DELIVERABLED·01
Lifecycle Stages
Definitions and automation for MQL, SQL, opportunity, customer.
§ SVC · 112–4 weeks · HubSpot · Salesforce · marketing automation
HubSpot that actually
works for sales.
Lead routing, lifecycle stages, attribution, and marketing automation set up by senior operators who've scaled GTM teams from $1M to $50M ARR — not by an agency reading the docs.
§ 01 — Overview
What we actually deliver.
HubSpot, Salesforce, or both — wired so your sales team actually uses them and your marketing team has trustworthy reporting. Lifecycle stages, lead routing, attribution, campaign tracking, and automation built around your actual GTM motion.
We've set up dozens of GTM tech stacks; we know the patterns and the anti-patterns.
§ STACK
HubSpotSalesforceOutreach / ApolloClearbitZapier / MakeDefault.com
§ 02 — Deliverables
Six concrete outputs.
DELIVERABLED·02
Lead Routing
Round-robin, account ownership, SLA enforcement.
DELIVERABLED·03
Attribution
Multi-touch attribution wired into reporting.
DELIVERABLED·04
Automation
Workflows for nurture, hand-off, follow-up.
DELIVERABLED·05
Sales Enablement
Templates, sequences, playbooks.
DELIVERABLED·06
Reporting Pack
Dashboards for marketing, sales, and exec readouts.
§ 03 — Timeline
From kickoff to handoff.
PHASE 01
WEEK 1
Audit
- Stack review
- Funnel definition
- Data hygiene check
- Stakeholder interviews
PHASE 02
WEEK 2
Build
- Lifecycle setup
- Routing rules
- Automation workflows
- Sequences
PHASE 03
WEEK 3
Reporting
- Attribution model
- Dashboards
- Exec readouts
- Quality assurance
PHASE 04
WEEK 4
Adoption
- Team training
- Documentation
- Go-live
- 30-day support
§ 04 — Artifacts
What you walk away with.
ARTIFACTA·01
HubSpot Setup
Production-ready instance.
ARTIFACTA·02
Documentation
Runbooks and team docs.
ARTIFACTA·03
Reports
Marketing, sales, exec dashboards.
ARTIFACTA·04
Training Recording
Team training session for onboarding.
READY · TO · START · MARKETING OPS (HUBSPOT)
Kick off Monday.
Most Marketing Ops (HubSpot) engagements start with a 30-minute discovery call. We'll scope the work, agree the receipt cadence, and get a contract to you in 24 hours.
AVG RESPONSE 2H · BUSINESS HOURS · CET