01 · Diagnose
Find where revenue is leaking.
Before we build, we show you what is actually broken in the commercial system.
- ✓ Market and ICP strategy audits
- ✓ Funnel conversion and lifecycle audits
- ✓ Sales motion and pipeline management audits
- ✓ Sales and handoff experience audits
02 · Design
Design how you sell, then wire HubSpot to it.
Process first. Software second. The portal mirrors how your buyers buy.
- ✓ CRM data model and system design
- ✓ Sales motion and process design
- ✓ Campaign and funnel architecture
- ✓ Customer lifecycle and handoff design
03 · Smart CRM
A CRM your team can trust.
Clean data, clear ownership, and the automation that keeps it that way.
- ✓ CRM setup and architecture
- ✓ Data migration and data quality
- ✓ Sales process and lead management
- ✓ Automation and workflows
- ✓ Reporting and dashboards
- ✓ Territory and account segmentation
- ✓ Data enrichment and signal activation
- ✓ Cross-system integration and orchestration
04 · Sales Hub
How the team actually sells.
Pipeline, productivity and forecasting built for reps who have a number to hit.
- ✓ Pipeline stages that match the buying journey
- ✓ Sales productivity tools and enablement
- ✓ Sales reporting and forecasting
- ✓ Prospecting agent configuration
- ✓ Outbound and prospecting systems
- ✓ Pipeline and forecasting optimisation
- ✓ Sales process and CRM adoption
- ✓ AI-assisted sales execution
05 · Revenue Hub
Quote to paid, without the spreadsheet glue.
Proposals, CPQ, billing and collection, reconciled so finance trusts the number too.
- ✓ Revenue Hub and payments setup
- ✓ Product library and pricing architecture
- ✓ CPQ, quotes and proposal automation
- ✓ Subscription and billing management
- ✓ Checkout, payments and collection
- ✓ Revenue lifecycle automation with finance
- ✓ Revenue reporting, compliance and governance
06 · Enable
Get the team using it, not avoiding it.
Training and coaching so the process sticks after go-live.
- ✓ HubSpot onboarding and core training
- ✓ Role-based enablement and ongoing support
- ✓ Executive enablement and alignment
- ✓ Sales process and CRM training
- ✓ Pipeline, forecasting and revenue discipline training
- ✓ Outbound prospecting training
- ✓ Sales coaching and performance enablement
07 · Keep running
Own the number with you after build.
Admin, advisory and RevOps so the system does not drift back into chaos.
- ✓ Portal admin and maintenance
- ✓ Strategic HubSpot advisory
- ✓ Forecasting and pipeline governance
- ✓ Workflow, data and reporting optimisation
- ✓ Fractional RevOps leadership
- ✓ RevOps advisory
