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

More ways Von can help

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What Renewals Can Do With Von (6 Use Cases From the Field)
How renewal teams use Von to prioritize risk, manage long-tail accounts, prep for conversations, and forecast with confidence.

What a CRO Can Do With Von (10 Use Cases From the Field)
How CROs at B2B SaaS companies use Von to compress pipeline reviews, forecast prep, board decks, and deal risk analysis into minutes.

What Customer Success Can Do With Von (7 Use Cases From the Field)
How CS teams use Von to score churn risk from real signals, automate renewal prep, track sentiment at scale, build save plans, and deliver executive health reports.
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