How we helped Yoello tidy up their pipelines and processes

The Challenge

The Yoello team are real tech pros themselves, and had configured HubSpot to a really good level - but their 'Deal Pipelines' had grown out of control.

The Solution

We performed an audit on the Deal Pipelines, and putting into a spreadsheet - with a) Stage, and b) Automations, easy to assess. From there, we consulted on their existing processes and decided to reduce the number of Pipelines from 13 to 2. This then required movement of Deals to the correct new stage, before deleting the Pipelines - whilst being aware of any automations that could be triggered.