What You Get.
- Sales process map. A documented view of your entire sales process: lead sources, qualification criteria, handoff points, deal stages, and close conditions.
- Pipeline structure. Pipelines designed around your revenue motions with clear entry and exit criteria per stage.
- Lead routing and ownership. Rules for who gets which leads, territory assignments, and escalation paths.
- Handoff processes. Clear definitions of how leads move between marketing and sales, between SDRs and AEs, or between sales and delivery.
- Reporting framework. The metrics that matter for your business and how to track them: conversion rates, velocity, win/loss analysis, and revenue forecasting.
- HubSpot recommendations. Which HubSpot tier and tools match your process, and what the implementation would involve.
How It Works.
1. We interview your team: leadership, managers, and reps. We learn how deals happen today.
2. We map the current process and identify gaps, bottlenecks, and inconsistencies.
3. We design the target process: stages, criteria, ownership, and reporting.
4. We deliver the process documentation and recommendations for HubSpot configuration.
Is This Right For You?
- You are about to implement HubSpot and want your sales process defined before configuration starts.
- Your team has grown and the process that worked with two people no longer works with ten.
- Deals stall in your pipeline and no one is sure why or where the bottleneck is.
- You want reliable forecasting but your pipeline stages are unclear or inconsistent.
