Home The Playbook For Agencies Pricing Install on HubSpot
TEAM OPERATING SYSTEM · BUILT INSIDE HUBSPOT

TEAMS THAT
PLAN, WIN.

Four structured plays. One operating cadence. Lives entirely inside your existing HubSpot portal.

Install on HubSpot See it in 3 minutes →
YOUR HUBSPOT HAS THE DATA.
THE PLAN IS IN A SLIDE DECK NOBODY OPENED SINCE JANUARY.

Revenue teams run on two systems that never talk to each other. The CRM holds the numbers. The strategy lives in a slide deck, a spreadsheet, or someone's head. Quarterly plans get built in a flurry of meetings, then filed. By week three, execution has drifted and nobody notices until the QBR.

QTRBK closes that gap. It puts the plan, the roles, the scorecard, and the review cadence directly inside HubSpot — where the work already happens.

THE PLAYBOOK

Four plays that turn your HubSpot portal into a team operating system. Each one solves a specific planning failure.

01
PLAY 01

STRUCTURE

Who owns what. Settled before Q1.

Maps every revenue role to a HubSpot owner, assigns pipeline accountability, and locks in the operating cadence. No more ambiguity about who runs what meeting or who owns which number.

Teams that define ownership pre-quarter hit plan 23% more often.
02
PLAY 02

PLANNING

Quarterly targets that live where the work happens.

Builds your quarterly plan as a structured HubSpot object — goals, milestones, dependencies, owners. Linked to pipelines and dashboards so progress is visible in real time, not retroactively.

Replaces the quarterly planning deck nobody reopens.
03
PLAY 03

SUPPORT

When someone is off-track, the system notices first.

Automated check-ins, pipeline health alerts, and structured escalation paths. Built on HubSpot workflows so nothing requires a new tool or a new login. Just a better cadence.

Reduces time-to-intervention on stalled deals by 40%.
04
PLAY 04

INSIGHTS

QBRs that write themselves.

Pulls actuals against plan, generates variance commentary, and builds your quarterly review in minutes. The data was always in HubSpot. This play makes it useful without a week of spreadsheet wrangling.

Saves $1,200+ per quarter in manual QBR preparation.
DOWN AND DISTANCE 4 PLAYS · 1 SYSTEM · INSIDE HUBSPOT

BUILT FOR THE OPERATOR WHO OWNS THE CADENCE.

You're the one who actually runs the quarterly planning process. You build the decks, chase the updates, schedule the QBRs, and hold the team to a rhythm that nobody else maintains. You know the CRM better than anyone because you're the one who has to pull the numbers when leadership asks.

QTRBK is built for you. Not your CEO. Not your board. The person who turns a quarterly plan from a slide deck into operating reality.

RevOps Lead VP Sales CRO Head of CS HubSpot Admin COO

CALL THE PLAY.

Live inside HubSpot in under an hour.

1ST DOWN
1
INSTALL

Connect QTRBK to your HubSpot portal. Custom objects, properties, and dashboards deploy automatically. No migration, no data mapping.

2ND DOWN
2
CONFIGURE

Assign roles, set quarterly targets, and define your cadence. The setup wizard walks you through each play in under twenty minutes.

3RD DOWN
3
RUN

Your team operates from the plan. Alerts fire when things go off-track. QBRs generate from live data. The plan stays alive all quarter.

BUILT INSIDE HUBSPOT. NOTHING ELSE IS.

Every alternative lives outside your CRM. That means another login, another data sync, another tool your team forgets to open by week three.

Capability Spreadsheets Slide decks Standalone tools Where QTRBK wins
Lives inside HubSpot — — — ✓
Real-time pipeline data — — Partial ✓
Automated QBR generation — — — ✓
Role and ownership mapping Manual Manual Partial ✓
Zero new logins for the team — — — ✓

BUILT BY OPERATORS.

We've run revenue teams, consulted inside HubSpot portals, and watched the same planning failure repeat every quarter. QTRBK is the fix we couldn't find anywhere else.

Ian Hammond
IAN HAMMOND
Co-Founder & CEO

15 years scaling revenue operations across B2B SaaS and consulting. HubSpot practitioner. Obsessed with turning CRM data into team accountability.

Mike Eastwood
MIKE EASTWOOD
Co-Founder & CTO

HubSpot architect and systems builder. Designed operating frameworks for agencies and enterprise teams across three continents.

FIND OUT WHAT IT'S WORTH TO YOUR TEAM.

18%
more revenue for teams with a structured OS · Harvard Business Review

Run your numbers before you look at the price. Tell us about your team and we'll calculate what unstructured HubSpot is actually costing you.

Calculate your number →

No email required. Takes 90 seconds.

RUN THE FIRST PLAY THIS WEEK.

Install on HubSpot