From Phantom Deals to Predictable Revenue

Eliminate Phantom Deals & Boost Reporting Accuracy

When deals aren’t linked to companies, your B2B sales data becomes fractured—leading to poor segmentation, unreliable reports, and missed revenue opportunities.

feature image
  • Challenge

    Phantom Deals

    • Orders create deals without company contex

    Manual Deal-Company Linking

    • Sales teams spend hours weekly manually associating deals to companies…

    Unreliable Pipeline Reporting

    • Lack of associations prevents accurate account-based reporting

    Hidden Revenue Leakage

    • Missed renewals and duplicate outreach due to disassociated deals…
  • Solution

    Sync Unique Company Identifier

    • Create a synced property on deal records that captures the primary company's unique ID

    Auto-Associate Company on Deal Creation

    • Build a deal-based workflow that triggers when a deal is created.

    Validate and Monitor Associations

    • Schedule regular reports to verify deal-company links.
  • Impact

    Reporting Speed

    • Manual reconciliation takes days → Reporting updates in minutes (45% faster)

    Forecast Accuracy

    • Wins and pipeline at risk of under- or over-forecast by 30% → Forecast accuracy improved by 2×

    Time Spent on Data Cleanup

    • 5–10 hours/week per rep → <1 hour/week per rep

    Upsell/Cross-sell Opportunities

    • 20% of opportunities not pursued due to missing account context → Nearly 100% visibility on account deals
  • Clients have seen up to 45% faster reporting and 2x more accurate sales forecasting within a month.

    Clean Data, Better Results

    Say Goodbye to Messy Data in HubSpot, Hello ROI

    Cluttered HubSpot databases—filled with duplicates, outdated contacts, and inconsistent records—drain your budget, sabotage segmentation, and cripple campaign performance.

    feature image
  • Challenge

    Duplicate Records

    • Multiple contact duplicates hinder segmentation

    Credibility Issues

    • Inaccurate data undermines trust in marketing campaigns

    Compliance Risk

    • Data quality issues create regulatory and legal exposure
  • Solution

    Deduplication

    • Audit and merge duplicates with custom rules

    Data Standardization

    • Enforce formatting via workflows and validation

    Ongoing Hygiene

    • Set up automated cleanup and monitoring routines
  • Impact

    Better Segmentation

    • Reliable lists for targeted campaigns

    Improved Deliverability

    • Reduce bounces and spam complaints

    Higher ROI

    • Clean data yields more accurate reporting and conversions
  • Our data cleansing service gives you a strategic edge by ensuring your HubSpot database is always clean, accurate, and primed for success.

    We go beyond surface-level fixes, using advanced tools and custom workflows to audit your HubSpot database, eliminate duplicates, standardize formats, and remove dead weight. Ongoing monitoring ensures your data stays clean, saving you from manual headaches.

    Eliminate Guesswork. Close More Deals.

    Automate Deal and Renewal Tracking—Eliminate 100% of Missed Touchpoints in 30 Days

    When “Did you call that lead?” becomes a weekly headache, your pipeline leaks revenue and frays team morale. Every unlogged email, call, or website visit is a lost opportunity—and guesswork kills close rates.

    feature image
  • Challenge

    Revenue Leakage

    • 27% of leads lost due to poor follow-up tracking

    Management Blindness

    • Leaders can't coach teams without activity visibility

    Accountability Gap

    • Manual tracking creates disputes and missed opportunities
  • Solution

    Predictive Lead Scoring

    • Identify true buying signals and automate sales outreach

    Automated Workflows

    • Trigger sales outreach at the right moment, every time

    Ongoing Feedback Loops

    • Refine predictive models with real-time outcomes

    Ongoing Hygiene

    • Set up automated cleanup and monitoring routines
  • Impact

    Better Lead Follow-Up

    • No more missed touchpoints—automate outreach

    Improved Sales Conversions

    • Close more deals with accurate purchase intent predictions

    Stronger Sales Morale

    • No more guesswork—your team knows exactly when to act
  • Our Predictive Lead Scoring system eliminates guesswork by analyzing your historical conversion data and predicting purchase intent with precision.

