Our Customers
We're proud to have worked with a broad range of companies to help them scale.
Here are some of our customer stories on how we've helped our clients with CRM development, GTM strategy, growth initiatives, AI workflows, and other commercial operations.
Happy to have worked with
Our Customer Stories
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Practi
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Kiln
Who: The Global SEO and
GEO solutions platform
Type: B2B software platform
Customers: Enterprise customer solution,
with a scalable self-serve platform
What we did
Key highlights:
‣ Managing all day to day RevOps
‣ Saleforce to Hubspot migration with substantial data clean up
‣ All CRM and tech stack process design
‣ Inbound lead process: forms, meeting routers, GTM system design, messaging, reporting
‣ Clay enrichment for inbound and outbound
‣ Multi Touch Attribution with custom objects for full channel reporting
‣ Lead and Fit automated scoring
‣ ICP analysis and implementation
‣ Pipeline stage definitions and mapping out
‣ Multi level Hubspot associations process
‣ Forecasting and company wide reporting
‣ TOFU target setting and growth strategy
‣ SDR performance management and coaching
‣ SDR messaging and proposition
‣ GTM plan for self serve product launch
‣ Nurture marketing flows map-out and delivery
‣ Connected platform data to Custom object in Hubspot for churn prevention scoring
What they said
"I have worked with Joe now for almost 3 years, originally supporting on Marketing Ops, Joe is now our fractional RevOps Manager across sales operations, SDR training and process, lead generation, sales support, and marketing project execution across organic channels.
Joe has been fantastic at helping us sort our sales and marketing processes – taking a data-driven approach and consistently bringing new ideas to the table.
What started as a consulting engagement has grown into Joe becoming a genuinely trusted part of our team. Working with With Scale has been a great experience.
Would highly recommend!"
Panos, CEO
@ Lumar
Who: The flexible workspace platform
Type: B2B marketplace
Customers: Small-medium businesses,
UK and US
A Yardi company:
What we did
Key highlights:
‣Built and scaled the RevOps engine across Hubble's full growth journey
‣ Architected HubSpot around their operating model, workflows, and commercial processes
‣ Built and enabled the commercial team with playbooks, training, and scalable processes
‣ Set up automated nurture tracks across the full customer journey
‣ Owned the GTM tech stack and integrations across native and third-party systems
‣ Implemented custom events and API-led data flows in HubSpot
‣ Launched Hubspot AI agents for inbound leads
What they said
"We’ve worked with Joe and Nat for 6+ years now as a full time, part time, and now our fractional RevOps consultants. With Scale have set up, hired, trained, and managed sales teams throughout the funnel from SDR to Account Management, but originally came in as a top of funnel expert. Joe and Nat have worked across Revops, sales, marketing, data, strategy, and have been key members of our growth squad.
With Scale leads on our commercial tech stack and is responsible for Hubspot—setting it up for scale with 4 sales teams, all our marketing activity, and all our automated CRM emails. Highly recommend!"
David, COO
@ Hubble
Who: Premium adventure
travel bookings
Type: High value B2C
Customers: Solo travellers,
primarily in UK and US
What we did
Key highlights:
‣ Built a multi-version HubSpot lead scoring model, lifting conversion by 22%
‣ Built AI sentiment scoring on Intercom transcripts to classify intent and persona, feeding sales workflows
‣ Built custom Intercom-HubSpot integration
‣ Replaced rep-level processes with one master task workflow, boosting speed-to-lead
‣ Built a workforce planning model forecasting lead volume vs. capacity, validated against historical data
‣ Simplified the pipeline, consolidated workflows, and built outbound campaign infrastructure
‣ Built a full dashboard suite: sales activity, automated Slack reporting, time-to-close
‣ Centralised email strategy across Klaviyo, HubSpot, and Postmark, with cold nurture routing
‣ Built post-booking CX infrastructure: CSAT automation, complaint management, loyalty prioritisation
‣ Klaviyo post-trip feedback flows to custom Typeforms based on trip type
‣ Ran data analysis on conversion, nurture, and closed-lost ROI to inform commercial decisions
What they said
"Working with With Scale has been incredibly valuable for our team. From the start, they brought a thoughtful outside perspective while also taking the time to really understand the nuances of our business model, which straddles at times both B2C and B2B playbooks.
Rather than applying a generic framework, they were genuinely curious about how our funnel works end-to-end and adapted their thinking to fit the reality of our business.
