In this session, Aptitude 8 Co-CEO Noah Berk sat down with Matthew Volm to unpack what makes Aptitude 8 unique, why complexity is their sweet spot, and how their process delivers not just systems — but certainty.
Most HubSpot customers fall into one of three categories:
Companies migrating off Salesforce or Microsoft Dynamics after years of frustration with cost, complexity, or poor adoption. Aptitude 8 doesn’t just replicate workflows in HubSpot — they redesign them for efficiency, better data quality, and improved team adoption.
Organizations that want HubSpot at the center of their GTM stack but still need to connect ERPs, data warehouses, or even homegrown systems. Aptitude 8 specializes in building these bridges, ensuring seamless workflows across sales, marketing, service, and finance.
Teams already on HubSpot, but stuck with a “Frankenstein” setup built without a clear why. Aptitude 8 conducts deep audits, identifies process gaps, and re-architects systems to align with current business goals — not legacy workarounds.
The unifying thread: Aptitude 8 always starts with the “why.” Instead of forcing your business model to adapt to HubSpot, they configure HubSpot to enable your unique revenue motion.
Check out the Aptitude 8 case studies here to see how they’ve helped companies like Uber Freight, HubSpot INBOUND, Marq, and Capacity Interactive.
Every engagement begins with discovery, led by solution architects. They interview stakeholders across sales, marketing, service, and leadership; audit systems; and design the ideal state before building workflows. This ensures the system supports business goals — not the other way around.
Complex implementations demand more than great technologists — they require disciplined project management. Every enterprise engagement includes a dedicated project manager, detailed scopes, reference-based forecasting, and transparent change-order processes. Clients don’t just buy hours — they buy the certainty of an on-time, on-budget outcome.
With thousands of projects delivered across SaaS, insurance, healthcare, manufacturing, and even horse breeding, Aptitude 8 has seen it all. This experience allows them to deliver faster time-to-value, informed by real-world benchmarks and past successes.
Aptitude 8 thrives in high-complexity environments: 200+ employees, multi-entity rollouts, millions of records, and global change management initiatives. Their clients range from Lenovo and SoundCloud to eXp Realty, one of the world’s largest real estate organizations.
For a large insurance provider with 5,000–10,000 users, Aptitude 8 unified hundreds of agencies into a single HubSpot instance. They built granular permission sets, tailored dashboards, and multi-stage workflows to accommodate unique business lines — a project that required deep expertise in both system design and change management.
Not all clients are SaaS unicorns. Aptitude 8 has customized HubSpot for associations, nonprofits, manufacturing firms, and even horse breeders. Their differentiator isn’t industry knowledge — it’s the ability to translate unique business processes into HubSpot architecture.
Aptitude 8 is also the quiet partner behind HubSpot’s own marquee clients in the AI space. When HubSpot needs certainty for its most important deals, it calls Aptitude 8.
Presales solution architects scope systems in detail — including assumptions, pathways, low/high time estimates, and risk factors. This avoids “planning fallacy” optimism and sets realistic expectations from the start.
Core Teams: Handle standard HubSpot migrations and optimizations.
Enterprise Teams: Staffed like an SI (systems integrator), with solution architects, developers, and PMs for complex, multi-system rollouts.
After project completion, clients transition into managed services retainers, ensuring continuous support, optimization, and system evolution.
This model ensures clients have a trusted partner not just for implementation, but for the long haul — providing continuity as internal teams and leaders inevitably change.
Their full service suite includes AI for HubSpot, Marketing Hub Implementation, Service Hub Implementation, Sales Hub Implementation, CMS Hub Implementation, HubSpot Integration, Marketing Ops as a Services, RevOps as a Service, Custom CRM Development, and more.
Best Fit: Mid-market to enterprise organizations (200+ employees) with multiple sales motions, complex data models, and integration requirements.
Industries: SaaS, healthcare, insurance, financial services, manufacturing, associations, non-profits, and more.
Typical Roles: RevOps leaders, CMOs, CROs, CTOs, and even CEOs.
Startups? Generally not — unless they face unusually complex needs that require enterprise-grade expertise.
With Aptitude 8, RevOps leaders can expect:
The real ROI? Faster time to value. By leveraging thousands of past projects, Aptitude 8 reduces ramp time and delivers outcomes with confidence.
If you had to boil it down to one thing, it’s this: experience that delivers certainty.
Aptitude 8 doesn’t just implement HubSpot — they build enterprise-grade systems backed by proven methodology, deep expertise, and the confidence that comes from being HubSpot’s trusted partner for its most complex clients.
As Noah Berk put it:
“We sell certainty. Companies hire us because they want to know this project will be delivered successfully — and we’ve proven it time and time again.”
Visit Aptitude 8 to explore their HubSpot consulting services and case studies, or connect directly with Noah Berk for a conversation about your HubSpot challenges. Aptitude 8 also has a whole slew of resources available, including blueprints, guides, podcasts, and more.
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