Services/HubSpot cleanup and lead routing

HubSpot cleanup and lead routing

"We paid for HubSpot and it's a mess."

Leads come in from your website, your SEO agency and your shows with no score, no owner and no way to tell a good RFQ from a bad one. I rebuild HubSpot around how your team actually quotes and sells, so every new lead is scored, routed to a rep and tracked to the source that produced it.

Book a 30-minute call What's included
At a glance
Price
$8,000–$15,000
Type
Fixed project
Support
30 days after handoff
Best for
30–150 person companies with a sales team
First step
Pipeline check, credited toward the project

What's included

A portal built around how you quote and sell

  • A written review of your portal: pipelines, properties, duplicates, forms and lead sources
  • Lead scoring built on your fit profile, so a good-fit RFQ looks different from a bad one
  • Routing: good-fit leads go to a named rep with a task and a response clock; poor fits get a polite decline
  • Source tracking fixed, so you can see which sources produce quotes, including leads from an SEO agency
  • A pipeline rebuilt to match RFQ, quote, tool build and production
  • Dashboards for leadership and for each rep
  • One-page guides for each role, a recorded walkthrough and 30 days of support

When it's handed over

A portal where every new lead is scored, routed and owned within minutes, and a dashboard your VP of sales opens every week.

Not included: ERP integration, website rebuild, moving from another CRM.

Pipeline

Stages that follow the path a job actually takes

HubSpot's default deal stages were written for generic sales. Yours will match how an RFQ becomes a tool and then a production order.

  1. RFQ received
  2. Fit check
  3. Quoting
  4. Quote sent
  5. Won: tool build
  6. In production
Poor fitpolite decline, logged
Lost or no decisionreason logged, back on the customer email

Typical stages. Final names are set with your team.

Results

What this looked like at a New Hampshire manufacturer

Same day

response on 5–10 inbound leads a day after routing was rebuilt

Manufacturer with a molding division, New Hampshire

10+ hrs

a week of sales time moved off lead triage

Manufacturer with a molding division, New Hampshire

"We had inbound activity, but no real structure behind it. After aligning HubSpot to how we actually sell, the friction dropped immediately. Our team could see what was qualified, what wasn't, and what was worth pursuing."
Injection molding sales team, New Hampshire manufacturer
Read the case study

Questions

Before you book

Will this work with the HubSpot plan we already have?

Usually. Some scoring and routing features need a Professional plan. The pipeline check tells you whether your plan covers what you need before you spend anything else.

Will my team actually use it?

That's what the role guides, the recorded walkthrough and 30 days of support are for. If adoption is the real risk, the monthly option keeps me running it with your team.

Do we lose our existing data?

No. Contacts, companies and deal history stay. Duplicates get merged and old properties get cleaned up, with a written list of every change.

Other fixes

Past-customer email Restart RFQs from contacts you already have $1,000/mo Quote follow-up Stop losing quotes to silence From $8,000 Trade show follow-up Turn booth conversations into RFQs $4,000–$7,500 per show I run it for you Monthly ownership of the whole system $2,500–$4,500/mo Pipeline check Where to start, in two pages $1,500–$2,500

Tell me what's broken.

30 minutes on Zoom or Teams. You'll leave knowing which fix comes first, whether you hire me or not.

Book a 30-minute call

Or call 860-387-7357 or email js [at] aeromgrp [dot] com