    We analyze historical conversion data to identify true buying signals and predict purchase intent. With multi-segment scoring, score decay, and automated workflows, we trigger outreach at the right time. Continuous feedback loops refine the model based on real outcomes—eliminating guesswork.

    Tired of HubSpot Workflows Falling Apart? Let’s Fix It—And Boost Your Efficiency 2x in 30 Days!

    Are your HubSpot workflows out of control? Overlapping automations, confusing naming conventions, and misaligned customer stages can lead to missed opportunities, frustrated teams, and poor customer experiences.

    feature image
  • Challenge

    Overlapping Flows

    • Conflicting workflows trigger unintended actions

    Naming Confusion

    • Poor naming makes maintenance difficult

    Lifecycle Misalignment

    • Workflows not aligned to customer stages
  • Solution

    Audit & Rebuild

    • Identify conflicts and redesign with clear logic

    Naming Standards

    • Implement consistent naming and documentation

    Stage-Based Design

    • Align workflows to lifecycle stages, not campaigns
  • Impact

    Predictable Automation

    • Workflows run reliably without conflicts

    Scalable Processes

    • Easier onboarding of new workflows

    Enhanced CX

    • Contacts receive coherent, contextual communications
  • Our data cleansing service is your strategic edge.

    We go beyond surface-level fixes—leveraging advanced tools, custom workflows, and best-in-class data hygiene protocols. We audit your entire HubSpot database, eliminate duplicates, standardize formats, and remove dead weight. Automated validation rules and ongoing monitoring ensure your data stays clean—no more manual headaches or recurring messes

    Transform HubSpot Data Into Decisions

    Get Actionable HubSpot Reports That Drive Decisions in Just 30 Days

    Tired of HubSpot’s basic reports leaving you in the dark? Incomplete data and filter frustrations lead to poor decisions, missed opportunities, and lost trust. Every day you wait, the impact grows.

    feature image
  • Challenge

    Basic Metrics Only

    • Native reports lack cross-object insights

    Attribution Limits

    • Cannot model multi-touch customer journeys

    Filter Constraints

    • Limited ability to combine disparate data sources
  • Solution

    Cross-Object Reports

    • Design custom reports linking deals, contacts, and revenue

    Attribution Models

    • Implement multi-touch crediting across channels

    Dashboard Personalization

    • Tailor views to roles with advanced filters
  • Impact

    Actionable Insights

    • Metrics aligned with business objectives

    Revenue Transparency

    • Clear ROI across campaigns

    Role Alignment

    • Stakeholders see relevant KPIs instantly
  • Our custom reporting service transforms your HubSpot analytics into a strategic asset.

    We build advanced, executive-ready dashboards — cross-object, attribution, and lifecycle reports tailored to your goals. Our process includes data audits, integration with external sources, and automated report delivery for every role. No more filter headaches or data silos—just clear, role-specific reports delivered automatically.

    Smarter Scoring. Faster Conversions.

    Double Sales-Ready Leads in 30 Days with Smarter Lead Scoring

    When your lead scoring flags too many “false positives” or misses high-intent buyers, your sales team chases the wrong prospects—wasting hours and losing pipeline momentum.

    feature image
  • Challenge

    Sales Frustration

    • leads passed to sales are unqualified, damaging relationships

    Wasted Resources

    • Sales teams spend time on prospects that won't buy

    Revenue Leakage

    • Poor qualification costs companies $1M+ annually in lost opportunities
  • Solution

    AI-Powered Scoring

    • Analyze historic data to weight predictive actions

    Sales-Marketing Alignment

    • Create shared qualification criteria reducing handoff friction

    Continuous Optimization

    • Regular model updates based on closed-won data
  • Impact

    Higher MQL Quality

    • Sales gets truly sales-ready prospects

    Focused Outreach

    • Reduce wasted effort on stale leads

    Continuous Improvement

    • Feedback loops refine accuracy over time
  • Our AI-driven Lead Scoring eliminates guesswork and ensures your sales team gets the right leads, every time.

    We analyze your historical conversion data, we identify the true buying signals and weight them to predict purchase intent accurately. We implement multi-segment scoring, score decay, and automated workflows that trigger sales outreach the moment prospects hit your threshold.

