Your pipeline data should give you confidence, not doubt.
Most CROs walk into board meetings already knowing the forecast is wrong. The problem isn't your team. It's the system underneath them. We fix that.
Book a Consulting CallWhere we work
We take on engagements where the complexity is real and the stakes are high.
M&A and Multi-Company HubSpot Architecture
When you acquire a company, you inherit their CRM. And their bad data. And their broken workflows. We build the architecture that gives you platform-level visibility without dismantling what each operating company has built. Pipeline standardized. Reporting unified. Autonomy preserved.
Enterprise RevOps Strategy
Your revenue team is only as good as the systems behind them. We embed at the senior level to design the pipeline structure, forecasting framework, and reporting cadence that lets you run the business on real numbers.
HubSpot Portal Transformation
You bought HubSpot for a reason. Somewhere between implementation and today, it stopped working the way it was supposed to. We go in, diagnose what broke, and rebuild it into something your team will actually use — and that you can actually trust.
Salesforce-to-HubSpot Migration
Migrations fail when they’re treated as data transfers. We treat them as business transformations. Every process mapped. Every stakeholder aligned. Every record moved with integrity.
The companies we serve
Our clients are typically at an inflection point. A new CRO who inherited a broken CRM. A CEO who's made three acquisitions and can't get a clean revenue picture across the portfolio. A CMO whose attribution data hasn't been trustworthy in two years.
They're mid-market B2B companies — usually between $5M and $50M in revenue — or multi-company organizations managing complexity across subsidiaries. They've been sold implementation before. What they need now is strategy.
Work that moved the number
Supreme Group
Multi-agency HubSpot consolidation across operating companies. Standardized pipeline definitions, unified reporting, and $500K in recovered pipeline that had been invisible in the prior system.
Lapeyre Stair
24-month embedded RevOps engagement. Built the forecasting infrastructure, pipeline governance, and reporting cadence that gave leadership the visibility to make confident growth decisions.
Herringbone Digital
Post-acquisition M&A pipeline build. Mapped the acquired company’s sales process into HubSpot and built cross-portfolio visibility so leadership could manage the combined entity as one revenue operation.
DemandTec
Marketing Hub Enterprise cleanup and rebuild. Data quality restored, attribution aligned, and reporting connected to actual pipeline performance.
What makes this different
We don't staff junior consultants and charge senior rates. Every engagement is run by people who've seen this problem before — across 100+ companies, multiple industries, and every level of CRM complexity.
We are boutique by choice. We take on fewer engagements so we can go deeper on each one. Our clients don't get a project manager who relays messages to a delivery team. They get direct access to the people doing the work.
HubSpot is all we do. We don't split our attention across platforms or build generic tech stacks. We know the system well enough to know where it breaks, what it can't do natively, and how to build around its limits.
And for multi-company organizations, we bring a specialist lens that most consultancies don't have. We've built the architecture. We know what to standardize, what to leave alone, and how to give leadership the visibility they need without creating chaos at the operating level.
Your CRM should be your most trusted source of revenue truth.
If it isn't — if your forecasts are uncertain, your pipeline is opaque, or your data doesn't hold up in the boardroom — that's not a problem you solve with a software upgrade. It's a problem you solve with the right consulting partner.
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