Service
We do HubSpot consulting for B2B companies that have outgrown the way their portal was set up. That usually means the data model, pipelines, lifecycle stages, routing, workflows and reports, redesigned so what's in HubSpot matches what leadership gets told. It starts with a fixed-price audit and ends with documentation your own admin can run.
3
promotions in three years running HubSpot at a logistics SaaS company. Contract admin to Revenue Operations Manager.
We read every object, property, pipeline, workflow, permission and report, then hand you a ranked list of what to fix with rough effort on each.
Deal stages with real entry and exit criteria, property standards, association rules, one source of truth for every number.
Lifecycle definitions enforced by workflows, so leads don't strand as MQLs and deals don't skip stages.
Routing, SLAs, tasks, renewal reminders, handoffs. Built in HubSpot, written down in a change log.
Pipeline, conversion, attribution, forecast. Every rate shows its denominator.
Billing, support, product analytics, enrichment, your warehouse. Synced on a schedule, never on page load.
Two weeks. We read everything and talk to the people who actually use it.
A written target: properties, stages, automations, permissions. You sign off before anything changes.
Every change goes in a dated log. Dry run first. Nothing gets edited quietly in production.
Admin docs, short screen recordings, and a working session with your admin. It's yours.
RevOps
83%annual spend cut
Ran selection and negotiation across the sales tooling stack. Same period: rewrote lifecycle stages with enforced criteria, rebuilt lead scoring with ICP, behavior and decay, and built partner attribution across six ERP ecosystems so partnership decisions stopped running on anecdote.
Related: HubSpot ConsultingThe audit is a fixed price and takes about two weeks. Build work gets scoped off the audit's fix list, so you're paying for a known set of changes, not open-ended hours.
Inside it. Pipelines, properties and workflows get built natively in HubSpot and documented so your admin can maintain them. We only write code where HubSpot genuinely can't do the thing.
Yes. We treat a migration as a cleanup first: dedupe, standardize, map objects, then load. Moving dirty data into a clean CRM is the most common migration mistake we see.
Yes, as a monthly retainer. Admin, reporting, workflow changes, and answering the 'how do we' questions.
Duplicates, dead fields, deals counted twice, lead sources that went nowhere. We find them, fix them, and write the rule that keeps them from coming back.
Learn moreICP fit plus behavior, back-tested against closed deals before it goes live. Lifecycle stages reps can't skip.
Learn morePipeline, win rate, attribution, renewals, forecasting. Every number comes with its denominator and a list of what got excluded.
Learn more30 minutes with us, looking at your HubSpot. You leave with a list of what's broken and what it'd take to fix. No deck.