A five-step path from leak to revenue
iscover, diagnose, rebuild, automate, prove. The foundation goes in before anything is automated on top of it that order is the whole method.
Start with your business
Agree what needs to work better.
Your business goals
Define the problems to solve and how we will measure progress, using the data you have today.
Your team's daily work
Follow the handoffs between marketing, sales, and service to see where people need a clearer process.
Your hubs and subscriptions
Identify what needs a better setup, which plans fit your requirements, and which tools you no longer need.
What happens once you sign on
HubSpot expertise
We apply HubSpot best practices across marketing, sales, service, and revenue operations, with portal access agreed before work begins.
01
Agreement & NDA
A signed services agreement and mutual NDA come before any portal access your data is contractually protected from day one.
02
Guided audit
We map your current HubSpot setup against the gaps found in your free audit, and turn it into a scoped, sequenced project plan.
03
Weekly checkpoints
Short, regular check-ins as we work no disappearing for six weeks and re-emerging with a surprise. You see the system as it's built.
04
The delivery process
Five stages. A clear outcome at each one.
Discover
Understand the business and the system
We audit your current HubSpot, your data, and your funnel end to end how leads arrive, how they're routed, what happens when nobody picks them up, and which reports leadership has quietly stopped opening.
- HubSpot portal audit
- Data quality assessment
- Funnel walkthrough
Walk us through your goals, workflows, and the tools your team uses.
Before we move forward
Review the findings together and agree which issues need investigation.
Diagnose
Agree the priorities and the plan
We pinpoint exactly where revenue is leaking and what each leak is costing you, so the work is sequenced by impact rather than by whatever is most visible.
- Prioritised leak list
- Impact estimate per leak
- Recommended sequence
Before we move forward
Agree the scope and sequence before configuration or migration begins.
Rebuild
Put a dependable foundation in place
Clean the data, fix the workflows, rebuild the pipelines. The foundation goes in before anything is automated on top of it this is the step most engagements skip and later pay for.
- De-duplicated records
- Rebuilt pipelines and properties
- Corrected lifecycle stages
Before we move forward
Check sample data, record counts, and ownership before automation goes live.
Automate
Connect the work across your tools
Layer in lead scoring, routing, and lifecycle automation now that the data underneath can be trusted to drive it.
- Scoring and routing live
- Lifecycle automation
Before we move forward
Test real scenarios and exceptions, then approve the rollout.
Prove
Measure results and prepare your team
Dashboards that show the before and after. You always know exactly where revenue is won and lost and your team can run the whole system without depending on us.
- Executive dashboard
- Before/after reporting
- Documentation and handover
Before we move forward
Review the agreed measures, resolve handover issues, and confirm any ongoing support scope.
Discover
We audit your current HubSpot, your data, and your funnel end to end how leads arrive, how they're routed, what happens when nobody picks them up, and which reports leadership has quietly stopped opening.
- HubSpot portal audit
- Data quality assessment
- Funnel walkthrough
Diagnose
We pinpoint exactly where revenue is leaking and what each leak is costing you, so the work is sequenced by impact rather than by whatever is most visible.
- Prioritised leak list
- Impact estimate per leak
- Recommended sequence
Rebuild
Clean the data, fix the workflows, rebuild the pipelines. The foundation goes in before anything is automated on top of it this is the step most engagements skip and later pay for.
- De-duplicated records
- Rebuilt pipelines and properties
- Corrected lifecycle stages
Automate
Layer in outbound, lead scoring, routing, and lifecycle automation now that the data underneath can be trusted to drive it.
- Scoring and routing live
- Lifecycle automation
- Outbound sequences wired to HubSpot
Prove
Dashboards that show the before and after. You always know exactly where revenue is won and lost and your team can run the whole system without depending on us.
- Executive dashboard
- Before/after reporting
- Documentation and handover
Contract & confidentiality, sorted upfront
Services Agreement
Every engagement starts with a signed contract that sets fixed scope, deliverables, timeline, and price nothing starts on a verbal handshake.
Mutual NDA
We sign a mutual non-disclosure agreement before we ever get access to your HubSpot portal, customer data, or internal reporting.
You can see the work as it happens.
A contact on each side
Agree who coordinates the work, answers questions, and approves changes.
Weekly checkpoints
Review completed work, see the setup in action, and agree on the next priorities.
Changes agreed together
Discuss any effect on deliverables, timing, and cost before extra work begins.
Launch, handover & support
A system your team can use with confidence.
01
Practise the real work
Walk through everyday tasks with the people responsible for them, from lead assignment to reporting.
02
Know how the system runs
Receive practical documentation for key workflows, integrations, ownership, and common questions.
03
Agree what happens next
Confirm any remaining actions and, where included in your scope, the support period and review schedule.
Frequently asked questions
What actually happens on the free revenue audit?
A 15-minute screen-share of your live HubSpot portal. No slides, no prep needed on your end we look at your pipeline, routing, and data together and tell you where the leak is.
We are not sure what is broken. Is that a problem?
That’s exactly what the audit is for. Most teams that book a call don’t know precisely what’s broken they just know reports don’t add up or leads go quiet. We find the specific leak from there.
