RBS is the Revenue Operations Operating System — installed inside your CRM, across your teams, handed off in 90 days.
Strategic Partner Program
If you're a HubSpot consultant, Salesforce implementer, or CRM agency, you've seen it firsthand: clients with the tools, the budget, and the intent — but not the Revenue Operations OS to make it all run. RBS is the referral you make when that gap shows up.
Why Partners Refer to RBS
Extends the value of your implementation — without competing with it
Clear qualification framework — you know exactly when to refer
No exclusivity required — works alongside your existing partnerships
Referral fee paid on closed engagements — details provided on inquiry
Who This Is For
The RBS partner program is for practitioners who work inside B2B companies every day and recognize the gap between technology deployment and revenue execution.
You've set up the CRM, built the workflows, and handed it off — but the client still doesn't have a revenue process underneath it. RBS installs the operating layer your implementation made possible.
Your client has a powerful CRM with no process underneath it. Data is there, insight isn't, accountability is absent. RBS builds the operating layer that makes the investment pay off.
Your engagement ends at implementation. RBS extends the value you've created by turning technology into a functional, running Revenue Operations OS — and your client gets a system they own.
Your clients have the signals but no one is acting on them. RBS converts data into strategy, ownership, and execution — extending the ROI of your platform and deepening client retention.
Qualification Framework
Use this cascade when you're deep in a client engagement. A "no" at any stage is your referral signal.
Someone with clear accountability for what the data says — and what gets done about it.
If No → Think of RBS.
Ownership without revenue accountability rarely drives cross-functional execution.
If No → Think of RBS.
Siloed insight ownership is not RevOps. Alignment across sales, marketing, and CS is the baseline requirement.
If No → Think of RBS.
This is the hardest capability to have built in at this stage. Most companies at $5M–$50M ARR don't.
If No → Think of RBS. · If Yes → May not be a fit.
Become a Partner
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