Their RevOps perspective helped us step back and see opportunities we might not have spotted internally - whether that was connecting different parts of the customer journey, pressure-testing assumptions, or bringing structure to areas that had grown organically over time.
They were also extremely flexible and collaborative throughout the process, always open to working through ideas together and adjusting their approach as we learned more.
Beyond the work itself, they’re simply a pleasure to partner with.
The team combines strong technical RevOps thinking with a very practical, solutions-oriented mindset, and they show up as thoughtful collaborators rather than just external consultants. It genuinely felt like they were invested in helping us improve the business, not just delivering a project. I’d absolutely recommend them to any team looking for RevOps partners who can bring both fresh perspective and a highly collaborative approach."
Zeina, Customer Experience Director
@ Flash Pack
Who: AI layer for revenue teams designed to facilitate and enhance the sales process
Type: B2B
Customers: Account Executives in mid and Enterprise businesses
What we did
Key highlights:
‣ Account scoring & prioritisation: designed and built a multi-factor fit and priority scoring model in HubSpot, powered by Clay-driven enrichment, tiering the entire account universe so the team always knows exactly who to go after.
‣ End-to-end pipeline automation: built a fully automated top-of-funnel system for signal-based and outbound lead flow, with custom lead routing and dynamic ownership logic keeping manual work to a minimum.
‣ Unified attribution model: aligned attribution across contact, lead and deal objects, closing the gap between marketing-attributed and sales-attributed pipeline.
‣ Top-of-funnel reporting: built dashboards giving leadership and reps full visibility into lead volume, coverage, and conversion by stage.
What they said
With Scale are great! When we first brought them in, we had data spread across multiple sources with no clean way to tell which accounts the team should prioritise. With Scale consolidated it all into one place and layered in Clay enrichment to build a proper fit and priority scoring model – so that the sales team had a clear list of accounts to go after.
With that foundation in place, they built out a full top of funnel system – a custom build with its own rules, routing logic and automations designed around how our team actually works, not an off-the-shelf HubSpot setup. Outbound activity and intent signals are brought together in one place, enriched and scored and routed automatically, with logic built around the nuance.
Nick Telson-Sillett, Co-Founder
@ Trumpet
Who: Virtual Agents for AI automation processes
Type: B2B AI platform
Customers: Global mid market and Enterprise customers
What we did
Key highlights:
‣ Built the GTM function from scratch, including the sales motion and core commercial processes
‣ Implemented HubSpot across pre-sales, sales, and customer success as one connected system
‣ Configured the tech stack and automated workflows
‣ Ran hands-on training and sales enablement
‣ Mapped the customer journey
‣ Built segmented nurture flows to keep prospects engaged across every funnel stage
‣ Set up multi-channel attribution to see what was building pipeline
‣ Built full-funnel reporting from scratch for clear commercial visibility across the team and leadership
What they said
"We’ve had a great experience working with Nat and With Scale. Collaborative, proactive, and always responsive, they truly feel like part of our team.
From setting up HubSpot architecture and outbound processes to building commercial reporting, they’ve given us clear visibility into the funnel and enabled better decision-making across the business."
Isaac, Advisor
@ Unitary
Who: AI-powered platform
for dental practices
Type: B2B buyer,
with B2C end users
Customers: Individual
and group dental practices
What we did
Key highlights:
‣ Rebuilt, migrated, and automated the customer and onboarding pipeline into a scalable tailored system
‣ Implemented multi-touch attribution to deliver clear visibility into channel and source performance
‣ Deployed fit and engagement scoring to surface the highest-value ops
‣ Re-designed reporting to drive commercial decisions
‣ Re-architected the data model to give each function clean, reliable, decision-ready visibility
‣ Optimised the sales process to remove friction and increase funnel conversion
‣ Integrated inbound lead flows to improve speed-to-lead, routing, and pipeline efficiency
What they said
"Working with this RevOps team has been a game changer for us. We first met them while looking for a partner who could bring real structure, clarity and operational excellence to our go-to-market function. After speaking with several agencies, it was clear they were in a completely different league. Their experience, their thinking and their ability to translate strategy into action stood out from day one.
We have now worked together for more than three months, and the impact has been significant. They moved quickly, understood our business in great depth and reshaped the way our marketing, sales and customer success teams operate and manage data. Processes that had slowed us down for years were rebuilt within weeks. They also brought a level of operational skill and discipline that has made our internal teams stronger and far more aligned.
A special mention goes to Nat, our go-to person. She works at lightning speed, is incredibly reliable and consistently solves problems before they become issues. Her combination of pace, accuracy and clear communication has been invaluable.
