01
Accurate Revenue Forecasting
Establish clear sales stages and reporting within HubSpot, providing the leadership team with reliable data to predict new business and expansion opportunities more confidently.
Strategic HubSpot Implementation
Transitioning to a profitable SaaS model through operational clarity.
Replacing manual spreadsheets with a Single Source of Truth to stem churn and scale enterprise sales.
Current Tech Stack
HubSpotAirspeedCognismApolloLinkedIn Sales NavigatorMicrosoft OutlookMicrosoft TeamsExcel
Why this matters commercially
GoodShape needs a robust HubSpot foundation to drive commercial growth.
GoodShape requires a swift, foundational re-plumbing of its HubSpot instance. This engagement will establish a Single Source of Truth for all revenue operations, moving away from fragmented data and manual processes.
Our focus is to provide GoodShape with clear visibility into pipeline and customer health, enabling accurate forecasting and strategic decision-making. This ensures a solid platform for future growth and reduced churn.
"We need to increase new business output, reduce churn, drive expansion. Unfortunately, it's all three of them."
02
Enhanced Customer Retention
Set up Customer Success renewal stages and a renewals dashboard so the team can spot client health risks earlier, helping reduce churn.
03
Streamlined Data Management
Define clear data standards and sensible segmentation for existing company and contact records, so outreach and reporting rest on consistent data.
The journey forward
A structured path to operational clarity.
- Step 01
Engagement
Formal sign-off and shared environment setup in the Forbidden portal.
- Step 02
Kickoff
Alignment session to lock in the roadmap, key milestones and success metrics.
- Step 03
Implementation
The strategic transition, integration and configuration workstreams.
- Step 04
Enablement
Team training and process documentation to ensure confident adoption.
- Step 05
Launch
Final validation and go-live, moving the business onto its new foundation.