The problem
You know something’s off. You just don’t know where to start.
Most B2B teams don’t have a visibility problem — they have a trust problem. The data is there, but nobody agrees on what it means. MQLs get passed to sales and disappear. Attribution reports tell three different stories.
We’re generating leads but sales says none of them are qualified
Our HubSpot was set up two years ago and nobody knows what half of it does
I need to show the board a 90-day plan and don’t know where to focus
We just raised and need to get RevOps in order before we scale
What’s included
A full diagnostic with a clear, prioritised plan.
- Full HubSpot audit — lifecycle stages, pipeline structure, workflow logic, and data quality reviewed end to end
- Stack gap analysis — what’s redundant, missing, or misconfigured
- ICP scoring model draft — firmographic and behavioural signals mapped and weighted
- Attribution gap analysis — where pipeline is lost between marketing handoff and closed revenue
- Prioritised 90-day roadmap — quick wins, medium-term builds, phased sequencing plan
- Written recommendations deck — formatted for leadership, a board, or investors
Claude AI
AI-accelerated analysis. Kasey-verified insight.
Weeks of analysis. Days of delivery.
Claude maps your HubSpot property structure, workflow logic, and attribution gaps — surfacing patterns that would take weeks to audit manually. Every finding is reviewed and translated into commercially grounded recommendations by Kasey.
Proof
B2B SaaS — Series B, API platform
Lifecycle misalignment suppressing MQL conversion — identified and fixed.
Marketing and sales operated from different definitions of a qualified lead. The audit uncovered misaligned lifecycle stages, missing SLA handoff rules, and a CRM that couldn’t support ABM execution.
Best for