180-Day GTM Success Plan — Prioritised project roadmap with timelines, owners, and dependencies
Attribution Model Setup — First-touch, last-touch, and multi-touch attribution configuration
Governance Playbook — Naming conventions, data entry standards, permission structures
Executive Summary & Documentation — Leadership-ready report with findings and recommendations
Who It's For
B2B SaaS companies with 20–200 employees using HubSpot who need clarity on their CRM health, data architecture, and go-to-market operations before scaling. Teams experiencing data quality issues, broken reporting, or unclear lifecycle definitions.
The Process
Discovery Call — Understand your stack, team, and goals
Portal Deep-Dive — 5–7 day audit of your HubSpot instance
Analysis & Mapping — Schema documentation, gap analysis
Deliverable Presentation — Walk through findings with your team
Handoff — Full documentation, roadmap, and governance playbook
Results You Can Expect
Clear understanding of your HubSpot portal health and data quality
Prioritised roadmap of improvements ranked by impact and effort
Shared lifecycle definitions across marketing, sales, and CS
Attribution model giving visibility into what drives revenue
Governance framework to maintain data quality going forward