    Predictable Revenue Starts with a Clear Pipeline.

    Optimize Your Sales Pipeline for Predictable Revenue Growth

    When your sales pipeline is a guessing game, forecasts collapse and opportunities slip through the cracks. Without clear stages, hidden bottlenecks slow down deals and leave reps scrambling to meet targets—hurting revenue and morale.

    feature image
  • Challenge

    Unclear Stages

    • Pipeline stages misaligned with buyer journey

    Forecast Inaccuracy

    • Lack of probability weighting leads to poor forecasts

    Data Hygiene

    • 50-70% of CRM implementations fail due to poor pipeline management
  • Solution

    Stage Redesign

    • Align stages to actual sales steps and criteria

    Probability Rules

    • Set data-driven weightings per stage

    Hygiene Workflows

    • Automate deal-score decay and validation
  • Impact

    Reliable Forecasts

    • Accurate revenue projections boost confidence

    Faster Closures

    • Clear criteria accelerate deal progression

    Scalable Growth

    • Pipeline process supports business expansion
  • Our service aligns your pipeline with your actual sales process, creating a customized structure for predictable growth.

    We audit your pipeline to uncover leaks and bottlenecks, then optimize stages with clear definitions, data-driven probability weightings, and automated progression rules. You'll gain: <br /> Automated stage-progression workflows and deal-scoring rules <br /> Pipeline-specific dashboards and reports for real-time visibility <br /> Ongoing pipeline hygiene with deal-score decay and data-validation workflows <br /> Sales coaching tools tied to pipeline metrics

    Track Every Touchpoint. Never Miss a Lead.

    Automate Sales Activity Capture - No More 'Did You Call That Lead?'

    Missed calls, emails, and website visits leak revenue and hurt close rates. Without automated tracking, you’re losing opportunities and draining team morale.

    feature image
  • Challenge

    Missed Touchpoints

    • Emails or calls not automatically logged

    Data Silos

    • Activities tracked across disparate tools

    Manual Updates

    • Reps skip logging due to friction
  • Solution

    Intelligent Logging

    • Auto-capture emails, calls, and meetings

    Unified Inbox

    • Sync all channels into HubSpot activity feed

    Follow-Up Workflows

    • Trigger tasks based on engagement patterns
  • Impact

    Full Visibility

    • Managers see real-time team activity

    No Missed Leads

    • Every touchpoint recorded and followed up

    Better Coaching

    • Activity patterns inform rep training
  • Our solution automatically captures every sales activity, eliminating missed touchpoints and ensuring no opportunity slips through the cracks.

    Our system tracks every touchpoint—calls, emails, and meetings—automatically. It prioritizes high-intent prospects, triggers follow-up tasks, and continuously improves through real-time feedback, ensuring your team never misses an opportunity.

    Stop the Revenue Leak

    Align Sales, Marketing & Customer Success with RevOps Strategy

    When your teams aren’t aligned, leads fall through the cracks, buyer journeys stall, and trust erodes. Misalignment costs B2B companies $1 trillion annually and shrinks win rates by up to 38%—let's fix that.

    feature image
  • Challenge

    Department Silos

    • Teams operate on separate data and goals

    Handoff Breaks

    • Leads get lost between functions

    Metric Disconnect

    • No shared KPIs for joint accountability
  • Solution

    Journey Mapping

    • Document end-to-end customer lifecycle

    Shared Dashboards

    • Create cross-functional KPI views

    Integrated Workflows

    • Automate handoffs and notifications
  • Impact

    Revenue Synergy

    • Teams collaborate toward common targets

    No Leaks

    • Smooth transitions keep prospects engaged

    Unified Insights

    • Single source of truth for decisions
  • We eliminate silos, streamline workflows, and align your teams around shared goals to drive faster, more predictable revenue growth.

