01THE PROBLEM
One deal. Five places. Nobody agrees where it stands.
Your team does by hand what HubSpot should do for them. Deal status lives in a rep’s head, a spreadsheet, an inbox and a stale CRM field, so the forecast is a guess and deals slip while everyone assumes someone else is on it.
02THE SYSTEM
One system that runs the revenue.
We set the rules once, in HubSpot. Then the pipeline, the follow-ups, the routing and the reporting run themselves, here’s what each layer does:
01 · PIPELINE
Stages everyone respects
Clear exit criteria on every stage, so a deal only moves when it’s real, and the forecast means something.
New→Qualified→Proposal→Won
02 · AUTOMATION
The busywork, done for them
Routing, follow-ups, field updates and handoffs fire on triggers, around the clock, without a human remembering.
Trigger→Route→Follow up→Update
03 · ROUTING & SLAs
Every lead owned in minutes
New leads matched to the right rep by territory and rules, with SLA timers so nothing sits unworked.
New lead→Territory→Owner→SLA met
04 · REPORTING
Numbers leadership trusts
Activity flows into one live source of truth, dashboards and a forecast tied to real stage criteria, not gut feel.
Activity→HubSpot→Dashboard→Forecast
03EVERY ROLE
One system. Every revenue role.
Clean pipelines and automation don’t just help ops. Every role that touches revenue stops guessing and gets time back.
SALES REPS
Less admin, more selling
Routing, follow-ups and updates happen automatically, so reps live in conversations, not data entry.
REVOPS / OPS
A pipeline that means something
Stages with real exit criteria and clean data, the system reflects reality without constant babysitting.
LEADERSHIP
A forecast you can commit to
Live dashboards tied to real stage criteria, not a Thursday spreadsheet or a gut-feel number.
CS / ACCOUNTS
Handoffs that never drop
Won deals kick off onboarding and renewals automatically, so nothing falls between teams.
04AUTOMATION
The busywork runs itself.
We build the rules once. Then HubSpot routes, follows up, updates and reports, around the clock, without a human remembering to.
ACTIONS AUTOMATED
12,480
this month, work your team didn’t touch.
Leads routed < 60s100%
Follow-ups never missed0 dropped
Forecast accuracy+ trusted
05PROOF
Reporting your team actually trusts.
A football academy running enrolment, comms and renewals on one HubSpot, the pipelines, automation and reporting we built and still run.Read the case study ↗