Process mapping
Current and future state of your funnel, from first touch to renewal, with owners, definitions and exit criteria per stage.
GTM Process & Automation
A go-to-market process your team follows because the system runs it for them.
We map the process with sales, marketing and customer success, then automate the handoffs, timers and follow-ups so the process survives contact with a busy Tuesday.
Who this is for
You will recognise yourself in at least one of these
- Leads sit untouched because nobody owns the next step.
- Stages mean different things to different reps.
- Marketing and sales argue about what a qualified lead is.
- Manual work is eating hours that should go to selling.
What we do
The work, step by step
Lifecycle and lead status automation
Stages progress on evidence, not on someone remembering to update a field. Fit and engagement scores gate the handoffs.
Routing and SLAs
Assignment rules, response-time SLAs with breach alerts, accelerated SLAs for hot leads and automatic re-nurture when things stall.
Sequences and playbooks
Outbound and follow-up sequences written for your ICP, with the CRM updates baked in.
Custom-coded and cross-system automation
Where native workflows stop, we use custom code, event-driven properties and n8n to connect HubSpot with the rest of the stack.
AI in the loop
Meeting transcript extraction, lead research and enrichment agents that write back to HubSpot properties, with humans approving the important steps.
What you get
Deliverables you keep
Engagement shape: Four to eight weeks for a full funnel. Often the second phase after an audit or implementation.
- Process map with stage definitions and owners
- Working automation with plain-language descriptions
- SLA and routing rules documented
- Sequences and templates loaded in HubSpot
- Monitoring reports for stuck records and breaches
Related case study
What this looked like for a real client
Operations consultancyMEA regionoutbound sales
Installing Revenue Architecture end to end
3phases live, SLAs enforced
Read the full storyClose
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.
FAQ
Questions we get about this service
Do we need Operations Hub?
Custom-coded workflow actions need Operations Hub Professional. Many processes can be automated without it, and where we need custom logic without the tier we use n8n or the API.
How do you avoid automation nobody understands a year later?
Every workflow and property we create carries a description a non-technical reader can follow, and we retire superseded generations instead of adding another.
Ready to make HubSpot run your revenue?
Book a 30-minute discovery call. We look at your portal together and tell you what we would fix first.
- 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.