…and why your system feels haunted on the eve of a new fiscal year.

Every December, something strange happens.
Teams begin planning for the year ahead—new quotas, new campaigns, new revenue goals—and suddenly their HubSpot portal starts acting… possessed.

Reports contradict each other.
Lifecycle stages don’t make sense.
Deals teleport between pipelines.
Automations fire at random like poltergeists slamming doors.

And someone says the line every RevOps person dreads:

“I don’t know why it’s doing that. It’s been like this for years.”

It’s not your imagination.
Your HubSpot might actually be haunted.

And like any good holiday tale, these aren’t random hauntings.
They’re warnings.

Welcome to The Three Ghosts of HubSpot Past, Present, and Future—and how a year-end diagnostic can exorcise your CRM before January 1st arrives.

👻 GHOST #1: The Ghost of RevOps Past

“Behold the shortcuts of yesteryear…”

This ghost arrives first.
She’s draped in abandoned workflows, forgotten fields, and the dusty remnants of previous teams.

She whispers:

• "Remember the form that was built overnight for that one event?"
• "Remember when Sales begged for a pipeline in a single Slack thread?"
• "Remember when no one knew what Lifecycle Stage meant but we used it anyway?"

But they reveal a painful truth:

Past decisions become your present constraints.

Old processes aren’t just clutter.
They shape how every new workflow, report, and automation behaves.

Most portals weren’t built intentionally.
They were built reactively, under pressure, by people doing their best with limited time.

And the Ghost of RevOps Past forces us to face it:

“If you don’t audit what was built then…
you can’t improve what exists now.”

👻 GHOST #2: The Ghost of RevOps Present

“Look at the chaos you’re living with today.”

This ghost is less sentimental.
He shows up with dashboards that don’t match the numbers in meetings, segmentation lists that miss half the audience, and team members who’ve quietly stopped trusting the CRM.

He reveals everyday symptoms of a system running on assumptions:

• Reps manually overriding fields that shouldn't be touched
• Marketing forms with 17 "company size" variations
• Duplicate deals created by dueling automations
• Reports pulling from pipelines no one uses
• Properties created "just for now" that became permanent

This ghost pulls back the curtain and delivers the hard truth:

Your current reality was built on unvalidated assumptions.

And without a diagnostic—a deliberate pause to map how things actually work—those assumptions quietly calcify.

The Ghost of RevOps Present asks the uncomfortable question:

“If the system feels haunted every month…
Why haven’t you looked under the floorboards?”

👻 GHOST #3: The Ghost of RevOps Yet to Come

“If nothing changes… this is where you’re headed.”

This ghost is the quietest and the most serious.
He doesn’t speak—he shows what your next fiscal year will look like if the system is never audited.

• Your forecasting becomes guesswork
• Your sales cycle lengthens
• Your reporting becomes unreliable
• Your growth slows because your foundation can't support more weight
• New hires inherit confusion instead of clarity
• More automations = more complicated problems

And worst of all?

Bad data becomes business strategy.

Your GTM engine starts making decisions based on a haunted house of outdated assumptions.

The Ghost of RevOps Yet to Come shows us this for one reason:

It doesn’t have to be this way.

🎁 The Moral of the Story:

A year-end diagnostic is your redemption arc.

Your HubSpot isn’t haunted just because it’s messy.
It’s haunted because it’s asking for a moment of clarity.

A diagnostic is that moment.
It’s the candle in the dark hallway.

It’s where you:
✨ review the past
✨ map the present
✨ redesign the future

It’s where hidden friction becomes visible.
It’s where “why is this happening?” becomes “finally, this makes sense.”
It’s where your next fiscal year starts with alignment instead of anxiety.

❄️ Ready to Banish the Ghosts?

I’m opening a Diagnostic Beta Round for a small cohort before the new year.
You’ll get:

• A full HubSpot audit
• A clarity map of your  GTM systems
• A blueprint for 2025
• And... peace. Actual peace.

If you want early access, comment “Ghosts” or DM me directly.

Let’s start your new year with a portal that supports you—not one that haunts you.