Marketing: “We sent 200 leads last month.” Sales: “What leads?”
Or, a lead fills in a form on Tuesday. Gets a generic “thanks” email. Then nothing. Until a sales rep calls them three weeks later. The lead has gone cold or bought from someone else.
If any of that sounds familiar, the issue isn’t the leads. It’s the system.
The chains of actions that fire when a lead enters, progresses, or goes quiet. Built around your buyer journey, not HubSpot's defaults.
Nurture sequences for different stages, segments, and personas. Written to sound like a human at your company, not a template.
A scoring model based on what actually predicts a conversion in your business — engagement, fit, behaviour, recency. Not a generic "+5 for opening an email" approach.
Sales knows when a lead is hot, who owns it, and how long they've got to make the first contact. Built so the rules are visible and accountable.
The moment marketing hands a lead to sales is the moment most companies lose them. We fix that.
Every workflow named, described, and explained. So when something changes in twelve months, your team knows what they're changing.
What's firing now, what's broken, what's missing.
The workflow architecture, the scoring model, the SLAs. Reviewed with you before anything is built.
In HubSpot, with sandbox testing before anything goes live.
Your team gets a walkthrough, written docs, and dashboard to see what's happening in real time.
We need to see how your current setup is structured before we can build something better on top. The Health Check gives us that, and gives you a clear scope.