Process Architecture Workshops

Designing the System Before We Build It

Process Architecture Workshops are focused, decision-making sessions where we work together to design how HubSpot will actually support your business.

These are not exploratory conversations or abstract planning meetings.
They are structured working sessions that produce clear, documented decisions about how your data, processes, automation, integrations, and reporting should work.

We don’t begin configuration or implementation until this phase is complete.
That’s intentional and it’s one of the biggest reasons our projects move faster with fewer surprises.

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2. Process Architecture Workshops

Why This Step is So Important

Most CRM challenges aren’t caused by bad configuration.
They’re caused by unclear decisions, misaligned processes, and assumptions made too late.

Process Architecture Workshops exist to:

  • Create clarity before any build work begins

  • Align HubSpot to how your teams actually operate

  • Prevent rework, over-automation, and adoption friction

  • Support long-term scalability and measurable ROI

This phase protects both delivery velocity and business outcomes.

What We Design Together

Workshops are tailored to your business, systems, and level of maturity. Not every engagement includes every workshop, but all workshops connect into a single, cohesive architecture that governs how HubSpot functions across teams.

Think of this as designing the blueprint before construction starts.

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1. Foundation Workshops

Establishing Trust, Data Integrity, and Scalability

These sessions establish the technical and data foundation required for reliable reporting, automation, and adoption.

You’ll see these workshops if:

You need cleaner data, clearer lifecycle definitions, or confidence that reporting can be trusted.

Typical sessions include:

  • Project Kickoff

  • Systems Walkthrough

  • Data Modeling

    • Native integrations

    • Data mapping and lifecycle definitions

  • Custom Integration Workshop or API Scoping & Feasibility

What this gives you:

A stable foundation that supports everything built on top of it.

2. Optimization Workshops

Aligning HubSpot to Real Business Processes

These workshops focus on how work actually happens across your teams. This removes friction, manual effort, and ambiguity.

You’ll see these workshops if:
Teams struggle with adoption, inconsistent processes, or unclear ownership across the funnel or customer lifecycle.

Typical sessions include:

  • Pre-Sales Process Design

  • Lead Management & Routing

  • Sales Pipeline & Forecasting

  • Add-Ons, Renewals, and Expansions

  • Post-Sales & Onboarding

  • Customer Support

  • Customer Success

What this gives you:

Processes that match reality and not theoretical workflows.

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3. Acceleration Workshops

Enabling Insight, Visibility, and Growth

These sessions focus on advanced reporting and strategic enablement for leadership and RevOps teams.

You’ll see these workshops if:
You need executive visibility, advanced analytics, or a roadmap for future growth initiatives.

Typical sessions include:
Reporting & Analytics Design

What this gives you:
Clear insight into performance today and direction for what’s next.

What You’ll Walk Away With

At the conclusion of the Process Architecture Workshops, you receive approved, implementation-ready documentation, including:

Real Insights

End-to-end process and architecture diagrams

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Data models and lifecycle definitions

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Automation and integration design plans

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Reporting requirements and success metrics

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Documented decisions and assumptions

These outputs become the single source of truth for implementation, training, optimization, and future enhancements.

What Results Look Like by Workshop Type


After Foundation Workshops

  • Clean, governed data models
  • Clear lifecycle definitions shared across teams
  • Documented integration requirements that reduce risk



After Optimization Workshops

  • Processes aligned to how teams actually work
  • Reduced manual effort through intentional automation
  • Higher adoption by removing friction and confusion



After Acceleration Workshops

  • Executive-ready dashboards and reporting frameworks
  • Advanced lifecycle and attribution models
  • A clear roadmap for future RevOps and growth initiatives

 

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How This Phase Protects Your ROI

By making decisions early and documenting them clearly. These workshops:

Prevent rework during implementation
Reduce downstream change requests
Avoid brittle or over-engineered automation
Increase adoption by designing for real users

 

Every configuration decision that follows is intentional, defensible, and tied to a business outcome.

How This Fits Into Your Larger Growth Journey

Process Architecture Workshops support HarvestROI’s broader optimization framework, which helps clients evolve their HubSpot environment over time.

That framework includes three stages:

  • Foundations – Establishing trust, adoption, and scalability

  • Optimization – Aligning HubSpot to real business processes

  • Acceleration – Enabling advanced RevOps and growth initiatives

The workshops included in your engagement reflect both where you are today and where you want to go next.

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Using This Page as a Reference

If you’re ever wondering:

  • Why are we in workshops right now?

  • What decisions are being made?

  • What will this impact later?

This page is your guide.

And if something feels unclear, your HarvestROI team is always there to walk through it with you.