What You Get.
- Follow-up automation. Automatic follow-up tasks or emails triggered by deal activity, form submissions, or time-based conditions.
- Task creation and assignment. Tasks created and assigned to the right rep when deals move between stages, new leads come in, or deadlines approach.
- Lead routing. Incoming leads assigned automatically based on geography, deal size, round-robin, or custom criteria.
- Deal stage transitions. Deals moved forward or flagged based on completed actions, missing fields, or inactivity.
- Internal notifications. Alerts sent to managers or team members for handoffs, escalations, stale deals, or high-value activity.
- Lifecycle stage management. Contacts and companies moved through lifecycle stages based on engagement and deal progression.
- Workflow documentation. Every automation documented: what it does, when it triggers, and how to update it. Your team can maintain the system without external help.
How It Works.
1. We review your current process and identify where manual work can be automated.
2. We map each workflow: trigger, conditions, actions, and edge cases.
3. We build and test the workflows in your HubSpot portal.
4. We document every automation and walk your team through how they work.
Is This Right For You?
- Your sales reps spend time on manual follow-ups, data entry, or task management that could be automated.
- You have workflows in HubSpot but they are unreliable, hard to understand, or no one knows how they work.
- You want consistent processes across your team without relying on individual discipline.
- Your team is growing and manual work that used to be manageable no longer scales.
