002
Case study
HubSpot / MDF
HubSpot depth from building, not just clicking.
002
Custom objects, automations, health scoring, client onboarding sites.
Problem
At MDF, customer work lived in HubSpot — but pipelines, health, and onboarding were not structured enough to scale. Spreadsheets and one-off sites filled the gaps.
What he built
Custom object pipelines, automations that moved work without extra clicks, health scoring so risk showed up early, and onboarding websites clients could actually use.
Outcome
A cleaner view of the book, faster onboarding, and a HubSpot system that matches how CS actually works.