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Find the cause before changing the CRM

HubSpot & RevOps audit

Find why a business process breaks down in HubSpot. I trace the data, decisions and configuration behind it, then give your team a prioritized implementation plan.

Let’s talk

Who it’s for

You can see the symptoms. The cause is less clear.

For RevOps, marketing and sales leaders with an existing HubSpot portal and unclear operational problems.

What you take away

  • CRM and data-quality assessment
  • Lifecycle and workflow ownership map
  • Prioritized findings and implementation roadmap

Engagement format

A focused project, scoped around your portal, key processes and stakeholder interviews. Scope and timing are agreed before work starts.

01

Understand the system

Review business goals, stakeholders, portal configuration, data flows and reporting dependencies.

02

Trace the failure points

Inspect lifecycle definitions, ownership, duplicates, routing, integrations and workflow exceptions.

03

Agree the next steps

Walk through the findings with your team. Establish priorities, owners and acceptance criteria for the work ahead.

The outcome

A documented diagnosis your team can act on, with priorities and ownership made explicit.

Start a conversation

What needs
to work better?

Describe the process that is causing friction, the teams involved and what needs to change. You do not need a technical brief to start the conversation.

  1. 01 I review your situation.
  2. 02 We discuss the scope and whether I can help.
  3. 03 You receive a proposal with clear next steps.

Based in Barcelona · Previously Paris and London