Two dashboards. Two numbers. And the board is asking which one is right.
We fix the data layer under HubSpot first, then build reporting and automation on top, so your reports, pipeline, and forecast finally agree. It is RevOps run the way a data engineer runs a pipeline, for B2B SaaS teams who inherited three to five years of HubSpot and now have to answer for it.
Recent work: a 189-workflow portal cut to a clean, single-owner system. An 11,800-record migration with zero orphaned activity. A funnel rebuilt so quarters finally compare like for like.
Anonymized engagements. We name clients only with written permission.
A 20 to 25 page defect register, not a vanity health score. Half the audit fee credits toward the build.
The number was wrong, and you were the one in the room.
It rarely starts with the data. It starts with a question you cannot answer fast enough.
I have two dashboards that disagree and I can't tell the CEO which one is right.
The forecast changes every Monday and I'm the one who has to explain why.
I inherited 400 properties and I have no idea which ones are actually used.
None of this is a tooling failure. It is what happens when reporting and automation get built on a data layer no one ever fixed.
Every week it stays unfixed, you defend numbers you do not fully trust and the org learns to trust the reporting a little less. The cost is not a bad dashboard. It is your credibility in the room, and the company is one resignation away from going blind.
It is rarely a reporting problem. It is a data problem.
Most HubSpot portals look fine until someone asks why two dashboards show different numbers. That gap is rarely a reporting problem. It is a data problem. We find it, document it, and fix it in order, before building the automation or reporting on top.
We fix the data layer first, then build the reporting and automation on top. So the next time the board asks which number is right, you have one answer and can show how it was built.
Foundation First: fix the data layer before anything reports or automates on top.
You do not need another dashboard or another tool. You need someone to fix the foundation in the right order and document every step, because building reporting on broken data just automates the wrong answer faster.
Audit
We map every property, lifecycle stage, deduplication gap, and workflow dependency, then hand you a 20 to 25 page defect register: a prioritized, fundable backlog of what is broken and what it is costing you. Ten to twelve business day turnaround, then a live debrief.
Build
We fix the data layer first, in priority order off the backlog, then build the reporting and automation on top, so every number traces back to inspectable, versioned logic. We document as we build.
Run
We stay embedded as your RevOps function without the headcount: a senior operator owning the backlog of fixes, automations, and reporting month over month, with a governance cadence that keeps the sprawl from coming back.
No vanity health score. A fundable backlog.
What we do
We run HubSpot the way a data engineer runs a pipeline: every property, stage, and workflow is a claim we verify against the data before anything reports or automates on top of it.
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HubSpot Data Foundation Audit
Diagnose whether your portal's data can actually support reliable reporting and automation, before you build anything else on top of it.
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Embedded RevOps Retainer
A RevOps function without the headcount. A senior operator inside your stack each month, owning the backlog of fixes, automations, and reporting, so it stops being one resignation away from going dark.
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Modern Data Stack Implementation
When two people pull the same report and get different numbers, the fix is a governed analytics layer where every number traces back to inspectable, versioned logic.
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HubSpot Migration
Sequenced, idempotent, recoverable migrations into HubSpot, with deduplication treated as a planned phase instead of a cleanup afterthought.
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Custom Integrations
Connect HubSpot to the rest of your stack with integrations that respect your data model instead of fighting it.
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Walk into the next board meeting with one answer.
When the foundation is fixed first, the rest stops fighting you. Here is the after state, in operating terms.
- The two dashboards reconcile, and you can show how the number was built.
- The forecast stops shifting for reasons no one can name.
- Every property, stage, and workflow has a known owner and a documented definition.
- You are no longer the single point of failure, because everything we build is documented and you own it.
We document as we build, and you own everything we create. No black box, no lock-in.
The work, anonymized. The outcomes, real.
We name clients only with written permission, so until then the work speaks without the logo. Each tile links to the published method write-up.
workflows
Problem: 189 active workflows the team could no longer fully explain, with multiple automations writing the same lifecycle stage field.
A documented, single-owner-per-workflow system and a quarterly governance cadence that keeps sprawl from returning.
Read the workflow sprawl method write-up →records
Problem: A migration into HubSpot at risk of orphaned records and fragmented activity history from duplicate contacts.
A recoverable, 13-phase migration where activity history consolidated onto surviving records instead of splitting across duplicates.
Read the migration postmortem write-up →merges resolved
Problem: Quarter-over-quarter conversion swings that turned out to be definition changes, not performance changes, because stage meanings had drifted.
Funnel reports that compare like populations, with a written definition per stage to prevent re-drift.
Read the lifecycle stage drift method write-up →You do not have to take our word for it. You start with the audit.
The Data Foundation Audit is a 20 to 25 page defect register: a prioritized, fundable backlog of exactly what is broken in your portal and what it is costing you. No vanity health score. It is an artifact you could hand to your CFO. Ten to twelve business day turnaround, then a live debrief where we walk it line by line.
Inspectable
You leave with a written deliverable you own, whether or not you ever hire us to build. The audit stands on its own.
Credited
If you move into a build, half the audit fee credits toward your first 60 days. The diagnosis funds the fix.
Warehouse-grade, accessible
Founder-level RevOps engineering applied with the same data-engineering discipline a larger firm charges enterprise rates for. Same methodology, accessible rate.
- We do not ship a dashboard before the data underneath it is trustworthy.
- We do not hand you a color-coded health score with no fundable next step.
- We do not lock you into work you cannot take back in-house. You own everything we create, documented as we build it.
No long lock-in. Clear scope. You own everything we create.
Built for the person who has to answer for the number.
B2B teams running HubSpot at the point where spreadsheets have stopped scaling, where two people reach different answers to the same question, and where a wrong number now has a real cost. Teams that inherited three to five years of HubSpot buildup and now have to answer for it. If that is you, start with a Data Foundation Audit, read the field notes on our method, or see anonymized case studies.
The questions a careful RevOps lead asks first
- How does an engagement actually start?
- Every engagement starts with the Data Foundation Audit. We map the portal, hand you a prioritized defect register in ten to twelve business days, and walk it with you in a live debrief. You decide what to fix and in what order from there.
- What does it cost, and how is it structured?
- The audit is a fixed-scope, fixed-fee first step. If you move into a build, it runs as a monthly retainer and 50% of the audit fee credits toward your first 60 days of the retainer. You are buying a RevOps function without the cost of hiring and managing one in-house.
- We already have an internal RevOps person. Do we still need you?
- Often that person is exactly who we work alongside. We take the data-engineering work they do not have the bandwidth or tooling to do, and we document everything so it stays with your team, not with us.
- What if it goes sideways?
- The first step is low-commitment by design: a fixed-scope audit you own outright, no long lock-in. You see the quality of the thinking before you commit to a build.
- Who actually does the work?
- Senior, founder-level operators. The same operator who runs the audit runs the build. You are not handed off to a junior pool after the sale.
See where your portal stands in four minutes.
The HubSpot Fit Check is a no-login, four-minute self-assessment. It estimates whether you are over-provisioned, paying for modules you do not use, or under-provisioned, where your tier is blocking what you need. Instant result, computed in your browser. Nothing to install, nothing to book.
Run the HubSpot Fit CheckNo email required. Nothing leaves your browser.
Stop defending two numbers. Start with one.
The next board meeting is coming. Walk in with one answer and the ability to show how it was built. It starts with the audit.
A 20 to 25 page defect register in ten to twelve business days. A live debrief. A fundable backlog you own, whatever you decide next.
Half the audit fee credits toward the build. No long lock-in. You own everything we create.
See how we operate →