Every step, on every engagement

I look at who you sell to, how you segment, and whether that picture is based on real deals or an old assumption. You get a clear view of where targeting is costing you pipeline.

I trace how leads move from first contact to closed revenue, and where they stall, leak or sit in stages that no longer mean anything. This is the path into the pipeline, not what happens after someone becomes a customer.

I look at how your team actually runs deals once they are in the pipeline: stage discipline, forecast accuracy and where execution is slipping. You see what is costing you closed revenue.

I check whether HubSpot, your data and your reporting actually support the way you go to market. This is about whether the system helps you make the right calls, not a technical health check.

I look at the numbers you track, whether teams mean the same thing by them, and whether the reports give you what you need to manage the number. Gaps and conflicting metrics get named.

I look at how marketing, sales and customer success are set up: who owns what, where roles overlap and where the structure itself is creating friction.

I go through how your team works today and show you where AI would actually save time or lift output, and where it would not. You get a short list, ranked by impact and how hard each one is to do.

I check whether your data is clean, complete and reachable enough for AI to be useful. If it is not, I tell you what has to be fixed first.

I sit with you and the people who have to sponsor the work, and I am honest about whether leadership is aligned enough for the change to stick.

I map who actually owns each part of the process, where accountability is fuzzy, and where that is going to slow the work down.

I review how your HubSpot portal is set up and governed: what is working, what is messy and what to fix before anything is built on top of it. Data model, data quality and integrations each get their own look if you need them.

I look at how objects, properties, associations and pipelines are built, and whether that structure matches how your business actually works. If it does not, reporting and automation will keep lying to you.

I look at the records themselves: incomplete, duplicated, badly formatted or untrusted. This is the data, not the data model. If nobody trusts the CRM, this is usually why.

I check how data moves between HubSpot and the rest of your stack, and where syncs fail, duplicate or quietly go stale.

I sit with the people doing the work and write down who owns what, how work actually gets done, and where the process only exists in someone's head. This is how things really run, not how the org chart says they should.

I map how work moves across marketing, sales and customer success, especially the handovers. You see the gap between the process on paper and what people actually do.

I check whether the process you say you follow is actually built into HubSpot, or whether people are working around it. Where the system fights the process, I show you.

I look at the operating rhythm around the funnel: SLAs, reviews, who is accountable. This is whether you have the cadence to manage performance, not the conversion numbers themselves.

I map the customer journey end to end and show you where people get stuck, dropped or handed off badly.

I look at this from the buyer's side: what they actually experience as they move through sales and the handover to delivery, not how your team thinks the process works.

I define who you should be selling to, based on real deals, and how to split that market so your team spends time on the right accounts.

I write how you should talk about what you do, so the message matches the people you actually want to win.

I set out how you win, keep and grow customers: the motion, the channels and what has to be true at each stage of the lifecycle.

I turn that strategy into a sequenced plan: what to do first, what can wait, and how you will know it worked.

I design an account-based approach that matches your target list, how your team sells, and the number you have to hit.

I pick the AI uses that are worth doing for your business, and I am clear about the ones that are not.

I set out what has to be true in your data, systems, governance and team before AI is more than a demo.

I write the order of AI work, what it will cost in time and attention, and what you should expect to get back.

I set the approach for how this change will land in your business, tied to the outcome you actually want.

I plan who needs to hear what, when, so people are not surprised by the new way of working.

I plan how your team will be trained on the new process, so adoption is part of the work, not an afterthought.

I set the rollout: what to trial first, who is in it, and how it then goes to the rest of the business.

I design the HubSpot data model your process and reporting actually need, before anything is switched on.

I design how data should move between your systems, and what each integration is for.

I set the rules for how data is kept clean, consistent and usable, so HubSpot stays a source of truth.

I design the sales process to match how your buyers actually buy, not a generic HubSpot default.

I design the campaign and funnel structure HubSpot needs so demand generation and conversion can be measured.

I design the AI workflows worth building, based on the use cases you and I already agreed.

I set how any AI agents should behave inside your GTM workflows: what they do, what they must not do, and where a person stays in the loop.

I set how data for those AI systems should be structured, governed and accessed.

I define the metrics that matter for the number you own, and how they will be measured consistently.

I design the dashboards you will actually use to run the business, not a wall of unused reports.

I build the data model in HubSpot: objects, properties, lifecycle stages and pipelines, to the design you and I agreed.

I set up the portal itself: users, permissions and the core settings your team needs to work in it.

I build the sales process and lead handling in HubSpot so they match the motion you and I designed.

