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Architecting Revenue Systems That Scale

Certified HubSpot Administrator specializing in GTM tech stack optimization, automated workflows, and executive data governance.

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Systems I manage and Integrate

hubspot
slack
zapier
amplitude
notion
clay
gemini-notebook
Claude

How I Align Revenue Teams

CRM Architecture

Architecting scalable HubSpot environments, configuring custom properties, and building precise deal pipelines to support complex B2B sales cycles.

Custom Object & Property Design
Designing custom data models that capture the exact metrics and relationships driving your revenue.
B2B Deal Pipeline Structuring
Designing custom deal stages and pipeline logic tailored to complex, multi-touch sales cycles.
Lead Routing & Territory Mapping

Implementing automated assignment rules to ensure high-value leads reach the right rep instantly.

HubSpot & Tech Stack Audit

Identifying data leaks, redundant tools, and architectural bottlenecks in your current setup.

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Automation & AI

Building HubSpot workflows and AI agents that remove manual data entry, enforce handoffs between Sales and Customer Success, and turn deal activity into usable summaries.

Automated Task & SLA Management
Triggering alerts, reminders, and tasks to keep reps accountable and prevent stalled deals.
Zapier & 3rd-Party Integrations
Connecting disparate GTM tools into a unified, seamlessly automated data flow.
Lifecycle Stage Automations
Building automated triggers to ensure smooth, data-rich handoffs between Marketing, Sales, and CS.
AI Closed-Won Handoff Summaries
A HubSpot AI data agent reads every transcript, email, call, and note on a deal and pins a handoff summary for Customer Success.
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Data & Reporting

Establishing central data dictionaries and building executive reporting suites that provide real-time, 360-degree visibility into MRR, ARR, and pipeline health.

Executive Revenue Dashboards
Building real-time, visual reporting suites for leadership to track MRR, ARR, and pipeline velocity.
Data Hygiene & Validation
Establishing central data dictionaries and validation rules to maintain immaculate CRM data integrity.
Custom Attribution Reporting
Tracking closed-won revenue back to the exact marketing campaigns and sales activities that drove it.
Revenue Forecasting & Pipeline Analytics
Combining deal history and conversion rates to project future revenue and identify pipeline coverage gaps.
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Case Studies

Problem, what I changed, and the numbers.

Closed-Won Handoffs: From 20% to 100% with an AI Summary

Only 20% of closed deals came with a handoff. Now every closed-won deal gets an AI-written summary pinned to it.

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Stage weighting audit: $9M of real pipeline behind a $5M forecast

Early stages were underweighted. I fixed the weights, and weighted open pipeline went from $5M to $9M.

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Cleaning up 20,000+ school records

A 30-property match script and HubSpot's data quality tool merged 60% of the problem records. The rest were re-associated, re-tagged, or deleted.

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Results at a Glance

$5M → $9M

Weighted open pipeline after I corrected the stage weights, so the forecast shows the pipeline that actually exists.

$50K

Yearly software savings from moving the team off Gong and onto HubSpot Notetaker.

20% → 100%

Closed-won deals handed off to Customer Success with a complete summary, up from one in five.

12+ Hours Saved Weekly

Customer Success time no longer spent digging through deal records. Each handoff is now a few minutes of reading one standard summary.

About Me

Chris Mackey, RevOps professional

I'm a HubSpot-certified Revenue Operations professional who builds the systems behind how revenue teams work: CRM architecture, automated workflows, and reporting leadership actually trusts. I currently run HubSpot across Sales, Success, and Finance at a K-12 education company.

I got here through sales. I spent several years in B2B consultative sales and payments technology, then moved into RevOps at Drip, where I built a behavior-based onboarding sequence that lifted conversion 25% and automations that saved 10+ hours a week. Before that I served in the U.S. Army as a combat medic and squad leader. I hold an MBA, and when I'm not in HubSpot I travel and play chess.

HubSpot Certified MBA, 2026 8 Years in Sales and Ops Temecula, CA

Let's Talk

Want to talk RevOps or HubSpot? Connect with me on LinkedIn.
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