▸Services, running.
Four practices, running continuously since 2014. Click any process to exec into it and see the details.
hubspot-implementation
./impl --hubs=5 --motion=real --output=ownable// DESCRIPTION
From a blank portal to a system your team logs into without being asked. We configure all five hubs — Sales, Service, Marketing, Operations, Content — against your real sales motion, not a textbook one. By go-live the system reflects how your team actually works, and the documentation reflects the system.
// DELIVERABLES
- Data model document + pipeline schema
- Configured portal — sandbox + production
- Lifecycle automation & routing logic
- Custom reports & team dashboards
- Admin handover documentation
crm-migration
./migrate --src=salesforce|pipedrive|zoho --preserve=history// DESCRIPTION
Salesforce, Pipedrive, Zoho, HubSpot-to-HubSpot, spreadsheets. We move records and their history — activities, notes, attachments, ownership — without losing the context your reps and managers depend on. Cutover Friday. Work Monday.
// DELIVERABLES
- Migration plan + field map
- Dry-run in sandbox · 3 cycles
- Data quality report (before/after)
- Cutover runbook + rollback plan
- 30-day post-cutover monitoring
sales-process-design
./design --pipeline --forecast --honest// DESCRIPTION
Pipelines, stages, exit criteria, forecast logic, dashboards. The process you have written down somewhere — finally encoded into the system that runs your team's week. We start by watching how you actually sell, then build the model to match.
// DELIVERABLES
- Pipeline schema & stage definitions
- Exit criteria per stage, documented
- Forecast logic & deal scoring
- Manager & rep dashboards
- Team enablement deck
integration-automation
./automate --survive=quarterly-release --warranty=90d// DESCRIPTION
Quote-to-cash, finance sync, support handoffs, custom lifecycle automation. Workflows built to survive HubSpot's quarterly releases — properly tested, properly documented, properly owned by your in-house admin when we hand off.
// DELIVERABLES
- Integration architecture diagram
- Built & tested workflows in production
- Error monitoring & alerting setup
- Admin runbook for each workflow
- 90-day post-handover warranty
How we work together.
pick a row| MODE | NAME | PRICE | DURATION | FIT | |
|---|---|---|---|---|---|
| M.01 |
DiagnosticTwo weeks. Ride-along, audit, written assessment.
|
$8,500 fixed | 2 weeks | start here | › |
| M.02 |
ImplementationFull implementation, migration, or process redesign. Fixed scope.
|
from $45,000 | 8–20 weeks | most | › |
| M.03 |
RetainerSenior help on demand for teams with an in-house admin.
|
from $6,500/mo | ongoing | scale-up | › |
Ready to exec?
30 minutes. We listen, we ask the questions you wish your software vendor had asked, and you leave with a clear read on whether we're worth more of your time.