Clean up one focused HubSpot sales path so your team can trust how contacts, lifecycle stages, deals, ownership, follow-up, and reporting fit together. I will review the agreed path, configure bounded improvements, test with safe sample records, and document the handoff.

BEST FOR

• Service businesses, agencies, consultants, coaches, and small B2B teams using an existing HubSpot portal

• Teams with inconsistent lifecycle stages, deal stages, ownership, follow-up, or reporting

• Businesses that need one bounded sales path corrected without a full migration or portal rebuild

WHAT'S INCLUDED

• One current-state map covering lead capture, contact state, deal creation, ownership, follow-up, and reporting

• One sales pipeline with up to eight agreed stages and clear entry/exit definitions

• Lifecycle-stage and lead-status alignment for the agreed path

• Review and configuration of up to twelve priority contact, company, or deal properties

• Up to three active lists or segments supporting the agreed workflow and reporting

• One native workflow or notification path when the client's HubSpot subscription supports it

• One dashboard with up to five agreed reports using data already available in the portal

• Duplicate-risk, required-field, and handoff checks for the scoped records and flow

• End-to-end QA with safe test records and a documented issue/test log

• Recorded walkthrough or written handoff notes

• One clarification/revision round

CLIENT INPUTS

• HubSpot portal access with the permissions required for the agreed work

• HubSpot subscription tier and enabled hubs

• Current sales process, lifecycle definitions, pipeline stages, owners, and reporting questions

• Existing forms, integrations, source fields, and approved follow-up copy when relevant

• Safe sample records plus a list of fields or processes that must not be changed

NOT INCLUDED

• Full CRM migration, mass historical cleanup, or manual record merging

• Multiple pipelines, custom objects, custom-coded actions, or paid Operations Hub features

• Attribution redesign, campaign or sequence copywriting, website/CMS work, or ongoing administration

• Subscription upgrades or third-party fees

Larger work is documented and quoted separately before implementation.

DELIVERY & ACCEPTANCE

You receive the configured sales path, dashboard, test evidence, issue log, and walkthrough or handoff notes. The service is complete when the agreed lifecycle-to-pipeline test and scoped reports pass their defined checks and any unresolved portal limitation is documented.