Executive reporting for a 42-state healthcare operation

Mission Mobile Medical runs 250+ mobile clinic programs across 42 states. From 2023 I managed their HubSpot account, working directly with the CRO and the client services leadership.

What I built

• Rebuilt the executive reporting dashboard: year-over-year revenue comparison and pacing against annual targets
• Built all-time sales reporting across six years of deal pipelines, with regional and rep-level breakdowns exported for leadership review
• Traced a loss of active client records to an inactivity workflow that was deleting them, stopped it and restored the records
• Audited live sequences and auto-enrollment to give leadership visibility into what was running
• Scoped pipeline stage changes and workflow automation with the client services team
• Connected Zapier and Mailchimp for data sync and communication

Result

Revenue against target in one executive dashboard, six years of sales history reportable by region and rep, and the deleted client records back in the CRM.

Stack: HubSpot Sales Hub and Marketing Hub, custom reports and dashboards, workflows, Zapier, Mailchimp.

How I build HubSpot audit and cleanup projects