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A HubSpot your team
actually opens.

Most CRMs are a graveyard of half-filled fields and pipeline stages nobody agrees on. This rebuilds the system around how you genuinely sell, then trains the team until using it is faster than avoiding it.

INVESTMENT
from €6,000
DURATION
4–6 weeks · fixed fee
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01

What it fixes

Forecast accuracy is a coin flip

Stages defined by feeling rather than buyer behaviour produce a commit number you cannot defend to a board.

Reps work around the CRM

If logging a call takes four clicks, it does not get logged. The data rots, and every report built on it lies.

Nobody owns the plumbing

Integrations drift, automations fire twice, duplicate records multiply. Without an owner the system degrades every single month.

02

How it runs

WEEK 1 Audit & design Current object model, field usage, automation inventory. Then a target architecture designed against your actual sales motion.
WEEK 2 Pipeline & data model Stages redefined by buyer-verifiable exit criteria. Properties rationalised, usually half get deleted. Deal, company and contact hygiene rules set.
WEEK 3 Automation & integrations Sequences, task creation, routing, lifecycle sync. Calendar, email, call recording and billing wired in so nothing is entered twice.
WEEK 4 Reporting layer Dashboards for rep, manager and board. Cohort conversion, velocity, source attribution, forecast roll-up with a defensible methodology.
WEEKS 5–6 Migration & training Historic data cleaned and mapped. Two live training sessions, written SOPs, then two weeks of adoption monitoring and correction.
03

What you get

01 Rebuilt HubSpot instance: objects, properties, pipelines, permissions
02 Stage definitions with buyer-verifiable exit criteria
03 Automation suite for routing, tasks, lifecycle and handoffs
04 Integrations with calendar, email, call recording and billing
05 Historic data cleaned, deduplicated and mapped
06 Rep, manager and board dashboard sets
07 Written SOPs and a short internal training video library
08 Two live training sessions plus two weeks of adoption support
04

Fit check

RIGHT FIT
·On HubSpot already, or committed to moving to it
·Two or more people entering data every day
·A leader willing to enforce the new process for one quarter
·Reporting that currently cannot be trusted in a board meeting
WRONG FIT
·Wanting a Salesforce implementation: that is not this practice
·Expecting a tool to fix an undefined sales process
·Unwilling to delete fields or retire legacy reports
·No internal owner to hand the system to at the end
BUILT ONCE, OWNED BY YOU

No licences resold, no lock-in, no retainer required afterwards.

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