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Strategy grounded in your portal, not opinions

Quarterly planning, journey analytics and prioritization based on what your data says.

What this looks like

What does strategic consulting look like here?

Not a deck that ages in a drive. Three kinds of work, revisited every quarter, run by the same people who do the building.

  • Quarterly plans tied to revenue

    Priorities set against pipeline data, sized honestly, and revisited when the data moves.

  • Journey analytics that find the leaks

    Where prospects stall, which touches convert, and what to fix first.

  • A decision partner, not a deck

    Opinionated recommendations you can act on, from people who also do the building.

How it starts

How does an engagement start?

Three steps, no mystery. We read the portal before we propose anything, agree what moves first, then build inside a Managed Growth Services stream.

  1. Portal Audit

    A read-only audit of where you are today: what is broken, what is unused, and what it is costing you.

  2. Roadmap

    We agree what moves first and why, against your revenue priorities.

  3. Build and iterate

    Work ships inside a Managed Growth Services stream, with working sessions along the way.

A HubSpot journey report: four stages, conversion rate and time between steps
Journey analytics

Where is your funnel actually losing deals?

Journey reports show where deals accelerate and where they die, so strategy starts from evidence rather than from the loudest opinion in the room.

  • Conversion and time-between-steps by stage
  • Drop-off points ranked by revenue impact
  • One agreed funnel picture across every team
  • A quarterly plan that changes when the data does

We work across the whole platform

HubSpot Portal Audit

Get a strategy grounded in your portal

The portal audit is the evidence the plan is built on: twelve areas scored, findings ranked by impact, and quick wins you can act on inside 30 days.

$1,500credited against your first month or first build

Request the audit

Portal health scorecard

Sample
  • FoundationsNeeds attention
  • Pipeline and lifecycleCritical
  • Attribution and segmentationNeeds attention
  • Automation and communicationHealthy
  • Visibility and connectionsHealthy
Conner Ferney

Not ready for the audit?

Start with a free 30-minute consultation. No pitch deck, no pressure, just a conversation about where your revenue engine is today.

Book a consultation