Turning HubSpot CRMs into Revenue Growth Engines

CKDM helps SaaS revenue teams get the most out of HubSpot 

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+133%

Pipeline Generation

+11%

Win Rate

-37 Days

Sales Cycle Length

1. Book a Call

Hop on a quick 15-30 minute call to discuss your and your team’s needs.

2. Get an action plan

Whether you’re looking for a HubSpot RevOps audit, strategic implementation, or ongoing expert help, we’ll determine the best path forward.

3. Start the Revenue Engine

Based on the action plan set in place, watch your pipeline grow, and revenue KPI’s improve.

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What others are saying

"Chase has demonstrated exceptional proficiency in HubSpot, playing a critical role in streamlining our sales, marketing, and service operations. His ability to navigate the platform and leverage its full capabilities has directly contributed to improved team efficiency and data visibility."
Jerry Palmer
VP of Revenue Operations
"Knowledgeable & effective HubSpot Expert! - Chase was instrumental in helping us clean up years of messy customer data and transform it into a well-organized HubSpot dataset. He took the time to understand our business processes and set up sales pipelines and onboarding automations that really work for us. Highly recommend!"
Dustin Yu headshot
Dustin Yu
Founder & CEO
"Through Chase's demonstrated abilities, he earned the position that handled all marketing initiatives. His abilities are beyond any of my expectations.”
Cheryl Combs
Assistant Director
"Collaborating with Chase has been one of the most exciting parts of my role as VP of Sales. He’s our team’s Swiss army knife; versatile and effective in every project he takes on. From insightful data analysis that drives our strategies to skillful project management that keeps us on track, Chase continually raises the bar."
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Rodney Kelly
VP of Sales
CKDM Consulting · Free Assessment

HubSpot RevOps
Health Check

Identify the gaps costing your revenue team time, pipeline, and predictability — in under 10 minutes.

4 Core Areas
24 Statements
10 Minutes
Before You Begin

How to Rate Yourself

For each statement, choose the number that best reflects your current reality — not your aspiration. Honest answers produce useful results.

1
Doesn't Exist
No process, system, or documentation in place
2
Early Stages
Started but incomplete, not consistently used
3
Exists But Inconsistent
In place but breaks down regularly or varies by rep
4
Works Well
Functioning most of the time with minor gaps
5
Fully Optimized
Built, used consistently, measured, and improved over time
01
Spoke 1 of 4

Lead Management & Qualification

When lead management breaks down, marketing spend leaks, reps chase the wrong prospects, and your best leads go cold waiting for a response. This spoke determines whether revenue starts with signal or noise.

Section Score
0 / 35
Rate Each Statement 1–5
Our lead routing rules ensure every inbound lead is assigned to the correct rep within five minutes of submission.
Doesn't existFully optimized
We have a documented MQL definition that both marketing and sales have formally agreed on and consistently apply.
Doesn't existFully optimized
Our lead scoring model reflects both demographic fit (company size, title, industry) and behavioral engagement (page visits, email opens, content downloads).
Doesn't existFully optimized
Lifecycle stages (Subscriber → Lead → MQL → SQL → Opportunity → Customer) are automated and accurately reflect where each contact is in our pipeline.
Doesn't existFully optimized
Sales reps receive real-time alerts for high-priority inbound leads and have a clear SLA for response time that is actively tracked.
Doesn't existFully optimized
Unqualified or cold leads are automatically recycled back to marketing nurture workflows rather than sitting untouched in sales queues.
Doesn't existFully optimized
We can report on our MQL → SQL conversion rate at any point in time and understand which lead sources produce the highest quality leads.
Doesn't existFully optimized
Diagnostic Questions
How many lead sources are currently tracked in your HubSpot portal, and are they consistently named and standardized?
When a lead comes in, what is the typical response time — and is that tracked anywhere?
Has your lead scoring model been reviewed or updated in the last 6 months?
02
Spoke 2 of 4

Pipeline Management

A pipeline full of stale deals and undefined stages makes forecasting fiction and sales coaching impossible. This spoke determines whether your pipeline is a reliable revenue signal or a CRM graveyard.

Section Score
0 / 35
Rate Each Statement 1–5
Each deal stage has a clear written definition and exit criteria that all reps understand and follow consistently.
Doesn't existFully optimized
We have visibility into which deals are stuck, how long they've been stuck, and a defined process for addressing aging deals.
Doesn't existFully optimized
Our pipeline data is reliable enough that leadership makes strategic decisions based on it without first manually scrubbing the data.
Doesn't existFully optimized
Required deal properties are enforced at each stage, ensuring reps capture key information (deal size, close date, next steps) before advancing opportunities.
Doesn't existFully optimized
Automated workflows alert sales managers when deals have been inactive, when close dates pass without action, or when deals are at risk.
Doesn't existFully optimized
We capture loss reasons consistently on every lost deal, and that data is reviewed regularly to improve our sales process.
Doesn't existFully optimized
Our stage-to-stage conversion rates are tracked, and we can identify which stage has the highest drop-off in our pipeline.
Doesn't existFully optimized
Diagnostic Questions
When were your pipeline stages last reviewed against your actual sales process? Do they still reflect how deals actually move?
How many deals in your current pipeline are older than 90 days with no recent activity?
Do you have separate pipelines for new business, upsell/expansion, and renewals — or is everything in one pipeline?
03
Spoke 3 of 4

Reporting & Visibility

Without the right visibility, leadership makes decisions on gut feel, reps don't know where to focus, and nobody sees problems until they've already cost revenue. This spoke determines whether your data drives action or collects dust.

