Real deliverables from real engagements.
Every artifact below was generated by OpsPal during actual client work. Names and data have been anonymized — the structure, depth, and formatting are exactly what your team and leadership will receive.
Assessments and Audits
RevOps Pipeline and Lifecycle Assessment
36-page HubSpot portal assessment with maturity scorecard, key findings (deal amounts at 0%, abandoned lifecycle, stalled pipeline), and sequenced remediation plan.
Salesforce Automation Audit
13-page automation inventory across 130 Apex triggers, 88 active Flows, 373 obsolete Flows, and 65 validation rules. Includes custom lead assignment architecture discovery and conflict risk analysis.
Forensic Root Cause Analysis — Case Closure Investigation
38-page forensic investigation into systematic case closure failures. Analyzed 5,329 cases, identified 1,103 false closures (28%), traced root cause to missing flow validation with 100% confidence.
Territory and Sales Operations
Named Account Territory Simplification Proposal
12-page territory optimization proposal. Identified fragmented Named Account reporting across 6 regions, proposed single formula change to unify geographic reporting without touching assignment rules or ownership.
FY26 Territory Realignment — Executive Summary
14-page rollout summary covering RSM interim ownership for 1,285 accounts across 9 open territories, 4,640 Admin-owned account resolution, role hierarchy restructuring, and complete territory matrix.
Marketo and Marketing Operations
Marketo Lead Routing Rules Catalog
18-page lead routing analysis covering 197 smart campaigns, 5 active routing campaigns, 7 behavioral scoring campaigns, and verified routing evidence with correction notice for prior audit findings.
Lead Database Hygiene Project — Final Delivery
18-page database optimization project reducing 210K leads to under 200K through three-tier risk-based deletion. Includes 14-file delivery package with implementation guide, rollback procedures, and monitoring checklists.
Strategic Planning
FY26 OKR Draft — Full GTM
11-page data-driven OKR set with 5 objectives, 20 key results, and 11 initiatives derived from live Salesforce and HubSpot data. Includes revenue snapshot with pipeline coverage, win rates, and territory metrics.
Implementation and Migration
Salesforce Implementation Plan
18-page implementation plan for HubSpot-to-Salesforce migration. Synthesizes client requirements, HubSpot pipeline assessment, and Salesforce discovery into carry-forward/leave-behind framework with team composition and phasing.
Salesforce Schema Document
28-page schema design covering Account, Contact, Opportunity, and custom objects with field-level detail, sync direction legend (Warehouse, SF-native, HubSpot sync, Calculated), record types, and picklist values.
Data Migration — Scope and Approach
17-page migration scope for HubSpot-to-Salesforce data transfer. Covers 23K contacts via programmatic API extraction, company web enrichment (14,381 companies), SF Account creation (13,330 records), and cross-reference matching.
Want a custom report style?
We will tailor deliverables to your leadership style and portfolio.