A clear, documented, end-to-end revenue process — implemented across your entire tech stack.
A Revenue Process You Can Actually Run.
Most teams have steps, tools, and hand-offs, but not a unified system. Sandpine Tech builds a foundational Lead-to-Opportunity process that removes ambiguity and creates consistent, measurable progression from first touch to closed-won.
You get:
This is the operational backbone your GTM teams have been missing.
We define how every lead enters your system—from forms to imports to third-party tools—then structure tagging, source tracking, and qualification rules so the funnel starts clean and consistent.
We establish clear behavioral and firmographic criteria for MQL and SQL transitions, supported by simple automation that ensures sales only receives leads that match your defined readiness standards.
We document each step of your sales process—from discovery to follow-up to proposal—using stage definitions and exit criteria that give reps clarity and give leadership accurate reporting.
We define when opportunities are created, how ownership is assigned, and how information moves between teams, ensuring pipeline data stays reliable and aligned with your revenue model.
I’ve spent my career in the space where marketing strategy meets systems: helping teams connect their campaigns, data, and revenue processes across tools like HubSpot, Salesforce, Salesloft, ZoomInfo, 6sense, and more.
My background includes Senior Marketing Operations roles at B2B software and services companies, where I’ve led CRM governance, attribution modeling, routing logic, and full-funnel reporting for global marketing organizations.
Sandpine Tech is the consulting layer on top of that experience: a way for growing teams to get pragmatic, operator-level help without having to hire a full-time headcount.
Every engagement starts with understanding how your teams work today, where the data breaks down, and what “better” needs to look like for your company—not just what the tools are capable of.
A focused review of your HubSpot and CRM setup, current processes, and key reports. We identify what’s working, what’s missing, and the highest-impact fixes.
Together, we define lifecycle stages, handoffs, routing logic, and reporting requirements, then document a clear Lead-to-Opportunity framework your teams can align around.
I implement the workflows, properties, and dashboards, test them with your stakeholders, and ensure your team knows how to use and maintain the system going forward.
If you’re wrestling with a messy HubSpot portal, unclear revenue reporting, or a lead process that doesn’t match how your teams actually sell, I’d be happy to take a look and suggest options.
The easiest way to start is with a brief intro conversation and a light portal or process review.