Resources
Fresh content
UNBOUND 2026: 10 takeaways from our Founder for HubSpot portal owners
Our founder, Lewis has just returned from Boston having attended this years HubSpot's Fall Spotlight; UNBOUND. With more than 200 sessions and a meeting with the CEO (insert Lewis fangirling here!!)
Three reasons your NRR is wrong in HubSpot (and how to fix it before Series A)
Why net revenue retention in HubSpot is usually wrong: HubSpot deals record bookings at a point in time, while NRR measures recurring revenue changing across a period. Three gaps cause most errors. Recurring revenue derived from the deal Amount property rather than from line items with recurring billing terms. Expansion and contraction logged in the same pipeline as new business, or not logged at all. Churn and downgrades recorded without a consistent amount or effective date. Fixing all three means modelling recurring revenue, post-sale changes and lost revenue as separate, dated events, then reconciling to finance.
RevOps Automation in 2026: What Lean Teams Should Build First
How a small team gets the revenue operations of a much bigger company, if it automates in the right order.