CRM Strategy
Build a CRM structure that makes sense for your business.
CRM consulting for growing teams
Turn your CRM into a growth engine.
We build, fix and optimise CRMs — cleaning up messy systems, automating manual work, and creating a scalable revenue operation.
Automation
Remove repetitive work and connect the right processes.
Sales Operations
Create cleaner pipelines, processes and lead management.
Reporting & Dashboards
Know what's actually happening across your revenue funnel.
CRM Clean-Up
Fix messy data, properties, workflows and processes.
Ongoing CRM Management
Align your people, processes and technology for scalable growth.
Find out what's working, what isn't, and what to fix first.
If your HubSpot portal has grown messy over time, or your team just isn't using it the way you'd hoped, a CRM audit gives you a clear picture of where things stand. I'll review your setup from top to bottom and give you a practical, prioritised action plan. You'll get a roadmap, not a 50-page report no one reads.
What's included:
- A review of your data quality, including duplicates, incomplete records and unused properties.
- An assessment of your pipelines, deal stages and lifecycle stages against how your team actually sells.
- A check of your automation, workflows, forms and integrations.
- A look at reporting and dashboards, and whether leadership can trust the numbers.
- User adoption and permissions review.
- A prioritised recommendations list with quick wins and longer-term fixes.
Ideal for: businesses that have had HubSpot for a while and feel they're not getting full value from it.
Set HubSpot up properly from day one, or give it the fresh start it needs.
Whether you're moving to HubSpot from another CRM, starting from scratch, or rebuilding a portal that's become unworkable, I'll build a system around how your business actually sells, markets and serves customers. With a background in B2B SaaS sales at HubSpot and Procore, I understand both the platform and the people who have to use it every day.
What's included:
- Discovery sessions to map your sales process, customer journey and reporting needs.
- Data migration from spreadsheets or other CRMs such as Salesforce, including clean-up before import.
- Configuration of pipelines, properties, lifecycle stages and user permissions.
- Workflows and automation to cut down manual admin.
- Integration setup with your key tools.
- Dashboards and reports your leadership team will actually use.
- Team training and handover documentation so the system sticks.
Ideal for: businesses new to HubSpot, migrating from another CRM, or ready to start over with a portal that works.
Your part-time HubSpot expert, without the full-time hire.
A CRM isn't a set-and-forget project. As your business grows, your processes, team and reporting needs change too. I offer flexible ongoing support so your HubSpot portal keeps up, without the cost of employing an in-house admin.
What's included:
- Regular portal health checks and data hygiene.
- New workflows, properties, pipelines and reports as your needs evolve.
- Onboarding and training for new team members.
- Troubleshooting and "how do I…?" support for your team.
- Advice on new HubSpot features and whether they're worth using.
- Flexible hourly or day-rate arrangements, invoiced weekly.
Ideal for: businesses that want an experienced HubSpot specialist on call to keep their CRM running smoothly.