CTO Craft is scaling rapidly, yet your operational visibility is currently trapped in disconnected systems. This proposal outlines a strategic migration to HubSpot to unify your sponsorship pipelines, ticket sales, and community data before your August deadline.

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

Your current reliance on Constant Contact, Events Case, and manual Google Sheets has created a 'scrappy' but high-friction operating environment. Whilst this has supported your journey so far, the lack of governance and real-time visibility now presents a genuine risk to your scaling ambitions.

We are proposing a senior-led migration that prioritises commercial clarity. By centralising your sponsorship and delegate data, we will eliminate the manual 'squishing' of data into spreadsheets and replace it with automated, reliable dashboards that leadership can trust for forecasting and strategic decision-making.

Our approach is focused on a hard August go-live, ensuring that your core revenue-generating activities—sponsorship and paid tickets—are fully operational without the risk of a 'half-baked' rollout that could stall team adoption.