    We map your end-to-end journey, eliminate friction points, and build integrated workflows with shared KPIs—from lead generation to renewal. You'll get: Cross-functional dashboards and automated handoff rules Unified data governance and real-time reporting Quarterly “Smarketing” workshops and accountability frameworks

    Flawless Data Syncs, Zero Downtime

    Fix Broken Integrations: Achieve Seamless Data Syncs Across All Platforms in 30 Days

    Broken integrations disrupt workflows, corrupt data, and frustrate teams. Sync errors, mapping mismatches, and lack of error monitoring lead to lost leads, billing mistakes, and costly delays. We fix that.

    feature image
  • Challenge

    Sync Errors

    • Frequent failures break data flows

    Mapping Mismatches

    • Fields misaligned across systems

    Error Monitoring

    • No alerts for integration issues
  • Solution

    Integration Audit

    • Identify and fix sync and mapping errors

    Error Handling

    • Implement retry logic and notifications

    Monitoring Dashboards

    • Visualize integration health in HubSpot
  • Impact

    Continuous Sync

    • Data flows reliably across platforms

    Reduced Downtime

    • Immediate alerts minimize disruptions

    Data Integrity

    • Consistent records across tools
  • Our Make Your Integrations Actually Work service audits, fixes, and future-proofs your integrations for seamless data flow and maximum uptime.

    We audit your entire stack—Shopify, Salesforce, Zapier, and more—pinpointing failure points and implementing robust solutions: Error handling and retry logic to prevent disruptions Accurate field mapping and data validation for flawless syncs Real-time monitoring alerts to quickly detect and resolve issues Comprehensive documentation and troubleshooting guides to empower your team Worried about complexity or cost? You get ROI calculators, phased pilots, and a dedicated project manager. Change resistance? We deliver stakeholder workshops and hands-on training.

    Smarter Dashboards for Smarter Decisions

    Dashboards That Actually Help You Run Your Business

    When your HubSpot dashboards leave you drilling into spreadsheets and guessing at trends, you're making decisions in the dark—wasting time, missing risks, and eroding leadership confidence. Every week you delay, you risk costly missteps and stalled growth.

    feature image
  • Challenge

    One-Size-Fits-All

    • Standard dashboards miss role needs

    Manual Refresh

    • Data not updated in real time

    Mobile Unfriendly

    • Poor mobile viewing experience
  • Solution

    Role-Specific Views

    • Design dashboards per executive, manager, rep

    Auto-Refresh

    • Enable real-time data pulls and alerts

    Mobile Optimization

    • Create responsive, concise mobile layouts
  • Impact

    Faster Decisions

    • Leaders access up-to-date KPIs instantly

    Team Alignment

    • Shared dashboards drive unified focus

    On-the-Go Access

    • Mobile views support remote leadership
  • Our Custom Dashboards Turn Data into Actionable Insights for Every Role.

    Automated data refreshes every 15 minutes for real-time accuracy Mobile-optimized dashboards and alert systems for critical metrics Cross-object reporting and advanced filters that answer your toughest business questions Training and documentation so your team can interpret and act on insights immediately.

    Empower Your Sales Team with Qualified Leads

    Lead Qualification That Stops Wasting Sales Time

    When unqualified leads flood your pipeline, your reps waste hours chasing dead ends—and genuine opportunities slip through the cracks. Inconsistent data, vague qualification criteria, and misaligned handoffs mean stalled deals, frustrated teams, and missed revenue.

    feature image
  • Challenge

    Undefined Criteria

    • No clear rules for MQL vs SQL

    Routing Delays

    • Leads sit unassigned before handoff

    Feedback Gaps

    • No loops to refine criteria after sale
  • Solution

    Define Triggers

    • Set explicit enrollment criteria per stage

    Auto-Routing

    • Instantly assign hot leads to reps

    Feedback Loops

    • Capture outcome data to adjust scoring
  • Impact

    Faster Handoffs

    • Sales responds immediately to qualified leads

    Improved Quality

    • Only true prospects reach reps

    Adaptive Model

    • Qualification improves with real-world results
  • Our Lead Qualification That Stops Wasting Sales Time service is the strategic fix. We partner with you to:

    Define precise qualification criteria aligned to your ICP and buying process Build automated scoring and routing workflows in HubSpot—no more guesswork Establish feedback loops between marketing and sales to refine accuracy Train reps on best practices and deploy easy-to-use prioritization tools

