HubSpot Wellness Resort B2C Sales Pipeline

Leads Stopped Slipping.
Millions in Revenue Followed.

Rythmia's sales team had no activity tracking, no deal visibility, and no reliable reporting. Leads were falling through. We rebuilt the pipeline from the ground up and unlocked millions in revenue through the system.

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Platform
HubSpot CRM
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Industry
Wellness Resort
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Engagement Type
CRM + Sales Pipeline Build
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Client Model
High-Ticket B2C
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Scope
Full Pipeline Redesign

A Sales Team Flying Blind on a Leaky Pipeline

The Challenge

No Visibility. No Structure. Leads Falling Through.

  • No activity tracking โ€” reps had no visibility into their own pipeline
  • Leads falling through the cracks with no follow-up automation
  • Sales pipeline lacked structure, making reporting unreliable
  • No task support โ€” reps had to self-manage every next step
  • Leadership couldn't forecast or identify where deals were stalling
The Solution

A Rebuilt Pipeline with Rep Productivity Baked In

  • Rebuilt and standardized the HubSpot sales pipeline from scratch
  • Added rep productivity workflows with automated task creation
  • Implemented activity tracking at every deal stage
  • Created deal lifecycle visibility from first touch to close
  • Built a live performance dashboard for rep and leadership use

Shorter Cycles. Fewer Leaks. More Closed Deals.

$M+
In Revenue Driven Through the System
Automated follow-up and pipeline visibility kept deals moving and revenue flowing
Real-Time
Rep Visibility Into Pipeline
Every rep sees their deals, tasks, and next steps without hunting for data
Automated
Task Support for Every Stage
HubSpot creates rep tasks automatically based on deal stage and inactivity
Live
Performance Dashboard Active
Leadership now reviews pipeline health, deal velocity, and rep activity daily

The Sales Infrastructure Breakdown

Rythmia needed their pipeline to work for the reps, not the other way around. Here's what was built to make that happen.

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Pipeline Rebuild & Standardization

Rebuilt deal stages to reflect Rythmia's actual sales process with clear criteria for each stage transition.

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Rep Productivity Workflows

Automated task creation based on deal stage, ensuring reps always know their next action without thinking.

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Activity Tracking Implementation

Call logging, email tracking, and meeting records surfaced directly in each deal record for full context.

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Deal Lifecycle Visibility

End-to-end deal tracking from first contact to closed-won with stage timestamps and velocity reporting.

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Live Performance Dashboard

Custom dashboard giving leadership real-time visibility into pipeline health, deal velocity, and rep performance.

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"Fernando is one of the best freelancers I ever dealt with. He understands the ins and outs of HubSpot. He is an expert in setting up workflows and always over delivers."

R
Robert S.
CMO, Rythmia Life Advancement Center
โœ“ Verified on Upwork

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Leads Falling Through? Let's Fix That.

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