Learners Case Study

Mudflap Rebuilds a High-Velocity Sales Engine on HubSpot Sales Hub

Written by Mohamed Ghaleb, CFA | Dec 31, 2025 7:35:51 PM

Mudflap is a fast-scaling logistics fintech experiencing rapid growth in inbound demand and sales volume. As deal volume increased, the company needed its sales platform to support higher throughput, consistent execution, and clear visibility across the funnel.

Sales Hub had been in place for several years, but as the organization evolved, the configuration no longer fully reflected how work moved through the business. Stage definitions, routing logic, and handoffs varied across teams, increasing manual effort and reducing predictability as volume scaled.

The challenge was not replacing systems, but re-establishing Sales Hub Enterprise as a reliable, high-velocity operating environment that could support growth without adding tools or complexity.

Image: Before — Manual Deal Creation and Limited Routing Logic

Before — Manual Deal Creation and Limited Routing Logic Before: Sales Hub required manual deal creation and limited routing logic, increasing rep and RevOps intervention as volume scaled.

The Solution

Learners partnered with Mudflap to redesign and stabilize HubSpot Sales Hub Enterprise as a single-hub execution platform aligned tightly to how deals actually move through the organization.

The work focused exclusively on native Sales Hub capabilities to meet Product Excellence criteria and ensure long-term durability.

Sales Hub Stabilization and Architecture

The engagement began with a comprehensive review of Mudflap’s Sales Hub environment, including lifecycle stages, deal stages, routing logic, workflows, and data quality. This established a predictable foundation where stage movement, ownership changes, and reporting reflected real sales activity.

Pipeline Design and Automated Routing

Sales pipelines were rebuilt to match true deal progression. Key improvements included:

  • Clear, consistent stage definitions tied to concrete sales actions
  • Standardized deal creation and qualification rules
  • Automated routing and assignment using native workflows

These changes removed the need for reps to manually create, route, or advance deals and established a dependable operating rhythm across inbound and outbound motions.

Image: After — Automated Deal Routing in Sales Hub

Sales Hub automation handles deal creation, routing, ownership, and stage progression,
removing the need for manual intervention even as volume scales.


Native Reporting and Visibility 

Learners implemented a centralized reporting layer entirely within Sales Hub. Leadership gained real-time visibility into deal flow, velocity, handoffs, and pipeline health without relying on spreadsheets or external tools.

Sales Hub became the single system used to run and evaluate the sales motion.

Results

Image: Sales Hub Forecast and Pipeline Dashboard

Sales Hub dashboards provide real-time visibility into deal flow, velocity, and pipeline health, supporting weekly operating reviews without external tools.

Within months, Mudflap saw clear, measurable improvements across its sales motion as a direct result of redesigning Sales Hub as a high-velocity execution platform. The following outcomes are approved and published in Mudflap materials, ensuring alignment with what the client considers safe for public use:

Sales Hub now supports significantly higher volume with materially less manual effort, creating leverage rather than additional operational burden as demand grows.

Impact

The redesigned Sales Hub environment fundamentally changed how Mudflap’s sales organization operates.

Work that previously required constant manual intervention is now executed automatically by the platform. Reps no longer spend time creating deals, routing ownership, or managing stage transitions. Instead, Sales Hub enforces structure by design, allowing the team to focus on selling rather than process management.

For leadership, HubSpot shifted from a reporting tool into a reliable operating system. Pipeline health, deal flow, and execution patterns are reviewed directly in Sales Hub during weekly and monthly operating reviews, using a single, shared source of truth.

Because the system scales through configuration rather than headcount, Mudflap can continue increasing deal volume without re-introducing manual effort or process drift. Sales Hub now serves as the durable backbone of the revenue organization, supporting growth with consistency, predictability, and control.

AI Usage 

Mudflap leveraged native HubSpot AI features to improve speed and consistency within Sales Hub, without expanding the tech stack.

AI capabilities were used to:

  • Generate call summaries that reduced manual note-taking and improved follow-up quality
  • Assist with data cleanup to maintain accurate routing, stage alignment, and reporting
  • Surface contextual insights that help reps prioritize active deals and next actions

These features complemented the automated Sales Hub foundation, further reducing manual effort while keeping execution centralized in a single hub.

Client Perspective

 “Learners.ai customized HubSpot to provide us with real-time insights into how our reps are performing and where opportunities lie. These improvements have allowed me to focus less on chasing data and more on driving performance.” 

— Chase McBride, Head of Business Development, Mudflap