Emergentagent - Peterson Technology Partners

1

HubSpot GTM Optimization & Advisory for a High-Growth AI Company

HubSpot Sales Hub | GTM Operating Model | Integrations + Governance

Transforming HubSpot into an enforceable system of record ahead of a major sales ramp.

Engagement Snapshot

Client
Confidential Client (High-growth AI company)
Workstream
HubSpot GTM Optimization + Advisory (Phase 1)
Current State
<3% HubSpot utilization; fragmented workflows
Target State
HubSpot as system of record with governance
Duration
5 weeks

Challenge

<3% HubSpot utilization with 52 disconnected tools and spreadsheet-driven processes
No single source of truth for GTM — revenue tools (Gong, Stripe, QuickBooks, Apollo) siloed
Weak forecasting, inconsistent execution, and no governance framework
Only 1 internal engineer, no HubSpot/GTM systems expertise on staff

Solution

Blended delivery team: PTP leadership + US-based Fractional HubSpot Architect + Nearshore Integration Specialist
Architected HubSpot as GTM hub with data model, lifecycle stages, and lead scoring
Integrated 4 revenue systems: Apollo, Gong, Stripe, QuickBooks
Implemented CPQ (product library, quotes, approvals) + DocuSign CLM for contracts
Built executive dashboards, sales rep dashboards, and process playbooks
Delivered training, admin documentation, and support handoff

Impact

HubSpot transformed from <3% to full GTM system of record
Eliminated spreadsheets and manual reporting
Established pricing/quoting/contract discipline with CPQ + CLM
Built scalable foundation for rapid sales team onboarding
Delivered in 5 weeks with governance framework in place

Engagement Details

Fixed Fee

$ 0 K

Core engagement

Nearshore Hours

0

@ $65-70/hr

Integrations

0

Apollo, Gong, Stripe, QB

Week Delivery

0

65% upfront, 35% completion

Ready to Transform Your GTM?

Let us show you how to turn HubSpot into your gold-standard GTM operating system.