For HubSpot Sales Hub Users Only
Pro & Enterprise
Your Reports Are Only As Good As Your Data.
We Fix Both.
In 14 days, finally see what’s real, what’s stuck, and what’s at risk.
30 minutes. We look at your HubSpot together. No pitch.
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 Or outdated.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 14 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
If your leadership team cannot run a complete pipeline review using the system we install, we continue working until they can. No extra cost.
For HubSpot Sales Hub Users Only
Pro & Enterprise
How It Works
The 6 Stages
14 business days from audit to handoff
Days 1–3
Pipeline Audit
We review every active deal and identify all the forecast blockers — missing amounts, stale dates, zombie deals.
2
Day 3
Audit Readout
30-minute call where we present exactly what we found. No judgment — just facts about what's blocking your forecast.
3
Days 4–6
Data Cleanup
60-90 minute live session. We go deal by deal together — you tell us what's real, what's dead, and we clean it on the spot.
4
Days 7–9
Governance Layer
We configure HubSpot so the mess doesn't come back. Required fields, locked stages, standardized views.
5
Days 10–12
Reports & Dashboard
We build 4 reports and 1 leadership dashboard: stalled deals, close date changes, weighted forecast, revenue at risk.
6
Days 13–14
Coaching & Handoff
Two live sessions teaching your team how to run pipeline reviews that actually drive decisions. Plus Loom walkthroughs.
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
Generalistswho do HubSpot as one of many things
No guarantees — hope it works outof many things
Our Approach
Smart Taskflow
One-off fixed cost — pay once, done
14 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 — if it doesn't work, we keep going
30 minutes. We look at your HubSpot together. No pitch.
Common Questions
You're Probably Wondering…
"We can 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 14 days so your team stays focused on revenue.
"What if it doesn't work?"
That’s what the guarantee is for. If after 30 days you still can’t see what’s real, what’s stuck, and what’s at risk — we keep working until you can. No extra cost.
"Who actually does the work?"
Implementation is handled by a senior HubSpot specialist, while coaching sessions are led by an experienced HubSpot coach. Both have extensive experience fixing pipeline accuracy and reporting issues that directly impact hiring decisions, cash-flow planning, and board reporting. This isn’t agency work passed down to juniors.
"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 2-3 hours total over 14 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 14 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 look at your HubSpot together and tell you if this makes sense for you.
No pitch. No pressure.
14 Days
Fixed Price
Guaranteed
We fix your HubSpot pipeline in 14 days so you can see what’s real, what’s stuck, and what’s at risk.
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