CRM and Sales System Revamp for Bitlux

Client: Bitlux | Industry: Private Aviation | Location: Global (HQ in Boca Raton, FL) Project Type: Fractional RevOps + HubSpot Implementation

Bitlux is a high-touch private aviation company serving ultra-wealthy clientele across Europe and North America. Despite strong growth, their internal sales systems were fragmented:

CRM data was chaotic – missing associations between Contacts, Companies, and Deals.

Sales reps worked without structured tasks, automations, or lifecycle visibility.

Client segmentation (e.g., high-value vs. lapsed flyers) was non-existent.

No scalable outreach flows or dashboards for executive oversight.

Leadership was overwhelmed, with too many manual threads and no systemic RevOps structure.

They needed someone who could clean up the mess, structure it fast, and build scalable systems - without overwhelming an already stretched team.

Phase 1 – Infrastructure Triage & Visibility Layer (Week 1–2)

Built complete custom HubSpot dashboards for leadership, operations, sales reps, and lifecycle stages.

Repaired data model: bulk-created and associated 109+ orphaned Deals with their Companies.

Built custom rollup properties (Lifetime Spend, # of Flights) to unlock segmentation and LTV reporting.

Standardized Deal naming, lifecycle tags, and revenue attribution for accurate reporting.

Phase 2 – Task Automations & Sales Sequences (Week 2–3)

Designed multi-stage task automation systems for each deal stage:

Built system for managing over 193 legacy deals without overwhelming reps (1-task fallback).

Created workflows for VIP Liaison Program, automating 7-point outreach cadences.

Phase 3 – Segmentation & Lifecycle Logic (Week 3–4)

Created dynamic lists and lifecycle flows:

Mapped and documented all flows in Miro for cross-team clarity and asynchronous onboarding.

Supported additional flows for:

Bonus Contributions

Provided strategic guidance on how to cleanly hand off trip requests, membership interest, and lifecycle updates between roles.

Advised on HubSpot vs. Asana integrations, recommended in-HubSpot control for full data visibility.

Rebuilt and populated missing data fields like Total Charter Price to Client, ensuring consistency with legacy Salesforce import.

Full CRM cleanup achieved in under 2 weeks, enabling actionable dashboards and segmentation.

Over 350+ tasks automated, reducing deal leakage and improving sales follow-up rates.

LTV segmentation activated, giving management visibility into actual revenue-driving accounts.

Reduced manual follow-up effort for outreach team through task-based cadence workflows.

Created scalable systems for future lifecycle programs, empowering Bitlux to segment and target more precisely.

CRM & Automation: HubSpot (Sales Pro and Marketing Pro), Custom Workflows, Rollup Properties, Sales Sequences

Collaboration: Loom, Slack, Asana, Miro

Data & Reporting: Custom Dashboards, HubSpot Lists, Manual Data Cleanups, Field Logic Design

“The most valuable operators don’t just clean up messes - they build systems that make future messes impossible.”

This project demonstrated the power of lean RevOps—delivering compounding value fast without bloated overhead. With just one operator, Bitlux gained enterprise-grade process clarity, task visibility, and lifecycle intelligence, built on top of their existing HubSpot stack.