TAKING NEW BRIEFS · Q2 / 26
A senior consultant maps your sales process, then sets up HubSpot CRM to match it — pipelines and deal stages, properties, lifecycle stages, clean data, automation and reporting — and gets your team actually using it.
“A CRM nobody trusts is just an expensive contact list. The fix is rarely more software — it's structure and adoption.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
We map your real sales process first, then build the pipelines, deal stages, properties and lifecycle stages around it — so the CRM reflects your business instead of forcing your team into a generic template.
Records migrated from spreadsheets or a legacy CRM, deduplicated, and standardized to consistent properties — so reporting, forecasting and routing run on a single source of truth, not five conflicting versions.
Automation that removes busywork — lead routing, task creation, lifecycle and handoff — plus role-based training, playbooks and documentation. The difference between a CRM that's installed and one that's adopted.
A consultation isn't a slide deck — each phase produces something real in your portal or in your hands. We work to the deliverable, not the billable hour.
Before we touch a setting, we learn how you actually sell. We map your sales (and where relevant, marketing and service) process, find the bottlenecks, and agree what good looks like.
We build the structure: pipelines, deal stages, properties, lifecycle stages and user roles — then migrate and clean your data so it lands in a CRM that's ready to use.
We connect HubSpot to the tools you already run and remove the manual work — lead routing, task creation, handoffs — then build the dashboards your team and leadership will read.
The phase most setups skip. Role-based training, written playbooks, and documentation — so the CRM is owned in-house and keeps working after we step back.
Pick a time, or send context first. Either way, a senior operator replies in one business day.
Tell us what you're seeing. We'll reply with a candid take.
Replies from a senior operator, never an SDR.
Built around your process, clean data your team trusts, and adoption that sticks.