Helping to market and sell to enterprise, aka B2B/B2G | Account-Based Marketing expert | B2B Demand Generation for Technical Buyers| AI implementations and automations for complex sales cycles
A B2B company in Edtech reached out last week.
They needed a HubSpot specialist. Clean up their CRM. Fix their marketing-sales alignment and find a way to escalate those leads to an ABM lead level. Standard 2-month project.
Then they vanished.
Here's what happened:
They thought they had a "CRM analytics problem" but discovered something else entirely.
After working on projects like this repeatedly, I've noticed the same pattern:
→ The CRM isn't broken - the process is
→ Sales teams aren't logging lead data consistently
→ Marketing and sales use different naming conventions
→ There's no regular pipeline review rhythm
Most companies assume they need a technical fix when they actually need an operational one.
The real solution isn't hiring a HubSpot specialist for 2 months.
It's establishing clear agreements between marketing and sales:
→ Standardized lead qualification criteria
→ Consistent naming conventions across all touchpoints
→ Weekly pipeline reviews with leadership
→ Bi-weekly sessions with account executives
→ Alignment beween marketing and sales in a way that it enhances your ABM play and sales is not "hungry".
This is why marketing without sales alignment is just expensive content creation!
You can't solve process problems with platform improvements.
The technical stuff is easy. Getting humans to follow consistent processes? That's where the real work happens.
Companies often realize this halfway through scoping these projects.
That's probably why my project disappeared.
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🎁 FREE RESOURCE ALERT:
I completed a comprehensive ABM account scoring assignment using HubSpot that addresses exactly these operational challenges.
Comment "ABM account scoring with HubSpot" below, and I'll send you the complete assignment showing how to align sales and marketing through proper account scoring frameworks. It's a part of the assignment I did.
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What operational gaps are you trying to solve with technical solutions?