The Blueprint
The Starter Kit Revenue Engine
One project, eight modules: a working piece for each thing the Revenue Operations Manager owns. Built in public on the Starter Kit funnel, with synthetic data.
- Revenue truthShipped Oct 5
Revenue Truth Check
Reconciles HubSpot closed-won deals against affiliate-platform conversions, explains every gap by cause, and flags exceptions daily. Built on synthetic data.
Deep buildLive Demo - Live every dayShipped Oct 11
Morning Health Check
A daily check that every step of the Starter Kit funnel works, from opt-in to partner tracking, so problems surface before the team notices.
Deep buildLive Demo - The funnelShipped Oct 11
Funnel Drop-off Dashboard
HubSpot pipeline, properties and dashboard for opt-in → booked → showed → closed, plus the three experiments I'd run first.
Deep buildLive Demo - Email & sequencesShipped Oct 14
Sequences Library
Four email sequences around the booking: the email to book, confirmation and reminders, no-show recovery and a nurture, designed as CRM workflows with copy, rules and a test plan.
- Routing & speed to leadShipped Oct 14
Routing & Speed-to-Lead
A round-robin rotator with daily caps, five first-match routing rules and a response-time clock, so every lead reaches the right closer fast.
- ReportingShipped Oct 14
Weekly Revenue Review
A one-page review of the week: six numbers against last week, three causes and three actions with owners, computed from the same synthetic data.
- Systems & automationShipped Oct 14
Automate-it-twice Backlog
Ten repetitive tasks ranked by the hours they give back, with the top three designed as automations.
- PlaybooksShipped Oct 14
RevOps Playbook
Seven team rules and eight one-page SOPs, from the morning check to opening a new country.
Ground rules
- Built from public pages and synthetic data. No HelpBnk data is used, nothing was purchased, and no reward or call was claimed.
- Each module links to what was built: a demo, the code or the document.
- v1 means a working first version by its due date. The deeper version follows in the next phase.
- Nothing here claims to describe how HelpBnk's systems work internally. It shows what is visible from the outside and how I would approach each responsibility.