🛠️ Reforge Your RevOps. Start With an Diagnostic.

Start with clarity before you change anything.

The RevOps & CRM Diagnostic is a paid, fixed-scope engagement designed to help B2B SaaS teams understand what’s broken inside HubSpot, and what to do next.

If your reports aren’t trusted, automations feel fragile, or execution is inconsistent, this is the right place to start.

WHAT WE REVIEW

During the diagnostic, we typically assess:

• CRM foundations

  Lifecycle stages, data model, object relationships, ownership rules, and data hygiene

• Sales execution

  Pipeline structure, deal movement, SLAs, forecasting logic, and handoffs

• Marketing → Sales alignment

  Lead qualification, routing, lifecycle progression, and attribution clarity

• Automation & integrations

  Workflows, alerts, enrichment, and third-party tools impacting execution

• Reporting & visibility

  Dashboards leadership uses — and the ones they don’t trust