30-minute call · No commitment · I'll show you what's leaking
Fix your messy
HubSpot pipeline
Fix your messy
HubSpot pipeline
Fix your messy
HubSpot pipeline
Fix your messy
HubSpot pipeline
booked sales calls
HubSpot pipeline
HubSpot pipeline
HubSpot pipeline
Clean up bad data, broken stages, and unreliable reports so your team can finally trust the pipeline and close more deals.
FOR B2B SALES TEAMS USING HUBSPOT
FOR B2B SALES TEAMS USING HUBSPOT
How it Works
How it Works
Audit: I review your pipeline, data, and reports inside HubSpot
Fix: I clean up broken stages, bad data, and reporting issues
Validate: We make sure everything is working and reflects reality
Handoff: You get a clean pipeline your team can actually trust
Common Questions
Common Questions
Who is this for?
This is for founders and sales leaders at B2B companies with 5-30 people who are closing deals but mostly through relationships, referrals, or occasional outbound and have no real visibility into what's working or where deals are dying. You're using HubSpot but it's messy, inconsistent, or just not telling you anything useful.
What is a HubSpot Audit?
It's a structured process where I map your entire sales pipeline against a proven revenue framework, pull your actual conversion rates and deal velocity from HubSpot, benchmark them against industry norms, and show you exactly where deals are leaking and why. You get a completed master pipeline spreadsheet and a Loom video walkthrough of everything I found. We own top-of-funnel execution including outbound, inbound follow-up, qualification, and booking so qualified meetings happen consistently.
What do I actually get at the end?
Two things. First, a completed Pipeline Master Table showing your real conversion rates at every stage of your pipeline, benchmarked against low, mid and high performance norms so you can see precisely where you're underperforming. Second, a 15-20 minute Loom video walking you through the findings, what's causing the leaks, and what to prioritise fixing first.
How much time does this take from me?
About 30-45 minutes total. A kick-off call at the start where I ask you some structured questions about your pipeline and sales motion, then I do all the analysis, and a delivery call at the end where we walk through the findings together. That's it.
What happens after the diagnostic?
You'll have a clear picture of exactly what's broken and what to fix. Some founders take the findings and implement the fixes themselves. Others ask me to do it and that's a separate engagement starting at £1,000 depending on scope. There's no obligation either way. The diagnostic stands alone as a complete piece of work.
Do I need to give you access to our HubSpot?
Yes, read-only access is all I need. I'm not changing anything during the diagnostic phase. I'm purely extracting data to analyse. You can revoke access any time and I'll walk you through exactly how to set it up before we start.
What if we want help fixing what you find?
That's available as a separate engagement. Once the diagnostic is complete we'll have a clear fix list with priorities. If you want me to implement those fixes in HubSpot, restructuring pipeline stages, building dashboards and setting up reporting, that starts at £1,000. Ongoing monthly support to maintain, report and optimise your pipeline is £1,000 per month. We'll scope it properly based on what the diagnostic reveals.
How do I get started?
Book a 20-minute intro call using the button above. I'll ask a few quick questions to make sure this is the right fit, explain how the process works, and if it makes sense we'll get started within 48 hours.
Who is this for?
This is for founders and sales leaders at B2B companies with 5-30 people who are closing deals but mostly through relationships, referrals, or occasional outbound and have no real visibility into what's working or where deals are dying. You're using HubSpot but it's messy, inconsistent, or just not telling you anything useful.
What is a HubSpot Audit?
No. I do not sell leads, traffic, or lists. I run outbound and qualification so you get sales-ready conversations, not raw leads.
What do I actually get at the end?
Hiring an SDR means: • Recruiting • Training • Ramp time • Ongoing management • Churn risk We give you the outcome of that role without the hiring, ramp, or management overhead. I handle prospecting and booking. Your team handles closing.
How much time does this take from me?
About 30-45 minutes total. A kick-off call at the start where I ask you some structured questions about your pipeline and sales motion, then I do all the analysis, and a delivery call at the end where we walk through the findings together. That's it.
What happens after the diagnostic?
Yes. I work inside whatever CRM and calendar you already use. No new systems required.
Do I need to give you access to our HubSpot?
Yes, read-only access is all I need. I'm not changing anything during the diagnostic phase. I'm purely extracting data to analyse. You can revoke access any time and I'll walk you through exactly how to set it up before we start.
What if we want help fixing what you find?
The goal is predictable, qualified sales meetings. Exact volume depends on your ICP and demand, which we validate before starting.
How do I get started?
Book a 20-minute intro call using the button above. I'll ask a few quick questions to make sure this is the right fit, explain how the process works, and if it makes sense we'll get started within 48 hours.
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Copyright © 2026 Heuristic. All rights reserved
Copyright © 2026 Heuristic.
All rights reserved
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Copyright © 2026 Heuristic. All rights reserved
Copyright © 2026 Heuristic. All rights reserved