A number you can trust
Stages with real exit criteria, a weekly forecast rhythm, and reports that line up with what finance sees. Built around how your team sells today, then tightened as you grow.
Forecasting and reportingHubSpot and sales operations for growing B2B teams
You own the number. Your CRM should back it up.
Sonan builds HubSpot around how your team actually sells: clear stages, clean data, reporting that matches what finance sees, and the AI built into HubSpot switched on and working from clean records. Then we stay on to keep it working.
Independent. We earn no commission on your HubSpot bill.
Monday pipeline reviewExample
Commit$412K
Best case$186K
Finance viewMatches
Discovery24
Qualified15
Proposal9
Negotiation5
- Every stage has written exit criteria
- Forecast categories agreed with finance
- 3 deals untouched for 30+ days, owners already asked
Sound familiar?
The forecast is yours. The system behind it belongs to nobody.
Most growing B2B companies have a sales leader who answers for the number and no one whose job is the CRM. So it drifts.
- Stages mean different things to different reps.Pipeline
- Deals sit untouched for months.Hygiene
- Reports get rebuilt in a spreadsheet before every leadership meeting.Reporting
- The HubSpot bill keeps climbing for features nobody switched on.Cost
What you get
A sales system you can stand behind, and a team that keeps it that way.
A HubSpot that earns its cost
Cleanup, the right tier and seats for the work you actually do, and every automation either doing its job or retired. Seat and credit spend checked every month, so renewals stop being a surprise.
CRM managementAI set up properly
HubSpot now ships its own AI and a free Claude connector with sales skills built in. Both answer from whatever is in your CRM. We switch on what you already pay for, give it clean data and your approved sales context, set what it may change, and build only what the built-in tools don’t cover.
AI readinessFrom an earlier build
Website, sales process and CRM for an industrial automation company.
Read the Markone case study500%
increase in leads across a year
1000%+
return on ad spend
See one of the workflows we add on top.
Watch the 1:22 walkthrough: where reps lose time, how the fix gets deployed, and who keeps it running after launch.
Get your team back to selling.
See which workflow is worth deploying first.
Free · 30 minutes · Microsoft TeamsIndependent by design
We don’t earn a commission on your HubSpot bill.
HubSpot partners are paid a share of what their clients spend. Sonan is not a partner, so when a renewal quote lands we can tell you plainly whether to stay, cut back to the tier you need, or move. Sometimes moving is right. Often a cleanup and the right seats cost far less than a migration.
Your HubSpot renewal
Seats, hubs and tierRead line by line
AI creditsChecked against use
Paid to Sonan by HubSpot$0.00
StayRight-sizeMove
Who it’s for
Teams that sell for a living and don’t have a RevOps department.
Patrick SochaLeads Sonan. You work with him directly.
20 to 200people
3 to 30sellers
0RevOps on staff
- Construction
- Distribution
- Manufacturing
- Logistics
- Professional services
- Relationship-led B2B
Most of the teams we work with run HubSpot or are deciding whether to stay on it. 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.
No account manager in between. Patrick spent four years selling B2B SaaS to revenue teams and, before that, ran a HubSpot services business configuring client portals and the workflows behind them.
Teams we’ve worked with
How engagements run
Review it, fix it, keep it working.
- 01 · ReviewFind it
Sales system and HubSpot review
An hour on how your pipeline runs, then a written read inside a week: what is slowing it down, what HubSpot is costing you, and what to fix first.
- 02 · FixFix it
A scoped fix
Your sales process built into HubSpot, the cleanup, reporting leadership will use, and HubSpot’s own AI set up against clean records, tested with your team. Implemented over a few weeks, depending on what you need.
- 03 · OwnershipKeep it
Ongoing ownership
A named team keeping it correct as reps, products and HubSpot change. Month to month.
Free 30-minute discovery call