I build the automations that take admin off your team and keep the process honest.

I build the reports and dashboards for pipeline, activity and forecast, so you can see the number without rebuilding it in a spreadsheet.

I set up Marketing Hub: domains, tracking and the foundations campaigns need before anything is sent.

I build lifecycle stages, scoring and the automation that moves people through from lead to customer.

I set up campaigns, conversion paths and tracking so you can see what is actually creating pipeline.

I configure HubSpot's AEO tools for your brand, content and domains, and I set the baseline so you can see how you show up in AI answers.

I build the email and nurture programmes that keep leads warm without your team writing every follow-up by hand.

I set up segmentation and personalisation so the right people see the right message.

I build marketing reporting and attribution so you can see what spend is doing to revenue, not just to clicks.

I build the sales pipelines and lead handling to match how your team actually sells.

I set up the sales tools in HubSpot that cut busywork and keep execution consistent across the team.

I configure and deploy AI prospecting agents: who they target, how they write, and how that work lands back in HubSpot.

I build sales reporting and forecasting so you can stand behind the number, not adjust it from memory.

I set territories, account splits and ownership so coverage is clear and nothing sits unworked.

I set up Revenue Hub and payments so quoting and collecting money can live in the same system as the deal.

I build the product catalogue and pricing in HubSpot so quotes, billing and reporting use the same numbers.

I build quote generation, pricing logic and approvals so reps can quote accurately without a side process.

I set up subscriptions, billing logic and the recurring-revenue process, so renewals do not leak out of a spreadsheet.

I build checkout and payment collection so the path from won deal to paid invoice does not need re-keying.

I build revenue reporting and the controls around it, so finance and commercial are looking at the same figure.

I build a custom AI assistant on models such as GPT, Claude or Gemini, trained on how your business actually works.

I build AI agents that can take action: query data, call APIs, trigger HubSpot workflows and finish multi-step jobs, with the limits you and I agree. This is for work that ordinary automation cannot handle.

I design and build a set of specialised agents that hand work to each other, with clear roles and a person still accountable for the outcome.

I configure HubSpot Breeze against your workflows, your voice and your CRM data, so the native AI is useful to your team without a custom app sitting outside HubSpot.

I build the outbound system behind the motion: who to contact, when to trigger a sequence, and how activity is measured. Outbound becomes a process you can inspect, not a pile of individual effort.

I prepare, move and check your data into HubSpot so what lands there is accurate enough to use.

I connect HubSpot to the other tools you already pay for, using native Marketplace integrations, so data and workflows move between them.

I automate the path from won deal through to finance, and connect the systems that have to stay in step for that to be accurate.

I set up Data Hub: the datasets and structure everything else will report and run from, including AI.

I set up syncs between HubSpot and your other systems in Data Hub: field mapping, conflict rules and the transformations that keep the data clean.

I switch on HubSpot's native data quality, enrichment and buyer-intent tools inside Data Hub, so records stay complete and accounts showing purchase signals are visible.

I turn your revenue model into HubSpot properties and calculations, so pipeline, revenue, retention, LTV and churn mean the same thing in every report.

I build enrichment and signal pipelines that feed targeting and outreach, so the right data reaches the right place at the right time.

I connect HubSpot to the rest of your stack with native and low-code tools, no custom code. Data moves, and the next action fires, without a developer in the middle.

I build the custom APIs, webhooks and middleware for the cases native connectors cannot cover: awkward syncs, triggers and system-to-system work that has to be engineered.

I train your team on HubSpot as you will actually use it, for the hubs in scope, so people can do their job in the system from the day it goes live.

I train each role on the advanced parts they need, once core onboarding is done. This is how your team uses HubSpot to do the job, not a generic feature tour.

I show you and your leadership how to use HubSpot for pipeline reviews, forecasting and performance, without turning you into power users. You should be able to trust the number on the screen.

I train your sales team on the process inside HubSpot: how to work a pipeline, log the work and sell the way you actually sell, not the way a generic CRM course says to.

I coach you and your managers on pipeline reviews, deal inspection and forecast discipline. Tool training is not enough if the management cadence is still guesswork.

I train your reps to prospect in HubSpot: sequences, outreach plays and the daily habits that put qualified pipeline in. This is how pipeline is created, not how it is managed once it exists.

I run the change once the plan exists: communications, resistance as it shows up, and adoption through go-live. Strategy on a slide does not change how people work. This does.

I rewrite the day-to-day procedures with AI in the actual steps, so it is how the work gets done, not a tool sitting to the side. This is for teams who already have the tools but have not changed the process.