The problem
Your CRM was set up to get started. Not to scale.
Lifecycle stages were never properly defined. Lead scoring is meaningless. Or you’re running Salesforce paying for complexity you don’t need — and the migration feels too risky without someone who knows both sides.
Our HubSpot was implemented by a generalist two years ago and we’ve been patching it ever since
We’re migrating from Salesforce and terrified of losing pipeline history mid-transition
We have 100k+ contacts and no idea which ones are actually qualified
Marketing and sales still argue about what counts as an MQL
What’s included
Architecture first. Migration done right. Clean data at go-live.
- CRM architecture design — lifecycle stages, pipeline logic, SLA handoff rules, and object structure defined before build begins
- Data migration and cleansing — field mapping, deduplication, record import and validation
- Custom integrations — finance tools, enrichment platforms, or bespoke REST API and webhook builds
- MEDDPICC embedded into HubSpot Playbooks for consistent sales qualification
- Claude-powered lead scoring — firmographic, behavioural, and intent signals combined dynamically
- Post-go-live optimisation and handover documentation with team training
How it works
Four phases. One clean go-live.
Discover & Design
Workshop to map lifecycle, ICP, data model, and integration requirements.
Architect & Build
CRM structure, scoring logic, workflows, and playbooks built to spec.
Migrate & Test
Data cleansed, migrated, and validated. Integrations tested before go-live.
Go-Live & Optimise
Launch, monitor, fix. Team trained, documentation handed over.
Claude AI
Lead scoring that reasons — not just a rule list.
Dynamic qualification built into your CRM.
Kasey architects Claude-powered scoring prompts that evaluate contact behaviour, firmographic fit, and intent signals in combination — deployed as HubSpot Operations Hub custom coded actions. The result is a scoring model that thinks the way your best sales rep thinks.
Proof
RegTech client — pre-Series A, enterprise B2B
Built a complete ABM CRM and outreach infrastructure from scratch.
The client needed to sell to Tier 1 financial institutions before Series A. Starting from zero — no CRM, no lifecycle logic, no outreach capability — we designed and built the entire GTM stack in under 90 days.
Best for