Stage-gated pipelines
Deal stages with entry and exit criteria that reflect your real sales process, so forecasting actually means something.
HubSpot Consultancy · Pipelines & automation
Pipelines and automation your sales team will actually use
A pipeline only works if the team works it. I build stage-gated pipelines, workflows, sequences and approval flows that fit how your people sell — so the CRM does the admin and your team does the selling.
In plain terms
In plain terms: I make HubSpot chase the follow-ups, log the admin and keep your sales pipeline tidy on its own — so your team spends its time selling, and the forecast numbers you're looking at are ones you can actually trust.
What I do
What this covers
Automation should remove the admin your team resents — not add a layer of rules they route around. Everything here is built to fit the way they already sell.
Workflows & automation
Task creation, activity logging, internal notifications and pipeline hygiene — the busywork, handled.
Sequences
Prospecting and follow-up sequences that keep deals moving without anyone having to remember to chase.
Approval flows
Quote, discount and sign-off flows that route to the right person and leave a clean audit trail.
Lead capture & routing
Trade-show, form and web leads landing clean, deduplicated and assigned to the right rep automatically.
How I work
How it typically runs
Map the sale
I learn how your team actually wins work, then design stages and rules around that — not a textbook pipeline.
Build & automate
Pipelines, workflows and sequences configured, with the manual steps that slow deals down automated away.
Bed it in
I train the team on the pipeline and tune it once real deals are flowing through it.
Proof
Where I've done this
Multi-entity groups, European sales teams and small practices — pipelines built to be worked.
Events & Conferences
GL Events
Pipeline automations, activity logging and approval workflows across a multi-entity group.
One group, one workflow
Read the case study
Technical Fabrics
Baltex
Pipeline configuration, sales sequences and trade-show lead capture across UK and Europe.
UK & Europe, automated
Read the case study
Architecture Practice
Worcester Lloyd
Stage gating and deal tracking that gave a spreadsheet-run practice real pipeline visibility.
Pipeline, finally visible
Read the case study
Insolvency Practice
Springfield Advisory
Sales pipeline design and automated business-development workflows, refined over a multi-year partnership.
BD, on autopilot
Read the case studyGive your pipeline some teeth
Book a call — show me how your team sells today, and I'll show you the pipeline and automation that fit it.