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 services

Monthly Retainer Custom Hours Package Lead Scoring System Lifecycle Stages HubSpot Service Onboarding

Related industries

SaaS Fintech

Related integrations

HubSpot + Slack

Related glossary

RevOps (Revenue Operations)Lifecycle Stages

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