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.
HubSpot Solutions Partner
One connected CRMThe problem
Most CRMs are
flying blind.
- 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.
- 01KickoffAudit of what you have, plus our recommendations.
- 02BuildPipelines, properties and integrations, delivered in one month.
- 03TrainA one-hour live workshop for the whole team.
- 04RunWeekly data clean-up and coaching inside your portal.
- 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
What clients say
Working with Mikel was truly rewarding. His exceptional ability to identify high-quality leads and seamlessly guide them through the sales funnel ensures marketing and sales alignment. A data-driven professional with unmatched HubSpot expertise, he excels at ROI measurement and refining strategies. Beyond his skills, Mikel's positive energy, humor, and collaborative spirit make him a joy to work with. Any organization would be fortunate to have Mikel on their team.
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