QTRBK is your team's quarterback. Quarterly planning and tracking built natively inside HubSpot. It gives teams and agencies a living quarterly plan, ownership, goals, scorecards and automated QBRs. Plus you get full visibility and control over the AI agents doing real work in your HubSpot portal.
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Agree on a focussed 90 day plan
Playbook 01
Plan
Stop rebuilding the quarterly plan from scratch every 90 days.
Your ops lead spends the first two weeks of every quarter pulling data out of HubSpot, rebuilding the QBR deck in Slides or Notion, and manually connecting last quarter's results to next quarter's goals. Then the deck gets presented once and never opened again.
Agree on a focussed 90 day plan
Planning creates a persistent quarterly cadence inside HubSpot – goals, scorecards, QBRs, and check-ins that roll forward, inherit data, and connect previous commitments to what happens next. The plan lives where the team works.
Playbook 02
Teamwork
When more than one person is responsible, then no one is.
Your HubSpot portal has dozens of users and shared access to everything. Permissions tell you who can see what. They do not tell you who is accountable for pipeline hygiene, who owns the lead scoring model, or who fixes the workflow when it breaks at 4pm on a Friday.
Teamwork, on the same page
Structure maps explicit ownership to teams, functions, goals, and processes inside HubSpot. Not assumed. Not shared. Not "sort of everyone". Get everyone on the same page with QTRBK.
Playbook 03
Track
Reviewing the Quarterly Report at the end of the quarter is too late.
HubSpot's default reporting shows activity – calls made, deals moved, emails sent. Dashboards track where you were, not where you are going. Useful, but it does not answer the question your leadership team actually asks: are we delivering on what we committed to this quarter?
Stay on track with real-time data
Dashboards that show activity without context create more questions than answers. QTRBK's real time tracking connects every metric to a commitment – so the data tells a story your team can act on.
Playbook 04
Assist
Your team's questions deserve a system, not a Slack thread.
Someone asks how to update a deal stage. Someone else wants to know why a workflow stopped firing. A third person needs a new report but is not sure who to ask. All three questions land in Slack DMs. None of them get tracked. The ops lead answers them from memory between meetings.
Goal aligned support in HubSpot
Support is an internal helpdesk built as a custom object inside HubSpot. Requests are logged, routed, and resolved – with a record that shows what your team actually needs, not just what they asked about loudly enough.
Artificial Intelligence
Agentic OS
Your team is burning time and tokens bot-sitting AI chatbots.
The rapid success of AI blindsided most teams and as we struggled to catch up we learned bad habits - token-maxxing, bot-sitting, invisible changes, security and privacy issues. Most AI pilots were burning time and money to produce work that needed to be fixed by your team.
AI Agents doing real work in HubSpot
Manage AI Agents the same way you would a high performance team. Real work done in HubSpot with time and token logging, audit trails, reporting and sign-off from your team. Accountability, visibility, measurable results.
Coming Soon
Quarterly Planning Made Easy
Quarterly planning and AI agent management engine built natively inside HubSpot. It gives agencies and ops teams a living quarterly plan – ownership, goals, scorecards, automated QBRs.
1. Install QTRBK
Install QTRBK quickly and easily into your HubSpot portal. No special configuration necessary. Everything is automated.
2. Onboard your teams
Set up your teams in the QTRBK admin area and assign everybody a role. It's easy to add the right people to the right team.
3. Run your Kick-off
Set up your teams for success. Run that kickoff meeting to plan your first quarter and get started straight away.
4. Let the system roll forward
Goals carry into next quarter. Scorecards update from live HubSpot data. Your next QBR builds itself. No more starting from scratch every 90 days.
AI Agent Management Inside HubSpot
AI Agents doing real work in HubSpot, the same way your team does. Assign multiple tasks to AI Agents and check their status when it suits you. No more bot-sitting.
Coming Soon
Ian Hammond
Founder, CRO
Australia
Agency Owner10 years
HubSpot10 years
AI Expert2 years
CoffeeLong Black
WineChardonnay
Mike Eastwood
Founder, CTO
New Zealand
Agency Owner18 years
HubSpot10 years
AI Expert3 years
CoffeeEspresso
WineCôtes du Rhône