TAKING NEW BRIEFS · Q2 / 26
A senior consultant reviews your entire HubSpot portal — Marketing, Sales, Service, CMS and CRM — then gives you a clear, prioritized list of what's broken and what to fix first.
“You don't need another dashboard. You need to know which three things to change on Monday.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
Every workflow, lead score, and lifecycle stage mapped, with data-quality gaps, broken automations, and underused features called out by impact.
Not a wishlist. Each recommendation carries expected impact, effort, and dependency — so you fix the broken lead routing before you build the next campaign.
Lead management processes reconciled against your sales funnel, data hygiene cleaned, integrations validated. The number in the portal finally matches the number in the pipeline.
Each phase produces a specific artifact. Concrete, dated, owned by you. We don't bill by the hour, we ship by the deliverable — here's exactly what lands in each one.
We start with your goals, then dive into the portal's foundation: settings, data quality, integrations, and overall configuration.
The core of your go-to-market engine. We audit the workflows, automations, and lead management processes that turn contacts into customers.
How you attract and retain customers. We assess your content, SEO performance, and service processes to find underutilized features and gaps.
A prioritized 90-day fix list — each rec tagged with impact, effort, and dependency — plus custom monitoring dashboards installed in your portal and a 45-minute live walkthrough.
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.
One audit. One prioritized fix list. Two weeks from kickoff to readout.