
Example build
HubSpot lead scoring and sales handoff for a B2B software company
- Custom properties, lifecycle stages and pipeline cleaned up and documented
- Fit + engagement lead scoring with an SQL threshold
- Workflows: nurture tracks by industry, SQL handoff, round-robin by territory
- Data hygiene: deduplication, company association by domain, required fields
HubSpot Marketing and Sales Hub, workflows, lead scoring, sequences, custom properties, Slack integration