Growth All Star

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HubSpot

AI Solutions
B2C
HR & Enterprise

7T.ai

From Pipeline Chaos
to $30M+ in Forecasting
Clarity.

7T.ai had the deals — they just couldn’t see them. Unstructured data, misaligned pipeline stages, and zero forecasting meant their sales team was flying blind on $30M+ in active revenue.

See Results →

🔧

Platform

HubSpot Enterprise

🤖

Industry

AI Solutions / B2B

⚙️

Engagement Type

CRM Restructure

👥

Client Type

HR & Enterprise

🤝

Partnership

Ongoing Retainer

🔧

Platform

HubSpot Enterprise

🤖

Industry

AI Solutions / B2B

⚙️

Engagement Type

CRM Restructure

👥

Client Type

HR & Enterprise

🤝

Partnership

Ongoing Retainer

The Situation

$30M Sitting in a Broken Pipeline

The Challenge

Revenue Was There — But Nobody Could See It

  • Unstructured deal data creating confusion across the entire sales team
  • No reliable forecasting — leadership couldn't predict revenue
  • Pipeline stages didn't align with actual sales best practices
  • Existing deals imported but never standardized or usable
  • No dashboards — visibility was nonexistent at every level
The Solution

A Rebuilt Pipeline Built for Forecasting

  • Redesigned HubSpot pipeline following enterprise sales best practices
  • Imported and standardized all existing deal data for clean reporting
  • Built comprehensive forecasting dashboards with daily monitoring
  • Created pipeline movement reports tracking stage velocity and conversion
  • Drove full team adoption through structured rollout and training

The Results

Clarity Where There Was Chaos

$30M+

Pipeline Revenue Structured & Visible
All active deals cleaned, staged correctly, and trackable for the first time

100%

Team Forecasting Adoption
Every rep and manager using the same system with full confidence

Daily

Dashboard Reviews Enabled
Leadership starts every day with real-time pipeline visibility

0

Deals Falling Through
Automated stage reminders and ownership assignments prevent slippage

What We Built

The Infrastructure Breakdown

7T.ai needed more than a cleanup — they needed a pipeline architecture built from first principles, with real visibility baked in from day one.

🏗️

Pipeline Redesign from Scratch

Rebuilt deal stages to reflect how their B2B sales cycle actually works — not just HubSpot defaults.

📥

Deal Data Import & Standardization

All existing deals migrated, deduped, and standardized so reporting could finally be trusted.

📊

Forecasting Dashboards

Custom dashboards built for both reps and leadership — each showing the right data at the right level.

📈

Pipeline Velocity Reports

Stage-by-stage conversion rates and time-in-stage reports to identify bottlenecks and coach reps.

👥

Full Team Rollout

Structured onboarding for the sales team ensuring 100% adoption — no exceptions, no workarounds.

★★★★★

“Nando did an outstanding job understanding our requirements and configuring new sales pipelines and reporting in HubSpot. His expertise and attention to detail were evident throughout.”

Shane L.

President — 7T.ai

✓ Verified on Upwork
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