Clean pipeline. Automated follow-up. Reliable reporting.

I fix your HubSpot setup and automate sales follow-up so you stop losing leads, improve response times, and finally trust your pipeline metrics — in 60 days.

Request an audit (7 days) See the offer

Time-to-first-touchTarget: 90% of leads contacted in < 24h

Less leakageAuto follow-ups + stalled-deal alerts

Trustworthy dashboardsClean data + standardized fields & stages

The common problem

Leads come in… and nobody follows up fast enough.
Pipeline isn’t updated → forecasts are wrong → decisions are wrong.
Messy data: duplicates, empty fields, inconsistent stages.
Marketing/Sales misaligned: unclear attribution and conversion.

✅ Lead routing ✅ Follow-up tasks ✅ Stalled-deal alerts ✅ Revenue dashboards

Who it’s for (ICP)

B2B SaaS 1–20M ARR (or 10–200 employees)
CRM: HubSpot (Sales/Marketing/Service)
Sales team: 3–20 reps
30+ leads/month + an active funnel

If you’re on Pipedrive/Salesforce: possible case-by-case, but the offer is HubSpot-first for speed + repeatability.

Productized offer: Audit → Setup → Monthly Retainer

Pack A — Audit (7 days)

CRM + funnel diagnosis, quick wins, and a prioritized action plan.

Deliverables: CRM quality scorecard, top 10 fixes, 30-day plan.

Pack B — Setup (30–45 days)

Standardize your pipeline + clean data + build critical automations + dashboards.

Deliverables: 3–6 workflows (routing, tasks, follow-ups, alerts) + pipeline dashboards.

Pack C — Retainer (monthly)

Data hygiene + ongoing optimization + 1 improvement/module per month.

Deliverables: quality monitoring, workflow iterations, KPI review.

Outcome-based: faster lead response, fewer lost opportunities, and dashboards you can actually trust.

How it works (no calls)

1) You submit the audit form
2) Minimal access (read-only if needed) + CRM export
3) Audit & quality score (data, stages, SLA, follow-up)
4) Target design (pipeline, fields, SLAs, dashboards)
5) Implementation (cleanup + workflows + dashboards)
6) Testing + documentation
7) Retainer to keep it clean and improving

Indicative pricing

Setup: €3k–€8k (depending on complexity + migrations + integrations)
Monthly retainer: €2k–€6k/month (maintenance + optimization + modules)
Optional: success fee / rev-share if attribution is clear

FAQ

Do you do lead generation?

No — I fix the system (routing, follow-up, reporting). That increases conversion on the leads you already generate.

Security / access?

We can start read-only. Backups before major changes. Minimal scopes. Workflow logs + rollback plan.

When do results show up?

Quick wins appear after cleanup + SLA rules. Full impact stabilizes in 30–60 days.

Request an async audit (7 days)

Fill this form — you’ll receive a clear action plan (and a short Loom if relevant).