Welcome to Six & Flow.
Learn More About Six & Flow RevOps Workshops
We're here to help you get set up quickly and see results fast. Please use this page as a resource to understand what goes into each workshop and access educational content.
Preparing For Your Workshop.
To get the best out of your workshop sessions it's good to know what you are going to be doing in each session. Below we have a number of video explainers for the exercises you may be undertaking with us.
User Journey Mapping
Visualise and optimise how customers move through your sales process.
Learn MoreCompetitor Mapping
Identify your competitors' strengths and weaknesses to refine your positioning.
Learn MoreData Mapping
Define and structure your data to ensure consistency and clarity across your CRM.
Learn MoreEmpathy Mapping
See your business from your customer’s perspective to improve engagement.
Learn MoreDream Record View
Customise HubSpot to ensure teams see the right data at the right time.
Learn MoreInfrastructure Audit
Assess your current HubSpot setup to build on a strong, scalable foundation.
Learn MoreUser Journey Mapping
Create a Clear, Efficient Customer Journey
Understanding how your customers move from lead to client is crucial for optimising your processes. This exercise helps you:
- Map out the entire user journey, from awareness to conversion.
- Identify friction points and inefficiencies across teams.
- Align processes with HubSpot tools for better automation and reporting.
By the end, you’ll have a clear action plan to improve workflows, enhance team collaboration, and create a seamless customer experience.
ICP Mapping
Define Your Ideal Customer Profile
Knowing who your best-fit customers are ensures you attract and convert the right leads. This exercise:
- Helps you define key criteria such as industry, company size, and location.
- Structures your lead qualification process for better decision-making.
- Enhances lead scoring, sales playbooks, and form fields.
With this framework, you can refine your marketing and sales efforts for maximum efficiency.
Persona Mapping
Understand Your Buyers on a Deeper Level
A strong marketing strategy starts with understanding your audience. This exercise helps you:
- Create semi-fictional buyer personas based on data, not assumptions.
- Identify customer pain points, goals, and motivations.
- Align messaging and campaigns to connect with the right people.
By defining your ideal customers, you can craft targeted strategies that drive engagement and conversions.
Competitor Mapping
Position Your Brand for Market Success
To stand out, you need to understand how you compare to competitors. This exercise:
- Identifies key competitors and their strengths and weaknesses.
- Highlights market gaps and your unique selling points.
- Helps refine your brand positioning and marketing strategy.
With a clearer competitive landscape, you can develop more impactful campaigns.
Tech Stack Mapping
Reduce Costs & Improve Efficiency
Over time, businesses accumulate too many tools, leading to inefficiencies and unnecessary costs. This exercise:
- Maps out all the tech tools used across your business.
- Identifies redundancies and opportunities for consolidation.
- Helps optimise costs while ensuring the right technology supports your operations.
By streamlining your tech stack, you can simplify processes and improve team productivity.
Data Mapping
Create Clarity And Consistency In Your Data structure
Having clean, consistent data is critical to the success of your CRM and wider operations. The Data Mapping exercise ensures your business is aligned on how data should be structured in HubSpot.
-
We work together to identify the key properties needed for each record type (contact, company, deal, etc.).
-
We determine how that data should be collected, populated, and maintained.
-
We use this framework to ensure future automation, segmentation, and reporting are all working off the same source of truth.
This is an essential step in building a scalable and effective system.
Empathy Mapping
See Your Business Through Your Customers' Eyes
Your sales process isn’t your customer’s priority—their needs come first. This exercise:
- Shifts the focus to the customer’s perspective.
- Identifies pain points, concerns, and motivations at each stage of their journey.
- Uncovers opportunities to improve engagement and reduce friction.
By thinking like your customers, you can create more meaningful and effective interactions.
Success Criteria Prioritisation
Set Clear Goals & Prioritise for Impact
Defining success is critical for measuring progress and making strategic decisions. This exercise:
-
Collects pain points and aligns them with success criteria.
-
Organises priorities using an effort/value matrix.
-
Helps set realistic expectations and focus on high-impact initiatives.
With this structured approach, you can ensure your projects stay on track and drive measurable results.
Dream Record View
Customise HubSpot for Better Team Efficiency
Different teams have different needs, and a one-size-fits-all system can slow them down. This exercise:
- Gathers input from various teams to understand what data they need most.
- Optimises HubSpot record views for usability and efficiency.
- Improves system adoption by ensuring teams can access relevant information quickly.
By tailoring HubSpot to your teams, we enhance productivity and streamline workflows.
Infrastructure Audit
Lay the foundations for a stable, scalable CRM setup
Before building new systems, we need to understand what’s already in place. The Infrastructure Audit is a deep dive into your current HubSpot configuration and related systems.
-
We review your existing pipeline setup, automations, integrations, and data quality.
-
We identify potential issues, inefficiencies, or conflicts within your current configuration.
-
We provide actionable recommendations to optimise what exists, or suggest where optimisations may be necessary.
This ensures we're not building on shaky ground and can confidently move forward with a solid foundation.
Our Approach.
How We Prioritise Sprint Actions
Impact vs Effort Framework
We work with you to organise actions using an impact vs effort framework:
- Priority projects are the projects with the highest urgency, highest impact and lowest effort.
- Major projects are high-impact, high-effort projects.
- Fill-ins are our "wish list" of lower-impact actions that can be completed whenever we have gaps between priority and major projects.
- Thankless tasks are time-wasters that have a low impact on your business and also require high effort and resources to implement.
Helpful Resources.
Make a Head Start with HubSpot Academy.
If you are starting off with a brand new implementation or want to brush up on some of your skills for an existing build, there's no better place to start than the HubSpot Academy.
Below are some good areas to start with:
- HubSpot Marketing Software
- Setting Up Your HubSpot Account
- Lead Management: Segmentation, Nurturing, and Lead Qualification
.webp?width=150&height=150&name=Academy_Badge_hubsmarketingsoftware-badge%20(1).webp){kind=icon}
