Case Studies in Scaling GTM Systems.

As the Head of Revenue Marketing, I sought to enhance our systems and processes to improve scalability and efficiency. Michael and his team conducted a thorough Marketing Funnel and System Audit, which offered clear insights and practical recommendations to optimize our HubSpot setup and refine handoffs across teams.

Our system had a complex set of existing and outdated automation. We needed to streamline our processes and systems before expanding our team and our marketing spend. The Sales Nerd, through collaborative planning sessions, defined our Marketing Attribution and Funnel Design, then executed flawlessly the change management required to maintain the system.

They worked with us to do a deep dive into our existing funnel, helped us understand where the gaps were, and gave us the tools to design a funnel that’s aligned with best practices. Their discovery process was thorough, insightful, and immediately actionable.

Perhaps what sets them apart the most is their ability to bring teams along on the journey. They don’t just deliver solutions—they upskill internal teams, build alignment among stakeholders, and focus on enablement to ensure the changes last well beyond go-live.

Working with the Sales Nerds was an amazing experience. We brought them on to help us clean up our onboarding process in HubSpot and ClickUp, and they nailed it. They took the time to fully understand and map out all our processes, quickly spotted what needed improvement, and provided clear, actionable insights that made a huge difference.

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SalesNerd operates more akin to an implementation team than a consulting practice, which I loved. The team delivered on a key upgrade to our reporting infrastructure in Salesforce, splitting lead status and life cycles on the contact and lead record. The team then debugged the entire implementation, enabled end users, and then handed over the keys. The end result was a fairly smooth transition for a massive implementation project. 

Working with Salesnerd has been a game changer for us.

As the Global Head of Business Development, it’s critical for me to ensure alignment across the entire go-to-market motion from top-of-funnel outreach to closed won deals. Salesnerd came in at the perfect time, helping us unify our sales and marketing processes and establish a repeatable system that scales.

What set The Sales Nerd apart was their depth of RevOps expertise and architectural thinking—particularly around funnel design, data model consolidation, and cross-system integration. They consistently pushed for clarity, alignment, and long-term scalability rather than quick fixes, and their restructuring of objects and removal of purposeful duplicates were critical to modernizing our environment.

Working with The Sales Nerd was a turning point in designing and establishing the data flow between Salesforce and HubSpot. Michael’s team built custom handoffs that respected the complexity of our Salesforce architecture while simplifying how inbound and existing-customer leads move through the funnel. They also implemented a new Clay integration into HubSpot that qualifies and enriches inbound leads to a higher standard than we had before—dramatically improving routing accuracy and sales response time.

The Sales Nerd quickly identified the key friction points in our lead-to-revenue process and helped us visualize the entire funnel through a clear Lucidchart model. Their recommendations for consolidating pipelines and standardizing lifecycle definitions were both practical and immediately actionable. The audit not only improved our visibility but also gave us a shared language for how our inbound and outbound efforts connect.