The Pillars of Your Ascent

At Blu Mountain, we don’t just implement HubSpot—we guide your revenue organization up the mountain, from foundational systems to enterprise-level excellence. Each offering represents a critical capability, activated and scaled at different points along your journey.

Metrics & Insights

Find Your Bearings. Navigate with Confidence.

We build your tracking infrastructure, benchmark your KPIs, and provide executive visibility into the areas that will actually move the needle. This offering is the compass of your climb—data isn’t just tracked, it’s transformed into a strategic roadmap.

What’s included:

Full KPI and lifecycle stage mapping

Attribution design & funnel diagnostics

Custom dashboards

Forecasting insights & funnel velocity

Learn more about how we uncover insights in your account

Explore Metrics & Insights

Strategic Motions

Stop Deploying Features. Start Scaling Motions.

We help you translate business goals into scalable, systemized HubSpot execution. From lifecycle automation to complex routing and lead scoring, we build infrastructure that doesn’t just “work”—it works intelligently.

What’s included:

Lifecycle automation

Object model customization

Lead routing & enrichment

Feature rollouts tied to strategy

Learn more about how we implement strategic motions

Explore STRATEGIC MOTIONS

Training & Documentation

Equip Your Team for the Climb.

Technology is only as powerful as the people using it. We ensure your team is aligned, empowered, and confident—through documentation, knowledge bases, trainings, and SOPs that support adoption and performance.

What’s included:

Internal wikis, process docs, and HubSpot playbooks

Department-specific enablement (Sales, Marketing, CS)

Live trainings & recordings

Cross-functional alignment sessions

Learn more about our documentation & training programs

Explore Enablement Plans

Ongoing Hygiene

Climbing with Confidence.

Once the system is live, the real work begins. We offer preventive and predictive maintenance to keep your HubSpot environment clean, functional, and aligned with evolving needs—without waiting for something to break.

What’s included:

Monthly audits & QA

Deduplication & data hygiene

Workflow health checks

Change tracking & stakeholder reporting

Learn more about our ongoing maintenance programs

Explore Hygiene Plans

Hubspot Setup

It’a not uncommon for companies to make costly decisions when architecting their revenue operations. A little bit of strategy in the early days can go a long way.

Data architecture

Pipeline build

Data upload and testing

Web integration

Platform integrations

Calendar links

Learn about how Inveterate was able to close more revenue in a month than the entire quarter before.

Download the case study

Marketing Optimization

If you’re looking to optimize your ad budget, it’s critical to leverage hubspot’s underlying tracking infrastructure in place. Stop guessing and start growing.

Compaign management

Custom attribution model

Email marketing

Social

Inbound process

Ad connection

Nature campaigns

Custom forms

Learn how Sprout grew leads
by 300% and MQLs by 160% in 3 months.

Download the case study

See how Thoughtful AI grew their revenue by 380% and MQLs by 215% in just 3 months.

Download the case study

Behavioral flows

Lifecycle model

Benchmarking & strategy

Intent based flows

Inbound process

Comprehensive reporting

Nature campaigns

Custom onboarding

Revenue Operations

Building a revenue machine is about the tweaks and iterations. Hubspot’s funnel capabilities enable companies to iterate their processes so they can grow the bottom line.

Start your climb today

START YOUR CLIMB