Equipment & Industrial · Fractional RevOps

Grow your equipment sales without the chaos behind them

Leads from everywhere, quotes that go quiet, information in five different places. We bring it all into one system that scales with you, so your team spends its time on customers and calls, not chasing admin. Then we keep it running as your part-time RevOps team.

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HubSpot Platinum PartnerGoogle Partner
★★★★★5.0 from 17 HubSpot reviews
Example: equipment deals pipeline

Trusted by growing businesses in the US, UK and Australia

KingsmedeNH Oil UndercoatingRunway EastFourth RevMakinexHealthCertConvergeTransbuildYellowgate GroupMicroSourcingProbeCXCoast CruisesRossiters ConstructionsMelbourne Women's FoundationBuilding and Construction FoundationPN-3 Policy Impact CenterSHE-comStaffing for Texans
Sound familiar?

What we see in almost every equipment business we audit

We get leads from everywhere, but can't tell which ones turn into orders.

Trade shows, dealers, Google and direct enquiries land in one pile. Budget decisions come down to gut feel.

Quotes go out, then go quiet.

A configured quote takes days. By the time it lands, the buyer has cooled and the rep has moved on.

Our dealer network lives in one person's head.

Who's accredited where, who converts referrals. It walks out the door when they do.

We don't know who's due to replace their machine.

Equipment you sold years ago is being replaced now. Usually by whoever calls first.

Where we fit

Your process, and the part we look after

  1. 1SearchPaid adsThe right buyers find you
  2. 2EnquiryHubSpotEvery lead captured and routed
  3. 3QuoteHubSpotQuotes followed up automatically
  4. 4OrderPaid adsAds learn from signed orders
  5. 5ReplacementAIYou call them first
What we set up

A system that respects how long equipment deals take

1HubSpot

A pipeline that matches how you sell

Stages from enquiry to delivery, every stakeholder on the deal, and dealers tracked properly.

  • Deal stages built for capital equipment
  • Dealer and distributor routing by territory
  • Service kept separate from new sales

So you can see every deal in one place, without chasing anyone for an update.

Example: A pipeline that matches how you sell
2Ads and marketing channels

Fewer, better enquiries

Google, Microsoft, Meta and other channels, judged on signed orders, not form fills.

  • Campaigns by equipment category and spec
  • Lead forms with qualifying questions
  • Closed deals sent back to each ad platform

So you can give your reps three serious buyers instead of thirty tyre-kickers.

Example: Fewer, better enquiries
3AI and agents

Replacement revenue you'd otherwise miss

Lifecycle tracking on every machine you've sold, with an agent that drafts the next conversation.

  • Alerts before a machine is due for replacement
  • Drafted outreach for your rep to check and send
  • Quiet quotes flagged every week

So you can reach past customers before a competitor does.

Example: Replacement revenue you'd otherwise miss
What we've learned

From heavy machinery, construction equipment and industrial manufacturing

01

Lead quality beats lead volume.

Reps in this space don't have time for a flood of low-intent enquiries. We tune for fit before anyone reaches your CRM.

02

Quotes are where deals quietly die.

Automatic follow-up recovers deals everyone had written off.

03

Replacement is the easiest revenue you'll win.

Past buyers already know and trust you. Track the lifecycle and reach them first.

04

Dealers are part of the funnel.

Your CRM runs two pipelines, direct and through the channel. Built on purpose, they work together.

Our partners

One system, from first click to closed deal

HubSpot Platinum Partner
HubSpotPlatinum Partner
Google Ads Google Partner
Google AdsGoogle Partner
DataFeedWatch Partner
DataFeedWatchPartner
Apollo Partner
ApolloPartner
Aircall Partner
AircallPartner
Sinch SMS partner
SinchSMS partner
FAQ

Questions equipment businesses ask us

Can HubSpot track dealer and distributor referrals?

Yes. We set up dealer records, routing by territory and reporting per dealer, so you can see who sends work and who converts it.

Do ads work for high-ticket equipment?

They can, when they're judged on signed orders rather than form fills. We send closed deals back to the ad platforms so they learn which buyers turn into sales.

Our deals take months. Can you work with long sales cycles?

Yes. We set up deal stages that match how long your deals really take, and track every stakeholder, so a deal that's slow isn't mistaken for one that's lost.

Can you capture trade show leads properly?

Yes. We set up a quick way to get trade show contacts into HubSpot with the show recorded as the source, so you can see which shows lead to orders.

Can you help us win more replacement business?

Yes. We record what each customer bought and when, then flag them before a replacement is due. An AI agent can draft the outreach for your rep to check and send.

Can service and parts sit alongside new equipment sales?

Yes, in separate pipelines. Your team sees both, and your reporting tells two clear stories instead of one mixed one.

Can you connect HubSpot to our ERP or quoting tool?

Often, yes. We look at what you use first and tell you what's possible before anything is built.

We already have a CRM. Do we have to move to HubSpot?

Not for ads. We work with any CRM, as long as someone looks after it properly. For CRM work, HubSpot is what we specialise in.

How do we get started?

Book a call with Alyssa. If we're a good fit, we run a discovery workshop and send a plan for you to sign off before any work starts.

Want more of your quotes to turn into orders? Let's talk.

A call with Alyssa. No pitch deck.

  • Where your systems are getting in the way
  • What we'd look at first
  • Whether we're the right fit

Book a call

Book a call