    Automated Onboarding that Protects Your Customer Lifetime Value

    Customer Onboarding Automation That Reduces Churn and Boosts Retention

    When manual kick-off calls and follow-ups stall, new customers slip through the cracks—driving up support tickets, burning cash, and shrinking lifetime value. Every day you delay, you risk losing more clients before they even see your product's promise.

    feature image
  • Challenge

    Manual Tasks

    • Repetitive onboarding steps require human effort

    Inconsistent Experience

    • Customers get varied guidance levels

    At-Risk Signals

    • No early warnings for stalled onboarding
  • Solution

    Sequence Automation

    • Deliver milestone-based email and task sequences

    Progress Tracking

    • Dashboards monitor customer completion rates

    Escalation Workflows

    • Alert team when milestones missed
  • Impact

    Consistent Onboarding

    • All customers follow best-practice journey

    Reduced Churn

    • Early intervention prevents drop-offs

    Scalable Process

    • Automated sequences free team capacity
  • Our Customer Onboarding Automation service transforms chaotic hand-offs into seamless journeys. We map your ideal onboarding playbook, then build:

    Automated touchpoint sequences that deliver the right content at the right time Real-time progress tracking dashboards for proactive outreach Escalation workflows that flag and remedy at-risk accounts before churn hits

    Streamline Revenue Planning with AI-Powered Forecasting

    Sales Forecasting That Leadership Can Trust

    When your sales forecasts miss the mark, you're making strategic bets in the dark — overhiring, underinvesting, and watching investor confidence evaporate. Each inaccurate prediction erodes budgets, frustrates leadership, and stalls growth.

    feature image
  • Challenge

    Over-Optimism

    • Reps inflate deal probabilities

    Seasonality Blindspots

    • Models ignore cyclical trends

    Manual Spreadsheets

    • Forecasts built outside HubSpot lack integration
  • Solution

    Data-Driven Weightings

    • Base probabilities on historical conversion rates

    Seasonal Adjustments

    • Incorporate cycle factors into forecasts

    In-Hub Reports

    • Automate forecast generation inside HubSpot
  • Impact

    Accurate Projections

    • Reliable revenue predictions support planning

    Team Trust

    • Leadership relies on HubSpot forecasts

    Reduced Spreadsheets

    • Centralized forecasting increases transparency
  • Our Sales Forecasting That Leadership Can Trust service transforms your process end-to-end. We analyze your historical conversions to calibrate stage probabilities, implement seasonality and market-condition models, and automate real-time forecast generation inside HubSpot. You'll get:

    AI-driven weighting that learns from every deal, boosting accuracy to 95%. Automated variance analysis reports and executive dashboards for instant confidence. Forecast review workflows and team feedback loops that refine predictions continuously.

    Maximize Retention and Revenue with Automated Deal Tracking

    Automated Deal & Renewal Tracking to Plug Revenue Leaks

    When Missed renewals, stalled deals, and untracked upsells bleed revenue—and you might not even know it. Each lost renewal and forgotten opportunity costs you valuable MRR and stunts your growth.

    feature image
  • Challenge

    Missed Renewals

    • Renewal deals aren't automatically created

    Upsell Blindspots

    • No triggers for expansion opportunities

    Loss Reasons

    • No systematic capture of why deals are lost
  • Solution

    Renewal Workflows

    • Auto-create deals ahead of contract end

    Opp Identification

    • Trigger alerts for cross-sell signals

    Reason Capture

    • Prompt reps to log loss reasons
  • Impact

    Maximized Revenue

    • Every renewal and upsell tracked

    Root-Cause Insights

    • Loss data drives process improvements

    Predictable Growth

    • Reduced unexpected churn and gaps
  • Our Deal & Renewal Tracking stops Revenue Leaks service for good. We implement:

    Automated renewal reminders and task assignments—so no contract end date goes unseen Real-time pipeline health alerts for stalled deals and missed opportunities Expansion-opportunity workflows that flag and nurture upsell candidates Loss-reason capture tools and win/loss dashboards to uncover and eliminate revenue blockers