Fixed-scope packages — built on hypergrowth playbooks.
Ready-to-buy engagements that apply the marketing-ops standards I helped build at Celonis and Xentral on their way to becoming category leaders — now applied to your marketing setup. Clear scope, fixed price, fast turnaround.
HubSpot Marketing Audit
A full review of your HubSpot marketing instance — what's set up well, where the flaws are, and the highest-impact opportunities, benchmarked against the setups that powered Celonis & Xentral hypergrowth.
- Data management & suppression lists
- Data enrichment (e.g. Compelling)
- Lead scoring & MQL logic
- Nurturing architecture & timing
- Attribution model (incl. self-reported source)
- Marketing events
- Double opt-in & forms
- Email marketing
- Marketing reporting & KPI structure
Findings per area, maturity rating (Strong / Solid / Gaps / Action needed), and concrete recommendations.
Prioritized backlog scored by impact vs. effort, with the next steps to execute.
Full HubSpot Audit (Marketing & Sales)
Everything in the marketing audit — plus a full review of the sales side of HubSpot: deal flow, pipelines, lifecycle, routing, and revenue reporting end-to-end. Delivered together with my partner Kevin Probst, bringing deep RevOps and sales-side HubSpot expertise.
- Everything in the Marketing Audit
- Deal management & pipeline hygiene
- Lifecycle stages & lead-to-customer flow
- Lead Status vs. Lead Stages
- Sales pipelines (new business & existing customers)
- Lead routing, ownership & SLAs
- Lead disqualification & recycling
- CRM data quality & required properties
- Sales automation & sequences
- CRM ↔ ERP / billing sync (high-level)
- Sales & revenue reporting (forecast, conversion, velocity)
- Documentation & system transparency
Marketing + sales findings in one place, with maturity ratings and concrete recommendations per area.
Cross-functional backlog scored by impact / effort / owner — ready to hand to your team.
AI Marketing Opportunities Audit
A focused audit on one area of your marketing where AI can unlock 3× efficiency. We pick one area together, run interviews with your team, then do a hands-on workshop showing — live — how to leverage AI in that area.
- Kickoff: pick one focus area together
- Interviews with team members in that area
- Process map of the current workflow
- Identification of AI leverage points & low-hanging fruits
- Tool & AI-readiness review for that area
- Hands-on workshop: live with the team
- Prioritized AI opportunity backlog (impact × effort)
Interview findings, process map and concrete AI opportunities for the chosen focus area.
Live session with the team in the chosen area — showing how to apply AI in real workflows.
Prioritized backlog of low-hanging fruits and bigger bets — sequenced to ship 3× efficiency gains fast.
Hypergrowth standards. No scoping loop.
Hypergrowth-tested
Built from the same playbooks I used to scale marketing ops at Celonis and Xentral — applied directly to your HubSpot.
Battle-tested across countless instances
I've looked into countless HubSpot setups by now. The patterns that work — and the ones that quietly break growth — are the same ones we apply here.
Tangible outcomes, not theory
You walk away with concrete documents and a prioritized roadmap — grounded in real-world examples — that your team can execute to drive meaningful change.
A clear path from kickoff to results.
Kickoff
Short alignment call, access to your HubSpot, and a shared workspace.
Audit
I work through the scope hands-on inside your instance — no homework for your team.
Handover
Walkthrough of both documents with your marketing & RevOps leadership.
Not sure which package fits?
A 20-minute call is enough to figure out the right scope. No prep, no slides — just your HubSpot and an honest read.