Discovery and Design
Your CRM should be built around your business, not the other way around.
Most HubSpot projects fail before anything gets built — because nobody agreed on what the system was for. Discovery & GTM Strategy turns your organizational goals, processes, and pain points into a clear, structured scope, so every decision that follows has a reason behind it.
Why HubSpot projects go sideways
It’s rarely the software. It’s what happened, or didn’t happen, before the build:
- Requirements were never written down, so the portal reflects whoever configured it last.
- Sales, marketing, and CS each described a different funnel, and the system tried to serve all three at once.
- “Success” was never defined, so there’s no way to know if the investment paid off.
- The scope grew mid-project, timelines slipped, and trust eroded on both sides.
Discovery exists to make sure none of that happens. Before a single property is created, you and I will agree in writing on what the system needs to do, for whom, and how we’ll know it’s working.
Goals first. Tools second.
Institutional goals & pain points
Structured interviews with leadership and the people who live in your systems daily. We surface where revenue actually comes from, where deals stall, where data dies, and what “working” would look like twelve months from now.
Process & GTM mapping
Your funnel as it really operates. not as the org chart says it should. Lead sources, handoffs, ownership, and the gaps between marketing, sales, and service, mapped visually so everyone can point at the same picture and react to it.
Success criteria & priorities
We define the measurable outcomes the system must produce and rank the pain points worth solving first. Not everything makes the cut. That’s the point. A scope that tries to fix everything fixes nothing.
Structured scope
Everything above lands in a clear, easy-to-follow scope document: what we’re building, why, in what order, with milestones and named ownership at every stage. No black boxes, no surprise change orders.
A short, structured engagement
Discovery typically takes between 2–3 weeks to fully identify the core elements of your HubSpot account that will benefit most from optimization.
Kickoff
We align on goals. Kickoff workshop with decision-makers: organizational goals, revenue model, and what’s broken today.
Listen
I interview the people who touch the funnel: sales, marketing, CS, ops, and document the process as it actually runs.
Map
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Scope
We finalize a structured scope with milestones, ownership, and success criteria — the contract for everything that follows.
Deliverables
GTM Goals Brief
Your revenue goals, GTM motion, and success criteria in one shared document everyone has signed off on.
Process Maps
Visual diagrams of your funnel, handoffs, and data flow illustrating the current state and target state for your portal.
Pain Point Inventory
A summary of the pain points impacting your business, ranked by revenue impact and effort, so we fix what matters first.
Structured Scope
Phased plan with milestones, named owners, and clear boundaries — the foundation for the Design and Build phases.
These deliverables are yours regardless of what comes next. If you take the scope to another partner or build in-house, it will still save you months.
Built for two kinds of teams
Working with teams where they are to ensure a bespoke fit.
No one-size-fits-all approaches that boil down your business to oversimplified basics. We work with you, developing a startup or a mature organization with clear goals.
FOUNDERS AND EARLY STARTUP TEAMS
As you transition from spreadsheets or a basic CRM, it's crucial to set up HubSpot effectively from the start. You want a solution tailored to your unique needs without the burden of an enterprise-level process that may be unnecessary for your growing business.
RevOps and marketing leaders
You’ve inherited a portal that grew without a plan, or you’re rebuilding after a failed implementation. You need a partner who documents decisions, communicates clearly, and can defend every architectural choice to your leadership.
Common Questions
We already have HubSpot. Do we still need discovery?
Especially then. An existing portal means existing assumptions — discovery is how we find out which ones are costing you revenue before we optimize around them.
We already know what we want built. Can we skip this?
If you have documented goals, process maps, and success criteria, discovery is fast — we validate and move on. If you don’t, “knowing what you want” usually means three stakeholders with three different answers. Two weeks here saves months later.
What do I need first?
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Any best Hosting Company?
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
How long does it take?
Typically two to three weeks, depending on how many stakeholders need to be heard. It’s deliberately short — momentum matters.
What does it cost?
Discovery is a fixed-fee engagement, scoped on our first call. You’ll know the number before we start — the same clarity we promise for everything else.