Hubspot

What I can help with in Hubspot

Hubspot is a really poweful CRM that can help you do a lot of different things. Rather than list out every aspect or write endless paragraphs about what those things are and how I can help you with them, I'll keep it short: I'm pretty well-versed across the entire platform. I can help with the CRM (sales hub), the marketing platform (marketing hub), data modeling and data structure, dashboarding, reporting, and more.

I can talk with you to understand how you run your business and how your teams run their operations and then help you implement Hubspot, choosing the right tools for the right job, to facilitate your operations. You don't need to have the answers for the best way to structure your data in Hubspot—that's my job. We'll work together to find the right way to structure your data so that you can most efficiently report on it and easily answer your key business questions.

Already have Hubspot

Looking for better reporting?
Improving data consistency, accuracy, reliability?
Interested in what you can automate?
Currently have organizational data in another system (or spreadsheets) that you want to see if can be housed in Hubspot?
Is it just not working like you think it should?

These are all things I can help with.

No CRM yet

I think Hubspot is the best CRM. There's nuance, and we'll still need to list your requirements to make a decision, but I feel pretty confident you'll choose Hubspot after we go through your requirements.

Currently use a different CRM

I can help you migrate from your current CRM to Hubspot. On how much work is involved in doing that, it's not exactly that it matters which CRM it is you want to migrate to Hubspot from but how your data is structured (which, naturally is heavily dependent on which CRM you're on).