For HubSpot Sales Hub Users Only
Pro & Enterprise
Your Reports Are Only As Good As Your Data.
We Fix Both.
In 30 days, finally see what’s real, what’s stuck, and what’s at risk.
30 minutes to discuss your needs and see if we can help.
THE REAL PROBLEM
The Problem Isn't Your Reports. It's What's Going Into Them.
1
Deals move forward when nothing actually changed.
A rep has a “good call” and moves the deal to the next stage. But nothing happened. No proposal. No next meeting. Just a feeling.
- You end up with numbers based on hope.
2
The Important Stuff Is Missing.
How much is the deal worth? When should it close? What’s the next step? Half the time, it’s blank. Or outdated. Or wrong.
- You're making decisions with missing information.
3
Dead Deals Never Get Closed Out.
Deals from months ago are still sitting there. No activity. No updates. But they’re still counted.
- Your numbers look bigger than they really are.
4
Everyone Has A Different Number.
Sales says one thing. Finance says another. Your ops person has a spreadsheet that says something else.
- You spend meetings arguing about the data instead of deciding what to do.
More reports won’t fix this. You need a system that only lets good information in and shows you what’s actually happening.
The Revenue Integrity Sprint
Finally, A Pipeline & Reports You Can Trust
We fix the data underneath. In 30 days, your reports finally match reality.
Finally, You'll Have...
A pipeline that reflects reality
No more conflicting reports
Confidence in every revenue decision
Numbers you can stand behind
Hours back from hunting for data
30-Day Guarantee
We don't hand over a system and disappear. For 30 days after delivery, we're on-stanby, so if anything breaks, we fix it.
For HubSpot Sales Hub Users Only
Pro & Enterprise
How It Works
The 7 Phases
30 days from kickoff to handoff
1
Day 1
2
Days 2–4
3
Days 5–7
4
Days 8–10
5
Days 11–18
6
Days 19–25
7
Days 26–30
Kickoff & Process Mapping
20–30 min call. We map your sales stages, stage gate requirements, and what must exist at each step before we touch HubSpot.
Pipeline Health Diagnostic
We audit your pipeline against your actual process. Pipeline Health Report + quantified invisible pipeline + 10-min video. No meeting.
Deal Verification
We send you a spreadsheet of every active deal. You mark each: KEEP, CLOSE, or UPDATE. 30–60 mins, no call needed.
Pipeline Cleanup
We execute your decisions. Dead deals closed, duplicates removed, every deal properly staged. Zero meetings.
Governance Layer
Built from your Day 1 process map. Automated alerts for stalled deals, missing next steps, expired close dates. The mess doesn't come back.
Revenue Visibility System
4 core reports + leadership dashboard + automated weekly forecast email every Monday. Zero meetings.
Team Coaching & Handoff
Two recorded 60-min sessions — sales team + leadership. Quick Reference Guide, Governance Playbook, Leadership Reporting Guide.
Process map + stage gates
Pipeline Health Report
Clean pipeline — every deal real, current, and properly staged
Governance automations
4 reports + dashboard + weekly email
Training recordings + guides
1
Day 1
Kickoff & Process Mapping
20–30 min call. We map your sales stages, stage gate requirements, and what must exist at each step before we touch HubSpot.
Process map + stage gates
2
Days 2–4
Pipeline Health Diagnostic
We audit your pipeline against your actual process. Pipeline Health Report + quantified invisible pipeline + 10-min video. No meeting.
Pipeline Health Report
3
Days 5–7
Deal Verification
We send you a spreadsheet of every active deal. You mark each: KEEP, CLOSE, or UPDATE. 30–60 mins, no call needed.
4
Days 8–10
Pipeline Cleanup
We execute your decisions. Dead deals closed, duplicates removed, every deal properly staged. Zero meetings.
Clean pipeline — every deal real, current, and properly staged
5
Days 11–18
Governance Layer
Built from your Day 1 process map. Automated alerts for stalled deals, missing next steps, expired close dates. The mess doesn't come back.
Governance automations
6
Days 19–25
Revenue Visibility System
4 core reports + leadership dashboard + automated weekly forecast email every Monday. Zero meetings.
4 reports + dashboard + weekly email
7
Days 26–30
Team Coaching & Handoff
Two recorded 60-min sessions — sales team + leadership. Quick Reference Guide, Governance Playbook, Leadership Reporting Guide.
Training recordings + guides
Why We're Different
Not Your Typical Agency
The Old Way
Typical Agency
Monthly retainers that drag on for months
3-6 month timelines before you see results
Dependent on them = you can't run it yourself
Generalists who do HubSpot as one of many things
No guarantees = hope it works out of many things
Our Approach
Smart Taskflow
One-off fixed cost = pay once, done
30 business days from start to handoff
You own everything = Looms, docs, reports, rules
Done-with-you = your team learns, not just watches
30-day guarantee = we stick around until it does
The Real Cost of Waiting
What bad pipeline data is costing you every week
Ops backlog that never gets done
Hours arguing about data
Bad hiring & cash decisions
Forecast misses to the board
Rep productivity lost
One bad forecast costs more than this entire engagement.
Common Questions
You're Probably Wondering…
"Could we do this ourselves?"
You absolutely could. The question is, will you? Most ops teams have had “fix the CRM” on their list for 6+ months. We do it in 30 days, so your team stays focused on revenue.
"What if it doesn't work?"
You absolutely could. The question is, will you? Most ops teams have had “fix the CRM” on their list for 6+ months. We do it in 30 days, so your team stays focused on revenue.
"Have you done this for companies like ours?"
We work specifically with B2B and manufacturing companies running HubSpot Sales Hub Pro or Enterprise, typically with 20-100 active deals and sales cycles measured in weeks or months. If that’s you, we’ve seen your exact problems before.
"How much of my team's time does this take?"
About 4-5 hours total over 30 days. One 90-minute cleanup session where you make decisions about your deals, and two 1-hour coaching sessions. Everything else, we handle.
"What happens after the 30 days?"
You own everything we build — the pipeline rules, the dashboard, the reports. We also leave you Loom walkthroughs and documentation. If you want ongoing help, we offer a 12-week Revenue Enablement System, but there’s no pressure to continue.
"Why only HubSpot Pro and Enterprise?"
The governance features we install: required fields, locked stages, validation rules, only exist in Pro and Enterprise tiers. Starter doesn’t have the tools to keep your pipeline clean.
Ready To Know Which Deals Are Real?
Book a 30-minute call. We’ll show you a fully functional HubSpot account.
No pitch. No pressure.
30 Days
Fixed Price
Guaranteed
We fix your HubSpot pipeline in 30 days so you can see what’s real, what’s stuck, and what’s at risk.
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