Sales Pipeline Audit

The sales pipeline no longer reflects how we actually sell. Forecasting is unreliable. Deal stages are used inconsistently. Opportunities get stuck and you don't know why.

We review how your sales process is structured and used in HubSpot, including pipeline stages, deal properties, automation, reporting and day-to-day sales activity. We combine the portal review with your team's priorities and processes to identify where the current setup is creating friction and what should change.

A clear, independent view of what is working, what is getting in the way and where to focus first. You receive practical recommendations for improving your pipeline structure, consistency, forecasting and reporting, giving you a prioritised plan you can implement internally or use as the basis for future optimisation work.