CRM & MARKETING
HubSpot Consulting
HubSpot works best when everyone on your team can see the whole customer in one place.
Sound familiar?
The full story is spread across three tools
Sales is in the CRM, support is somewhere else, campaign work is in a third place. Each tool does its job. Answering a simple question about a client means opening all of them.
Sales and marketing bring different numbers to the same meeting
Marketing counts leads. Sales counts the ones worth calling. Both are right, both are pulling from HubSpot, and the meeting turns into a debate about definitions.
Lifecycle stages stopped meaning anything
Everyone’s an MQL, or nobody is. Whoever set the criteria has left and nobody’s revisited them since.
Workflow sprawl
Forty-odd active workflows, and no one’s completely sure which sends what, so nobody’s willing to turn any of them off. Every so often somebody gets three emails in a day.
What we do
Setting HubSpot up properly the first time, so you don’t spend year two undoing year one
Consolidating sales, service and campaign work so one account record tells the whole story
Lifecycle stages and lead scoring that match how you actually qualify
Workflow audits and rebuilds. Fewer of them, clearer, written down
Deal stages and pipelines that reflect how you really sell
Data cleanup: duplicates, unsubscribes, contacts with no owner
Reporting both teams agree on before the meeting starts
Integrations with the rest of your stack
Training, so it survives the person who commissioned it
We work across Marketing, Sales, Service and Operations Hub, on the free tier or on Enterprise. Most of what we get asked for is making the parts you already pay for work together.
Case study
Stack Influence
Nothing was broken at Stack Influence. Customer service and campaign operations ran across HubSpot, Front and ClickUp, and all three did their jobs well.
What was missing was somewhere to see it all at once. Getting a full picture of a client meant opening three tools, and the sales team couldn’t see service history alongside their own.
We moved customer service and campaign operations into HubSpot Service Hub and tied that work to the account record. Sales and service sit together now, response times came down, and a question about a client can be answered in one place.
How a project works
Free working session
You show us what you have and where it's falling short, and we talk through how we'd handle it. No obligation.
Proposal
If it makes sense to keep going, we send a proposal with the scope and timeline. You can choose a fixed price for a defined project, or hourly if you'd rather have us as a fractional part of your team. Most first projects take three to four weeks.
Build and handoff
We check in with you along the way, so there are no surprises at the end. Then we document everything and train your team, so you can run it without us. Plenty of clients call us back for the next project, but they don't have to.
Questions we get asked
HubSpot or Salesforce?
HubSpot is faster to get value from and easier for a small team to run without a dedicated admin. Salesforce goes further when your process is complicated or you need real customization. If you’re on one already and it mostly works, migrating is rarely worth it. Fixing the configuration usually is. We’ll tell you to stay put if that’s the honest answer.
We’re on the free tier. Worth talking to you?
Yes. There’s far more room in the free tier than most people use, including properties, deal stages, pipelines, forms and basic reporting. If you’ve got a real need and a budget, we can do a lot inside it. We’ll also tell you when you’ve genuinely outgrown it rather than pushing you onto paid seats you don’t need yet.
Can you connect HubSpot to our email platform?
Yes, and it’s a lot of what we do. ActiveCampaign into HubSpot is a route we’ve built more than once. There’s a whole page on it under CRM & Marketing Integrations.
Our data’s a mess after three years. Where do you start?
With the questions you can’t currently answer. We work back from those to the fields, stages and properties that would let you answer them. Cleaning everything is rarely worth it, so we focus on the data that feeds your decisions.
Can we use HubSpot's AI features?
Yes, once the data underneath is in good shape. AI can only work with the contacts, properties and deal history you give it. If those are full of duplicates or empty fields, it'll confidently tell you the wrong thing. We usually clean that up first, then turn the AI tools loose.
Do you run the marketing itself?
No. We build and fix the system your marketing runs on. We don’t write emails or manage campaigns, and we’ll happily point you to someone who does.
Get everyone looking at the same customer.
Tell us what you want to be able to see in HubSpot, and we'll walk you through what it would take.