Of all the agencies we have worked with over the years, this is the one that delivered the strongest impact in the shortest time. Their speed, trustworthiness and reliability have made them an essential partner for our growth. We wouldn’t hesitate to recommend them."
Kiri, CEO
@ Chairsyde
Who: Lifestyle-focused
rewards credit card
Type: B2C Fintech with B2B partnerships
Customers: B2B partnerships,
B2C credit card holders
What we did
Key highlights:
‣ Scalable outbound engine in Clay with prospecting logic and personalised sequencing
‣ Automated external financial reporting, removing hours of weekly manual work and syncing live spend data directly into the CRM
‣ Built integrations to create clean, reliable data flow across the GTM stack and internal systems
‣ Reporting and funnel visibility across sales, account management, and finance
‣ Optimised the sales process by introducing stronger sales practices, including playbooks and qualification checklists
What they said
"We had an implementation team for our Hubspot onboarding but the nuances of our business were not accounted for in the set up of our instance, nor in the reporting.
Nat and Joe took the time to deeply understand what we do, and how we needed our CRM to fit into our workflows, so that we could access clean data, for clean reporting, which then enabled insights for making business decisions.
As an early stage start up, With Scale took into consideration the fact that things change quickly, and ensured we balanced short term need vs long term durability when it came to workflow set ups.
From integrations like Xero, to leveraging Zapier to connect spreadsheets with Hubspot, and most recently bringing on George who helped us start using Clay as a tool in our tech stack, With Scale have helped me see the woods for trees by sweating the RevOps details so I can focus on other parts of the function!"
Hels, Head of Partnerships
@ Yonder
Who: Digital patient portals and treatment finance solutions for dental practices
Type: B2B platform
Customers: Individual
and group dental practices
A Simply Health company:
What we did
Key highlights:
‣ Mapped end-to-end sales flow and lifecycle stage automation
‣ Restructuring pipeline fields to support forecasting and deal hygiene
‣ Built a full multi-touch attribution model with ad interaction tracking to support conversion reporting
‣ Built sales activity, marketing, and CS dashboards within a centralised commercial reporting framework
‣ Structured two products and associated bolt-ons within HubSpot using line items, with billing and revenue reporting considered throughout
‣ Automated pricing calculations across complex criteria using CPQ
What they said
"With Scale were a fantastic partner in helping us configure HubSpot to support selling and reporting for a second product.
They acted as a true thought partner, helping us shape the right solution and bringing clarity to what could have been a complex process.
They were consistently friendly, highly responsive, and quick to execute, which made the whole project run smoothly. I would definitely recommend!"
Rebecca, Marketing Lead
@ Practi
Who: Workspace experience offering co-working and event spaces
Type: B2B
Customers: Companies across the US
What we did
Key highlights:
‣ Consolidated 30+ pipelines into 3 core sales pipelines for a cleaner, more scalable GTM operating model
‣ Ran a major CRM data clean-up to improve data quality and rebuild trust across the commercial team
‣ Consolidated hundreds of workflows into a sustainable, scalable process
‣ Implemented multi-touch attribution to give marketing clear visibility into ROI, source, and channel performance
‣ Built GTM reporting across sales, marketing, customer success, and leadership for a shared view of performance
What they said
"Working With Scale has been a game changer for our team’s ability to understand data in HubSpot.
Our executive team now has easier access to revenue funnel reporting, and we also have a very clear picture of how to scale our CRM as we continue to grow the business.
If your HubSpot needs a reset I absolutely recommend working With Scale!"
Jake, Director – Revenue Strategy & Operations
@ Kiln
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Who: Compliance platform for building and construction projects
Type: B2B compliance platform
Customers: Small to medium businesses
What we did
Key highlights:
‣ Re-architected HubSpot to accurately capture revenue data using custom fields, formulas, and logic, enabling reliable revenue reporting directly in the CRM
‣ Migrated financial reporting into HubSpot to replace manual processes and create a single source of truth for commercial data
‣ Built a customer pipeline in HubSpot to manage renewals and support lifecycle ownership
‣ Restructured the sales pipeline to improve data capture, strengthen handovers, and tighten up team efficiency
What they said
"Nat and the With Scale team have been great. Proactive, smart, efficient and a pleasure to work with.
The key value has been their ability to translate our objectives into workflows and distilling those down into automations and updates on Hubspot.
We have been left with a customised system that really works with our requirements. Thank you!"