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Perfect for startups and growth-stage teams using HubSpot who need clean data, tight processes, and reporting that actually means something.
What’s included:
🔧 CRM Audit & Cleanup
We’ll diagnose broken properties, duplicates, misaligned lifecycle stages, and pipeline clutter — then fix it.
⚙️ Workflow Automation Buildout
Lead routing, deal stage automation, task creation, and internal alerts — all designed to match your sales process and eliminate manual busywork.
📊 Custom Reporting Dashboards
Tailored dashboards for founders, sales leaders, and marketing — so you can track pipeline, conversion rates, attribution, and more in real-time.
🔁 Lifecycle & Lead Status Alignment
We align marketing and sales definitions inside HubSpot so MQLs, SQLs, and customers don’t get lost in handoffs.
🎯 Sales Pipeline Rebuild (if needed)
Clean up deal stages, add automation, and create a pipeline structure that reflects how your team actually sells.
Perfect for startups and growth-stage teams using HubSpot who need clean data, tight processes, and reporting that actually means something.
What’s included:
🔧 CRM Audit & Cleanup
We’ll diagnose broken properties, duplicates, misaligned lifecycle stages, and pipeline clutter — then fix it.
⚙️ Workflow Automation Buildout
Lead routing, deal stage automation, task creation, and internal alerts — all designed to match your sales process and eliminate manual busywork.
📊 Custom Reporting Dashboards
Tailored dashboards for founders, sales leaders, and marketing — so you can track pipeline, conversion rates, attribution, and more in real-time.
🔁 Lifecycle & Lead Status Alignment
We align marketing and sales definitions inside HubSpot so MQLs, SQLs, and customers don’t get lost in handoffs.
🎯 Sales Pipeline Rebuild (if needed)
Clean up deal stages, add automation, and create a pipeline structure that reflects how your team actually sells.