Southern Meridian builds the systems, reporting, and processes that B2B sales and marketing teams actually use — from first implementation through to full revenue operations maturity.
Start a conversationFive years building revenue operations across HubSpot — from ground-up implementations for teams new to the platform, to complex reporting architecture and automation for businesses that have outgrown their setup. Southern Meridian has worked across SaaS, FinTech, HR technology, and professional services, with clients ranging from fast-growing SMBs to international operations spanning 30+ countries.
The work covers Sales Hub, Marketing Hub, and Ops Hub — often all three at once.
New to HubSpot or starting over. CRM configuration, pipeline setup, lifecycle stages, lead scoring, deal progression, and CS handover — built properly from day one so the team actually adopts it.
End-to-end setup across both hubs. Contact and company management, sequence and workflow automation, marketing attribution, campaign tracking, and lead management that connects marketing activity to pipeline outcomes.
Reporting architecture that gives commercial leadership real visibility. Custom objects, cross-object reporting, forecasted vs actual revenue tracking, and pipeline health metrics.
Custom code workflow actions, scheduled automations, cross-object property logic, and data integrity systems. Built for businesses on Ops Hub Pro that need automation beyond what standard workflows can handle.
For HubSpot portals that have grown messy. Audit, restructure, and rebuild — fixing data quality, removing technical debt, and getting the CRM back to something the team can trust.
Experience with multi-country, multi-currency HubSpot setups. Seat management, user permissions, and reporting structures that work across complex org structures.
A sample of what a structured RevOps engagement looks like in practice.
Before
After
Every engagement is scoped and priced upfront. Each tier builds on the last — choose where you need to start.
Foundation
HubSpot configured correctly from day one.
Foundation + Growth
Everything in Foundation, plus automation and attribution.
Full Scale
Full RevOps architecture for complex operations.
No pitch, no pressure — just a conversation about where things are and whether there's a fit.
Or reach out directly at ryan@southernmeridianhq.com