HubSpot RevOps & SaaS Automation Consultant
1.Optimise and clean up our existing HubSpot setup
• Refine current data models, properties, and associations
• Tidy pipelines and remove obvious inconsistencies
2. Improve reporting for core SaaS metrics
• Ensure clear, reliable dashboards for ARR, MRR, NRR, and GRR
• Improve visibility of renewals, expansions, and forecast accuracy
3. Refine pipelines and lifecycle stages
• Leads, deals, customers, renewals, and expansions
• Focus on clarity and ease of use for the team
4. Add targeted automation for quick wins
• Sales → CS → AM handoffs
• Renewal tracking and basic churn / risk alerts
5. Strengthen CRM hygiene with minimal disruption
• Sensible validation and automation to improve data quality
6. Document changes and recommendations
• Clear documentation of what was changed
• High-level recommendations for a deeper, longer-term audit
⸻
What success looks like after 2 weeks
• Core SaaS metrics (ARR, MRR, NRR, GRR) are clearly visible and trusted
• Renewal and expansion tracking is cleaner and easier to manage
• Key handoffs and renewal reminders are automated
• Data quality issues are reduced, not shifted elsewhere
• A clear, prioritised roadmap exists for any next-phase work
Apply Now
Apply Now
• Refine current data models, properties, and associations
• Tidy pipelines and remove obvious inconsistencies
2. Improve reporting for core SaaS metrics
• Ensure clear, reliable dashboards for ARR, MRR, NRR, and GRR
• Improve visibility of renewals, expansions, and forecast accuracy
3. Refine pipelines and lifecycle stages
• Leads, deals, customers, renewals, and expansions
• Focus on clarity and ease of use for the team
4. Add targeted automation for quick wins
• Sales → CS → AM handoffs
• Renewal tracking and basic churn / risk alerts
5. Strengthen CRM hygiene with minimal disruption
• Sensible validation and automation to improve data quality
6. Document changes and recommendations
• Clear documentation of what was changed
• High-level recommendations for a deeper, longer-term audit
⸻
What success looks like after 2 weeks
• Core SaaS metrics (ARR, MRR, NRR, GRR) are clearly visible and trusted
• Renewal and expansion tracking is cleaner and easier to manage
• Key handoffs and renewal reminders are automated
• Data quality issues are reduced, not shifted elsewhere
• A clear, prioritised roadmap exists for any next-phase work
Apply Now
Apply Now