Clear visibility across your entire funnel.
Most teams rely on broken reports, unclear attribution models, and dashboards that don’t reflect real behavior. I build reporting systems that tie directly to your lifecycle, pipeline stages, and revenue operations—so decision-making finally has a reliable foundation.
You get:
This is reporting designed for clarity, not complexity.
I implement a clean, consistent attribution framework in HubSpot and Salesforce so you can see which channels, assets, and campaigns are actually contributing to pipeline creation.
I design dashboards that track conversion across Lead → MQL → SQL → Opportunity → Customer, making it easy to identify friction points and spot opportunities for optimization.
From aging reports to stage progression to forecast snapshots, I build dashboards that reflect true deal movement and give sales leaders reliable insight into pipeline health.
I create simplified reports that highlight revenue trends, source effectiveness, key KPIs, and operational bottlenecks—so leadership gets the clarity needed for confident decisions.
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.
