This engagement is designed for:
• Seed–Series B B2B companies
• teams already using HubSpot, Salesforce, or a similar CRM
• companies running outbound, lifecycle, or paid acquisition
• founders or RevOps leaders who feel their systems aren’t working together
If your team is asking questions like:
• “Why do our leads disappear in the pipeline?”
• “Why don’t marketing and sales numbers match?”
• “Why does outbound generate noise instead of qualified conversations?”
• “Why can’t we trust our attribution?”
Then you likely have a systems problem, not a marketing problem.
Our Expertise
🧩 CRM & Pipeline Architecture
Your CRM should reflect how deals really move through the business.
In many companies it slowly becomes a database instead of a decision system.
The diagnostic reviews how pipeline structure supports, or blocks growth.
• Pipeline stages and conversion logic
• Lead routing, ownership rules, and handoffs
• Pipeline visibility and forecasting reliability
• Automation and task flows supporting sales
This reveals where deals stall, data becomes unreliable, or ownership breaks down.
🚀 Outbound & Lead Generation Infrastructure
Outbound works when infrastructure, targeting, and CRM routing operate as one system.
The diagnostic reviews how your outbound engine is structured from data to pipeline.
• Domain infrastructure and deliverability setup
• Lead sourcing, enrichment, and ICP filtering
• Sequencing logic and reply handling
• How outbound signals enter and update CRM
This shows whether outbound is generating real pipeline, or just sending volume.
🔄 Lifecycle & Customer Messaging
Growth doesn’t stop at the first meeting.
Lifecycle messaging determines whether leads activate, convert, and expand.
The diagnostic evaluates how automation supports the full customer journey.
• Onboarding and activation flows
• Retention and expansion messaging
• Segmentation logic and timing
• Behavioral triggers tied to product or CRM signals
This identifies where engagement breaks and where automation can compound revenue.
📊 GTM Data & Attribution
Many teams collect large amounts of data but lack clarity on what truly drives growth.
The diagnostic examines how marketing, sales, and product signals connect.
• Source tracking and attribution reliability
• Reporting consistency across marketing and sales
• Visibility into channel performance
• Clarity on which activities generate pipeline
This ensures leadership can make decisions based on real growth signals, not fragmented dashboards.
At the end of the diagnostic you receive a clear systems blueprint.
Deliverables include:
• Revenue Systems Architecture Map
• Pipeline leak analysis
• CRM and automation audit summary
• GTM ecosystem alignment review
• prioritized execution roadmap
This gives your team a clear plan for optimising the system - upgrading, switching building blocks, updating or cutting the redundancies - whether you implement it internally or with my help.
How It Works
How the engagement works
Our Portfolio
Example systems work
The approach behind this diagnostic has been used to design revenue infrastructure for companies across SaaS, marketplaces, and premium B2B sectors.
Outbound
Apollo
Lemlist
Hubspot
Zapier
👔 Upshift (Antaeus Project) - Scaling Outbound Infrastructure to 30K Emails/Month for Enterprise B2B Marketplace Sales
RevOps
Hubspot
✈️ Bitlux Aviation – RevOps Transformation for High-Net-Worth Private Charter Business
Lifecycle Marketing
Customer.io
🤖 EQULS - Building Lifecycle Marketing & Product-Led Growth Infrastructure at Pre-Seed Stage
Client stories
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"Working with Hugh at Magellan Digital Solutions was an outstanding experience from start to finish. He helped us design, create, and implement our automated email marketing strategy in a way that perfectly aligned with our business goals. Hugh guided us through identifying the best technology options available, always keeping our desire to scale in mind. His expertise, clear communication, and thoughtful approach made the process seamless, and we now have a robust system that will grow with us. We couldn’t be happier with the results and highly recommend Hugh and the Magellan Digital Solutions team."
Jordan Nilsen
CEO, EQULS
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“Huberts expertise in marketing automation, data analytics, and campaign optimization was instrumental in improving overall marketing ROI. His technical proficiency with platforms like HubSpot, Customer.io, and Google Analytics, combined with his strategic mindset, made him a key asset to our growth initiatives.”
Alexander Pantich
President, Upshift
If your growth feels slower than it should -
and you suspect the issue may be structural -
this diagnostic will reveal where the system needs attention.
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