Ross D.

With regards to the just moving a card, we've set up the pipeline so at each stage certain fields are required which makes updating more involved that adding notes to a deal which is often forgotten, the added upside of this is it enables us to do cohort analysis and report back on conversion rates post certain objections, problems that led to the highest conversion etc. With regards to the deal surgery it is usually held by our Head of Sales or if he is away, held by me, but in situations where the founder is a rep I found it can be really useful to have it hosted round robin, it keeps everyone honest and stops a "Me against them" culture. Monday Surgery is split amongst Head of Sales, 3 AEs and 4 BDRs.

I think there are two ways I approach it, the first is ensuring everything is logged automatically in the CRM, so ensuring emails are connected to the CRM and using tools that automatically sync. In our case using Hubspot, Aircall and TL;DV so no emails, calls or meetings aren't logged to a client. The next is tying commission payouts to CRM reports. If it's not in the CRM, it doesn't exist. Surprising how quickly this gets people using it. We also have a weekly deal surgery on Mondays where we go through the pipeline and a calendar invite the Friday before ensures that this is updated.

I do initial audits on important fields. Start dates, end dates, close dates. Ensuring these are aligned. Looking then at structure and guardrails to stop mistakes being made, workflow overviews etc. Formatting takes a bit of a backseat over reliable revenue analysis but still important. What I call a Christmas Job.

Yeah I'd be down for this!

Hi Ash, my younger brother just graduated in graphic design and would be very interested: maxcotillard.myportfolio.com

Yeah, that's what I mean, I hate when it just says Ross...

I mean this in the least insulting way possible but oftentime with frustration in Hubspot is a lack of understanding of some of the nuances that are required and workarounds to get things to work. You may be better trying to get some time with a consultant who can architect it in a way that works for you. Nothing you've described above sounds like it's outside of Hubspot functionality but may require someone with more indepth knowledge. Operations Hub pretty much removes any limitation you have.

I absolutely hate "I know you're busy so I'll keep this short" It could have been a sentence shorter without that. I may be in the minority but I don't really care if a company has done their research as so much of it now is AI telling them what we do. I'd be much more receptive to an email saying: "Hey Ross, we do XYZ, worth a chat?" That and people starting emails with just "Ross," No Hey, no hello. Makes me feel like I'm back in school

We've recently implemented Maxio and it has been a nightmare if I'm honest. During the sales process they will say they can do everything, and they can but the reality is it is 3 different products. Chargify, saasoptics and Revops.io. The systems are pretty much orphaned so getting them to work together drove me mad. During the evaluation phase we looked at several tools, my preference was Monetizenow, but we went with a platform that the finance team were already familiar with. I'd recommend having a look at that as it seemed super capable. In terms of CPQ, we use Hubspot so may be different but their CPQ is revops.io. This is actually a really good platform but requires tech knowledge to get things set up. The roll out of Maxio took about 10 weeks but still isn't perfect. If you have any questions, give me a shout!@

Happy to have a chat and see what I can do