00:00:02 Introduction and Background

The conversation opens with an introduction to Ryan, who runs operations at Aptitude 8, an elite HubSpot Solutions partner. Unlike typical marketing-focused HubSpot agencies, Aptitude 8 specializes in Revenue Operations (RevOps) and Marketing Operations (Marketing Ops) within the HubSpot ecosystem, focusing on technical and operational alignment rather than creative marketing.

00:01:20 Understanding Revenue Operations (RevOps)

Ryan explains RevOps as a relatively new term coined around 2016, which serves as an umbrella for sales ops, marketing ops, and customer success ops. The core purpose of RevOps is to ensure alignment between these traditionally siloed operational teams, fostering collaboration and improving overall go-to-market efficiency. The discussion clarifies how RevOps differs from individual sales or marketing operations by emphasizing cross-functional integration.

00:03:51 RevOps Implementation and HubSpot’s Role

The dialogue shifts to practical implementation: Ryan describes typical scenarios where companies outgrow simple CRM setups and require RevOps to clean up data hygiene, optimize workflows, and manage automation complexity. He highlights challenges with enforcing data quality, especially compared to platforms like Salesforce, advocating for simple, user-friendly validation processes that respect sales teams’ workflows. Ryan emphasizes custom, non-template HubSpot implementations tailored to each company’s business needs rather than one-size-fits-all solutions.

00:08:56 Account-Based Marketing (ABM) Experience

Ryan shares his personal ABM journey, describing early “scrappy” ABM efforts using HubSpot and LinkedIn Ads to target specific financial advisor companies. He contrasts this with later experiences using Terminus for more complex target identification in regulated industries, integrating Salesforce and HubSpot for account scoring and automation. This section explains how ABM can be managed at various sophistication levels, from DIY approaches to platform-assisted programs.

00:15:38 Starting ABM with HubSpot

Ryan advises companies new to ABM on how to leverage HubSpot’s built-in tools like HubSpot Insights for firmographic data, account-level lead scoring, and dynamic content on landing pages and emails. He explains how to identify target accounts proportionate to sales capacity and use automation and segmentation to tailor messaging effectively — all without expensive external ABM platforms.

00:20:54 Integrating Advertising and Intent Data

This chapter covers integration of HubSpot with advertising platforms such as LinkedIn, Google, and Facebook through HubSpot’s ad management features. Ryan explains how dynamic audience lists sync automatically to ad platforms, enabling real-time targeting without manual list uploads. He also discusses the mixed reliability of third-party intent data providers like Bombora and advocates prioritizing first-party intent signals (website visits, content consumption, ad interactions) tracked directly in HubSpot.

00:24:48 Leveraging Social Media and LinkedIn Data

Ryan introduces a tool called HubLead that integrates LinkedIn data directly into HubSpot, enabling sales teams to capture decision-makers, sync LinkedIn conversations to contact records, and maintain visibility on social engagement within the CRM. This integration supports genuine account-based engagement by unifying marketing and sales activities and improving internal collaboration and warm introductions.

00:29:12 Common ABM Mistakes and Best Practices

He cautions against jumping prematurely into expensive ABM tools without first establishing clear target account lists, aligned processes, and measurable goals. Ryan stresses that technology should support well-defined processes rather than dictate them. Starting with low-budget, DIY ABM efforts helps validate the approach before scaling with dedicated platforms. He also highlights the importance of sales and marketing alignment and tracking penetration within target accounts as key success metrics.

00:32:24 ABM Dashboard and Reporting

Ryan describes how ABM metrics differ by focusing on account-level rather than individual contact-level measures. Typical dashboards track MQLs, deals, and engagement filtered by target accounts, sometimes using leaderboards showing account penetration. Account lifecycle stages mimic contact lifecycle stages but focus on account engagement progression over time, with attention to time-bound activity to ensure relevance. These reports are built using HubSpot’s custom properties and no-code funnel reporting tools.

00:38:40 Inbound and Demand Generation Integration

The conversation covers integrating inbound leads into ABM workflows. Ryan explains how demand generation can coexist with ABM by layering account-based targeting on top of broader inbound strategies. High-intent forms can move accounts directly into MQL or opportunity stages, while other inbound leads can be nurtured separately. This flexible setup allows combining ABM with traditional marketing tactics.

00:41:25 HubSpot CMS and Platform Scalability

Ryan praises HubSpot’s CMS and platform scalability, highlighting tiered pricing and upgrade/downgrade flexibility suited to changing business needs. He notes HubSpot’s rapid feature expansion including custom objects, advanced workflows, and a growing app ecosystem. This scalability supports everything from startups to enterprise-level ABM and RevOps implementations. He also addresses misconceptions about HubSpot’s capability around CPQ (Configure Price Quote), describing third-party integrations and new native features that now support CPQ workflows.

00:44:11 Use Cases for Custom Objects in HubSpot

Ryan details how Aptitude 8 uses custom objects to model complex business processes, such as projects and retainers in professional services, associating delivery teams and project leads within HubSpot. He also shares a product-led growth (PLG) use case where custom objects track free trial accounts and product usage data, triggering onboarding and feature adoption communications. Additionally, partner management is another key use case, with custom objects tracking partner commissions and deal contributions, referencing a company called Reveal that specializes in partnership management.

00:49:27 Closing Remarks

The conversation concludes with Ryan reflecting positively on the discussion, appreciating the opportunity to revisit ABM topics and share insights on RevOps and HubSpot’s evolving capabilities.

Profile Ryan Gunn Founder at Attribution Academy LinkedIn

Ryan Gunn is a B2B marketing leader driving revenue through attribution and analytics as a key figure at the Attribution Academy. He empowers marketing teams to turn data into action—aligning spend, creative and channels to measurable business outcomes. Ryan is known for demystifying marketing measurement and building frameworks that make marketing accountable-to-revenue. He shares insights rooted in real execution, helping teams shift from guesswork to data-driven growth.

Show Notes-

In this conversation, we talk about how RevOps, HubSpot, and ABM actually work together in real B2B environments. Ryan shares how companies can start ABM without big tools, how revenue operations drives alignment across GTM teams, and how HubSpot can be used as the central system for targeting, reporting, and scale.

Key Learnings :
-RevOps aligns sales, marketing, and CS around one revenue system.
-You can start ABM using HubSpot + LinkedIn without expensive tools.
-First-party intent and clean CRM data matter more than third-party tools.
-Account-level reporting is the real unlock for ABM not leads.

Links & Resources -