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Beyond the Data Room
Trusted CRM & Revenue Operations Expert
Beyond the Data Room
CRM Audits to protect your investment
CRM Audits to protect your investment
Uncover key sales and operational risks outside of traditional investor due diligence
Uncover key sales and operational risks outside of traditional investor due diligence
Transform Your Sales Process with Strategic CRM Implementation
Scaleable sales systems from first customer to market leader. Hubspot & Salesforce experts unlocking your revenue potential.
Official CRM & Revenue Operations Partner for Canada's Top Startup Incubators
Spot Weakness Before It Costs You
Spot Weakness Before It Costs You
We evaluate CRM architecture against industry best practices, providing a clear health score that informs smarter decisions and protects your capital.
We evaluate CRM architecture against industry best practices, providing a clear health score that informs smarter decisions and protects your capital.
De-Risk Your Investment with Sales & CRM Validation
De-Risk Your Investment with Sales & CRM Validation
We provide investors with independent assessments and actionable roadmaps to protect and maximize portfolio value:
CRM Health Score – Objective rating of the company’s CRM setup, data integrity, and alignment to industry best practices.
Sales Infrastructure Review – Analysis of outbound demand generation, qualification process, and adoption levels.
Risk Roadmap – Short to medium-term plan to close gaps, strengthen forecasting accuracy, and reduce sales execution risk.
Build the foundation for your sales success with:
Custom deal pipeline creation aligned with your unique sales process
Strategic contact, deal, and company relationship mapping
Email integration for automatic data population
Team onboarding and adoption strategies
Trusted by Canada's Most Promising Startups
We've helped every business from pre-seed to unicorn set up their sales systems for success.
Lucas supported Shearwater across the Hubspot Implementation Process to ensure team adoption and best practices for data management!
Chad Armstrong
CEO, Shearwater Aerospace
Lucas was an essential part of the Agent Launch team with his support stretching across multiple Revenue Operations functions!
Critical for delivering a successful CRM migration of legacy information to Hubspot with deep expertise in workflow design / integrations / data architecture.
Eric Preston
CEO, Agent Launch
CRM Lucas has been an absolute game-changer for us at MAPflow, bringing his deep expertise, effficiency, and strategic thinking to our CRM implementation. His ability to streamline workflows, optimize systems, and ensure seamless adoption is unmatched.
We've seen firsthand how knowledgable and incredibly effective he is- no challenge is too complex, and no detail goes unnoticed.
Nardine Nakhla
CEO, MAPflow
Lucas helped set up our CRM system quickly and walked us through the reasoning behind every decision. He created a smart balance between flexibility and scale, avoiding unnecessary features and focusing on what fit our stage of growth. He also helped us kick off lead generation by identifying key contacts on LinkedIn who matched our ideal profile, giving our outbound sales a strong start. We came away with a system that works for us today, a clear path for tomorrow and a real appreciation of the speed and client-focused nature of his work.
Alex D'alton
Adlius, Revenue Growth Specialists
Lucas is a sales and CRM genius, and he approaches sales as a craft. He is strategic and executes quickly and efficiently. At Inwit, he helped us gain the trust of new clients and grow our client database.
Erika Reyes
CEO, Inwit
Lucas streamlined our CRM and sales workflow with precision, making the transition seamless and empowering our team with the right training-truly invaluable support!
Jean-Pierre Eskander
CEO, Sifio Health
The project wouldn't have been a success without your support - you were a tremendous help throughout.
Pratiksha
RideAlike
Lucas was an amazing resource for Spotwork to maximize our use of Hubspot!
He provided expert guidance on how to properly configure our core Sales & Marketing Funnels and then worked closely with a variety of Spotwork Team Members to ensure everyone was comfortable performing CRM best practices within their role!
Asher Lichtman
Head of Business Development, Spotwork
Trusted by Canada's Most Promising Startups
Trusted by Canada's Most Promising Startups
Trusted by Canada's Most Promising Startups
We've helped every business from pre-seed to unicorn set up their sales systems for success.
Lucas was an essential part of the Agent Launch team with his support stretching across multiple Revenue Operations functions!
Critical for delivering a successful CRM migration of legacy information to Hubspot with deep expertise in workflow design / integrations / data architecture.
Performed both inbound sales application triaging and cold outbound campaigns for target accounts leveraging Hubspot best practices!
Eric Preston
CEO, Agent Launch
CRM Lucas has been an absolute game-changer for us at MAPflow, bringing his deep expertise, effficiency, and strategic thinking to our CRM implementation. His ability to streamline workflows, optimize systems, and ensure seamless adoption is unmatched.
We've seen firsthand how knowledgable and incredibly effective he is- no challenge is too complex, and no detail goes unnoticed.Nardine Nakhla
CEO, MAPflow
Lucas is a sales and CRM genius, and he approaches sales as a craft. He is strategic and executes quickly and efficiently. At Inwit, he helped us gain the trust of new clients and grow our client database.
Erika Reyes
CEO, Inwit
The project wouldn't have been a success without your support - you were a tremendous help throughout.
Pratiksha
RideAlike
Lucas supported Shearwater across the Hubspot Implementation Process to ensure team adoption and best practices for data management!
Chad Armstrong
CEO, Shearwater Aerospace
Lucas was an amazing resource for Spotwork to maximize our use of Hubspot!
He provided expert guidance on how to properly configure our core Sales & Marketing Funnels and then worked closely with a variety of Spotwork Team Members to ensure everyone was comfortable performing CRM best practices within their role!
Asher Lichtman
Head of Business Development, Spotwork
Lucas helped set up our CRM system quickly and walked us through the reasoning behind every decision. He created a smart balance between flexibility and scale, avoiding unnecessary features and focusing on what fit our stage of growth. He also helped us kick off lead generation by identifying key contacts on LinkedIn who matched our ideal profile, giving our outbound sales a strong start. We came away with a system that works for us today, a clear path for tomorrow and a real appreciation of the speed and client-focused nature of his work.
Alex D'alton
Adlius, Revenue Growth Specialists
Lucas streamlined our CRM and sales workflow with precision, making the transition seamless and empowering our team with the right training-truly invaluable support!
Jean-Pierre Eskander
CEO, Sifio Health
