Free of charge:
10-minute HubSpot Pipeline Check
Why your forecast is lying to you - and how you can regain control with data-based sales structures.
What is the Mark Lotse Pipeline Check?
The pipeline check is a pragmatic audit tool for B2B companies to measure data quality and process security in HubSpot. It evaluates the reliability of sales forecasts based on 10 objective criteria. What you get:
- Transparency: identification of "zombie deals" that artificially inflate the forecast.
- Efficiency: Focus of the sales team on deals instead of data maintenance.
- Scalability: transition from individual manual work to a systemic sales process.
"Most forecast gaps are not caused by a lack of leads, but by unclear processes. My goal is to sharpen HubSpot so that data leads to real decisions."
Preview: 3 excerpts from the checklist
- Stage discipline: Are the criteria for the stage change in CRM clearly defined or are they based on the assessment of individual sales employees?
- Activity check: How many deals in your pipeline have had no documented activity for more than 14 days?
- Lost reason analysis: Are reasons for closing deals systematically recorded in order to sharpen marketing targeting and sales argumentation?
Go one step further
The checklist scratches the surface - our HubSpot Quick Scan goes deeper. Have your portal professionally "x-rayed" by our HubSpot experts. You will receive an in-depth analysis of your entire portal and a concrete battle plan in the expert call. And it's all free of charge!
About the author: Expertise for your success
Mark Lotse is one of the first certified HubSpot Platinum Partner agencies in Germany with over 20 years of experience in B2B strategy consulting. We are "end-to-end thinkers" who seamlessly combine strategy, content and technical implementation. Our mission: to make marketing and sales structures flexible and future-proof.
Frequently asked questions
The checklist is specially designed for B2B companies that already use HubSpot (from Starter, Pro or Enterprise). It is aimed at CEOs, sales managers and CRM managers who feel that their forecast is based on hope rather than hard data and who want to professionalize their sales processes.
The checklist is your tool for self-diagnosis: you go through 10 critical points on your own to get a feel for your data quality. The Quick Scan is the shortcut: As HubSpot experts, we take a direct look at your portal, identify technical sources of error and give you specific recommendations for action that go beyond the checklist.
Absolutely. As an agency with a focus on the upper midmarket and banking environment, data protection is our top priority. Your data is processed in compliance with the GDPR and never passed on to third parties. If you opt for the Quick Scan, the portal view is carried out under strict confidentiality - we treat your HubSpot system as sensitively as our own.
The analysis itself takes around 10 to 15 minutes. We have designed it so that you don't need a technical degree to find the weak points in your HubSpot portal. The implementation of the resulting "quick wins" depends on the complexity of your processes, but often brings noticeable clarity to your forecast after the first hour.
Don't panic - that's exactly what the checklist is for. A low score is not a judgment, but an opportunity. It shows you in black and white why your forecast was previously unreliable. In this case, we recommend that you take advantage of our personal Quick Scan offer: We will help you to prioritize the alarm signals and gradually get your system back on track.
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