Current challenges
02 / 09
Team Wheel is scaling from 20 to 40 people. We will replace disconnected spreadsheets and siloed tools with a robust HubSpot engine to ensure no lead is missed during your autumn expansion.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Team Wheel a customer lifecycle that scales.
Your current reliance on Pipedrive, Apollo, and Brevo creates data silos that risk lead slippage. We will centralise these functions into HubSpot to provide leadership with total pipeline visibility.
With a major marketing push approaching, your two BDRs need automated systems to handle increased volumes. This implementation ensures your infrastructure matures ahead of your headcount and demand generation goals.
People
CriticalWhat's happening
BDRs spend time on manual admin rather than high value calling and relationship building.
Business impact
A small sales team cannot manually manage the projected volume from the upcoming marketing push.
Operations
CriticalWhat's happening
Lack of technical separation between marketing and sales outreach threatens deliverability.
Business impact
High volume cold outreach on the primary domain risks blacklisting critical business communications.
Tooling
HighWhat's happening
Manual data transfer between tools increases the risk of lead slippage and administrative fatigue.
Business impact
Data silos between Pipedrive, Apollo, and Brevo prevent a unified view of the customer journey.
Touches
Tooling
HighWhat's happening
Leads are managed in spreadsheets, leading to inconsistent follow ups and lack of accountability.
Business impact
The absence of a centralised system creates a high risk of missing high value consultancy opportunities.
