Built a Sales Pipeline From Scratch for a New CRM User

Short Description:
We helped a company with zero CRM experience build a structured sales pipeline in HubSpot from the ground up—enabling them to track deals, automate follow-ups, and finally bring order to their sales process.

Full Scenario:
A small but growing company had just signed up for HubSpot—but they had no idea where to start. Until then, they had been tracking sales in spreadsheets and sticky notes. Follow-ups slipped through the cracks, deal values were unclear, and team members didn’t know what to update—or where.

We jumped in to build a foundational sales system tailored to their workflow:

• Designed a custom deal pipeline with clearly defined stages aligned to their actual sales cycle.

• Set up activity tracking for calls, emails, and meetings to give leadership visibility into rep performance.

• Built automated task reminders to ensure consistent follow-up at every stage.

• Created custom properties for products, lead sources, and priority levels.

• Trained the team on daily use, deal updates, and how to confidently navigate HubSpot.
  
  

Results within 3 weeks:

• 100% of deals were being tracked inside HubSpot with accurate stages.

• Sales team reported feeling “more organized and in control.”

• Follow-ups increased by 2.5x, resulting in more reactivated leads.

• Leadership gained visibility into pipeline value, top-performing reps, and forecasted revenue for the first time.
  

This setup laid the groundwork for a sales system that could grow with them—turning confusion into clarity.

Want these kind of results for your companies HubSpot CRM? Book a free strategy call today!