The problem this solves
Leads sit unrouted for days because assignment depends on someone noticing. Marketing-to-sales handoffs drop context, so reps call cold into conversations marketing already warmed. Lifecycle stages are set by hand or not at all, which quietly breaks every funnel report downstream. The motion exists on a slide; in the systems, it is manual labor and good intentions.
How we work
We map the motion as it actually runs, entry points, qualification, routing, handoffs, follow-up cadence, and mark every step where a human currently moves data or a lead waits on attention. That map becomes the engineering backlog.
Then we build: HubSpot workflows for what the platform handles natively, routing, lifecycle transitions, SLA timers with escalation, task creation with deadlines; Make or n8n where flows cross into tools HubSpot does not reach; custom Node or Python where volume or logic outgrows both. Speed-to-lead gets special attention, because response time is the one variable where minutes measurably matter, so new-lead paths are engineered to notify, assign, and set deadlines within seconds.
Every automated path ships with failure behavior: alerts when a step errors, a queue for records automation could not place, and documentation of what runs where. A GTM machine you cannot see breaking is worse than a manual process.
Deliverables
- GTM motion map with latency and handoff failure points
- Routing and assignment automation with speed-to-lead paths
- Lifecycle stage automation replacing manual updates
- SLA timers, escalations, and task automation for follow-up
- Cross-tool flows via Make, n8n, or custom code where scoped
- Failure alerting, exception queue, and system documentation