Operator track
Make the Tools You Already Pay For Work
Most teams use a fraction of the CRM, accounting, or field service tool they already pay for every month. Before you buy one more thing, I want what you own to earn its keep. Drawing on years inside HubSpot and RevOps, I show you how to find the value sitting unused in your current stack, turn it on, and clean up the data that makes the whole thing feel broken.
What you will be able to do
- Auditing what your tools can do against what you actually use
- The configuration and automation you already paid for and never switched on
- Fixing the messy data that makes a decent tool feel useless
- Deciding honestly when the tool is the problem and when the setup is
- 01You already bought the thing you are about to buy
Why the next purchase is usually a feature you are already paying for and never switched on.
About 4 min
- 02Switch on the part you already paid for
Picking one dormant capability and getting it live in a week without a project plan.
About 3 min
- 03The data is why it feels broken
Most complaints about a tool are complaints about what is inside it, and that is fixable in an afternoon.
About 3 min
- 04Tool problem or setup problem
The honest test for when the answer really is to go buy something else.
About 4 min