CRM and sales operations for growing B2B teams
We build a consistent sales process into your CRM, most often HubSpot, so deals keep moving and you can stand behind the forecast. We keep the data clean and connect the AI that helps your sellers do their daily work.
Independent. We earn no commission on your HubSpot bill.
Sound familiar?
When every rep runs deals differently, your CRM stops giving you a clear picture of the pipeline. You end up chasing updates instead of helping the team sell.
What you get
We build your sales process into your CRM, with clear stage requirements, next steps and ownership. Reps know what needs to happen before a deal moves forward, and managers know where to help. The aim is a higher close rate and less time stuck between stages.
Forecasting and reportingWe make sure CRM records capture what you need to judge deal progress and forecast revenue. Then we keep those records clean and the reporting consistent month to month. You can explain what is in the forecast and why it belongs there.
CRM managementAI can now prepare call briefs, draft follow-ups, summarize deals and flag stalled opportunities using your CRM data. Messy stages and stale records can turn that into confident wrong answers, so we fix the foundations and choose the tools that work best for your team. Human approval is the default before AI sends anything to a customer.
AI readinessFrom an earlier build
increase in leads across a year
return on ad spend
Watch the 1:21 overview: why the forecast drifts, how we rebuild the system behind it, and who keeps it working.
See what is worth fixing first.
Free · 30 minutes · Microsoft TeamsIndependent by design
HubSpot is the CRM we work in most, but we also work with teams on Salesforce, Pipedrive and others. We fit the work to the stack you have, and when a renewal comes up we’ll tell you plainly whether to stay, right-size or move. We are not a HubSpot partner and earn nothing on your HubSpot bill. We have no tie to an AI vendor either: HubSpot’s built-in AI, Claude and ChatGPT are options, and Claude and ChatGPT can already connect to HubSpot. We choose what works best for your team and change it as the tools improve.
Who it’s for
Most of the teams we work with run HubSpot, and some run Salesforce, Pipedrive or another CRM. Teams with an in-house operations function, or founders who would rather build their own CRM, are usually better served elsewhere, and we will say so on the first call.
Built from the seller’s side of HubSpot. Patrick Socha spent four years selling B2B SaaS to revenue teams and ran a HubSpot services business before that. That seller’s lens shapes our work: beyond a tidy CRM, we look at what helps reps advance a deal and what a leader needs to trust the number. You work with him directly.
Teams we’ve worked with
How engagements run
An hour on how your pipeline runs, then a written read inside a week: what is slowing deals down, what your CRM is costing you, and what to fix first.
Your sales process built into your CRM, the cleanup, reporting leadership will use, and AI set up against clean records, tested with your team. Implemented over a few weeks, depending on what you need.
One named person owns your sales process in the CRM, data quality, reporting and connected AI month to month. As your team changes, we keep the system aligned with how you sell.
Free 30-minute discovery call
Start with a review of where deals stall, where the forecast loses credibility and what needs to change.