Last month I opened a client's HubSpot and found 400 custom properties. I asked the sales team which ones they used.
Business Optimisation, Growth Ops
Your CRM Is a Mirror. And It's Showing You Something You Don't Want to See.
The 5 Reflections: What Your Messy CRM Is Actually Telling You
Every CRM I've audited tells a story. Not about the software — about the business. Here are the five most common reflections I see, and what they really mean.
9 mins read
The 5 HubSpot Workflows That Replace 20 Hours of Manual Work Per Week
Workflow 1: Data Quality Enforcement at Point of Entry
Automation Ladder Rung: 1 (Foundation) Time saved: ~3 hours/weekThis is the least exciting workflow on the list. It's also the most important.
The Problem: Sales reps create...
9 mins read
Business Systems, Business Optimisation
Stop Building Dashboards. Your Data Is Lying to You.
The Dashboard Obsession Is Killing Your Business
Somewhere along the way, the business world decided that dashboards equal data maturity. Want to look sophisticated? Build a dashboard. Want to impress the board? Show them a...
9 mins read
I Built an AI Employee for Less Than $200/Month. Here's Exactly What It Does.
At 9am this morning, before I'd finished my coffee, Kit had already checked my inbox, flagged 2 urgent emails, posted the team's calendar to our group chat, and reminded everyone about a 10am client call.
6 mins read
The 3-Click Rule: How One Change Took CRM Adoption From 23% to 94%
A client's sales reps needed 47 clicks to create a deal in HubSpot.
Forty-seven.
Someone had built a "comprehensive" deal creation process with 23 required fields, 4 dependent dropdowns, a mandatory notes section, and a "data...
5 mins read
We Replaced a $65K/Year Hire With an AI Workflow. Here's the Honest Truth About What Happened.
Let me put the 3.5-day response time in context.
Industry research consistently shows that leads contacted within 5 minutes are 21 times more likely to convert than leads contacted after 30 minutes. After an hour, the probability...
12 mins read
I Built an AI Employee for Less Than $200/Month. Here's Exactly What It Does.
Kit isn't a tool we log into. Kit is woven into the fabric of how DigiKat operates.
It monitors our Microsoft Teams channels. It reads our email. It manages our Outlook calendar. It updates our HubSpot CRM. It generates content...
11 mins read