Fintech/Asana + HubSpot
−62%
Manual operational tasks
“Eight pipelines, four spreadsheets, and a Slack channel called #sales-final-FINAL. Six weeks later: one system.”
Head of RevOps$240M ARR · Series C6 weeks to live
CERTIFIED PARTNEROfficially recognized
Officially recognized
by the platforms we architect.
Direct access to Asana and HubSpot product roadmaps, technical escalation, and partner-only training.
ASANA · SOLUTIONS PARTNER
HUBSPOT · SOLUTIONS PARTNER128 rolloutsSince 2021 · NDA-protected client list$2.4B ARR servedCombined revenue across client base
Three ways into your operation.
We build the systems that run your revenue and delivery, rebuild the ones you’ve outgrown, and extend them with AI and stack-wide automation.
What we build01 — 03
01
Architect
Architect a new operating system
New HubSpot for revenue. New Asana for delivery. The sync between them. Stood up from scratch so it scales past you.
→Workspace architecture→Pipeline configuration→Asana ⇄ HubSpot→Governance & reporting
Read brief →02
Rebuild
Rebuild what you already have
We audit what is broken, rebuild what is worth keeping, and leave you with a CRM and workspace that stop fighting your team.
→System audit→Workflow redesign→Reporting upgrade→Data cleanup
Read brief →03
Extend
Extend it with AI and automation
AI inside the workflows that need it. n8n and Make flows across the rest of your stack. The parts of your operation that should run themselves, finally do.
→AI-in-the-loop→n8n / Make flows→Custom integrations→Cycle-time reduction
Read brief →Proof of workThree rebuilds.
Three rebuilds.
Three operating systems.
A sample of recent engagements. Names withheld under NDA; metrics verified against pre-engagement baselines.
B2B SaaS/HubSpot
+34%
Pipeline velocity, QoQ
“Our forecasting went from a finger in the wind to within four percent. The board noticed in the first review.”
VP Marketing800 employees · NA + EMEA90-day engagement
Logistics/Asana
12→1
Tracking systems consolidated
“They replaced twelve disconnected tools with one Asana portfolio. We finally have one source of truth across operations.”
COO2,400 employees · enterprisePhased · 14 weeks
How we work
Four phases. One connected system.
Every engagement follows the same architectural cadence: audit the operation, design the structure, build the integrations, then hand your team a system they can run.
The engagementAudit → Enable
01
Audit
Map workflows, data flows, and operational gaps.
- →Stakeholder interviews
- →Stack inventory
- →Gap analysis
02
Architect
Design hierarchy, governance, and the automation framework.
- →Portfolio model
- →Lifecycle stages
- →Automation rules
03
Build
Configure Asana and HubSpot. Integrate the APIs.
- →Workspace build
- →Pipeline setup
- →Slack / API bridges
04
Enable
Train the team, document the system, govern it over time.
- →Playbooks
- →Live training
- →90-day review
Struggling to keep track of tasks, leads, and deadlines?
Four problems we hear in every first conversation, and the foundation we rebuild underneath each one.
Challenges solved01 — 04
01
Lack of team accountability
Who actually owns what, right now?
The resolution
We build live dashboards across Asana and HubSpot so ownership and progress are visible in real time, not reconstructed in a status meeting.
02
Repetitive manual processes
Hours lost to routine admin every week.
The resolution
We automate task creation, lead assignment, and status updates across both platforms, so the busywork runs itself.
03
Complexity of managing projects
Too many disconnected pipelines and tools.
The resolution
We structure projects, campaigns, and sales pipelines into one connected system with a single hierarchy.
04
Inefficient communication
Marketing, sales, and ops working in silos.
The resolution
We connect the teams so tasks and customer data live in one place, and context stops getting dropped at the handoff.
OPERATING PRINCIPLE
Our goal is not just to set up tools — but to help you build a smoother, more organized way of working.
FLOWYAND · OPERATING THESIS
// The next stepDiagnostic
Stop fighting your tools.Start scaling your execution.
Let's map your current revenue-to-operations flow and identify exactly where the friction is costing you time.
49.2827° N · 123.1207° WFlowyand · Vancouver