TAKING NEW BRIEFS · Q2 / 26
A senior consultant designs your HubSpot architecture, data model, and automation plan — a complete roadmap for a CRM your team will actually use, aligned to your business.
“You don't need another dashboard. You need a CRM that maps to how you actually sell.”
Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.
Your sales process, pipeline stages, and exit criteria mapped and built into the HubSpot plan — not the other way around. The CRM adapts to your business, not the reverse.
A full data audit and migration plan ensures you start with clean records. Custom properties and required fields keep it that way, powering reports that match reality.
Lead routing, nurturing sequences, and task creation, all designed to spec. Your team spends less time on CRM admin and more time selling or serving customers.
Each phase produces a specific artifact. We don't bill by the hour, we ship by the deliverable — here's exactly what lands in each one.
We start by auditing your current systems and data, and mapping your exact sales, marketing, and service processes. We define the business goals the CRM must support.
This is the blueprint. We design the HubSpot property architecture, define your pipeline stages with clear exit criteria, and create the plan for data migration and cleanup.
We design the core workflows for lead routing, nurturing, and task automation. We also spec out the custom reports and dashboards needed to track your KPIs.
We deliver the complete, phased implementation plan. This includes a role-specific training outline and a post-launch support model to drive team adoption from day one.
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.
One strategy. One implementation roadmap. Four weeks from kickoff to plan delivery.