Mudflap: Scaling HubSpot to Meet Growth — Without Missing a Beat

Overview

Mudflap, a high-velocity logistics fintech, turned to Learners.ai during a pivotal growth phase. After the departure of a key internal HubSpot subject matter expert, the team faced mounting workflow strain, visibility gaps, and scaling challenges. Rather than patch over symptoms, leadership brought in Learners.ai to conduct a focused audit and build a roadmap to stabilize and scale the system.

The result? A streamlined, insight-rich RevOps architecture that unlocked 20x deal volume and cut sales cycle time in half — without bloating the stack or disrupting internal momentum.

Before Learners.ai

Mudflap had been running on HubSpot for some time — but after the internal SME transition, pressure points began to surface:

Manual Sales Handoffs
Lead qualification and assignment steps relied on ad hoc workflows and spreadsheets.

Fragmented Reporting
Teams lacked shared dashboards for forecasting, attribution, and pipeline visibility.

Slower Deal Velocity
Even strong-fit prospects were stalling mid-funnel.

Disconnected Campaigns
Marketing and CS workflows weren’t fully integrated into sales motions.

The Challenge

Mudflap’s systems weren’t keeping pace with its scale.

• Sales data was scattered across tools, making handoffs and forecasting difficult.
• Onboarding workflows were manual, inconsistent, and lacked clear ownership.
• Lead duplication and routing issues created friction for reps and managers.
• Marketing attribution was unreliable, limiting insight into campaign effectiveness.
• Customer success had no structured playbook, making renewals and upsells harder to predict.

After the departure of a key internal HubSpot SME, the team needed a partner who could stabilize what existed — and architect systems to support the next stage of growth.

The Solution

Learners.ai worked closely with Mudflap leadership to deliver a phased engagement:

Phase 1: Technical Audit & Stabilization

• Assessed current HubSpot setup and data model
• Identified lead duplication, reporting inconsistencies, and process gaps

Phase 2: Pipeline & Sales Enablement

• Rebuilt pipeline logic and lifecycle stages
• Automated handoffs and routing using Chili Piper and lifecycle triggers

Phase 3: Reporting & RevOps Infrastructure

• Built RevOps dashboards for leadership and frontline teams
• Connected campaign data to revenue outcomes
• Unified sales, marketing, and CS reporting without a third-party BI tool
  
  

The Results

Strategic Takeaway

This wasn’t about replacing what was working — it was about making it scale. With Learners.ai, Mudflap turned an already capable HubSpot instance into a streamlined revenue engine. Together, we built systems that support speed, clarity, and continuous growth.

Executive Reflection

"Learners.ai helped us turn HubSpot into a system we could actually depend on. Their work gave us clarity, automation, and visibility — which meant my team could stop chasing data and start focusing on performance."

— Chase McBride, Head of Business Development