Service 02 · HubSpot & Sales Operations

A CRM your team
actually opens.

We audit, rebuild and run your HubSpot with your team, so every contact has the full picture and every deal has an owner and a next step.

10+HubSpot portals built
HubSpot Solutions Partner
One connected CRM
New leadQualifiedOpportunity
Every opportunity has an owner and a next step.

The problem

Most CRMs are
flying blind.

01Data that never connectsLinkedIn, email, meetings, calls and enrichment each live in their own tool.Nobody sees the full picture of a contact.
02A CRM with no real insightNo scoring, no priorities. Sales and marketing spread their effort at random.We point the effort at the leads that need attention.
  • 10+HubSpot portals built
  • 1 monthfrom kickoff to a working portal
  • 48 hfrom your request to a signable quote

How it works

One month to go live.

  1. 01KickoffAudit of what you have, plus our recommendations.
  2. 02BuildPipelines, properties and integrations, delivered in one month.
  3. 03TrainA one-hour live workshop for the whole team.
  4. 04RunWeekly data clean-up and coaching inside your portal.
  5. 05ScaleSwitch on modules when your team is ready.

What you get

Everything between
first reply and closed deal.

  • Kickoff auditWhat works, what doesn't, and what to fix first.
  • Lead & deal pipelinesSDRs qualify, AEs close, with a clean handoff at SQL.
  • Data you can trustCustom properties and a data hygiene baseline from day one.
  • Sequences & templatesCompany-wide snippets, emails and sales documents.
  • Weekly clean-upWe review usage with your team and coach each member.
  • Website connectedForms, tracking and contact capture flow into HubSpot.

Modules

Add power when you're ready.

HubSpot sits at the centre. Your website, Smartlead, Clay, PandaDoc and Aircall feed it.

  • Lead scoringEngagement turned into a number, with an agreed MQL to SQL threshold.
  • AutomationScore-triggered tasks, nurturing and alerts when deals stall.
  • Inbound lead qualificationInbound leads qualified and routed to the right owner.
  • Data enrichmentContact and company data filled in and kept current.
  • PandaDoc & quotingContracts, proposals and quotes sent from the deal, signatures synced back.

Solutions partner of

HubSpot PandaDoc Surfe

What clients say

Let's talk

Want a CRM
that runs itself?

One setup, one retainer and modules when you're ready. We'll scope it with you on a 30-minute call.

Request a Call or email hello@goldup-e.ai