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30 days sprint
HubSpot Reset Sprint
Clean pipelines, real attribution, and a HubSpot your team will actually use.
Who it's for
Built for
Series A–C SaaS or PE portcos whose HubSpot has drifted — messy stages, broken automation, attribution nobody trusts.
Outcomes
What ships
Outcomes
- Pipeline model reflects how your team actually sells
- Lifecycle stages and lead scoring rebuilt
- Attribution that ties revenue back to source
- Automation cleaned, documented, and monitored
Deliverables
- HubSpot audit doc (portal, objects, workflows, reports)
- Rebuilt pipeline + lifecycle model
- Attribution dashboard (source → deal → revenue)
- Workflow cleanup + monitoring alerts in Slack
- Team enablement session + Loom library
Timeline
Week by week
Week 1
Full portal audit. Interviews with sales, marketing, CS. Signal-to-noise map of what's actually used.
Week 2
Rebuild pipeline, lifecycle stages, lead scoring. Rewire the workflows that matter, retire the ones that don't.
Week 3
Attribution model + dashboard. Slack alerts on the 5 workflows that break most often.
Week 4
Team walkthrough, Loom library, handoff doc. Optional: roll into HubSpot Health monthly.
What running looks like after
HubSpot Health
Monthly hygiene report, quarterly tune. Your HubSpot stays clean without you thinking about it.
Effort
~2 hrs/mo (mostly agent-run)
Price
$750–$1,500/mo
- Monthly data hygiene + attribution report
- Automated alerts when workflows break
- Quarterly pipeline and lifecycle tune
- Priority Slack for HubSpot questions
Honest filter
Not a fit if…
- You need a full Salesforce → HubSpot migration (that's a different engagement).
- You don't have a HubSpot admin or ops owner to receive the handoff.
- You want a warm body doing daily HubSpot tickets — hire an ops person instead.
Ready to run this sprint?
4-minute application. Response inside 48 hours if it's a fit.