See where HubSpot loses your solar leads and quotes.
HostMetric audits how leads, proposals and follow-up move between HubSpot, OpenSolar and your sales team.
We identify where opportunities are being missed, why reporting cannot be trusted and what should be fixed before you spend more on leads or automation.
Your CRM contains plenty of activity—but you still cannot see which opportunities need action.
The problem is rarely that your team is doing nothing. It is that HubSpot, OpenSolar and the sales process do not agree on what happened or what should happen next.
Salespeople rely on memory or personal task lists to follow up leads.
Proposals are sent through OpenSolar, but HubSpot does not clearly show what happened next.
Marketing reports disagree with what the sales team believes actually converted.
Old quotes and customers exist, but no one trusts the data enough to contact them.
New forms, campaigns and fields keep being added without a consistent structure.
You want to add AI or SMS, but the underlying CRM logic is not ready.
Most solar CRM leakage happens at one of three points.
Choose the stage that feels most familiar. The audit traces the data, ownership and follow-up rules around that part of the journey.
Paid leads enter HubSpot without a clear next action.
A lead may exist without reliable product interest, source, ownership or qualification. Salespeople work the most visible enquiries while quieter—but potentially qualified—leads go cold.
OpenSolar runs the quote. HubSpot should make sure it receives follow-up.
Your team should not have to manually piece together what happened across two systems. Select a stage to see the minimum commercial signal each step should create.
Enquiry captured
HubSpot records where the lead came from, what they are interested in and who owns the next action.
A sales pipeline should show progress toward revenue—not every activity around it.
When statuses, reminders, project events and lost reasons are mixed together, pipeline reports stop reflecting genuine commercial progress.
This describes contactability. It does not mean the opportunity progressed.
This can mark an objective commercial milestone and trigger follow-up.
This explains why the opportunity was lost. It should not remain an active stage.
We review the parts of HubSpot that determine whether leads become visible, actionable opportunities.
Every issue is ranked by commercial impact—not by how cosmetically untidy the CRM looks.
We review forms, campaign sources, referral channels, imported records and field mapping.
We review deal creation, stage definitions, lead statuses, tasks, lost reasons and ownership rules.
We map what HubSpot should know when designs and proposals are created, sent, stalled, accepted or lost.
We review quote outcomes, installation history, product ownership, contactability and consent signals.
We assess whether current fields, workflows and reporting can safely support AI, SMS, alerts and automated follow-up.
Not another CRM report. A clear order of operations.
You will know what is broken, why it matters and what should be fixed first. Choose a deliverable to preview the practical output.
Revenue-leak summary
A concise executive view of where HubSpot is losing visibility across new leads, active quotes and historical opportunities.
Can your current setup answer four basic commercial questions?
The diagnostic is indicative only. It does not replace reviewing your actual HubSpot structure and OpenSolar handoff.
Complex CRM data is only useful when it tells the sales team what to do next.
HostMetric’s methodology was developed through complex HubSpot remediation where the issue was not a lack of data. It was that the data could not reliably explain what happened to each opportunity.
Find the leak before deciding what to automate.
The purpose is not to redesign everything. It is to identify the smallest set of changes that creates reliable visibility and follow-up.
Audit
Identify where lead, quote and customer visibility breaks down.
Prioritise
Rank each problem by commercial impact, dependency and difficulty.
Improve
Correct the foundations required for reporting, follow-up and automation.
Before you buy more leads, find out what happened to the ones you already paid for.
We will first review your current setup and confirm whether the audit is a suitable fit. No HubSpot access is required for the initial discussion.
See where HubSpot loses your solar leads and quotes.
HostMetric audits how leads, proposals and follow-up move between HubSpot, OpenSolar and your sales team.
We identify where opportunities are being missed, why reporting cannot be trusted and what should be fixed before you spend more on leads or automation.
Your CRM contains plenty of activity—but you still cannot see which opportunities need action.
The problem is rarely that your team is doing nothing. It is that HubSpot, OpenSolar and the sales process do not agree on what happened or what should happen next.
Salespeople rely on memory or personal task lists to follow up leads.
Proposals are sent through OpenSolar, but HubSpot does not clearly show what happened next.
Marketing reports disagree with what the sales team believes actually converted.
Old quotes and customers exist, but no one trusts the data enough to contact them.
New forms, campaigns and fields keep being added without a consistent structure.
You want to add AI or SMS, but the underlying CRM logic is not ready.
Most solar CRM leakage happens at one of three points.
Choose the stage that feels most familiar. The audit traces the data, ownership and follow-up rules around that part of the journey.
Paid leads enter HubSpot without a clear next action.
A lead may exist without reliable product interest, source, ownership or qualification. Salespeople work the most visible enquiries while quieter—but potentially qualified—leads go cold.
OpenSolar runs the quote. HubSpot should make sure it receives follow-up.
Your team should not have to manually piece together what happened across two systems. Select a stage to see the minimum commercial signal each step should create.
Enquiry captured
HubSpot records where the lead came from, what they are interested in and who owns the next action.
A sales pipeline should show progress toward revenue—not every activity around it.
When statuses, reminders, project events and lost reasons are mixed together, pipeline reports stop reflecting genuine commercial progress.
This describes contactability. It does not mean the opportunity progressed.
This can mark an objective commercial milestone and trigger follow-up.
This explains why the opportunity was lost. It should not remain an active stage.
We review the parts of HubSpot that determine whether leads become visible, actionable opportunities.
Every issue is ranked by commercial impact—not by how cosmetically untidy the CRM looks.
We review forms, campaign sources, referral channels, imported records and field mapping.
We review deal creation, stage definitions, lead statuses, tasks, lost reasons and ownership rules.
We map what HubSpot should know when designs and proposals are created, sent, stalled, accepted or lost.
We review quote outcomes, installation history, product ownership, contactability and consent signals.
We assess whether current fields, workflows and reporting can safely support AI, SMS, alerts and automated follow-up.
Not another CRM report. A clear order of operations.
You will know what is broken, why it matters and what should be fixed first. Choose a deliverable to preview the practical output.
Revenue-leak summary
A concise executive view of where HubSpot is losing visibility across new leads, active quotes and historical opportunities.
Can your current setup answer four basic commercial questions?
The diagnostic is indicative only. It does not replace reviewing your actual HubSpot structure and OpenSolar handoff.
Complex CRM data is only useful when it tells the sales team what to do next.
HostMetric’s methodology was developed through complex HubSpot remediation where the issue was not a lack of data. It was that the data could not reliably explain what happened to each opportunity.
Find the leak before deciding what to automate.
The purpose is not to redesign everything. It is to identify the smallest set of changes that creates reliable visibility and follow-up.
Audit
Identify where lead, quote and customer visibility breaks down.
Prioritise
Rank each problem by commercial impact, dependency and difficulty.
Improve
Correct the foundations required for reporting, follow-up and automation.
Before you buy more leads, find out what happened to the ones you already paid for.
We will first review your current setup and confirm whether the audit is a suitable fit. No HubSpot access is required for the initial discussion.