Services

Your HubSpot problem probably isn't just a HubSpot problem.

CRM issues usually come from several layers at once. I work across those layers — instead of treating every problem as an isolated configuration request.

What's usually underneath

Messy data
Unclear processes
Disconnected tools
Manual work
Inconsistent lifecycle definitions
Poor ownership & routing
Reporting on unreliable data

Ways to work together

Five engagements, each tied to a real CRM problem.

01 Diagnose
02 Clean
03 Automate
04 Build
05 Sustain

Diagnose

HubSpot Architecture Audit

For teams that know something is wrong but need to understand what should change first.

Discuss an Audit →

Areas that may be reviewed

CRM structure
Objects & associations
Lifecycle architecture
Properties
Workflows
Integrations
Routing
Reporting
Data quality

Potential outputs

Architecture findings
Prioritized recommendations
Cleanup opportunities
Automation opportunities
Implementation roadmap

Clean

CRM Cleanup & Data Sprint

For teams whose CRM has accumulated duplicates, inconsistent fields, unreliable segmentation or structural debt.

Cleanup should make the CRM easier to trust without losing the relationships and history your team relies on. Important associations and historical context are preserved wherever possible.

Discuss Your CRM →

Work may include

Duplicate analysis
Property cleanup
Lifecycle normalization
Segmentation
Import / migration QA
Association review
Data-governance rules
Enrichment planning

Automate

Revenue Automation Sprint

For teams losing time to repetitive marketing, sales or operational processes.

Understand the process before automating it. The goal is fewer manual steps and clearer handoffs — not the largest possible number of workflows.

Discuss Automation →

Work may include

HubSpot workflows
Lifecycle automation
Lead routing
Sales tasks
Sequences
Internal notifications
Form routing
Handoff processes
Marketing automation
Operational workflows

Build

CRM / RevOps Implementation

For larger projects that require multiple parts of the revenue environment to be designed or rebuilt together.

Technical integrations often involve your developers, integration partners or technical teams. I define the requirements, mapping and HubSpot side, and work alongside them on the build.

Discuss an Implementation →

Work may include

CRM architecture
HubSpot configuration
Data modeling
Lifecycle design
Pipeline design
Migration planning
Integration requirements & mapping
Automation
Reporting
Operational enablement

Sustain

Ongoing RevOps Support

For teams that need ongoing hands-on CRM and revenue-operations support without hiring another full-time specialist immediately.

A flexible, ongoing consulting relationship — scoped around what your team needs as the CRM and the business evolve.

Discuss Ongoing Support →

Areas may include

HubSpot administration
CRM optimization
Workflow maintenance
Data quality
Reporting
Campaign operations
Sales & marketing process improvements
Troubleshooting
Documentation
Ongoing architecture improvements

Not sure which engagement fits?

“Our HubSpot is a mess.”

→ 01 · 02Start with an Architecture Audit or CRM Cleanup.

“Our team does too much manually.”

→ 03Revenue Automation may be the right starting point.

“We're rebuilding or migrating our CRM.”

→ 04CRM / RevOps Implementation.

“We need someone who can keep improving this after launch.”

→ 05Ongoing RevOps Support.

Range

The same hands-on approach, from early stage to enterprise.

Enterprise CRM transformation
Connected revenue infrastructure
AI-assisted GTM data
Zero-to-one marketing infrastructure

View Selected Work →

Scope & pricing

Scope varies significantly with CRM size, data quality, implementation complexity, integrations and existing infrastructure — so every engagement is scoped after a conversation about what's actually happening in your CRM.

Not sure where to start?

Tell me what's happening inside your CRM and we'll figure out the right starting point.

Talk Through Your CRM →