Sales OSThe Platform That Supercharges Your Consulting
More than a HubSpot implementation -- transform your entire revenue process. A complete platform that guides every step of your rollout with a proven methodology, built-in AI, and measurable results.
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HubSpot
+35%
Team productivity
Built-in AI
Revenue Intelligence
Companies That Trust Sales OS
The Dilemma of Implementing a CRM Without a Methodology
HubSpot is powerful, but without a clear implementation methodology, teams get lost in endless configurations. The result: underutilized tools, inconsistent data, and frustration.
Unstructured data
Properties created without criteria, pipelines that don't reflect the actual sales process.
Manual processes
Promised automations that never get implemented, repetitive tasks consuming valuable time.
Failed adoption
Teams that revert to Excel because "it's easier," wasted investment in licenses.
A Complete Platform
Three pillars that transform your HubSpot implementation into a guided, measurable experience
Our proven 4-stage methodology guides every step of your implementation, ensuring nothing is left to chance and your team adopts HubSpot successfully.
Customer & Product Identification
Deeply understand your ideal customer
Gain a thorough understanding of who your ideal customer is to optimize your sales and marketing strategies.
Entregables Clave
Sales Process Design
Optimize your pipeline
Map out exactly how your pipeline is being managed, understand properties and business rules.
Entregables Clave
Automation & Efficiency
Eliminate manual tasks
Implement automations that free up your sales team's time so they can focus on selling.
Entregables Clave
Continuous Optimization
Data-driven improvement
Measure results, identify improvement opportunities, and continuously optimize the process.
Entregables Clave
Sales OS platform view
Connected with Your Favorite Tools
Sales OS integrates seamlessly with your existing tech stack, centralizing all information in one place.
HubSpot
Full bidirectional sync with your CRM
Slack
Real-time notifications and alerts
Microsoft Teams
Connect your meetings directly to Sales OS
Google Sheets
Export data and create reports in spreadsheets
TLDV
Automatic meeting transcriptions
How We Work
A process designed to deliver tangible results in 90 days, with ongoing support and permanent platform access.
Diagnostic & Onboarding
Full audit of your current commercial operation. We identify gaps, opportunities, and quick wins. We set up your Sales OS account.
Guided Implementation
We move through the 4 stages of Sales OS together. Weekly working sessions to complete each module and configure HubSpot.
Continuous Optimization
Metrics monitoring, data-driven adjustments, and ongoing support. Permanent Sales OS access for your team.
Implementation Timeline
Wk 1-5
Diagnostic
Wk 5-12
Implementation
Wk 12-16
Final Adjustments + Optimization
Day 1
Kickoff & platform access
Day 30-45
Stages 1-2 completed
Day 90-120
Full implementation complete
Results That Speak for Themselves
We don't just promise results -- we deliver them. These are the numbers behind our methodology.
+35%
Team Productivity
Average increase in sales team productivity
90
Days to Results
Average time to see tangible results
100+
Teams Transformed
Organizations that have implemented Sales OS
98%
Satisfaction
Clients who would recommend Sales OS
HubSpot Platinum Partner - Santiago, ChileSuccess Story
How Sales OS transformed our clients' commercial operations
Featured Client
Technology / B2B SaaS
Challenge
Sales team with no pipeline visibility and manual processes consuming valuable time.
Solution
Full Sales OS implementation with custom automations and dashboards.
"Sales OS helped us completely transform our commercial operation. In less than 90 days we went from scattered data to full pipeline visibility and reliable forecasting."
VP of Sales
Featured Client
Results Achieved
Everything You Need to Know
Answers to the most common questions about Sales OS
Sales OS is a SaaS platform that complements our consulting methodology. We don't just implement HubSpot -- we give you access to a tool that guides every step of the process with artificial intelligence, progress tracking, and a collaborative workspace. It's the difference between having a map and having a GPS that guides you in real time.
Yes, Sales OS is designed to supercharge your HubSpot implementation. We work with any HubSpot tier (Starter, Professional, Enterprise), and the bidirectional integration is a core part of the value proposition. If you don't have HubSpot yet, we can help you select the right plan.
Our methodology is designed to deliver tangible results in 90 days. In the first 2 weeks we complete the diagnostic and onboarding. Between weeks 3 and 10 we implement the 4 stages of Sales OS. From day 90 onward, you enter the continuous optimization phase where we keep improving based on data.
Access includes: (1) The full platform with the 4 stages of Sales OS, (2) FocusSpace -- your workspace with calendar, kanban, and work logs, (3) Revenue Intelligence -- AI that analyzes your meetings and client context, (4) Integrations with HubSpot, Teams, Google Sheets, TLDV, and more. Access is for your entire team involved in the commercial process.
Revenue Intelligence is our AI assistant that understands your business context. It analyzes meeting transcriptions, Sales OS data, and your CRM to answer questions about clients, generate insights, and create reports. It uses RAG (Retrieval-Augmented Generation) technology to deliver precise answers based on your actual data.
Security is a top priority. We use Supabase with Row Level Security (RLS) so each organization can only access its own data. Connections are encrypted, we comply with industry standards, and we never share data between clients. Your meeting recordings and documents remain private and under your control.
Currently, Sales OS is offered as an integral part of our consulting service. The platform powers the implementation work we do together. We're evaluating a self-service model for the future, but we believe expert guidance is key to maximizing results.
During implementation you have weekly sessions with your assigned consultant, ticket-based support access, and progress tracking on the platform. After the 90 days, you keep access to Sales OS, ticket-based support, and can opt for ongoing optimization sessions based on your needs.
Have more questions? We're here to help.
Contact UsReady to Transform
Your Revenue Operations?
Book a free 60-minute diagnostic. We audit your process, identify opportunities, and give you a personalized plan.
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