Pipeline and forecast
Stage definitions with exit criteria, the fields that earn their place, a weekly forecast rhythm, and dashboards that match what finance reports.
How an engagement runs
Review it, fix it, then keep it working.
Three stages, priced separately, and you can stop after any of them. Most teams start with the review because it answers two questions at once: what is slowing the pipeline down, and what you are paying for that nobody uses.
Engagement planTypical
- ReviewOne hour, written read inside a weekWhat to fix first, and the number to move
- ScopeScope agreed in writingWhat gets built, what done means, the timeline and the price
- WeeksFix, test, hand overRunbook and a named owner on your side
- MonthlyOngoing ownershipHealth check, changes handled, build time
- Stop after any stage
Three stages
Review, fix, own. Stop after any of them.
Most growing sales teams need the basics done properly first: a pipeline that means the same thing to everyone, a CRM that earns its cost, and someone keeping both correct as the team changes.
- 01 / REVIEW
Sales system and HubSpot review
An hour on how your pipeline review actually runs, then a written read inside a week. Stages and forecast inputs, data quality, seats, hubs and AI credits, the automations that run and the ones that do not, and the AI features and connectors your plan already includes, switched on or not. If a renewal is coming up, it includes a stay, right-size or switch recommendation.
- 02 / FIX
Scoped fix
Scoped to what you need and implemented over a few weeks. Your sales process built into HubSpot with clear stage definitions, the cleanup that makes reporting trustworthy, a pipeline and forecast view your leadership team will use, HubSpot’s built-in AI set up against clean records, and one custom workflow where it falls short. Tested with the people who will use it, then handed over with a runbook.
- 03 / OWN
Ongoing ownership
Month to month. A named person keeping the system correct: data and spend checked every month, changes handled as your team and HubSpot change, the AI on top reviewed on a schedule, and a response time in writing when something stops working.
What we work on
The pipeline, the platform, and the AI on top.
HubSpot cost and cleanup
Duplicates, ownerless records, unused properties and broken automations, plus the tier, hubs and seats you actually need. Renewal preparation when the quote arrives.
AI that works from clean data
HubSpot’s built-in AI, Claude and ChatGPT can all connect to your CRM. We are tied to no AI vendor, so we use whichever does the job best, with the right permissions and an approval step, then build custom workflows only where they fall short, such as call debriefs, collateral or handoffs that cross your call recorder, inbox and CRM.
What you can count on
Done properly, then kept that way.
- Everything is tested against your real records before it goes live.
- Every change has a backup and a way back.
- Everything is documented and handed over, so it does not depend on us being around.
- Every engagement has a named owner on your side.
- Anything that reaches a customer waits for a person’s approval, unless you choose full automation with the risks in writing, automated checks, monitoring and a stop switch.
Setting up a CRM is the easy part. What keeps it trustworthy is everything after: someone owns it, the data gets checked, and changes are handled before they break reporting. If you would rather that sit with us than with your team, it is month to month and you can end it with thirty days notice.
Built for the stack you have
HubSpot first. Honest about the alternatives.
HubSpot is where most of this work happens, and it is where our depth is. Running Salesforce or Pipedrive? Bring it to the discovery call. The first question is always what you already run, and new tools are the last answer.
Thinking about moving to another CRM or building your own? Sometimes that is right, and some teams move and then move back. The review weighs the switch honestly, migration effort included.
This is not new ground. An earlier client build covered the website, sales process and CRM for an industrial automation company, and produced a 500% increase in leads and more than 1000% return on ad spend across a year. Read the Markone case study.
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