All client work
Inside the engagement
How a CPG Brand Charted a Six-Phase CRM Roadmap to Replace Monday.com with HubSpot
IndustryConsumer Packaged Goods
ClientCPG Brand
Reported resultSix-phase HubSpot roadmap approved
The business challenge.
Distributor, co-packer, and retailer data lived in scattered spreadsheets and an under-powered Monday CRM, crippling forecast accuracy and deal visibility.
The work behind the result.
Through stakeholder discovery, data audits, and gap analysis we produced a crawl-walk-run roadmap—budget, timeline, and KPIs—for migrating to HubSpot with custom objects for each partner type.
What changed.
Six-phase HubSpot roadmap approved
BeforeLegacy Monday CRM; siloed data
AfterSix-phase HubSpot roadmap signed off
ImprovementAlignment & investment approval
Results are specific to this engagement.
What leaders can take from it.
- 01A roadmap de-risks big-bang CRM bets.
- 02Custom objects mirror real-world relationships.
- 03Budget clarity secures executive buy-in.
Your next move
Let’s turn AI ambition
into progress.
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