HubSpot Agencies • Delivery — By Kasey Chan, GrowthKitty
There is a predictable inflection point where a client's complexity outruns the team assigned to them. It usually happens at Series B or when a new CRO joins. The questions shift from how do we set this up to why does our data not reconcile and can we sync this with Salesforce.
They are asking about bidirectional Salesforce sync. Their attribution model does not match their board deck. They want to run ABM properly with Metadata, Mutiny, or Cognism. They need MEDDPICC embedded into Playbooks. They want Claude integrated into lead scoring. They have 100k plus contact records and data quality is becoming a liability.
The cleanest model: the agency remains the primary relationship owner, GrowthKitty delivers the technical RevOps work under the agency's brand. The client sees senior-level delivery. The agency retains the account and the margin.
Does this sound like your situation?
Kasey works directly with B2B teams to fix exactly these problems — no juniors, no handoffs.