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Case study

Maven AGI: speed to value via Slack-based engagement + weekly planning

Erin Parker, Head of RevOps at Maven AGI (Series B AI customer service), on running both tactical day-to-day HubSpot changes and larger project implementations through a single ongoing engagement.

Maven AGI is a Series B AI customer service platform. Their RevOps team was small relative to the operational complexity of running a HubSpot portal across sales, marketing, and customer success. We built a Monthly Retainer engagement structured around two parallel tracks: tactical via Slack channel, and strategic via weekly planning.

On this page

• Context — where Maven AGI was
• What we built
• Why the dual-track works
• How they use it now
• When this engagement model is right

Related industries

SaaSFintech

Related integrations

HubSpot + Slack

Related glossary

RevOps (Revenue Operations)Lifecycle Stages

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