HubSpot teams: free 3-month beta (limited slots)

If your team runs on HubSpot,
this is your weekly operating cadence.

Ndever turns HubSpot metrics into Objectives, a HubSpot Dashboard, and Meeting Mode so leaders can review performance, decide faster, and stay aligned.

Apply for the HubSpot Beta Schedule a quick call

Expectations: weekly usage + weekly touchpoint. Decision checkpoint at 30–60 days (LOI or opt-out). Beta Customer Agreement.

The real problem is not your data

It’s the gap between what HubSpot tracks and what leaders need to decide each week.

External

Metrics live in HubSpot, decisions live in meetings, and the path between them is manual reporting, deck building, and inconsistent definitions.

Internal

Leaders feel behind. Meetings turn reactive. The team loses confidence because nobody can tell if execution is truly on track.

Philosophical

Teams should spend time making decisions and removing constraints, not stitching dashboards and debating whose spreadsheet is correct.

This beta exists to prove a simple outcome: walk into a weekly review with decision-ready metrics and leave with clear owners and follow-ups.

Ndever is the guide

We help teams turn HubSpot into a repeatable weekly operating system.

We get it

Weekly reporting is where good intentions go to die. The data is there, but the workflow to run it consistently is missing.

We built the workflow

This beta includes a HubSpot Dashboard, Objectives tied to metrics, Meeting Mode, and plan vs actual tracking so you can see drift early and act.

What you get in the HubSpot Beta

Live HubSpot metrics

Connect HubSpot and see live performance across the beta starter metric pack. Dashboards and meeting views stay current without manual updates.

HubSpot Dashboard

One place leaders can trust for pipeline movement and week-over-week signals without stitching spreadsheets or building slide decks.

Objectives

Tie metrics to outcomes, assign owners, and make the goal visible in the weekly operating cadence.

Meeting Mode

Run the weekly review consistently: what moved, what’s blocked, decisions made, and follow-ups due.

This beta is intentionally scoped to a tight HubSpot starter pack to move fast and learn quickly. Ndever’s roadmap supports all business and operational metrics across a broad spectrum of systems (finance, HR, operations, delivery, product, and more).

The plan

A short, high-touch beta designed for real usage and fast iteration.

1

Apply

Tell us your HubSpot setup and the weekly meeting you want to run better (pipeline review, growth review, and similar).

2

Onboard fast

We connect HubSpot, activate the dashboard, configure one Objective, and train the team on Meeting Mode.

3

Run weekly cadence

Weekly touchpoint with Ndever. Decision checkpoint at 30–60 days: non-binding LOI or opt out.

What we ask from beta customers

  • Weekly usage of the HubSpot Dashboard and Meeting Mode.
  • One active Objective with HubSpot metrics (plan vs actual).
  • Weekly feedback via a short touchpoint and async notes as needed.
  • Decision checkpoint at 30–60 days (LOI or opt-out).
  • Optional: testimonial and approved screenshots (anonymized if needed).

Full expectations are documented in the Beta Customer Agreement.

GVM: know if you’re on track early

GVM (Goal Value Management) measures whether execution is tracking to plan, early enough to course-correct.

What it is

GVM compares planned targets vs actual performance for a metric under an Objective on a consistent cadence. It is inspired by earned value concepts, but designed for modern operating metrics.

How it works

For each metric, Ndever maintains a plan curve (where you expected to be) and compares it to actuals (where you are). When drift shows up, Ndever surfaces it clearly and prompts corrective action.

Why it matters

Most teams discover they missed a goal too late. GVM makes variance visible early so teams can course-correct mid-flight and protect outcomes.

In the beta, you will see plan vs actual tracking on Objective metrics, plus clear indicators when performance is ahead or behind plan. The intent is action, not reporting.

HubSpot starter metric pack

This beta is intentionally focused on the core signals leaders use to run weekly operating reviews.

Marketing

  • Leads Created
  • MQLs Created
  • MQL Rate
  • Marketing Emails Sent
  • Email Opens
  • Email Clicks

Sales

  • Deals Created
  • Active Deals
  • Open Pipeline Value
  • Win Rate
  • Average Deal Size (Closed-Won)
  • Current ARR
  • Total Revenue

Customer

  • Customers Added
  • Net Customer Growth

Support

  • Open Tickets
  • High Priority Tickets
  • Average Ticket Close Time

This starter pack is opinionated and optimized for cadence and decisions, not reporting sprawl. Additional HubSpot metrics can be layered in over time as your operating rhythm matures.

Metric availability depends on your HubSpot configuration and permissions. We’ll validate during onboarding.

What success looks like

  • Weekly reviews run off the same metrics, every time.
  • Drift is visible early, while there is still time to correct.
  • Decisions and follow-ups are documented and owned.
  • Prep time drops because the meeting runs on live data.

What you avoid

  • Reactive meetings driven by anecdotes instead of signals.
  • End-of-quarter surprises after weeks of invisible drift.
  • Spreadsheet chaos and debates about whose numbers are right.
  • “Reporting as a job” stealing time from execution.
Apply for the HubSpot Beta

Limited slots. If approved, we’ll schedule onboarding and start the three-month beta.

Apply for the HubSpot Beta

This beta is free for three (3) months and is intentionally high-touch. The Beta Customer Agreement is linked throughout this page and referenced below for implied consent.

Setup + training included

We connect HubSpot and train your team on Dashboard + Meeting Mode.

Weekly cadence

Short weekly touchpoint to review usage, questions, and feedback.

Approval criteria (high level)

  • You actively use HubSpot for sales and marketing.
  • You can commit to weekly usage and a weekly touchpoint.
  • You’re willing to reach a decision at 30–60 days (LOI or opt-out).

Beta application

Please confirm you use HubSpot and can commit to weekly usage + feedback.

By submitting this form, you acknowledge and agree to the Beta Customer Agreement, as well as our Terms of Service and Privacy Policy.