TAKING NEW BRIEFS · Q2 / 26
We audit, blueprint, and engineer HubSpot around your actual B2B sales motion. No junior generalists, no bloated portals — just clean data, aligned pipelines, and high team adoption.
“You don't need more CRM features. You need your sales team to actually use the ones you have.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
We design custom object and property schemas that match your actual GTM motion. No portal bloat, no duplicate contacts, and no routing gaps between marketing and sales.
We build a B2B deal pipeline blueprint with clear required fields per stage. Your sales forecasting becomes predictable because it's based on real activity, not rep intuition.
We configure a lead scoring and nurturing framework that separates fit criteria from intent signals. Your reps only spend time on high-intent, qualified accounts.
We don't just hand you a strategy document and walk away. We audit, design, configure, and train your team using a structured, phased approach.
We conduct workshops with your marketing, sales, and operations leaders to identify business objectives, critical CRM bottlenecks, and your existing tool configurations.
We run a technical assessment of your active HubSpot instance, analyzing domain authentication (DKIM/SPF), security permissions, duplicate contact rules, and active seat allocations.
We design custom data schemas, deal pipelines, and lead scoring rules tailored to your actual B2B sales motion rather than out-of-the-box stages.
We present the technical audit, proposed future-state architecture, and a phased execution scope with estimated timelines and business impact.
We execute the CRM cleanup, build out automated workflows, set up pipelines, migrate cleaner datasets, and connect integrations.
We conduct live team walk-throughs, train your HubSpot admins, and deliver documented guidelines to ensure high daily usage.
We launch live dashboards to measure deal velocity, campaign ROI, and sales activities, followed by ongoing iterations to refine automation as your GTM strategy scales.
Pick a time, or send context first. Either way, a senior operator replies in one business day.
Tell us what you're seeing. We'll reply with a candid take.
Replies from a senior operator, never an SDR.
Stop fighting your portal. Get a custom HubSpot setup built around your actual B2B sales motion.