Section Score
0 / 35
Rate Each Statement 1–5
Sales leadership has a dashboard they review weekly that gives them a clear picture of pipeline health, forecast vs. quota, and team performance.
Doesn't existFully optimized
We can report on MQL → SQL → Opportunity → Customer conversion rates at any point in time without manual data manipulation.
Doesn't existFully optimized
Individual reps have a personal dashboard that shows their quota progress, pipeline, and priority tasks in one place.
Doesn't existFully optimized
Marketing has visibility into which channels and campaigns are producing pipeline and closed revenue — not just leads.
Doesn't existFully optimized
We have a forecast process — including defined forecast categories on deals — that lets leadership predict revenue within a reasonable margin of accuracy.
Doesn't existFully optimized
Our reports are actively used to make decisions in weekly or monthly meetings — not just built and ignored.
Doesn't existFully optimized
We track pipeline coverage ratio (pipeline value ÷ quota) and understand whether we have enough pipeline to hit our number each period.
Doesn't existFully optimized
Diagnostic Questions
How many active dashboards currently exist in your HubSpot portal, and are they regularly reviewed by the stakeholders they were built for?
When leadership asks "are we going to hit our number this month?" — how do you currently answer that question?
What is your current pipeline coverage ratio — and do you know it off the top of your head?
04
Spoke 4 of 4

Data Quality & Operations

Bad data is silent and expensive. It corrupts your attribution, inflates your pipeline, breaks your workflows, and makes every other spoke in this framework unreliable. This spoke is the foundation everything else depends on.

Section Score
0 / 35
Rate Each Statement 1–5
Less than 5% of our contact database is estimated to be duplicate records, and we have a process to prevent new duplicates from being created.
Doesn't existFully optimized
Reps consistently fill in required fields before moving deals through stages — data completeness is enforced, not just requested.
Doesn't existFully optimized
We have a defined owner responsible for HubSpot data quality who monitors it regularly and has a process for cleanup.
Doesn't existFully optimized
Our HubSpot properties are documented, named consistently, and we have a governance process before new properties are created.
Doesn't existFully optimized
User roles and permissions are configured so reps can access what they need, and sensitive data or bulk export capabilities are appropriately restricted.
Doesn't existFully optimized
Competitors, internal employees, students, and other unqualified contacts are suppressed from active sales and marketing activity.
Doesn't existFully optimized
Picklist properties (dropdowns) are used for standardized fields like industry, company size, and lead status — minimizing free-text inconsistency.
Doesn't existFully optimized
Diagnostic Questions
When was the last time your HubSpot portal underwent a full data cleanup — duplicates merged, dead contacts archived, unused properties removed?
How many properties currently exist in your portal, and do you have documentation for what each one means and who manages it?
If a new hire joined your team today, is there documentation explaining how your HubSpot is set up and how to use it correctly?
Assessment Complete

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No spam. No pitch calls unless you ask for one. Your results are yours.

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Get a Professional Diagnosis

Your results reveal where the gaps are. The Foundation Audit goes three levels deeper — identifying exactly what to fix, in what order, and what it will cost you to leave it broken.

✓ Written findings report
✓ Prioritized roadmap
✓ 60-min readout call
✓ Delivered in 5–7 business days
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SaaS revenue teams that use HubSpot have the tools they need to drive revenue. Unlocking the true power of HubSpot comes from platform expertise and the right framework to make everything work together, not against each other.

Lead Qualification & Attribution

The system that ensures the right leads get to the right sales reps at the right time with the right context.

Pipeline Management

The structure and processes that govern how opportunities move from first conversation to closed deal.

Sales Goals & Forecasting

The system that enables accurate revenue prediction and quota tracking.

Reporting & Visibility

Dashboards and reports that give leadership, sales, and marketing the insights they need to make decisions.

Sales Enablement & Automation

Tools, templates, and automation that make reps more productive and consistent.

Customer Success & Expansion

he system that ensures customers are successfully onboarded, retained, and grown after the deal closes.

Data Quality & Operations

The foundation that ensures the entire framework works together. Clean, accurate, reliable data.

Integrations & Tech Stack

How HubSpot connects to other tools in the revenue tech stack.

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Solutions

Every HubSpot engagement starts with understanding where you are and where you want to go. Choose the path that fits your needs.

RevOps Audit

A comprehensive review of your HubSpot portal to surface what’s working, what’s broken, and where your biggest opportunities are.

 Deliverables

☑️ Full HubSpot Portal Audit across pipelines, data, and workflows

☑️ Prioritized finding report with clear recommendations delivered within two weeks from kickoff

☑️ 1-hour call to review findings and next steps

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RevOps Audit + Implementation

Everything in the Audit, plus execution. Hands-on work to fix the gaps, build the systems, and leave your HubSpot running the way your business actually needs it to.

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 Deliverables

☑️ Project-based engagement with defined scope and timeline

☑️ Weekly check-in calls to review progress and align priorities

☑️ Communication responses within 24 hours

Growth Partnership

A reliable, hands-on HubSpot partner in your corner every day for optimizations, new projects, quick questions, or strategic guidance as your business grows.

Deliverables

☑️ Full HubSpot Portal Support

☑️ Up to 15 hours per month

☑️ Weekly check-in meetings

☑️ Priority, same-day communications

☑️ Loom video walkthrough’s

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Meet Chase

Hi, I'm Chase!

I’ve found my passion in helping businesses build better systems through HubSpot optimization, automation, and modern digital strategies.

If you’re curious about working together but want to learn more first, book a free strategy call.

No pressure, no spam, no endless sales pitches. Just an honest conversation about where you are, where you want to go, and how I can help.

Chase Kilby

Founder

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