HubSpot Pipeline: "Velocity Delivery" — 11 Stages, Day 0 to Renewal
No active bottleneck alerts. All stages progressing normally.
Deal is closed and payment is confirmed. The FSM is assigned and onboarding begins immediately. First impression matters — speed and precision set the tone for the entire engagement.
Founder receives the Typeform intake form (pre-filled from HubSpot) and data collection email. They upload brand assets, social profiles, sales materials, offer docs, and top content to Google Drive. FSM sets a 48-hour follow-up reminder.
The 90-minute Brand Deep Dive call is booked via Calendly. FSM runs the scorecard using the Three-Source Method (intake form + live profiles + research), delivers it 24 hours before the call, and completes full profile review and call prep.
Post-Deep Dive build phase. FSM runs the Brand Positioning skill from Fathom transcript + intake + scorecard, deploys the Brand Strategy Deck to Vercel, and presents everything live. Feedback captured on Fathom, amendments made, final deliverables emailed.
The content operating system. Content GPS tells the founder what to post, where, when, and why. 200+ custom hooks in their voice. Full content packs across LinkedIn, X, and Instagram. Content Waterfall maps the entire distribution system. CTA Strategy ensures every piece drives action.
High-leverage conversion assets that turn attention into revenue. YouTube script, VSL script, newsletter framework, offer stack architecture, and 3 lead magnets. Each presented live, amended from Fathom feedback, and delivered with email templates.
The machine is installed. Landing page copy built and deployed live to Vercel. Workshop script and deck deployed to Vercel. Org chart built. The founder now has positioning, content, monetization, and conversion — the complete operating system.
Ongoing advisory phase. Monthly 60-minute strategy calls covering performance review, content refresh, funnel optimization, and forward planning. Content refreshes every 4-6 weeks. Data-driven optimization against the scorecard baseline.
FSM presents a complete results summary showing what was built, what's performing, and metrics against the original scorecard baseline. Then presents the next-phase roadmap — what the founder could accomplish with continued support. Testimonial collected.
FSM warm-transfers the founder to a closer who presents renewal options. Three paths: continue Velocity ($18K for another 6 months), ascend to Edge (premium 1:1 with Matt for $100K+/month founders), or graduate to Henso Continuity ($1K/month ongoing).
Founder has renewed. Three sub-stages depending on the path chosen. Each has its own onboarding flow and deliverable set.
Everything needed to configure the "Velocity Delivery" pipeline in HubSpot.
| # | Deal Stage Name | Day Range | Win Probability |
|---|---|---|---|
| 1 | Closed | Day 0 | 100% |
| 2 | Intake Form | Day 0–3 | 100% |
| 3 | Deep Dive Scheduled | Day 3–5 | 100% |
| 4 | Brand Positioning | Day 4–7 | 100% |
| 5 | Content Machine | Day 8–14 | 100% |
| 6 | Content Monetization Pack | Day 15–30 | 100% |
| 7 | Conversion Assets | Day 31–45 | 100% |
| 8 | Advisory | Month 2–6 | 100% |
| 9 | Roadmap Call | Month 5 | 100% |
| 10 | Upsell Call | Month 5, Wk 3 | 100% |
| 11 | Renewed | Month 6+ | 100% |
Create a custom multi-checkbox property for each stage. Property group: "Velocity Delivery Checklists". Each property should be a multiple checkboxes type.
| Property Name | Checkbox Options |
|---|---|
| Closed Checklist | Payment confirmed; FSM assigned; Google Drive folder created; Welcome email sent |
| Intake Form Checklist | Typeform sent; Pre-call questionnaire sent; Data collection email sent; Files uploaded to Google Drive |
| Deep Dive Scheduled Checklist | Calendly booked; Scorecard generated and delivered; FSM reviewed all profiles; Call prep complete |
| Brand Positioning Checklist | Brand Positioning document built; Brand Strategy Deck deployed to Vercel; Review call scheduled; Review call completed; Amendments made; Final deliverables sent |
| Content Machine Checklist | Content GPS built; 200+ hooks generated; LinkedIn posts (14) built; X posts (14) built; IG carousels (10) + designs built; Infographics built; Content Waterfall map built; CTA Strategy built; Review call scheduled; Review call completed; Amendments made; Final deliverables sent |
| Content Monetization Pack Checklist | YouTube script built; VSL script built; Newsletter framework built; Offer Stack architecture built; Lead magnets (3) built; Review call scheduled; Review call completed; Amendments made; Final deliverables sent |
| Conversion Assets Checklist | Landing page copy built; Landing page deployed to Vercel; Workshop script built; Workshop deck deployed to Vercel; Org chart built; Review call scheduled; Review call completed; Amendments made; Final deliverables sent |
| Advisory Checklist | Month 2 strategy call completed; Month 3 strategy call completed; Month 4 strategy call completed; Content refresh #1 completed; Content refresh #2 completed; Performance review vs scorecard baseline |
| Roadmap Call Checklist | Results summary prepared; Next-phase roadmap drafted; Roadmap call scheduled; Roadmap call completed; Testimonial collected |
| Upsell Call Checklist | Founder warm-transferred to closer; Renewal options presented; Decision captured |
| Renewed Checklist | Renewal path selected (Velocity / Edge / Henso); New contract signed; Payment confirmed; Onboarding restarted |
| Trigger | Action |
|---|---|
| Deal enters "Closed" | Send welcome email sequence; create Google Drive folder task; assign FSM |
| Deal enters "Intake Form" | Send Typeform link; start 3-day timer for bottleneck alert |
| Deal in "Intake Form" > 3 days | Slack alert to FSM + manager; trigger follow-up email |
| Deal enters "Deep Dive Scheduled" | Send scorecard delivery email; create call prep task |
| Deal enters "Brand Positioning" | Create Brand Positioning build task; set Day 7 deadline |
| Deal enters "Content Machine" | Create Content Machine build task; set Day 14 deadline |
| Deal enters "Content Monetization Pack" | Create Monetization Pack build task; set Day 30 deadline |
| Deal enters "Conversion Assets" | Create Conversion Assets build task; set Day 45 deadline |
| Deal enters "Advisory" | Create recurring monthly strategy call task; schedule first Advisory call |
| Deal enters "Roadmap Call" | Create results summary task; schedule Roadmap call |
| Deal enters "Upsell Call" | Notify closer; create warm-transfer task |
| Any stage change | Slack notification to #velocity-delivery channel |