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RevOps Resource

The 10-Minute Health Check

A technical audit checklist to spot debt before it costs revenue.

How to use this checklist

You don't need to be a developer to run this audit. Open this document on one screen and your HubSpot portal on the other. Go through the 6 sections below. If you cannot confidently check the boxes, you likely have technical debt in that area.

 

The "Ghost" Data Check (Hygiene)

Orphans, duplicates, and billing leaks.

 

Bad data doesn't just annoy sales teams; it costs money. You might be paying for contacts you shouldn't be, or losing context on deals due to missing associations.

The Financial Check:

Go to 'Contacts' and filter by "Hard Bounce Reason is known". If these are marked as 'Marketing Contacts', you are literally paying HubSpot to email dead inboxes.

Your Audit Checklist:

 

Pipeline Pulse Check (Sales)

Stale deals and pipeline clutter.

 

A bloated pipeline kills forecasting accuracy. If you have deals from 2022 still sitting in "Negotiation," your revenue projections are fake.

How to spot this:

Filter your deals by "Close Date" is "More than 30 days ago" AND "Deal Stage" is not "Closed Won/Lost". These are your "Zombie Deals."

Your Audit Checklist:

 

The Security Sweep (Admin)

Orphaned users and dangerous permissions.

 

Often overlooked, "User Management" is a major risk area. We frequently find ex-employees who still have Super Admin access to export your entire database.

Your Audit Checklist:

 

Automation Stress Test

Broken loops and silent failures.

 

Automation is great until it breaks silently. Broken workflows mean leads aren't being nurtured, or worse, receiving the wrong messages.

Your Audit Checklist:

 

Integration Bottlenecks

Sync errors and manual data entry.

 

If your sales team has to open 4 tabs to close a deal, your integrations aren't working. Speed is the currency of sales.

Your Audit Checklist:

 

Reporting Reality Check

Attribution and lifecycle movement.

 

You can't optimize what you can't see. Many portals attribute all revenue to 'Direct Traffic' because tracking is broken.

Your Audit Checklist:

How did you score?

  • All boxes checked: Your portal is a well-oiled machine.
  • 1-3 boxes unchecked: You have minor leaks. Fix them before they grow.
  • Many boxes unchecked: You have critical data integrity issues.

Need a second pair of eyes?

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Our Expertise

Technical Consulting for Complex Architectures

Generic agencies struggle with SaaS complexity. As technical RevOps experts, we architect solutions that scale with your product data, adhering to the highest engineering standards.

Unified Data Architecture

Forget about data silos. We connect your proprietary product database, Stripe billing, and warehousing tools directly into HubSpot for 360° customer visibility.
  • Real-time data pipeline syncing
  • Custom events and data integrations
  • Cross-object reporting dashboards

Advanced Integration & Engineering

Extend HubSpot beyond its native limits. We build custom middleware, API endpoints, and UI extensions to power your specific business logic.
  • OpenAI & LLM Workflow Actions
  • Bi-directional API Syncs
  • Custom CRM Cards & Interfaces

Lifecycle Automation at Scale

Transform manual handoffs into algorithmic triggers. We program intelligent workflows that nurture leads and expand accounts based on product usage signals.
  • Product-Led Growth (PLG) funnels
  • Automated Onboarding Sequences
  • Predictive Revenue Modeling

HubSpot CMS Websites

Lightning-fast, SEO-optimized sites crafted inside HubSpot CMS. Fully responsive, drag-and-drop editable, and designed to convert visitors into customers.
  • Responsive, mobile-first design
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  • Drag-and-drop content editing

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Private and public HubSpot apps that extend platform functionality. Add brand-new capabilities to the HubSpot Marketplace—or keep it private for your team. Secure, scalable apps built to HubSpot's latest standards.
  • Public or private app deployment
  • Secure, scalable architecture
  • HubSpot API best practices

RevOps and Reporting

Get the complete picture of your business performance without manual data entry. We build unified reporting systems that automatically pull data from your entire tech stack into intelligent HubSpot dashboards—showing you exactly what's working and where to focus next.
  • Executive dashboards with unified data
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Success Stories

Trusted by SaaS leaders to solve critical RevOps challenges

★★★★★
Wonderful GTM partner! We work with Vestal Hub throughout our sales and marketing motions. We developed an advanced intent-signals-based lead system... This has substantially reduced our close times and increased our ACV. We have doubled in size month over month.
Travis Murdock

Travis Murdock

Head of GTM
Travis Murdock Company
Seed
★★★★★
Vestal Hub is very responsive, and their team drives our objectives to completion. We now have better Sales Pipeline Management, Sales Reporting, Sequenced Emails based on customer profiles, and much more beyond.
Boris Bogatin

Boris Bogatin

Co-founder & CEO
Catio
Seed
★★★★★
Working with Vestal Hub has been game changing. Their speed to value is incredible! Their engagement model via slack and weekly planning supports both adhoc tactical changes and larger project implementations.
Erin Parker

Erin Parker

Head of Revenue Operations
Erin Parker Company
Series B
★★★★★
There's nothing Vestal Hub can't do. We've been working with them for the better part of the year... they've helped us setup countless integrations between our HubSpot CRM and our clients varying CRMs.
Jennifer Sales

Jennifer Sales

CRO
Select Software Reviews
Bootstrapped
★★★★★
Vestal Hub are top notch, no nonsense and an excellent implementation partner. I have no problem recommending them to anyone and anything. The landing pages they helped me create may be the best value for money I've had as a Demand Gen Leader this year.
Mike Ellis

Mike Ellis

Director Of Demand Generation
Mike Ellis Company
Acquired
★★★★★
Working with Vestal Hub has helped to grow my HubSpot knowledge. Their knowledge of how to set up the system for a first time user has been valuable... If you are looking for someone to help you set up automations and APIs in HubSpot, this is your agency
Jake Webb

Jake Webb

Founder
Jake Webb Company
Bootstrapped
FAQ

Frequently Asked Questions

What services do you specialize in?

We focus on technical RevOps, including complex HubSpot implementations, custom integrations (Salesforce, Stripe, product DBs), and data warehousing for B2B SaaS companies.

Do you work with startups?

Yes, we specialize in helping B2B SaaS companies scale their operations from Series A to IPO, providing the technical infrastructure needed for rapid growth.

How does your pricing work?

We offer both project-based pricing for specific implementations and monthly retainer models for ongoing RevOps support and optimization.

Can you fix our messy HubSpot portal?

Absolutely. We conduct deep technical audits to identify data inconsistencies, integration errors, and process gaps, then re-architect your portal for scalability.

Ready to scale your operations?

Schedule a technical scoping call to discuss your architecture and growth goals.

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