Complete setup of our HubSpot setup

Dennis from Gunt Consulting supported us with the complete setup of our HubSpot setup at Beitragshelden, from the basic structure to the automations. Before the collaboration, we had 19 confusing deal stages and no clear separation between lead generation and closing. Dennis completely restructured our CRM and set up a clear setter/closer model: a lead pipeline for initial qualification and a sales pipeline for our closing phase. As a result, the roles and commissions are now clearly assigned and can be clearly evaluated. The Make.com integration for the automatic transfer of our leads from the Google sheet, including deduplication, was particularly helpful. The commission logic with level 1 (qualified appointment) and level 2 (receipt of payment) was also clearly mapped, as was the role-based visibility of fee data. In addition, there were automated notifications for new leads and phase changes, an activity dashboard for the team and disqualification reasons that make our sales evaluation really useful. The collaboration was efficient, solution-oriented and very practical. A clear recommendation for anyone who is serious about setting up HubSpot.

Simply top!

Dennis supported us in completely rebuilding our HubSpot setup, from the basic structure to the automations. Previously, we didn't have a consistent system that clearly mapped sales, customer status and evaluations. The clear structure of the CRM was particularly helpful: relevant properties, meaningful deal phases and a logic that allows us to reliably track our pipeline and the status of our customers. Dennis built the most important reports on this basis, so that we now have significantly more transparency and no longer have to make decisions "on instinct". Another key point was the connection to our payment and subscription processes: Dennis linked our setup with Stripe and n8n and structured the processes around invoices/subscriptions so that status changes (e.g. overdue invoices or subscription changes) arrive cleanly in the system and there is less manual rework. This has made our processes much more robust, and the collaboration was very efficient: fast implementation, clear communication and solutions that are really practical. Thanks to the handover and short training sessions, we can now continue to operate the system independently and expand it ourselves if necessary.