Every outbound prospect, every sequence, every reply, visible in one operational view.
One operational view: every prospect being worked, which sequence they are in, replies waiting, and per-rep output. The dashboard reads from the same objects reps work in, so it is never a day stale.
For a media company that had run prospecting from spreadsheets, this view existed only in people's heads. Once outreach lived on the Leads object with a defined funnel, the dashboard was the cheap part, and the first outbound reporting the company had ever had.
This project is part of our Sales Operations work. Sales operations is everything that keeps deals moving and reps selling instead of doing admin: lead routing, pipeline stages, forecasting, stuck-deal alerts, the SDR process, and the playbooks and data reps need. As part of our fractional GTM ops team, we build and run it in HubSpot, so every lead has an owner and every deal has a next step.
Before building anything, we map what exists today: your tools, your data, your processes, and where the gaps are. This shapes everything downstream.
Implementation is hands-on: we build directly in your tools, not in a sandbox. You see real outputs at every step, not mockups.
Want to run this project for your team?
Scoped to your stack and timeline on a 30-minute call. Or send a note.