Your HubSpot should be closing more deals. Let's fix that.
tell me moreI get it. I've seen it a hundred times.
Getting your CRM to actually work for your business is hard. And figuring out what's quietly costing you: the deals dying in "On Hold," the leads no one followed up on, the automations still firing on contacts from two years ago — is even harder when you're also trying to run the rest of the company.
As a growing B2B team, you're probably juggling a million things: hitting quota, onboarding new reps, keeping customers happy, and wondering why sales took 48 hours to follow up on that lead — and why there are four properties named "Lead Source."
There are tons of reasons to keep pushing the HubSpot cleanup to next quarter. But you know you can't keep putting it off.
Messy portals are the norm. That doesn't mean yours has to stay that way.
Not one you fight with every day. One that makes it impossible for leads to fall through the cracks, where your forecast actually means something, and your team opens it without being asked.
That's what a well-built HubSpot actually does.
HubSpot consultant for B2B teams who are tired of leaving money on the table.
I specialize in getting companies out of CRM chaos and into systems that actually drive revenue. That means cleaning up the mess, rebuilding the architecture, and making sure no deal slips through a crack again.
Here's the thing: most companies have a messy HubSpot. It's not because you did something wrong. Portals get built piece by piece, by different people, with different ideas, over time. I've walked into dozens of portals that looked exactly like yours. Every single one was fixable.
The people I work best with are ready to actually do something about it.
Sound like you? Keep scrolling.
Ready to know exactly what's going on in your portal? I'll dig in and hand you a clear, prioritized report of what's broken and what to fix first, so you can make a smart decision about what comes next.
You know it's a mess. Let's fix it. I'll rebuild your portal from the ground up, cleaning bad data, restructuring pipelines, rebuilding workflows, and setting up reporting you can actually trust.
Moving from spreadsheets, another CRM, or a frankenstein setup? I'll plan and execute your migration into HubSpot properly, so you're not spending the next two years cleaning up the move.
Not ready for a done-for-you service yet?
Book a discovery call.
Small team, small scope? Let's put together a
custom package.
I work with B2B teams who know their HubSpot should be doing more and are ready to actually fix it. If that's you, I'd love to hear what you're dealing with.
Fill out my contact form and we'll hop on a quick call to see if we're a good fit.
let's chatStep 1. The Casual Call
First things first. Let's say hey. After you fill out my contact form, we'll hop on a no-pressure call so you can tell me what you're dealing with and we can get to know each other. (If we're a good fit, we'll make things official.)
Step 2. The Project Kickoff
You'll fill out a structured project questionnaire, and we'll schedule a kickoff call so I can get portal access and learn everything about your business, team, and what "done" looks like for you. From here, every step follows a proven framework. Nothing is winging it.
Step 3. The Audit
I document exactly what's in your portal, what's broken, and what the right architecture should look like. You'll know the plan before a single thing changes.
Step 4. The Alignment
This is where we make the decisions that shape everything. We run two structured workshops: a lifecycle stage workshop to map your customer journey, and a deal pipeline stage workshop to define exactly how your sales process should work in HubSpot. Once we're aligned, the build has no guesswork in it.
Step 5. The Build
Once we've aligned on the plan, I get to work. Rebuilding, cleaning, and configuring your portal using proven frameworks and good old-fashioned attention to detail.
Step 6. The Reveal
After hunkering down behind my keyboard, I'll emerge to walk through the finished portal with you, explaining the logic behind every decision so your team understands what was built and why.
Step 7. The Crowd Goes Wild
After handoff, you get 14 days of follow-up support. I'll be there to answer questions, make tweaks, and make sure everything is running the way it should, so your team can hit the ground running with confidence.
If you're not ready to jump straight into a full cleanup or implementation, start with a discovery call. First things first. Let's say hey. After you fill out my contact form, we'll hop on a no-pressure call so you can tell me what you're dealing with and we can see if we're a good fit.
(If you decide to move forward with a done-for-you service afterward, the audit cost goes toward your package if you book within 30 days. Score!)
That's the most common situation I walk into. Most portals have been built piecemeal over time by different people with different ideas. I audit first, we align on a plan, then I rebuild from there — nothing gets touched until you've seen and approved the roadmap.
(If you decide to move forward with a portal cleanup after the audit, the cost of the audit will go toward your package if you book within 30 days. Score! Book your audit here.)
B2B companies, typically 5–100 people, across all industries — professional services, SaaS, and beyond. Small enough to be nimble, big enough that a broken CRM is genuinely costing you.
It depends on the scope. A portal audit typically takes 5–7 business days. A reimplementation or migration can be anywhere from 3–8 weeks depending on the size of your portal, how clean your data is, and how much needs to be rebuilt. We'll nail down a realistic timeline during our discovery call before anything is finalized.
I'm a HubSpot specialist — that's where I live. I don't do web design, development, or other platforms. If you need something outside of HubSpot, I'm happy to point you toward someone who does.
You betcha. If you need a HubSpot expert in your corner on a regular basis, fill out my contact form and let's chat about it.
Great question. Maybe. If you have a big goal or a specific project in mind, fill out my contact form and let's talk about a custom package.