QTRBK is your team's quarterback. Quarterly planning and AI agent management 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 01
Teamwork
When more than one person is responsible, then no one is.
Your HubSpot portal has dozens 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 01
Track
Reviewing the Quarterly Report at the end of the quarter is too late.
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.
Stay on track with real-time data
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 01
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.
Quarterly Planning Made Easy
QTRBK is your team's quarterback.
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, plus full visibility and control over the AI agents doing real work in your HubSpot portal.
1. Install QTRBK
Easy Install. No migration. No rebuilds. QTRBK reads your existing portal – teams, users, properties, objects – and layers on top. Nothing moves.
2. Onboard your teams
Start with Structure (map ownership in 20 minutes) or Planning (if your next QBR is the fire). Pick the play that solves this quarter's problem.
3. Run your first play
Start with Structure (map ownership in 20 minutes) or Planning (if your next QBR is the fire). Pick the play that solves this quarter's problem.
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.
Ian Hammond
Founder, CRO
Australia
Agency Owner18 years
HubSpot10 years
AI Expert3 years
CoffeeLong Black
WineChardonnay
Mike Eastwood
Founder, CTO
New Zealand
Agency Owner18 years
HubSpot10 years
AI Expert3 years
CoffeeEspresso
WineCôtes du Rhône
AI Management Inside HubSpot
AI Agents doing real work in HubSpot
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, plus full visibility and control over the AI agents doing real work in your HubSpot portal.