HubSpot AI Solutions HR & Enterprise B2B

From Pipeline Chaos
to $30M+ in Forecasting Clarity.

7T.ai had the deals, they just couldn't see them. Unstructured data, misaligned pipeline stages, and zero forecasting meant their sales team was flying blind on $30M+ in active revenue.

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Platform
HubSpot Enterprise
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Industry
AI Solutions / B2B
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Engagement Type
CRM Restructure + Forecasting
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Client Type
HR & Enterprise
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Partnership
Ongoing Retainer

$30M Sitting in a Broken Pipeline

The Challenge

Revenue Was There, But Nobody Could See It

  • Unstructured deal data creating confusion across the entire sales team
  • No reliable forecasting โ€” leadership couldn't predict revenue
  • Pipeline stages didn't align with actual sales best practices
  • Existing deals imported but never standardized or usable
  • No dashboards โ€” visibility was nonexistent at every level
The Solution

A Rebuilt Pipeline Built for Forecasting

  • Redesigned HubSpot pipeline following enterprise sales best practices
  • Imported and standardized all existing deal data for clean reporting
  • Built comprehensive forecasting dashboards with daily monitoring
  • Created pipeline movement reports tracking stage velocity and conversion
  • Drove full team adoption through structured rollout and training

Clarity Where There Was Chaos

$30M+
Pipeline Revenue Structured & Visible
All active deals cleaned, staged correctly, and trackable for the first time
100%
Team Forecasting Adoption
Every rep and manager using the same system with full confidence
Daily
Dashboard Reviews Enabled
Leadership starts every day with real-time pipeline visibility
0
Deals Falling Through
Automated stage reminders and ownership assignments prevent slippage

The Infrastructure Breakdown

7T.ai needed more than a cleanup. They needed a pipeline architecture built from first principles, with real visibility baked in from day one.

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Pipeline Redesign from Scratch

Rebuilt deal stages to reflect how their B2B sales cycle actually works, not just HubSpot defaults.

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Deal Data Import & Standardization

All existing deals migrated, deduped, and standardized so reporting could finally be trusted.

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Forecasting Dashboards

Custom dashboards built for both reps and leadership, each showing the right data at the right level.

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Pipeline Velocity Reports

Stage-by-stage conversion rates and time-in-stage reports to identify bottlenecks and coach reps.

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Full Team Rollout

Structured onboarding for the sales team ensuring 100% adoption, no exceptions, no workarounds.

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"Nando did an outstanding job understanding our requirements and configuring new sales pipelines and reporting in HubSpot. His expertise and attention to detail were evident throughout."

S
Shane L.
President, 7T.ai
โœ“ Verified on Upwork

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