What if our instance is a complete mess?

That's most HubSpot instances I see. Common issues: duplicate contacts from broken integrations, workflows triggering incorrectly, custom properties nobody understands, reports that don't match reality. We start with an audit to understand what's actually broken (not just messy), prioritize the highest-impact fixes, then methodically clean it up. Sometimes it's faster to rebuild certain areas than to untangle years of band-aids.

What's the difference between this and regular consulting?

Regular consulting is about recommendations. This is about execution. I'm in your tools, building your systems, training your team while doing the work. You get both the strategy and the implementation.

What HubSpot hubs do you work with?

All of them. Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub. Most projects touch multiple hubs since that's where the real power is - connecting them together.

Can you help with HubSpot migrations?

Yes. Migrating from other CRMs or marketing automation platforms to HubSpot. I handle data mapping, custom property setup, workflow recreation, integration configuration, and team training.

Do you build custom integrations?

I work with HubSpot's native integrations and APIs. For complex custom development, I can scope the work and recommend developers, or build simpler integrations myself using Operations Hub and middleware tools.

HubSpot Consulting

It's messy... let's fix it.

Optimize existing setup, migrations, integrations, automations. Years of HubSpot experience solving real problems.

What is it?

Hands-on HubSpot cleanup, implementation, and planning. I’ve built HubSpot systems across multiple B2B SaaS companies - from first setup at Series A startups to complex multi-hub operations at scale-ups.

Whether you’re migrating to HubSpot, fixing a broken instance, building custom automations, or connecting marketing and sales operations - I help you make HubSpot actually work for your business.

If you’re not sure what’s broken yet, start with a Performance Marketing Audit to diagnose your entire marketing stack first.

How it works

Phase 1: Audit & Strategy (1-2 weeks)

Deep dive into your current setup
Identify what’s broken vs. what’s just messy
Document the problems and prioritize fixes
Build implementation roadmap with clear priorities
Deliverable: Strategic plan your team can execute

Phase 2: Implementation (optional, 2-6 weeks)

Execute the roadmap we defined
Build workflows, integrations, automations
Clean up data and fix broken processes
Train your team while implementing
Document everything so you can maintain it

You decide after Phase 1 whether you want me to implement or if your team handles it. The audit gives you a clear roadmap either way.

Need urgent HubSpot fixes this week? Consider a Strategic Sprint for focused 5-day execution.

What you get

Discovery & Strategy:

Complete HubSpot audit documented in Figma and Google Docs
Prioritized fix list with impact assessment
Implementation roadmap in Google Sheets (tasks, dependencies, timeline)
Strategic recommendations for optimization

Implementation (if you want it):

Custom workflow automation
Integration setup and testing
Data cleanup and migration
Team training on new features
Loom video documentation so your team can maintain it

My process

Every project follows the same methodology:

Figma for visual thinking and collaboration. I map out workflows, integrations, and system architecture visually. This becomes your project archive.

Google Sheets for implementation planning. Tasks, dependencies, timelines. Forces me to think through the details before building anything.

Google Docs for deep work. Complex strategies, technical specs, integration notes. The stuff that needs more than bullet points.

Loom for handoff. Video walkthroughs of the entire setup. Your team can onboard themselves. You don’t need me for every question after we’re done.

Documentation isn’t admin work - it’s how I make sure you can maintain what we build.

Recent work

Last project: HubSpot cleanup for B2B SaaS client. Broken workflows, pipeline without strategy, manual sequences, dead deals, duplicate contacts and companies. Turned it into a streamlined setup with proper pipeline strategy and a sharp Google Sheet to maintain visibility. Now the team can focus on selling instead of fighting their CRM.

When is this a good fit?

You’re migrating to HubSpot and need implementation support
Your HubSpot instance is messy and needs cleanup
Integrations aren’t syncing correctly and data is broken
You want custom automations but don’t have technical resources
Your team isn’t using HubSpot effectively and needs training
You need an audit to understand what’s actually wrong before committing to fixes
You’re hiring someone new and want a clear plan ready (not a mess to inherit)

Want ongoing HubSpot support? Work with me by the hour for flexible access as issues come up, or as an Embedded Marketer for regular monthly capacity.