Your HubSpot Portal Should Make Your Job Easier. Not Harder.

If your HubSpot portal has become a source of messy data, broken workflows, and team frustration, you are in the right place. I help companies clean up their existing HubSpot setup and turn it back into the powerful growth asset it's meant to be.

A Two-Part Approach to Regain Control

I’ll give you a clear path to fix your current HubSpot problems and ensure they do not come back. We start with a one-time project to fix the foundation, followed by an optional retainer for ongoing growth.

Part 1: The One-Time HubSpot Turnaround

dashboard showing different sets of revenue data, picture taken from behind the shoulder and looks at the hands typing in the keyboard

You Get

  • A detailed diagnostic of your entire HubSpot setup, identifying every point of friction, waste, and opportunity.

  • We will archive hundreds of unused properties and workflows, and rebuild up to 10 of your most critical sales and marketing automations.

  • You get one central dashboard with the key reports you need to measure pipeline health, lead velocity, and team performance.

  • A hands-on session with your team to introduce the new, streamlined processes and ensure adoption.

Part 2: Your Ongoing RevOps Co-Pilot (Monthly Retainer)

a one-on-one strategy session between colleagues, sitting in a cozy wooden office, sharing a table while running an analysis on their HubSpot setup

You Get

  • A simple, clear report showing the health of your database, performance of your automation, and key business metrics.

  • A set number of hours per month dedicated to proactively improving your setup. We build new workflows, update reports, and keep your system running at peak performance.

  • You and your team have direct access to me for questions, troubleshooting, and quick fixes.

  • We meet twice a month to review performance, discuss challenges, and plan strategic initiatives.

What This Looks Like in Practice

  • We begin with the deep-dive audit to identify every issue and opportunity in your portal.

  • I execute the HubSpot Turnaround project, cleaning the data, fixing the workflows, and building your new dashboards.

  • If you choose the retainer, I monitor your portal's health and performance daily.

  • Each month, we work together to identify and execute new strategic improvements that drive revenue.

 FAQs

    • Have been using HubSpot for at least one year.

    • Feel their portal has become cluttered and inefficient over time.

    • Lack the dedicated, in-house expertise to perform a deep cleanup.

    • Know they are leaving money on the table due to broken processes.

    • Want a proactive partner to help them get the most out of their investment.

  • Yes. The One-Time HubSpot Turnaround is a standalone project. Many clients start there and then decide to sign up for the retainer after seeing the results.

  • A full optimization project typically takes 4-6 weeks, depending on the complexity of your portal.

  • The Implementation service is for companies new to HubSpot. This Optimization service is for companies who are already established on the platform but need to fix and improve their existing setup.

Ready to Make HubSpot a Strength, Not a Weakness?

Let's start with a free, no-obligation audit of your portal to identify the top three areas for improvement.