Lifecycle stage pipeline
Stages renamed and extended to the bowtie, pre- and post-customer, with automated progression rules.
Winning by Design + HubSpot
Revenue Architecture that lives in your CRM, not in a slide deck.
We implement the Winning by Design framework inside HubSpot: the bowtie stages, the definitions, the SLAs and the dashboards that show where revenue stalls.
What it is
The framework in one paragraph
Winning by Design's Revenue Architecture treats recurring revenue as a system with measurable stages on both sides of the sale: from awareness to commitment, and from onboarding to renewal and expansion. Each stage has a definition, a conversion rate and a time-to-convert. Marketing, sales and customer success share the same model, so growth comes from fixing the weakest conversion, not from more activity.
What it takes in HubSpot
The pieces we configure
Lead status and fit gates
Lead statuses inside each stage, gated on company fit scores and engagement so MQL means something.
SLAs and alerts
Response-time SLAs with breach alerts, accelerated SLAs for hot leads, automatic re-nurture.
Pipelines and definitions
Deal stages with exit criteria and required fields, so forecasts rest on evidence.
Bowtie dashboards
Conversion and velocity per stage, by segment, including retention and expansion.
Team playbooks
SDR and AE process guides written for the people using them, embedded where they work.
Who benefits
Every revenue role gets something concrete
Sales
A structured process, predictable deals and fewer surprises at forecast time.
Marketing
Lead definitions sales agrees with, and attribution that reaches revenue.
Customer success
Onboarding, retention and expansion measured with the same rigour as new business.
RevOps
One model to maintain instead of three team-specific ones.
Leadership
A single view of where growth is constrained and what fixing it is worth.
In practice
Revenue Architecture installed end to end
Operations consultancyMEA regionoutbound sales
Installing Revenue Architecture end to end
3phases live, SLAs enforced
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Operations consultancyMEA regionoutbound sales
Installing Revenue Architecture end to end
Situation
No lifecycle model, no lead-status definitions, and an SDR team with no rules for how fast to follow up or when to give up.
What we did
- Restructured the lifecycle stage pipeline to the Revenue Architecture stages, pre- and post-customer, with lead statuses gated on a company fit score.
- Built SLA tracking with breach alerts and accelerated SLAs for hot leads, a nurture auto-reset and a disqualification flow.
- Wrote the SDR GTM process guide and an AI agent configuration so the process is documented where the team works.
Result
Leads move through defined stages with response-time SLAs, and management can see where the funnel stalls without asking the team.
Want the framework running in your portal?
A discovery call is enough to tell you whether your HubSpot tier and data can carry it, and what the first phase would look like.
- 30 minutes, no slides
- You leave with three concrete next steps
- If we are not the right fit, we say so
Pick a time with Daniel
Discovery calls are free and go straight into the calendar.