Nobody has time for the portal
A small pipeline change waits for weeks because the portal is a side job for someone.
You get someone who knows your portal and handles changes as they come up: properties, workflows, reports and your team’s questions.
A small pipeline change waits for weeks because the portal is a side job for someone.
Duplicates, empty properties and old workflows nobody cleans up.
One person knows how things are set up. When they leave or go on vacation, changes stall.
New stages, properties and access when your sales process or your team changes.
New workflows, fixes to existing ones and cleanup of the ones nobody uses.
New reports for leadership and the team.
Duplicates, contacts with no owner and properties nobody fills in.
I connect new systems and keep an eye on the ones already running.
I answer questions from day-to-day work. When several people ask the same thing, I suggest a short training session.
You tell me which portal changes are waiting. I tell you how I would take them over.
I check the setup, data, workflows and integrations. If someone else built the portal, this is where I start.
We pick a billing model and write down the first task list.
Tasks go in order. For every change I leave a short note and the hours spent.
For ongoing tasks each month
An agreed list of work every month
A fixed part plus hours for whatever comes up

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.
A monthly hours package, a fixed scope of work, or a mix of both. We choose the model after the portal review.
Yes. I start with a portal review, so I know what is set up and why.
The portal, the accounts and the data are yours the whole time.
We agree on it as it comes up, and if the workload changes for good, we change the model.
We’ll work it out on the call, once I know your portal.
Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.