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Real HubSpot portals, real remediation, real outcomes.
Selected case studies from active and completed RevOps engagements. Each entry walks through the starting state, the diagnostic work, and the operational outcome, with numbers where they can be shared.
Remediating a Salesforce migration that left 7,166 deals with corrupted close dates.
A live portal audit surfaced broken cross-domain attribution, a Shopify feed occupying the sales pipeline, and 90+ legacy owner artifacts. Three-phase remediation plan restored forecast integrity.
Sales territory mapping across 52,654 zip assignments without a dedicated RevOps team.
Built a complete East and West territory structure with named reps, resolved workflow assignment gaps, and delivered white-labeled training documents so the client could operate the system independently.
Twelve-week email deliverability and segmentation rebuild on a database flagged for hard deletion.
Email deliverability audit, operating blueprint, and segmentation framework delivered inside a Phase 1 back-out structure, with ZeroBounce-informed contact hygiene across the full database.
Reconnecting a stalled Fireflies-to-HubSpot integration and establishing a weekly sync rhythm.
Integration reconnected and configured, Practice Ignition review scoped, and Carbon activation staged pending downstream dependencies. Weekly Monday sync cadence established.