Current challenges
02 / 09
We will re-plumb your HubSpot environment to support your private equity growth targets. By aligning Sales, Marketing, and Service, we enable data-driven decisions and scalable revenue operations.
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.
Data
CriticalWhat's happening
The CRO and CEO lack real-time visibility into conversion rates and revenue predictability.
Business impact
Leadership cannot trust the pipeline number because forecasting has moved into manual spreadsheets.
Touches
People
CriticalWhat's happening
The Customer Success team is reactive rather than proactive, missing critical renewal windows.
Business impact
Revenue is leaking because the business lacks automated signals to identify at-risk accounts early.
Revenue
CriticalWhat's happening
The business cannot effectively target its enterprise TAM of UK companies with over 1,000 employees.
Business impact
Marketing resource is focused on 'ticking over' rather than proactive lead generation or ABM.
Process
HighWhat's happening
75% of pipeline comes from partnerships but lacks a formalised, trackable recruitment and management process.
Business impact
Inconsistent sales stages across new business, partnerships, and renewals prevent accurate performance analysis.
