs it alone3.2xpipeline at one client
Dashboards and reports HubSpot Solutions Partner

Who it's for

Three situations I keep meeting

Marketing vs. sales

Marketing produces leads, sales sends them back

No agreed MQL definition, no scoring, no SLA. Every lead goes by email and disappears. You build lifecycle stages sales has signed off on.

Lifecycle and scoring
Two reports

Marketing says 200 leads, sales says 12

Both reports are right, because they measure different things in different systems. One report, on one set of data, by channel and by campaign.

Measurement and attribution
Automation in a spreadsheet

The nurturing flows live in one person's head

The CRM exists, the automations don't. Workflows and sequences that match the daily work: nurturing, alerts, tasks, and reminders nobody misses.

Workflows
What gets built

Six areas that come up in almost every company

Not all at once. You start with the layer that hurts most, usually the handoff between marketing and sales, and build the rest on top of it. All inside the systems you already have.

What gets built
  • Strategy and positioning: ICP, messaging and value proposition around how your best customers buy
  • Pipeline: an automated MQL to SQL handoff, with a sales alert and a reminder when a lead stalls
  • RevOps: lifecycle stages, lead scoring, routing and a clean handoff
  • Automations: workflows and sequences for nurturing, alerts and tasks
  • Measurement: pipeline by channel, revenue by campaign, a board report
  • AI in the daily work: Claude, ChatGPT and Fathom wired into the processes
6areas
1revenue process, marketing to sales
1 quarterfrom plan to a team that runs it alone
3platforms: HubSpot, Salesforce, monday

How does it work?

The same order in every engagement

  1. Diagnose

    A deep dive into the data, the systems and the pipeline

  2. Plan

    Findings prioritized by impact

  3. Implement

    The actual work, inside the systems

  4. Train

    Your team operates it on its own

  5. Measure

    Reports leadership reads
Cat with sunglasses avatar
Noa L.
VP Marketing, B2B SaaS company
SaaS

Shani took our marketing from reactive to systematic. She rebuilt our lead scoring, connected our outbound tools, and trained the team on AI prompts that actually save time. The pipeline impact was immediate.

eCommerce · HubSpot and automation3.2x pipelineA marketing and sales engine on HubSpot ahead of peak season: lifecycle, lead scoring, automations and reportsBased on a true story

Frequently asked questions

What is RevOps?
Revenue Operations: one revenue process, from marketing through sales to the customer, on one set of data. In practice: agreed lifecycle stages, lead scoring, routing and a handoff to sales, automations, and one report that marketing and sales read together.
What is marketing automation, and what does it include?
Processes that run on their own inside the CRM when something happens: a lead fills a form and gets an email series, reaches a score and is routed to a salesperson with a task, goes unanswered for a week and the manager gets an alert. In HubSpot these are workflows and sequences. The value is in the right definition, more than in the tool.
How long does it take to build?
A focused fix of lifecycle, scoring and reports: two weeks to two months, depending on portal size and the number of integrations. A full build of the revenue process, with training: a quarter. Then the team runs it alone.
Does this work with Salesforce or monday too, or only HubSpot?
Yes. I'm a HubSpot and monday partner and worked with Salesforce from the inside at a global company. The principles are the same: agreed stages, scoring, routing and one report. The difference is only where you click.

Last updated: October 2026

Shani Wolf

Written by

Shani Wolf
Fractional CMO · MarTech & CRM consulting · HubSpot, monday & Amplemarket partner

15+ years in B2B marketing, from global enterprises to high-growth startups. I get into the systems, the data and the automations and build and fix them myself, so the marketing budget turns into a predictable, measurable revenue engine.

LinkedIn About me Book 30 minutes

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