Background:
Smith’s company was shifting from spreadsheets to CRM. They needed to set up their entire GTM funnel—marketing automation, deal pipeline, CS onboarding, and analytics—from the ground up in HubSpot.
Project Goals:
GTM Visibility, Process Standardization, Automation, Reporting
The Challenge:
- No centralized system for leads, deals, or onboarding
- Complex approval flows and high-touch GTM motion
- No reporting, attribution, or SLAs
The Solution:
- Implemented HubSpot CRM from scratch with GTM templates
- Built lead-to-deal flows, onboarding playbooks, and renewal workflows
- Configured GTM dashboards + SLA tracking for all functions
The Results
- 3x faster lead-to-deal cycle
- 5+ team workflows automated
- 100% GTM visibility across functions
The Review
❝ Consultey became our RevOps partner. From nothing to everything—built in weeks, not months. Thank you so much. ❞
Solar Company
Smith B., Chief Technology Officer
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Industry – Renewable Energy / Solar
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Type / Size – Growth-Stage / Mid-Market
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Subscription – Project
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Service – GTM Consultant, CRM Admin
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Team – Marketing, Sales, Customer
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CRM – HubSpot (All Hubs)
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Tech Stack – HubSpot full suite