AgentIQ
Revenue operations consulting and HubSpot reporting optimization for AI-powered relationship banking platform.
The Challenge
AgentIQ had previously migrated from Salesforce to HubSpot but wasn't getting the reporting and analytics they needed from the platform
Executive leadership needed conversion metrics across the full funnel — MQL to SQL, pipeline stage analysis, and campaign attribution — but the data and reports weren't there
Deals had been created prematurely as a prospecting workaround, resulting in a "closed retired" stage full of deals that never should have been deals in the first place
Workflows built to reduce data input errors were overlapping and sometimes conflicting with each other
Physical event lead capture (trade shows, tech roundups) wasn't flowing into HubSpot campaigns, making ROI attribution impossible
The BDR and sales teams needed consistent processes without being overwhelmed by platform complexity
Lifecycle stages and lead source properties weren't aligned with the actual sales process
HubSpot Reporting & Revenue Operations
AgentIQ had migrated from Salesforce to HubSpot but wasn't extracting the reporting and analytics value the executive team needed. The platform was functional but the data wasn't telling a story:
Impact
• Gave executive leadership the pipeline and conversion reporting they'd been missing since the Salesforce migration
• Implemented campaign-based attribution for physical events, enabling ROI measurement on trade shows and marketing investments for the first time
• Replaced the premature deal creation workaround with HubSpot's lead object, cleaning up the pipeline and enabling accurate prospecting metrics
• Enforced pipeline stage progression rules, preventing deals from skipping or regressing through stages
• Trained the internal admin to self-sufficiency — building reports, managing workflows, and extending the platform independently by the end of the engagement
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