What We Do

Seven capabilities.
Three tiers.
One operating engine.

Every engagement includes all seven capabilities. The tiers are how we assess where your operations are and what to work on first.

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How to Read This Page

These aren't packages. They're a diagnostic.

Every Fission engagement includes access to all seven capabilities below. The three tiers are how we assess operational maturity. They tell us where to start, not what's in scope.

Most clients have work across all three tiers. The framework helps us sequence it so the first thing we build supports everything that comes after.

Every client is different and there's a million ways to do the same thing in HubSpot. How we plan and implement your operations depends on many business-specific variables.

Foundation

Can you trust your data?

The base layer. If this isn't right, everything built on top of it inherits the debt. Most prospects assume this is handled. The diagnostic reveals it isn't.

Data + CRM Architecture

Data integrity, property governance, dedup, schema design. The foundation everything else depends on.

"If you exported your contact database right now, what percentage would have complete, accurate records?"

What this may look like:

  • Deduplication rules, merge policies, and source-of-truth designation per field
  • Property governance: naming conventions, data type validation, creation approval
  • Data quality monitoring, exception reporting, and import validation workflows

Pipeline + Lifecycle Design

Deal stages with real entry and exit criteria. Lifecycle definitions that match how your business actually sells.

"Do your deal stages have defined entry and exit criteria, or do reps move deals based on judgment?"

What this may look like:

  • Pipeline rationalization: one pipeline per distinct motion (new business, expansion, renewal)
  • Stage criteria that reflect verifiable milestones, not feelings
  • Lifecycle stage automation with clear triggers for every transition

Systems

Do your systems scale?

The operational logic layer. Where HubSpot stops being a database and starts being a system that enforces process, automates handoffs, and connects your stack. Most prospects come in asking for these capabilities without realizing the foundation isn't ready to support them.

Automation + Workflows

Lead routing, assignment, nurture sequences, internal notifications. Systems that enforce your process without manual intervention.

"Can a new lead reach the right salesperson with a priority level attached without anyone manually reviewing it?"

What this may look like:

  • Lead scoring models with fit and engagement dimensions, MQL/SQL thresholds
  • Automated routing: round-robin, territory-based, or attribute-based assignment
  • Workflow-based data validation, exception handling, and notification design

Integrations

HubSpot connected to your stack. ERP, billing, support, enrichment. Clean data flow and clear ownership per field.

"When a tool syncs data into HubSpot, do you know exactly what it creates, updates, or overwrites?"

What this may look like:

  • Integration inventory and sync direction audit: active vs. forgotten connections
  • Field mapping documentation with data ownership and conflict resolution rules
  • Sync monitoring, error alerting, and test-before-deploy for new connections

Intelligence

Do you know where to focus?

The insight layer. Where the CRM stops being a system you operate and becomes a system that operates for you. Surfacing signals, recommending actions, and enabling decisions that would otherwise require manual synthesis across your entire stack.

Reporting + Attribution

Dashboards that answer the question your leadership is actually asking. Source tracking that holds up under scrutiny.

"Can you answer 'how did we perform this quarter' from an existing dashboard, or does someone need to build that report?"

What this may look like:

  • Role-based dashboards: exec summary, pipeline view, rep activity, marketing
  • Attribution reporting: multi-touch models, source tracking, campaign-to-revenue
  • Cross-object reporting that pulls from contacts, companies, deals, and tickets

Marketing + Sales + CS Ops

Cross-functional ops across the full revenue engine. Not siloed by hub. Connected by process.

"If a client went quiet across all channels this week, would anyone notice before the renewal conversation?"

What this may look like:

  • Cross-team lifecycle definitions, handoff protocols, and stage-transition SLAs
  • Customer health scoring, renewal automation, and proactive risk flagging
  • Institutional knowledge capture so client context survives handoffs and turnover

AI Enablement

The methodology, the strategy, and the proper prioritization that makes AI worth adopting. Not tools. Not dashboards. The thinking behind what to build and why.

"Does your CRM tell you what to do next, or does it just show you what already happened?"

What this may look like:

  • AI readiness assessment based on your current data quality and process maturity
  • Breeze Intelligence setup, Credits management, and agent configuration
  • Team training and adoption planning so AI tools get used, not shelved

How to Work With Us

Two ways to engage. Same capabilities. Same team.

Both models give you access to the full range of services above. The difference is how we scope, schedule, and price the work.

Managed Services

Your ongoing operations partner. A dedicated team, proactive audits, and regular strategy calls. Scope evolves with the business.

Best for: Teams that need the role, not just the project.

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Pre-Paid Hours

On-demand access to the Fission team. Purchase a block of hours, submit work as needed, and get results with transparent pricing.

Best for: Teams with project-based needs or defined scope.

See pricing