Your HubSpot is set up. Your revenue system isn't.
If Marketing says 100 leads and Sales has no idea, the tool isn't the problem — the system is. I build the revenue infrastructure your HubSpot was always supposed to run on.
You might be dealing with…
A CRM full of data nobody trusts
Duplicates, missing fields, contacts owned by no one. Your team makes decisions based on numbers they half-believe. Every report comes with a disclaimer.
HubSpot that's live but not really working
You paid for the platform. It's technically set up. But workflows are half-built, adoption is low, and your reps are still tracking deals in spreadsheets on the side.
Marketing and sales that can't agree on anything
Marketing says leads are coming in. Sales says the leads are bad. Nobody can prove who's right because the data doesn't connect. Every handoff is a coin flip.
A pipeline you can't forecast from
You know deals are in there. But you can't tell your board which ones will close, by when, or why the last quarter missed. Forecasting is guesswork dressed up as a report.
A tech stack that's fighting itself
You've got HubSpot plus five other tools that were supposed to sync. Instead you have data in four places, automations that fire twice, and no one who knows how it's all supposed to work.
No clear process after the deal closes
Sales closes it and throws it over the wall. CS scrambles to figure out what was promised. Onboarding is inconsistent. Customers churn before they see value — and nobody tracks why.
These aren't six different problems. They're one.
Every one of those issues comes from the same root: a revenue process that was never designed to scale. Your HubSpot didn't fail you. It just got handed a job nobody defined. That's the work — and it's fixable.
That's where the work starts. Every leak above traces back to the same thing: a process that was never designed to scale.
- No shared definition of a qualified lead
- Lifecycle stages that don't match the actual sales motion
- Handoffs with no owner, SLA, or feedback loop
- Reporting built on fields nobody maintains
The fix: define the process first, then build HubSpot to enforce it — not the other way around.
Here's what it looks like when the system works.
Every lead, contact, and deal has a clear source, owner, and status. Reports aren't debated in meetings because the fields actually mean something.
Marketing, Sales, and Customer Success know exactly when ownership transfers and what the next step is. Nothing falls between departments.
Stages match the real sales motion. Close dates are honest. You can tell the board which deals will close, by when, and why.
Dashboards pull from fields people maintain. Decisions are based on fact, not folklore — and everyone is looking at the same numbers.
Clean data. Clear handoffs. A forecast you can stand behind.
Dr. Katie Schwartz
RevOps consultant · HubSpot architect · Founder, MTHRBOARD
I spent years building systems for aerospace programs with no margin for error. Now I build them for revenue teams.
I'm Dr. Katie Schwartz — a HubSpot Solutions Partner and fractional RevOps consultant. I work with small and mid-size B2B teams to design the revenue infrastructure their go-to-market motion actually needs: CRM architecture, lifecycle stages, pipeline design, lead scoring, attribution, reporting, and the handoff logic that keeps Sales, Marketing, and CS from blaming each other. I've worked inside enough HubSpot portals to know what good looks like. And what it costs when it doesn't exist.
You work directly with me. Not a team I manage.
No account managers. No junior admins handed the work after the sales call. When you hire MTHRBOARD, you get me — in your portal, in your data, building the system.
I get into your HubSpot, your data, and your process before I recommend anything. You get a clear picture of what's broken, where revenue is leaking, and what it's costing you.
I design and build the infrastructure: lifecycle stages, pipeline logic, lead routing, attribution, automations, reporting. Everything documented so your team can actually use it — with or without me.
I don't hand off a slide deck. I hand off a working system with documentation and a clear owner. Most clients are running it themselves within 60 days.
A HubSpot Solutions Partner — vetted to build the systems your revenue runs on.
That means I've been evaluated and credentialed by HubSpot directly. I know this platform at the architecture level — not just the certifications. I work inside it every day, across industries, CRM setups, and team sizes.
What it sounds like when it's working.
“Her impact was immediate and measurable.”
Katie brought both strategic thinking and technical precision to the project. She helped us refine our lead scoring model by aligning Fit and Engagement criteria to better reflect our true buying personas across dealers, integrators, and end users. The result was a much clearer MQL definition and improved visibility into our funnel performance.
What stood out most was her ability to translate marketing strategy into operational execution. She asked the right questions, documented processes clearly, and ensured our team could confidently manage and optimize the system moving forward.
If you're looking for someone who can bring clarity, structure, and performance-driven thinking to your CRM and marketing automation efforts, I highly recommend Katie.
What this isn't.
A giant agency. You won't get sold by one person and handed off to another. I do the work.
For teams not ready to commit. This only works if Sales and Marketing leadership are willing to operate from the same truth — and own the outcome.
RevOps theater. I don't build dashboards that make leadership feel good. I build systems that make revenue move.
If that sounds like what you need, let's talk.
Book a 30-minute callReady to build the system?
Book a free 30-minute strategy call. We'll look at where your HubSpot stands, where revenue is leaking, and whether working together makes sense. No pitch. Just a real conversation.