You will get a strategic sales funnel blueprint to transform your bottom line
You will get a strategic sales funnel blueprint to transform your bottom line
Project details
Is your sales pipeline stagnent?
If so, you are either leaking revenue, have poor conversion rates or your sales team is too mired in admin work that they don't have time to sell.
I help clients clarify their challenges and establish an actionable plan to make their dreams a reality.
In this package - I guide you to define your client journey map - lifecycle stages, deal stages, and understand what actions lead prospects along the journey. We'll look at the tools & assets you are using to engage your clients and the data your sales team uses to connect with them.
Project levels are designed to build on each other. We will start with the Blueprint - which allows us to build the plan - that you can then use to build internally OR you can hire me to build for you. I operate "Intensive" style - which means we agree on a plan, and then build it. Following up with an audit to revise/improve upon our work together.
Let's create a strategy to help you grow your pipeline, convert more prospects and wow your customers.
If so, you are either leaking revenue, have poor conversion rates or your sales team is too mired in admin work that they don't have time to sell.
I help clients clarify their challenges and establish an actionable plan to make their dreams a reality.
In this package - I guide you to define your client journey map - lifecycle stages, deal stages, and understand what actions lead prospects along the journey. We'll look at the tools & assets you are using to engage your clients and the data your sales team uses to connect with them.
Project levels are designed to build on each other. We will start with the Blueprint - which allows us to build the plan - that you can then use to build internally OR you can hire me to build for you. I operate "Intensive" style - which means we agree on a plan, and then build it. Following up with an audit to revise/improve upon our work together.
Let's create a strategy to help you grow your pipeline, convert more prospects and wow your customers.
Marketing Strategy Expertise
Conversion Rate Optimization, Consultation, OtherWhat's included
| Service Tiers |
Starter
$87
|
Standard
$497
|
Advanced
$3,997
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 1 day |
Marketing Strategy Report | |||
Customer Segmentation | |||
Promotional Campaign | - | - | |
Tailored Action Plan | - | - | |
Website Review | - | - |
Optional add-ons
You can add these on the next page.
Team enablement
(+ 3 Days)
+$297
Data management SOP
(+ 5 Days)
+$497Frequently asked questions
8 reviews
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CP
Courtney P.
Mar 3, 2025
HubSpot Configuration & Workflow Specialist
Heather did a great job! Hopefully, we can work with her again in the future.
DM
Dimitri M.
Jun 9, 2022
Consultancy call - Inbound Marketing
Open discussion about inbound Marketing strategies
CW
Chris W.
Oct 1, 2021
Hubspot integration and training
Heather is amazing. She is very responsive and open minded. She genuinely cares about your company and how she can best serve you. She isn’t just a contractor, she’s a problem solver and an innovator. When working with Heather it’s like we have our own chief marketing officer. We’ve used agencies that suck your money dry and don’t care about your individual needs. I’m so thankful I found someone that showed me how screwed up most of the industry is. She knows HubSpot and how to tie your goals into your messaging and funnel. Thank you H!
JB
Jeff B.
Feb 26, 2021
Hubspot expert needed.
Heather was very helpful, easy to work with, and flexible to my needs.
PS
Percy S.
Sep 30, 2020
Revenue Development
Heather is absolutely fantastic to work with. We didn't do a sufficient job of arming her with the tools and time she needed to actually drive the changes we need to make some performance gains. She was wonderful throughout. Always eager to try something new, and full of fantastic ideas. Grateful for the opportunity, and I hope when we are better prepared to take on a senior marketing leader she'll consider giving us another shot. Thank you so much Heather!
About Heather
B2B Growth Strategist, GTM Consultant & HubSpot expert
Golden, United States - 7:30 pm local time
I'm a HubSpot-certified Success Partner and revenue operations expert with over 20 years of experience enabling B2B sales teams to close high-value deals. As a "virtual agency," I specialize go-to-market and growth strategies for B2B, SaaS, and professional service providers.
I begin by analyzing your customer journey, identifying behavior patterns and building systems that help identify top prospects, enabling your team to focus on actions that move clients through your pipeline. My approach aligns technology, client needs, and internal processes to laser-focus on revenue-generating activities.
Client Results:
• Increased sales velocity by 38% for a manufacturing firm by redesigning their prospect qualification workflow
• Reduced sales cycle length by 25% for a professional services firm through optimized HubSpot implementation
• Helped scale a B2B tech company through systematic sales process improvements
Expertise:
• Whole-systems strategy design that drives sustainable growth
• Revenue-focused process optimization
• Scalable sales systems for B2B technology scaleups and professional services
• HubSpot Sales Hub mastery from pre-purchase evaluation to advanced scoring
• Data-driven customer journey analysis and prospect prioritization
• Trigger-based workflow design for sales velocity acceleration
My clients are typically B2B technology scaleups or professional consulting firms looking to accelerate their time to revenue with scalable growth systems. Having started multiple businesses myself, including a SaaS company, I understand the critical balance between growth and operational efficiency.
Take the first step toward predictable revenue growth. Schedule your no-obligation growth audit today and receive actionable insights within one week.
Steps for completing your project
After purchasing the project, send requirements so Heather can start the project.
Delivery time starts when Heather receives requirements from you.
Heather works on your project following the steps below.
Revisions may occur after the delivery date.
Session Pre-work
Client is sent custom worksheet/activity to gather their information (of discover what we need to work more closely on) and provides. This guides our 1/1 session.
Kickoff Call
I've reviewed your information and formulated a strategy. Here we will align on priorities to ensure you get the most out of our time together.