HubSpot Sales Pipeline Design
Stages with entry criteria, required fields on stage change and a view of deals that have stalled.
- phaseImplementation
- engagementProject
- productSales Hub
The problem this solves
HubSpot is running, but every rep moves deals their own way. One marks negotiation after the first call, another after a discount talk. Quotes nobody is waiting on anymore sit in “Quote sent”, so pipeline value tells the manager nothing.
How I work
I start by reviewing your current pipeline and the deals sitting in it. Then the sales manager and I set an entry criterion for each stage, an event that either happened or didn’t. I add a second pipeline only when the process differs, for example for contract renewals.
In HubSpot, I set up required fields on stage change, workflows that record stage dates and create tasks, and a view of deals with no activity. I move existing deals to the new stages using a list you approve before the switch, so reports from past periods stay comparable. I train reps and the manager on their own deals, in 1.5-2 hour sessions.
What you get
- Stage definitions with entry criteria
- Required fields between stages
- Workflows for stage dates and follow-up tasks
- A stalled-deals view for the manager
- Existing deals moved per the approved list
- Training for reps and the manager on their own deals
What usually goes with this service 3
HubSpot Sequences and Sales Tools Setup
Your reps get ready sequences, email templates, meeting links and a task list for every day.
Learn more
HubSpot Prospecting Agent Setup
A Breeze agent finds companies that fit your customer profile and drafts first emails your reps approve.
Learn more
HubSpot Sales Forecasting and Reporting
A dashboard with a forecast built from the pipeline, where managers and leadership see the same numbers as reps.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.