Having previously moved from Enterprise to Starter, GoodShape is now upgrading to Professional and needs its existing HubSpot setup aligned with how the business operates today. We will produce an Operating Blueprint documenting agreed processes, configuration, reporting, dependencies and acceptance checks. The engagement covers setup within your existing portal across new-business, partner recruitment and Customer Success renewals, supported by data standards, automation, reporting, demonstration, role-based training, go-live support and 30 days for questions and fixes relating to the delivered implementation.

Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give GoodShape a customer lifecycle that scales.

The current reliance on spreadsheets for forecasting and renewals creates significant commercial risk. We will establish a Single Source of Truth to provide leadership with the visibility required for board-level reporting.

By configuring Sales, Marketing and Customer Success renewals in your existing portal, we will help stem churn and formalise your partnership channel, so your lean team can manage complex enterprise sales cycles.