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When data depends on good intentions

Most data issues aren't technical. They come from a lack of shared rules. Fields are used differently across teams, no one owns data quality, and new properties appear without structure. At first, these look like small inconsistencies. Over time, they reduce trust in the system.

reporting inaccuracy

Fields used differently across teams

Sales tracks "Lead Status" one way, marketing uses it another way, and customer success has their own interpretation. Same field, three meanings.

Pipelines chaos

No one owns data quality

Everyone assumes someone else is responsible. Data degrades slowly until reports become unreliable and nobody knows who should fix it.

Lots of manual work

New properties appear without structure

Someone needs a quick fix, creates a custom field, and never documents it. Six months later, it's still there and nobody knows what it's for.

HubSpot used differently

Integrations overwrite important data

Your product data sync overwrites manually entered information. Marketing automation changes lifecycle stages. Nobody coordinated the rules.

Leadership questions unanswered

Reporting changes as the system evolves

Last quarter's dashboard showed one thing. This quarter it shows something else. Nobody intentionally changed it - the underlying data just drifted.

Broken Automations

Changes break without warning

Someone updates a workflow, deletes a field, or changes an automation. Three other processes break because nobody knew they were connected.

What the Data Governance Framework does

The RevOps Data Governance Framework sets clear rules for how data is created, updated, and protected across your revenue systems.

This isn't about restriction. It's about clarity and accountability.

We focus on: Defining ownership, standardizing critical data points, setting rules for change, and protecting reporting integrity.

The goal is simple: Data that stays reliable, not just clean for a moment.

Delivered in 3-6 weeks.

Data Governance Framework

What's included in the framework

audit-1

Data ownership model

  • Clear owners for each object and critical properties
  • Responsibility definitions across marketing, sales, and CS teams
  • Decision rights for structural changes
  • Escalation paths when conflicts arise
  • Accountability structure for data quality
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Standards and conventions

  • Property naming conventions and guidelines
  • Required fields and validation rules by object
  • Lifecycle and lead status definitions
  • Standard picklist values and their meanings
  • Data entry standards for consistency
audit-3

Access and permissions guidance

  • Role-based access control recommendations
  • Permissions for who can create/edit/delete objects and properties
  • Limits on structural changes by role
  • Safeguards for critical fields and integrations
  • Admin responsibilities and scope
audit-4

Change management process

  • Process for requesting new properties or objects
  • Documentation requirements for changes
  • Approval flows for structural updates
  • Impact assessment guidelines
  • Communication plan for changes
audit-5

Data quality standards

  • Expected quality levels for critical fields
  • Monitoring guidelines and KPIs
  • Responsibility for corrections and cleanup
  • Audit schedule and process
  • SLAs for data quality issues
audit-6

Integration governance

  • Rules for how integrations can modify data
  • Ownership of integration mappings
  • Conflict resolution when systems disagree
  • Testing requirements before integration changes
  • Monitoring for integration-caused issues
audit-07

Documentation package

  • Complete governance framework document
  • Field and object ownership registry
  • Quick reference guides for common scenarios
  • Training materials for admins and power users
  • Governance policy summary for all users

We collaborate with companies all around the world

How it works

Week 1-2- Assessment Week 3- Framework design Week 4-5- Stakeholder alignment Week 6- Documentation and handover

What ungoverned data costs you

Continuous degradation

Without governance, data quality degrades 10-25% per quarter as teams make changes without coordination or standards.

Reporting unreliability

When 20-30% of your data doesn't follow standards, reports become unreliable and leadership stops trusting your numbers.

Rework and cleanup cycles

Teams spend 10-30% of their time fixing data issues that wouldn't exist with clear governance rules in place.

Integration failures

Without governance, 30-50% of integration issues come from conflicting rules about who owns which data and how it should sync.

Slow decision-making

Every strategic decision requires validating data first because nobody trusts the system without governance standards.

Scaling problems

Each new team member or system integration adds complexity exponentially without governance framework to guide implementation.

Pricing

Data Governance Framework pricing
Starting from $5,000

Fixed-scope engagement. Final pricing depends on:

  • Number of systems in scope (HubSpot + integrations)
  • Size and complexity of your organization
  • Number of teams and stakeholders
  • Current state of governance (if any)
  • Depth of documentation and training needed

 

Essential:
Starting from $5,000

Single HubSpot portal, 2-3 teams, basic integration landscape, core governance model.

Standard:
Starting from $10,000

Multiple hubs or systems, 4-5 teams, moderate integration complexity, comprehensive framework.

Premium:
Starting from $18,000

Complex multi-system environment, 6+ teams, extensive integrations, enterprise governance with detailed policies.

ROI shows immediately

Reduced data cleanup cycles, improved reporting reliability, faster onboarding, and fewer integration conflicts typically deliver 5-10x ROI annually.

Talk to us now

Frequently Asked Questions

How is this different from documentation?
Do we need this if we're small?
Will this slow down our team?
How do we enforce the framework?
What if our needs change?
Can this work across multiple systems?
How technical does our team need to be?
What happens after the framework is delivered?
Do we need to pause other work?

What governance enables

Group 35642

RevOps governance specialists

We've built governance frameworks for hundreds of companies. We know what works in practice, not just in theory.

Group 35782

Business-first approach

We design governance around how your teams actually work, not abstract best practices that nobody follows.

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Right-sized frameworks

We don't over-engineer. The framework matches your team size, complexity, and operational maturity.

Group 35795 2

Implementation-ready

Our frameworks include specific enforcement mechanisms, not just high-level principles. You get actionable policies.

lead-allocation

Integration expertise

We understand how governance works across multi-system environments, not just single-platform governance.

This is a good fit if

On-brand quote templates

Multiple teams use HubSpot or connected systems

 

Custom deal fields

Data quality keeps slipping despite cleanup efforts

 

Display what’s needed

Structural changes happen without oversight or coordination

 

Dynamic terms & conditions

Reporting consistency is critical to your business

 

Migrate products

You want long-term system reliability, not quick fixes

 

Hubspot Scaling

You're scaling and need governance before chaos sets in

 

Protect the integrity of your data

Without governance, even a well-built system degrades over time.

 

Set clear rules so your data remains dependable as you grow.

 

4-6 weeks to a complete framework. Long-term reliability.

 

 

Your governance team

Martjin
Martijn van Dooren

CEO

WX Agency
Melvin
Melvin Heinsius

COO

WX Agency
Ruben Brouwers
Ruben Brouwers

Lead of RevOps &
Commercial Growth

WX Agency
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Shopify
1. Google Partner
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