Your CRM was never the problem.Nobody made it run your business.That's what I do.

The problem

A 16-stage HubSpot pipeline modeled every activity a buyer might do — a form, an email, a viewing. It felt thorough. In practice it was noise, and it never told sales who was actually ready to buy.

What we did

We rebuilt the pipeline around interest level instead of activity — six clear stages a record moves up and down, the way buying actually works. It went in as a new pipeline with the old one preserved for rollback, and a guard-railed, dry-run-first migration moved every record by a verified 16-to-6 map — old pipeline drained to zero, counts checked after.

What it proves

Just over 5,000 contacts moved onto the new model with zero lost, and the board finally answered the one question it never could — who's about to buy but hasn't raised their hand?

The problem

A director ranked who was worth a call by hand, from memory, in a spreadsheet. The CRM couldn't — wealth data sat on contacts attached to no decision, and sales opened the board to names, not order.

What we did

We built three live scores, each answering a different question: how a relationship came in — the strongest predictor of who actually buys, tested against six years of their own closed history — plus wealth-fit and a decaying engagement signal. We made the model tell the truth even when it's counterintuitive (a wealthy contact from a channel that never converts still grades low), and turned the team's existing manual call-logging into scoreable signal, so the score moves with no new behavior asked of anyone.

What it proves

A sales team that finally knows who to call and why — grounded in their own evidence, not an industry average, and read-back-verified live in the platform.

The problem

The work needed custom software living inside HubSpot — the kind most agencies build in a way that keeps you dependent on them forever. This client wanted the capability in-house, not rented back month after month.

What we did

We built two production apps as HubSpot UI extensions, running natively on the records their team uses every day — then walked their developer through the whole chain, from the command line to deploying a change to debugging a real failure live, until they could ship it themselves. We also left a tailored AI-operations starter pack so the next improvement doesn't wait on us.

What it proves

Their team can now deploy, debug, and extend what we built — and keep HubSpot honest alongside their ERP — without us. Most agencies sell you the opposite: a system only they can touch. I'd rather hand you something you own.

The problem

A response-time metric read about 1,991 hours — nearly three months to say hello. The head of sales ops didn't believe it, and he was right: it was measuring from the wrong starting line, not the actual first outreach.

What we did

We fixed the model under the number, not the number on the screen. We re-anchored the metric to the real first-touch event — it dropped to a true ~44 hours — and rebuilt the top-products report as a proper three-object join, so it can filter to a single customer and surface exactly where a good customer isn't buying what they should.

What it proves

Reports the team can finally trust — because we fixed the thing feeding the number, not the number itself. A metric you have to massage drifts again next quarter; one built on the right anchor stays true.

The problem

The business could see who had converted — a deposit, a credit application. What it couldn't see was the person one step before that: showing every sign of being ready, and completely invisible. Sales worked from gut about who to call.

What we did

We built a live prioritized queue on top of the rebuilt interest model — every genuinely active buyer who hasn't converted and hasn't gone cold, split by readiness (warming, hand-raisers, hot pre-commit). It maintains itself: cross into a deal and you drop off, go quiet and you drop off. The marketing version only includes contactable buyers, so consent is built into the definition, not left to remember.

What it proves

For the first time, the business can see high-intent buyers before a deposit, not after. Sales gets a queue ranked by readiness; marketing gets a re-engagement spine that fills and drains on its own.