Rythmia’s sales team had no activity tracking, no deal visibility, and no reliable reporting. Leads were falling through. We rebuilt the pipeline from the ground up — and shortened the path from lead to close.
No Visibility. No Structure. Leads Falling Through.
No activity tracking — reps had no visibility into their own pipeline
Leads falling through the cracks with no follow-up automation
Sales pipeline lacked structure, making reporting unreliable
No task support — reps had to self-manage every next step
Leadership couldn't forecast or identify where deals were stalling
The Solution
A Rebuilt Pipeline with Rep Productivity Baked In
Rebuilt and standardized the HubSpot sales pipeline from scratch
Added rep productivity workflows with automated task creation
Implemented activity tracking at every deal stage
Created deal lifecycle visibility from first touch to close
Built a live performance dashboard for rep and leadership use
The Results
Shorter Cycles. Fewer Leaks. More Closed Deals.
Weeks
Cut from Average Sales Cycle
Automated follow-up and task reminders kept deals moving without rep friction
Real-Time
Rep Visibility Into Pipeline
Every rep sees their deals, tasks, and next steps without hunting for data
Automated
Task Support for Every Stage
HubSpot creates rep tasks automatically based on deal stage and inactivity
Live
Performance Dashboard Active
Leadership now reviews pipeline health, deal velocity, and rep activity daily
What We Built
The Sales Infrastructure Breakdown
Rythmia needed their pipeline to work for the reps — not the other way around. Here’s what was built to make that happen.
🏗️
Pipeline Rebuild & Standardization
Rebuilt deal stages to reflect Rythmia’s actual sales process with clear criteria for each stage transition.
✅
Rep Productivity Workflows
Automated task creation based on deal stage, ensuring reps always know their next action without thinking.
📍
Activity Tracking Implementation
Call logging, email tracking, and meeting records surfaced directly in each deal record for full context.
🔄
Deal Lifecycle Visibility
End-to-end deal tracking from first contact to closed-won with stage timestamps and velocity reporting.
📊
Live Performance Dashboard
Custom dashboard giving leadership real-time visibility into pipeline health, deal velocity, and rep performance.
★★★★★
“Fernando is one of the best freelancers I ever dealt with. He understands the ins and outs of HubSpot. He is an expert in setting up workflows and always over delivers.”
Robert S.
CMO — Rythmia Life Advancement Center
✓ Verified on Upwork
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Leads Falling Through? Let's Fix That.
Book a 30-minute strategy call. We’ll review your current pipeline, identify where deals are stalling, and show you what a high-performing sales system looks like.