If Marketing says 200 leads and Sales got 40, I know where to look.
I'm Katie. I fix the lead management, handoff, and reporting problems your HubSpot was supposed to solve — then build the systems that make the fix stick.
160 unaccounted for. That gap is the job.
You might be…
You generate the leads, send them to Sales — and watch them disappear.
Every time someone asks what Marketing contributes to pipeline, you give a number you don't fully trust.
You adjust the pipeline report in your head before you present it.
Wrong stages, missing data, forecasts that don't match the reps. You want to trust the system. You just can't yet.
You know exactly what's broken. You've known for months.
You're stuck between priorities, org dynamics, and a HubSpot instance patched so many times nobody's sure what it does.
These aren't three separate problems. They're one.
Teams frame it as three issues. Get into the HubSpot setup and it's almost always the same root: the process was never defined clearly enough to build systems around — so the tools reflect the confusion.
HubSpot is doing exactly what it was told. The issue is upstream — in the conversations that didn't happen.
That's where the work starts.
You work directly with me. Not a team I manage.
MTHRBOARD is me — Katie. No agency, no junior consultant after we sign. Same senior thinking and hands-on implementation, start to finish.
We find what's broken — in the process and the communication, not just HubSpot. I hold the Marketing/Sales alignment room neither side wants to start.
Once we agree how it should work, I build it — in HubSpot, Salesforce, or both. The systems reflect the decisions, not the other way around.
Not a slide deck of recommendations — a working system your team uses. Documented, trained, and set up to last.
A HubSpot Solutions Partner — vetted to build the systems your revenue runs on.
Partner status means HubSpot has verified the implementation work directly. You're not handing your instance to someone learning on your account — you're working with a certified practitioner who does this every day.
What it sounds like when it's working.
[ Testimonial quote — Marketing / CMO. ~2–4 sentences on finally proving Marketing's pipeline contribution. ]
[ Testimonial quote — VP Sales / Revenue. ~2–4 sentences on the pipeline finally reflecting reality. ]
[ Testimonial quote — RevOps / HubSpot Admin. ~2–4 sentences on the team actually using the system now. ]
What this isn't.
A quick HubSpot audit. If you need a list of 47 recommendations to hand off, I'm not the right fit — and I'd rather say so now.
For teams not ready to align. The systems I build reflect your team's agreements. If Marketing and Sales won't work through the disagreements, the work won't hold.
For large enterprise RevOps teams. I work best with B2B SMB to mid-market — 20 to 500 people, where the problems are real and the team's nimble enough to actually change.
If that sounds like you, I'd love to talk.
Let's find out if this is the right fit.
Book a 30-minute call. We'll talk about what's happening in your HubSpot, where the friction is, and whether I'm the right person to help.
No pitch, no pressure. If it's not a fit, I'll tell you that too.