You Build the Product. We Build the Demand.

Where Does Your Pipeline Stand?

The playbook includes a self-diagnostic maturity model to help you identify your current growth stage, and gives you a roadmap based on your reality. For instance:

1. Manual & Messy – “We’re still tracking quotes in email.”
2. Digital but Disconnected – “We have tools, but they don’t talk.”
3. Connected & Scaling – “We’re growing, but need clearer ROI.”

Modern Marketing Powered by HubSpot CRM

This guide goes over the importance of how to:

• Create deal pipelines with custom RFQ stages
• Automate quote follow-ups and stale lead alerts
• Build dashboards that show source → quote → revenue
• Launch reorder reminders and NPS follow-ups
• Use AI forecasting to prioritize high-win deals