Let's find where your revenue's slipping — and what to fix first

A 30-minute scoped review of your HubSpot Revenue Hub readiness

Cost: Free 
Format: Private, live, 1:1 working session
Who you'll meet with: Krystina Gillenwater, Senior Growth Strategist, Growth Operations Firm

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Book Your Revenue System Assessment

In this senior-led working session, we'll review your HubSpot portal to identify where revenue leaks appear—in quotes, changes, renewals, or forecasts—and map the order to fix them in.

 

What This Revenue System Assessment Includes

Revenue Process Diagnostic
We'll map your current quote-to-cash flow and identify where the spreadsheets, manual handoffs, and workarounds are hiding. You'll see exactly where revenue leaks—in quotes, change orders, renewals, and forecasts—and what each gap costs you in time and accuracy.

HubSpot Revenue Hub Scoping Session
A practical walkthrough of how Revenue Hub can replace a disjointed system with a single source of truth. We'll cover product library setup, quote-to-cash automation, approval workflows, and finance integrations—based around your actual billing complexity, not a generic demo.

Custom Migration Readiness Plan
After the session, you'll receive a tailored migration readiness checklist specific to your revenue model and current systems. This practical tool helps you sequence the work, de-risk the irreversible parts, and move forward with documented scope before anything touches live billing.

 

Who this is for:

  • Revenue leaders running recurring revenue models on spreadsheets and manual processes that don't scale.
  • Teams facing forecast inaccuracy, renewal slip, and growing pressure to modernize billing without breaking it.
  • Organizations already running HubSpot but managing quotes, contracts, and renewals outside the platform—or considering whether Revenue Hub can replace a legacy CPQ system.