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Field notes
from the work.

Things we've learned implementing HubSpot for real companies. Written by the people doing the work, not the marketing team. No clickbait, no listicles.

FEATURED // 2026.05.02 · 9 min

Why your CRM migration stalls in month two.

The pattern repeats: kick-off feels great, the first sprint ships, then something goes quiet around week six. It's almost always the same root cause — and it isn't the software. Here's what we see, what we ask, and how to keep the second-month rot out of your own project.

Read the piece
KICKOFF SPRINT 1 — STALL — GO LIVE FIG. 1 — ROT POINT
MIGRATION2026.05.02

Why your CRM migration stalls in month two.

The pattern repeats. The cause is almost never the software.

0001 · 9 MIN
FINOPS2026.04.18

The hidden cost of unused HubSpot seats.

Most clients pay for ~30% more seats than they actively use. Here's how to find them.

0002 · 4 MIN
PROCESS2026.04.03

Mapping a sales process your team will actually follow.

Stop modelling what management wants to see. Model what reps already do.

0003 · 7 MIN
AUTOMATION2026.03.21

Quote-to-cash without a custom dev team.

What you can do with native HubSpot, what you need integrations for, where to draw the line.

0004 · 5 MIN
ADOPTION2026.03.08

The first 90 days after go-live.

The hardest part of an implementation isn't the implementation. Here's our post-launch playbook.

0005 · 6 MIN
TOOLING2026.02.24

What we run inside HubSpot, and what we run outside.

An opinionated stack for ops teams under 200 seats. With reasons.

0006 · 8 MIN
PROCESS2026.02.10

How to write exit criteria your reps won't cheat.

Three rules. Two examples. One bad pattern to never use.

0007 · 3 MIN
MIGRATION2026.01.28

Salesforce → HubSpot: a real migration's edge cases.

Activity history, ownership chains, and the custom object you'll be tempted to leave behind.

0008 · 11 MIN
HIRING2026.01.14

Hiring your first HubSpot admin.

What to look for, what the role actually is, and how to keep them for longer than a year.

0009 · 5 MIN
AUTOMATION2025.12.18

Surviving HubSpot's quarterly release.

A two-page checklist we run the week before every release lands.

0010 · 4 MIN
FINOPS2025.12.04

The case for a quarterly seat review.

What to run, who to involve, and a template that's saved our clients about $400K to date.

0011 · 3 MIN
PROCESS2025.11.20

Forecasting without lying to yourself.

Weighted, judgment, AI — what to use when, and what to ignore.

0012 · 7 MIN
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