Transform your HubSpot
with CRM Magnetics
Systematic HubSpot optimization
- 1. Identify your primary KPI – Determine the key metric that matters most (e.g., revenue, opportunities, or sales-ready leads).
- 2. Build KPI reporting – Create dashboards that clearly show how you’re tracking against that KPI.
- 3. Identify KPI-impacting core processes – Pinpoint the essential HubSpot processes that directly impact your KPI.
- 4. Implement & optimize core processes– Configure, automate, and continuously refine each process to improve performance.
Foundation of data
Do you know your leads well enough to reach out with messages that resonate at the right time?
- Sales intelligence & data enrichment
- Automated lifecycle stage population
- ICP/persona property setup
- Engagement scoring and fit scoring configuration
- sales data
- Core system integrations
Requires: lifecycle workflows, persona fields, scoring models
Marketing ops
Core processes that impact primary KPI
Are your forms optimized for conversion, collecting the most important information, and lead pathing?
- Landing pages + CTAs + forms
- Routing to sales or personalized marketing email sequence
- Campaign management
Requires: form tracking, lead tags
Are you effectively segmenting leads into optimal buckets and reaching out with messages that will resonate and drive engagement?
- Campaign management
- Persona segments implementation
- Automated nurture emails after key actions
Requires: nurture templates, list criteria
Are you effectively identifying sales-ready leads and automating sales hand-off?
- Auto-MQL → SQL transfer when criteria met
- Alert to sales + deal creation on handoff
Requires: handoff rules, simple routing
Are you getting sales feedback on the quality of handed-off leads?
- Simple form or tag to mark unqualified leads
- Auto-send unready leads back into nurture
Requires: feedback capture, re-nurture rule
Are you accurately demonstrating the full impact of marketing on revenue?
- Marketing activity & engagement reporting
- UTM campaign tagging
- Marketing attribution engine that allocates deal credit percentages based on contact engagement
- Dashboard for “marketing-sourced vs. influenced” deals
Requires: UTM governance, dashboard configuration
Business development ops
Core processes that impact primary KPI
Is marketing handing off enough MQLs?
- Data enrichment
- Lead scoring by firmographics + behavior
- Auto-trigger lead handoff on threshold
Requires: scoring rules, trigger workflows
Do you have an automated outbound process to generate qualified leads?
- Outbound (email/LinkedIn) and inbound forms
- Partner/referral leads
Requires: Conversion setup, Sales intelligence tool configuration, source tracking
Do you have a powerful process to qualify leads into SQLs and fill your pipeline with deals?
- Auto-assign to reps (round-robin/rule)
- Instant internal alert or task
- Auto-create opportunity on handoff
- Other BD configurations
Requires: routing logic, basic alert setup, Sales automation
Are you tracking and improving outbound effort and engagement?
- Calling, emailing, task & meeting activity
- Engagement rollups by rep, team, and time period
Requires: standardized logging, activity properties, reporting
Sales ops
Core processes that impact primary KPI
Are you sufficiently filling your pipeline with new deals?
- Marketing & BD–sourced net-new opportunities
- Renewal, cross-sell & upsell processes
- Customer satisfaction–driven deal creation
Requires: renewal workflows, CS feedback loops, marketing handoff
Are you smoothly and efficiently moving deals through a clean, automated sales pipeline?
- Accurate stages that mirror real sales steps
- Automated alerts & tasks when deals change stages
- Standard playbooks for repeatable steps
Requires: stage setup, basic workflows, sales playbooks
Do you have a frictionless closing process that doesn't waste time nor cause lost deals?
- Integrated quoting tool or template
- Streamlined quoting workflow
- E-signature automation
Requires: quote templates, e-sign integration
Are reps armed with great tools to help them close deals?
- Sales data and intelligence
- Key sales decks and objection guides per stage
- On-demand training snippets in HubSpot
Requires: asset library, stage-based messaging
Do you have automation and tools to prevent deals from going dark?
- Trigger tasks if no activity after X days
- Stage-based email sequences
Requires: simple SLA rules, email templates
Do you have a dashboard that gives reps and managers the critical sales picture?
- Open deals: stages, estimated close dates, expected revenue/forecasts, stalled deals, sales reps
- Closed deals: won/lost, conversion rates, performance vs. goals
Requires: standardized deal fields, forecast categories, dashboard configuration
Customer service ops
Core processes that impact primary KPI
Ensure fast, accurate resolution for every ticket.
- Response SLAs to ensure timely resolution
- Automated routing to the appropriate team or agent
- Escalation workflows for urgent issues
- Knowledge base & self-service resources
Requires: ticket system, SLA rules, KB setup
Drive value and upsell through proactive engagement.
- Quarterly business reviews
- Renewal & upsell outreach
- CSAT & feedback surveys
Requires: CRM integration, survey tool, CS playbooks
Maximize real business value by building a smart, automated system that delivers the right messages to the right leads at the right time with our RevOps as a service package.
RevOps as a service
Standalone implementations
Book a free consultation call today
Take your first step towards transforming your HubSpot.