Do we have to start from scratch?
No. We keep what works and change only what holds you back. A rescue starts from the inventory, not from a new portal.
Solve · HubSpot Rescue
We put your HubSpot in order without starting over.
We inventory what exists, fix what is broken and redesign what holds you back: brands or business units, pipelines, workflows, permissions and sending. Everything stays documented and in your name.
- 4 weeks to 4 months
- Without stopping the operation
- Everything in your name
What we hear every week
Sound familiar?
Several brands or departments mixed in one portal.
Pipeline stages that describe states, not progress in the sale.
The same client with dozens of duplicate deals.
Workflows nobody knows who created or what they do.
Forms that do not update data or open duplicate deals.
Nobody knows who can change what, and one brand’s sending affects another.
How we work
What we do
We keep what works and change only what holds you back.
- 01
Understand and inventory
How your company sells today, with the people who do it, and what exists in the portal: workflows, integrations, properties, reports, permissions and sending.
- 02
Fix what is broken
Workflows, forms, duplicates and business rules, such as one open deal per contact and brand.
- 03
Redesign what holds you back
Business units or brands, pipelines with the real stages of your sale, subscriptions per brand and traceability from service to sales.
- 04
Document and hand over
Live inventory, role-based permissions, a simple-change guide and the list of manual tasks removed.
What you take away
Deliverables you can verify without us
- A redesigned pipeline with the stages of your sale, tested with real cases.
- Every critical workflow with purpose, owner, dependencies and review date.
- The list of manual tasks removed, one by one.
- Role-based permissions and a simple-change guide for your team.
- New
- Qualified
- Proposal
- Negotiation
- Won
- Rate request
- Rate sent
- Freight negotiation
- Booking confirmed
- First shipment
Your rule: a rate expires after 15 days
Sample data · logistics and international trade
Want to know if this applies to your case?
Book a 30-minute diagnostic30 minutes with Roberto. No demo and no access to your CRM.
Written guarantees
What we put in writing for this service
- It’s yours.
Workflows, integrations, code and keys documented and in your name. If you change partners, you lose nothing.
- Reconciles.
We check the numbers your management uses against the records, with definitions and sources documented.
We put them in writing because they are what we control.
What comes next
After the rescue
Handover to Operate
Managed HubSpot or Dedicated HubSpot keep the order with response times and alerts.
See operations plansFixed price
Set after the diagnostic, by portal size and number of brands or departments.
What we do not do
Change your team’s habits. We leave a simple system and a usage report; everyday use is led by your management.
Start with the Diagnostic
10 hours of inventory and a prioritized backlog before committing to a rescue.
See the Diagnostic
Straight talk
What we promise and what depends on your team
We leave your HubSpot prepared, connected and working. What we cannot do from outside is lead your team: that belongs to your management, and we would rather say so than promise it.
What we do
- We design HubSpot so data entry is the minimum.
- We automate what is done by hand today and connect your systems.
- We solve problems with integrations, monitors and our own tools.
- We train your key users and leave everything documented and in your name.
- We give you a usage report per person so your management can require it.
What your management leads
- Everyday use of the CRM and the team’s routines.
- An internal owner with time to decide.
- What gets fixed first and what can wait.
- Requiring the records, with the usage report in hand.
We do not become your sales manager or your team leader. We give you everything you need so you can be.
People, not tickets
Who works with you
Three fixed people know your account and answer for it. Behind them, a broad network of HubSpot specialists across Latin America supports delivery depending on the work. Based on demand and expertise, the core team or a named specialist takes the Managed or Dedicated role, always under the Revenue Architect’s guidance.
Core teamRoberto Guerra
Founder & Revenue Architect
More than 15 years in the field
Designs the CRM architecture, integrations and operation of each account. Makes sure we solve the problem, not just close the ticket.
Core teamJesús Ruiz
Senior RevOps Specialist
More than 8 years in RevOps
Technical and strategic. Builds the solutions and knows mid-size and large sales teams across industries.
Core teamBruno Henríquez
RevOps Specialist
3 years in RevOps
Technical specialist and daily support. The person you talk to most: takes your requests, solves them and keeps you posted.
- Specialist network
A broad network of HubSpot specialists
Across Latin America: integrations, data, marketing ops and development
They are available when the work calls for it, with a named user and the Revenue Architect’s guidance.
“Everything else has stayed exactly as you left it.”
CRM technical lead
B2B technology platform · Chile
Straight answers
Frequently asked questions
How long does it take?
From 4 weeks to 4 months, depending on the size of the portal and the number of brands or departments.
Does the operation stop in the meantime?
No. We work in parallel and test large changes first, in a sandbox when your portal allows it.
How do you handle several brands in one portal?
With business units or brands, pipelines per line and subscriptions per brand, without losing the full view of the customer.
Who owns what gets fixed?
You do. Everything stays documented and in your name: workflows, rules, permissions and manuals.
How much does it cost?
A fixed price after the diagnostic, by portal size. The 10-hour HubSpot Diagnostic costs 30 UF plus VAT.
Let’s talk
Tell us what is failing
Three answers and your details. We will contact you to arrange the 30-minute diagnostic.
- We review one concrete problem and its impact.
- We tell you which family fits: Start, Solve or Operate.
- If there is a fit, we agree on the next step.
Roberto GuerraFounder and Revenue Architect · accountable for your account
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