HubSpot RevOps & SaaS Automation Consultant

1.Optimise and clean up our existing HubSpot setup

• Refine current data models, properties, and associations

• Tidy pipelines and remove obvious inconsistencies

2. Improve reporting for core SaaS metrics

• Ensure clear, reliable dashboards for ARR, MRR, NRR, and GRR

• Improve visibility of renewals, expansions, and forecast accuracy

3. Refine pipelines and lifecycle stages

• Leads, deals, customers, renewals, and expansions

• Focus on clarity and ease of use for the team

4. Add targeted automation for quick wins

• Sales → CS → AM handoffs

• Renewal tracking and basic churn / risk alerts

5. Strengthen CRM hygiene with minimal disruption

• Sensible validation and automation to improve data quality

6. Document changes and recommendations

• Clear documentation of what was changed

• High-level recommendations for a deeper, longer-term audit

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What success looks like after 2 weeks

• Core SaaS metrics (ARR, MRR, NRR, GRR) are clearly visible and trusted

• Renewal and expansion tracking is cleaner and easier to manage

• Key handoffs and renewal reminders are automated

• Data quality issues are reduced, not shifted elsewhere

• A clear, prioritised roadmap exists for any next-phase work

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