KOPEOS.

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KOPEOS.

HubSpot RevOps
for Security & Investigations Companies

KOPEOS is a HubSpot RevOps agency for B2B security and investigations companies, from guard and patrol services to monitoring, physical security, and investigations. We connect marketing, sales, attribution, and pipeline into one system in HubSpot, built around how security work actually gets sold.
Start With a Diagnosis

What Security & Investigations Companies Need From RevOps

Security sales run differently from software sales, and the revenue system has to fit the motion:

Phone and web leads together.

Inquiries arrive by form and by phone, and both have to be captured, routed, and followed up in HubSpot.

Site assessments and quotes.

Deals move through a consultation or site assessment before a quote, so the pipeline has to track those stages, not just form fills.

Territory and service area.

Coverage depends on location, branch, and service capability, so leads have to reach the right market and owner.

Contract and recurring service.

Guard, patrol, and monitoring revenue is contract-based, so the process has to carry a deal from inquiry to signed, recurring service.

What KOPEOS Does

KOPEOS applies HubSpot RevOps to security and investigations go-to-market. We map how leads become contracts, then fix where that process breaks.

01

Diagnose.

We map lead capture, qualification, routing, sales follow-up, opportunity, and contract, and find where it breaks. We look for:
  • Phone and offline activity that never reaches HubSpot
  • No tracking from consultation or site assessment to quote
  • Leads not routed by territory, branch, or service capability
  • Weak sales-team adoption and unclear marketing-to-sales handoff
  • Source and attribution gaps that hide which marketing creates pipeline

02

Correct the mechanics.

We fix the underlying process: lifecycle stages, territory and service-area routing, qualification, quote and proposal stages, and the HubSpot configuration that keeps marketing and sales working from the same picture.

03

Build the attribution.

We connect activity to pipeline and revenue, including offline and phone-driven deals where possible, so you can see which sources and territories produce contracts.

Security & Investigations Go-to-Market Through a RevOps Lens

Route by territory and service.

Different services and markets need different routing, so leads reach the right owner by service area, branch, and capability

Capture phone and web.

Bring phone-driven and form-driven inquiries into HubSpot so they can be tracked, routed, and followed up.

Track the real sales path.

Consultation, site assessment, and quote are pipeline stages, not afterthoughts, so you can see where deals stall.

Separate volume from quality.

We look past lead volume to lead quality and downstream pipeline, by source and by geography.

Segment by service and market.

Service type, geography, and target vertical (for example multifamily, commercial property, construction, or logistics) inform segmentation and reporting.

How We Work

Every engagement starts with a diagnostic, a fixed-scope look at your revenue operations. From there, work continues as a retainer or a focused sprint, based on what the diagnosis finds.
Explore our RevOps services.

Is This a Fit?

This approach is a good fit when you:
are a B2B security or investigations company (guard, patrol, monitoring, physical security, technology, or investigations);
use HubSpot, or are moving to it;
sell across territories or multiple locations;
rely on consultations, site assessments, or quotes to close; and
want to measure marketing by pipeline and revenue, not lead volume.
Talk to KOPEOS about your HubSpot RevOps

Common Questions

Do you work with residential or consumer security?
Our focus is B2B and commercial security and investigations. We can discuss other models, but this page is about commercial security go-to-market
Yes. Different services can need different lead routing and sales processes, and we structure HubSpot so each motion is captured and measured.
No. KOPEOS is a HubSpot RevOps agency. We connect marketing, sales, and attribution so leads can be routed, qualified, and measured through pipeline and contract stages, not just counted as form fills.