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Portal audit

Audit all custom properties, workflows, and deal pipelines in our HubSpot portal. Flag anything unused, redundant, or misconfigured.

Workflow troubleshooting

Contacts aren't enrolling in our onboarding sequence after deal close. Look at all active workflows triggered by deal stage changes and figure out which one is broken or conflicting.

Create custom property

Create a dropdown property called 'Renewal Risk Level' on Deals with options: Low, Medium, High, Critical. Add it to the Deal pipeline card.

Build a workflow

Build a workflow that auto-sets Renewal Risk Level based on days until close date and whether the deal has had any logged calls in the last 30 days.

Pipeline configuration

Review our deal pipeline stages — are there any stages where deals are getting stuck? Show me the average time in each stage and flag bottlenecks.

Property cleanup

Find all custom properties on Contacts and Deals that have less than 5% population rate. Give me a cleanup plan with which ones to archive.

Full portal documentation

Document our entire HubSpot portal — objects, custom properties, deal pipelines, active workflows, lists, and integrations. I need to hand this off to a new admin.

List & workflow dependency map

Map all active lists and workflows — show me which lists feed into which workflows, which workflows update which properties, and where there are circular dependencies or orphaned automations.

“Now that we've integrated with HubSpot, we're able to build a view of our funnel in minutes — something that used to take an analyst a couple of weeks in Tableau.”
Giovani Grillo de Salve
Senior Manager, GTM Operations
Why not just use Claude or ChatGPT?

Von is built specifically for the needs of revenue teams

You already pay for general-purpose AI tools, so you could probably build this yourself. But those tools weren’t built for the specific needs of revenue teams.

Explore Build vs. Buy
Claude / ChatGPT
Von logo lockup
System connections
Each user sets up their own connections. Centralized access requires engineering to build and maintain an MCP server.
Admin connects once. Native, one-click integrations available to the entire org immediately.
Business context
Doesn’t know your fields, fiscal year, or churn definition. You write and maintain skill files for every use case.
Von builds a context graph in days. No skill files. Corrections from any user apply to everyone via org-wide memory.
Context limits
Even with a million-token window, 50 deals and hundreds of calls bury the middle. The model samples and gives you plausible guesses, not the full picture.
Pre-processes all unstructured data. Analyzes 10,000+ calls in a single query. Real answers, not sampled guesses.
Search quality
Limited to keyword search. Questions like “Why are we losing to competitor X?” return shallow answers.
True semantic search across all data. Deep answers on competitive losses, rep performance, and discovery patterns.
Enablement
Making it work for each persona is entirely on RevOps to figure out and maintain.
Von knows what works for every persona across 50+ companies. No training required from your side.
Timeline
3-6 months of engineering. You eventually assign 2-3 engineers full-time. Results uncertain.
Ready for the entire GTM team from day one. Productivity boost within two weeks.

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