Who it's for
What’s included
7
Deliverables
Lead-to-revenue infrastructure map
Lifecycle stages, lead status logic, MQL criteria, and ownership boundaries between marketing and sales.
Sales process & pipeline setup
Pipeline configuration, stage criteria, required fields, forecasting categories, and basic automations.
Lead source & attribution framework
Multi-layer lead source structure, UTM conventions, and first- and last-touch reporting readiness.
Lead scoring (fit + intent)
Lightweight rule-based scoring for prioritization — not prediction. Tunable as your data matures.
MQL definition & sales handoff automation
Automated ownership assignment, task triggers, and alerts across any lead source.
Reporting & dashboards
Up to 10 reports from our standard library — pipeline health, lead quality, rep activity, and hygiene.
Delivery documentation
A changelog of what was built and how it’s configured. Your team can operate it without us in the room.
What you walk away with
A HubSpot instance configured to support your actual GTM motion. Clean lifecycle logic, a working pipeline, lead scoring that prioritizes the right contacts, automated handoffs, and reports that reflect reality. The foundation for everything that comes next - better automation, AI tooling, and revenue you can actually trace.