Diagnose my CRM
We align sales, marketing and customer success on HubSpot: a clean CRM, clear stages, automatic follow-up and dashboards that show exactly where money is leaking out.
RevOps (Revenue Operations) is the practice of aligning sales, marketing and customer success into a single revenue operating system: the same data, the same stages, the same reports. In practice it means a clean CRM, defined lifecycle stages, pipelines by business line, lead scoring, follow-up workflows and funnel dashboards. We implement it on HubSpot with automation and AI, and it's amplified by B2B sales automation and AI dashboards.
Deduplication, standardized properties and rules that keep the CRM clean over time.
Contact lifecycle stages and pipelines by business line, with clear criteria for moving forward.
Scoring by behavior, profile and fit so sales works the highest-closing leads first.
Lead rotation, automatic tasks, alerts to reps and stage-based nurturing.
Conversion by stage, pipeline velocity, the sources that sell and a live forecast.
WhatsApp, forms, Shopify, billing and internal tools connected to HubSpot.
From the Meta lead to the enrolled student: scoring by interest, automatic follow-up and conversion reporting by campaign and campus.
Portal leads assigned by project and agent, with booked appointments and a funnel per development.
Lifecycle from trial to paid, usage alerts for CS and forecasting by cohort.
Quotes with automatic follow-up and repeat purchases measured by segment.
We audit your HubSpot, your data and your real sales process (not the one in the manual).
We design stages, pipelines, scoring and assignment rules together with your team.
We build it in HubSpot: properties, workflows, dashboards and integrations.
We test with real data and train the team on the new process.
We review the funnel every month: leaks, velocity and concrete improvements.
The questions teams typically have before getting their sales operation in order.
Diagnose your CRM and sales funnelSetting up the CRM is one part of it. RevOps aligns entire processes, data and teams — sales, marketing and CS — on top of that CRM: it defines stages, rules, scoring, automation and reports so that revenue becomes measurable and predictable.
Ideally yes (Pro and up for serious automation). If you're coming from spreadsheets or another CRM, we include the migration; if you already have a messy HubSpot, we start with an audit and cleanup.
Yes: we deduplicate, normalize properties, archive dead records and document rules so it doesn't get messy again. It's the first step in almost all of our RevOps projects.
In scoring (predicting which leads will close), in follow-up (drafting emails and call summaries), in data (detecting duplicates and anomalies) and in reporting (natural-language answers about your funnel).
The foundation — cleanup, stages, pipelines, core workflows and dashboards — takes 4 to 8 weeks depending on the size of your operation. After that we iterate monthly on the real funnel.
Book the diagnosis: we review your CRM and your process, and tell you exactly where revenue is leaking out.