RevOps Consulting for HubSpot Teams
If Marketing says 200 leads and Sales only got 40, I know where to look. I help B2B companies uncover revenue leaks, fix lead routing, and get more from HubSpot.
Here's what that actually looks like.
80% of the leads Marketing paid for, and nobody can say what happened to them.
Not a lead-gen problem. A revenue operations problem — and every drop-off above is fixable.
You might be…
You generate the leads, send them to Sales — and watch them disappear.
Every time someone asks what Marketing contributes to pipeline, you give a number you don't fully trust.
You adjust the pipeline report in your head before you present it.
Wrong stages, missing data, forecasts that don't match the reps. You want to trust the system. You just can't yet.
You know exactly what's broken. You've known for months.
You're stuck between priorities, org dynamics, and a HubSpot instance patched so many times nobody's sure what it does.
These aren't three separate problems. They're one.
Teams frame it as three issues. Get into the HubSpot setup and it's almost always the same root: the process was never defined clearly enough to build systems around — so the tools reflect the confusion.
HubSpot is doing exactly what it was told. The issue is upstream — in the conversations that didn't happen.
That's where the work starts.
Dr. Katie Schwartz
RevOps consultant · HubSpot architect · Founder, MTHRBOARD
I started my career designing critical components and systems for commercial and government aerospace projects — work where a missed handoff or an undefined process isn't a spreadsheet error, it's a real problem. That same systems mindset is what I bring to revenue operations today.
MTHRBOARD exists because most small businesses don't have access to the funds, tools, or in-house expertise to build operating systems that actually scale. I partner with founders and revenue teams to design RevOps infrastructure that grows with the business — so teams stop duct-taping workflows, founders stop burning out, and Marketing and Sales finally move in the same direction.
Most RevOps problems look technical and turn out to be human: two teams using the same words to mean different things, a lifecycle stage nobody agreed on, a report built to defend a number instead of find the truth. I'm equally comfortable running the alignment workshop and building the HubSpot workflow that comes out of it.
You work directly with me. Not a team I manage.
MTHRBOARD is me — Katie. No agency, no junior consultant after we sign. You get senior RevOps thinking and hands-on HubSpot implementation from the same person, start to finish.
We find what's broken — in the process and the communication, not just HubSpot. I hold the Marketing/Sales alignment room neither side wants to start.
Once we agree how it should work, I build it — in HubSpot, Salesforce, or both. The systems reflect the decisions, not the other way around.
Not a slide deck of recommendations — a working system your team uses. Documented, trained, and set up to last.
A HubSpot Solutions Partner — vetted to build the systems your revenue runs on.
Partner status means HubSpot has verified the implementation work directly. You're not handing your instance to someone learning on your account — you're working with a certified practitioner who does this every day.
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 quick HubSpot audit. If you need a list of 47 recommendations to hand off, I'm not the right fit — and I'd rather say so now.
For teams not ready to align. The systems I build reflect your team's agreements. If Marketing and Sales won't work through the disagreements, the work won't hold.
For large enterprise RevOps teams. I work best with B2B SMB to mid-market — 20 to 500 people, where the problems are real and the team's nimble enough to actually change.
If that sounds like you, I'd love to talk.
Book a 30-minute callLet's find out if this is the right fit.
Book a 30-minute call. We'll talk about what's happening in your HubSpot, where the friction is, and whether I'm the right person to help.
No pitch, no pressure. If it's not a fit, I'll tell you that too.