Gombu KanuLead Pipeline Buildout
One pipeline runs from form submission to booked call. No manual steps, no routing delays, no replatforming HubSpot.
Engagement
3-Phase Pipeline Buildout
Total Timeline
~6 weeks end-to-end
~2 weeks per phase
Total Investment
$24,000
Billed phase by phase
Phase 1 due on approval. Phases 2+ invoice when the prior phase ships.
“10+ hours/week of manual lead routing”
— Gombu Kanu, in our discovery
Here's what we're building.
Where we are now — and where we end up
Right now
- 10+ hours every week spent moving leads between form, CRM, email, and calendar by hand
- Outreach is generic or inconsistent — personalization doesn't scale
- Booking a call is friction, not flow
- HubSpot is in place but not doing the work it could
After this engagement
- One pipeline: form → HubSpot → personalized email → calendar booking
- Manual routing time near zero — the system handles intake and triage
- Every lead gets a personalized email within minutes, not days
- Prospects self-book; your team shows up to the call, not to the routing
A lead fills out a form; HubSpot routes it; a personalized email goes out; the prospect books on a calendar. No human touches it unless they want to. The 10+ hours a week come back, and every lead gets the same fast, personalized response.
The three phases
Each phase delivers a concrete output — and pricing locks before any work begins in that phase.
Phase 1
Strategy & Positioning
Phase outcome
A clear, written plan for the pipeline — what runs where, which path we take, and what Phase 2 audits against.
What we'll do
- Map the current lead flow end-to-end — every form, every handoff, every manual step
- Define the target pipeline architecture: HubSpot-native vs. external orchestrator (Make / n8n / Zapier)
- Decide the path with you — tradeoffs documented, recommendation made, decision logged
- Spec the personalization logic: what triggers, what varies, what stays templated
- Produce a Phase 2 + Phase 3 scope brief so the rest of the engagement is sequenced against a real plan
You walk away with
Investment
$5,000
Phase 2
Audit & Discovery
Phase outcome
Every system, field, and integration needed for the build is inventoried and validated. Phase 3 starts with zero unknowns.
What we'll do
- Audit the current HubSpot instance — fields, lists, workflows, automations, data quality
- Inventory existing form tools, calendar tools, and email setup
- Validate API access and integration points for the chosen path
- Map data flow and field mapping form-by-form
- Surface gaps, blockers, and migration work before we build
You walk away with
Investment
$7,000
Phase 3
Build & Implementation
Phase outcome
The pipeline is live. Forms route into HubSpot, personalized emails fire automatically, and prospects book themselves onto a real calendar — end to end, in production.
What we'll do
- Build the form-to-HubSpot routing logic on the chosen path
- Configure personalized email sequences with the triggers and variables defined in Phase 1
- Wire calendar booking into the email flow — frictionless self-serve scheduling
- Test end-to-end with real data before go-live
- Hand off with documentation, a runbook, and a 14-day stabilization window
You walk away with
Investment
$12,000
Why this order
Building before auditing is how integration projects blow their budget — you discover the data isn't where you think it is, halfway through Phase 3, with the invoice already sent.
The path decision (HubSpot-native vs. external orchestrator) changes everything downstream — including Phase 2 and 3 scope.
The audit surfaces blockers while they're still cheap to fix. Finding a missing API permission in discovery costs an afternoon. Finding it during build costs a week.
By then, the architecture is decided, the data is mapped, and the build is execution — not exploration.
Investment
Questions for you
A few things weren't covered on the discovery call. Your answers tighten Phase 1 scope and pricing — reply with whatever you know.
Frequently asked questions
Answers to the questions every decision-maker asks.
Next steps
Review this proposal.
Flag any questions, scope concerns, or pricing pushback.
Answer the Questions section above.
Reply by email or fill them in directly — they shape Phase 1.
Settle Phase 1 to kick off.
This triggers our scheduling for the second call.
Book the Phase 1 working session.
We'll align on path decision and pipeline architecture together.
Phase 1 delivers in ~2 weeks.
From there, Phases 2 and 3 sequence naturally.
Ready to get started?
Book the proposal review call and we'll lock Phase 1 pricing together.
Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length.