How Revvlocity Built a 15-Stage Outbound Engine to Run Its SDR Team Inside HubSpot
A HubSpot Sales Hub Professional build for a 100% outbound B2B appointment-setting agency — native calling, enforced BANT qualification, and a call-to-deal pipeline purpose-built for cold outreach at volume.
Revvlocity
Revvlocity runs a 100% outbound, high-volume B2B appointment-setting business — six SDRs and a manager cold-calling into enterprise accounts to book meetings on behalf of their clients. There's no inbound funnel and no ICP-gating logic to configure; the entire system has to be optimised for one thing: call volume, clean handoffs, and a pipeline that never lets a lead go cold. Unleash Tech Worx built Sales Hub Professional around that exact motion.
The Challenge
Before the build, Revvlocity's outbound motion lived outside any single system of record:
No CRM-native calling: Dialing and call logging lived outside any single system of record.
No structured lead progression: No consistent way to track a lead from first attempt through to a booked meeting.
Inconsistent meeting documentation: Lead Hand-Off Sheet and BANT details were captured ad hoc, if at all.
Unenforced qualification: Leads could reach "Qualified" without complete BANT data behind them.
No visibility into SDR activity: No dashboard existed for calls logged, meetings booked, or funnel conversion.
The Approach
Unleash Tech Worx built the entire outbound motion as one enforced system inside HubSpot — from first dial to deal handoff:
Native HubSpot calling configured across all 7 seats
15-stage outbound lead pipeline, New through Qualified
Lead Hand-Off Sheet fields triggered at Meeting Set Up
Mandatory BANT capture gate before Deal creation
MOM (Minutes of Meeting) capture at Meeting Completed
Call outcome tracking enforced on every call logged
Round-robin auto-assignment workflow for new leads
Meeting-booked manager alert & handoff task automation
Follow-up task reminders for stalled leads
SDR dashboard: calls logged, meetings booked, funnel view
Revvlocity
Attempt
New → Attempting → Connected. Every call outcome logged, no exceptions.
Qualify
Meeting Set Up triggers mandatory Lead Hand-Off Sheet & BANT capture.
Convert
Meeting Completed triggers MOM capture, then the lead moves to Qualified.
Close
Qualified leads convert straight to a Deal — no delay, no manual step.
The Shift
Before
- No CRM-native calling or call logging
- Leads tracked inconsistently, no defined pipeline
- BANT and meeting notes captured ad hoc
- No enforced handoff process for qualified leads
- Zero visibility into SDR call activity
After
- Native calling live across all 7 seats
- Every lead moves through a defined 15-stage pipeline
- LHS & BANT captured automatically at the right stage
- Qualified leads convert straight to a Deal, no delay
- Full dashboard visibility on calls, meetings & funnel
In their words
We had a great experience working with Krishna and team during the implementation of our CRM. Arsath played a key role in ensuring that the implementation was smooth and well coordinated — professional, responsive and always willing to understand our requirements. What stood out most was his ownership and commitment throughout the implementation. Overall, we truly appreciate Arsath's support and professionalism.
Services Provided
The Outcome
Revvlocity's SDR team now runs every lead through a defined 15-stage pipeline with native calling, mandatory BANT capture, and automatic Deal creation — replacing ad hoc call logging with full dashboard visibility into calls, meetings, and funnel conversion.