We’ll walk through a business process using the To-Be Process Matrix, a methodology developed at ICX Consulting to define each step, actor, rule, tool, and data element involved in execution. This framework sets the foundation for strategic clarity, team alignment, and ultimately a CRM configuration that works—not just technically, but operationally and commercially.

🎯 What you’ll get:

✅ A framework for defining processes with purpose and clarity.

✅ How to identify key rules, actors, and tools across a business flow.

✅ Real-life translation of a process into CRM structure (pipelines, automations, properties).

✅ Strategic insights on aligning teams around a shared process inside HubSpot.