Objects, lifecycle, data model
The data model decides what you can measure.
Objects, associations, properties and lifecycle design that hold up as volume, headcount and product lines increase — the foundation every report depends on.
System readout
- Scalable
- A model that survives growth
- Agreed
- One definition of a qualified lead
- Documented
- A living data dictionary
The problem/ 001
What we usually find first.
Before anything is built, we look for the constraints already costing you performance.
- ERR 01
Deals, contacts and companies with no reliable relationship
- ERR 02
Custom properties duplicating each other
- ERR 03
No agreed definition of a qualified lead
- ERR 04
Reporting blocked by how the data is stored
- ERR 05
Multiple business units forced into one pipeline
- ERR 06
Every new requirement met with another property
Included/ 002
What crm architecture covers.
- 001Object & Association DesignStandard and custom objects mapped to how the business actually transacts, with associations that support reporting.
- 002Property GovernanceA naming convention, ownership model and approval path that prevents property sprawl returning.
- 003Lifecycle & Stage DefinitionsShared definitions with entry and exit criteria that marketing, sales and leadership all sign off.
- 004Segmentation ModelLists, views and territories that stay accurate without manual maintenance.
- 005Data Standards & ValidationRequired fields, formats and validation applied where they protect reporting without slowing reps.
- 006DocumentationA living data dictionary so future changes are made deliberately rather than discovered later.
How we work/ 003
Audit. Engineer. Perform.
Audit
We assess your demand channels, CRM architecture and sales alignment. No assumptions. Just data.
Engineer
We design the acquisition and revenue infrastructure required for controlled growth.
Perform
We activate, optimise and scale with precision driven by measurable commercial outcomes.
Related capability/ 004
The rest of HubSpot & RevOps.
Selected work/ 005
Systems we've built for clients like you.
Real Estate
Aligning brand authority with a revenue engine designed to generate qualified buyers at scale.
Read Chamberlain Brown's story→
Health & Wellness
We built the performance infrastructure behind Medmate's growth to drive consistent, measurable healthcare outcomes.
Read Medmate's story→
Real Estate
We engineered a multi-channel acquisition system that converts attention into appraisals, tenants and long-term growth.
Read Leah Jay's story→
Insights/ 006
Thinking that informs the work.
RevOpsFranklin x HubSpot: How We Do HubSpot Differently
Anyone can configure HubSpot. The difference is whether the configuration changes how you buy media, run sales and forecast revenue.
19 Aug 20269 min readRead the article→
Meta AdsMeta Ads Weekly Update: 15 September 2026
A landmark settlement is about to change how many teens use Meta's apps, while new AI creative tools quietly reshape how ads get made.
15 Sept 20266 min readRead the article→
Digital AdvertisingDigital Advertising Weekly: 15 September 2026
The Australian ad market keeps climbing, Google and Microsoft are placing very different AI bets, and the ad verification industry just got a lot smaller.
15 Sept 20266 min readRead the article→
FAQ/ 007
Questions we get asked.
Anything not covered here, we'll answer against your actual numbers on a call.
Where to next/ 008
Guides and sectors related to crm architecture.
Services
Ultimate guides
Get started/ 009
