You just raised.Your CRM is next.
Your investor wants pipeline visibility. We get your HubSpot board-ready in 45 days, and we check whether you qualify for HubSpot's startup discount before we start.
The raise is the deadline.
Founders do not wake up wanting RevOps. They wake up needing a number they can defend. Post-raise, the board asks the same four questions, and most just-raised teams answer them from a spreadsheet or from a HubSpot portal nobody has configured.
Needs stage definitions everyone applies the same way, and deals that are actually in the right stage.
Needs closed-won and closed-lost recorded honestly, with reasons, over a long enough history to mean something.
Needs entry and exit criteria per stage, and timestamps that were not backfilled the night before.
Needs weighting, a commit and best-case structure, and a monthly rhythm somebody actually runs.
First we check whatHubSpot owes you.
HubSpot runs a Startup Program that discounts Year 1 by up to 90% for companies that have raised Pre-seed, Seed or Series A under $20M. That is exactly who this offer is built for. So workstream zero is a licensing and spend check: plan tier against actual usage, overlapping tools flagged, seats audited. You get an eligibility report and a savings estimate before anything is built.
Nine workstreams.One board-ready CRM.
Plan tier against actual usage, overlapping tools flagged, seats audited. Runs before anything else.
How you actually sell: stages, handoffs, decision points, and where deals stall. This drives everything downstream.
Pipelines, deal stages, properties, lifecycle stages, record structure. A fresh build if you are on spreadsheets, a rebuild of what is broken if you are already on HubSpot.
Contacts, companies and deals brought in clean: deduped, standardised, correctly associated. Historical deals reconstructed where possible so reporting has a baseline.
Lead routing, stage-based task creation, follow-up sequences, deal rotting alerts, internal notifications.
Pipeline by stage, coverage ratio, win rate, cycle time, forecast versus actual, source performance.
Weighted pipeline, a commit and best-case structure, and a monthly rhythm you can run in 20 minutes. Includes how to spot when the forecast is lying to you.
A live walkthrough with everyone who touches the CRM, recorded so new hires get it too, plus a one-page internal SOP.
Async support after handover, for the questions that only surface once people use it daily.
Forty-five days.Every phase mapped.
Eligibility, plan tier, tool overlap.
Intake form, process interviews, portal audit.
Pipelines, properties, structure.
Overlaps with the build, deliberately.
Workflows, alerts, routing.
Dashboards, forecast model.
Training, documentation, sign-off.
The support window after handover.
Three ways in.
Start wherever you are. The audit is credited back if you upgrade, so the cheapest way in costs nothing if you go on to build.
- Portal audit
- Licensing and spend check
- Process interview
- Gap report
- Prioritised roadmap
- 60-minute walkthrough
- All nine workstreams
- HubSpot build or rebuild
- Data migration and cleanup
- Automation layer
- Investor reporting pack
- Forecasting setup
- Team enablement and SOP
- 30 days of post-launch support
- Monthly forecast review
- Dashboard upkeep
- Workflow adjustments
RevOps implementation specialist. HubSpot and Salesforce architecture, data ops, and full-stack GTM tooling.