Pre-implementation workshop
Before you buy a license, I learn your processes and write an implementation document: licenses, how the system will look and work, and the scope.
WorkshopAround HubSpot I handle everything from the workshop and implementation to training and ongoing support. I build integrations and AI with or without HubSpot, on the systems you already have.
Before you buy a license, I learn your processes and write an implementation document: licenses, how the system will look and work, and the scope.
WorkshopI set up the portal per the workshop document, move your data and train your team in your own portal.
HubSpot implementationI move contacts, companies, deals and history from another CRM or from spreadsheets. Your old system stays available for reference.
MigrationsI set up Sales Hub, Marketing Hub, Service Hub and the other hubs on one customer database in Smart CRM.
Smart CRM and hubsI check what works, what gets in your team’s way and what you pay for but don’t use. You get a fix list estimated in hours.
Portal auditYour team learns what it uses every day, in its own portal and on its own data, in 1.5-2 hour online sessions.
TrainingI update properties, workflows and reports as your sales process changes. You pay for an hours package, a fixed monthly scope or both.
Ongoing supportI set up the AI already in your license: customer history summaries, answers from your knowledge base and first drafts of emails.
AI in HubSpotI connect HubSpot or your other systems to your store, invoicing tool and ERP. Simpler connections run in Make, the rest I write in Node or Python on AWS.
IntegrationsI take the process that costs your team the most time and check whether automation is enough or AI is worth adding. At first, a person approves the output.
AI implementationYour team practices working with AI on its own emails and documents, and leaves with working use cases and written rules.
AI training30 minutes, free
Processes, data and an implementation document
After you buy the license, per the document
Your team, in your portal
On demand or on a retainer
30 minutes, free
A fix list estimated in hours
Per the list
Your team, in your portal
On demand or on a retainer

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.
With a free consultation, then a pre-implementation workshop. Hold off on buying a license until you have the implementation document.
With a portal audit. You get a prioritized fix list, and either your team or I make the fixes.
HubSpot is my specialty. I also build integrations and automations for companies without HubSpot, on the systems they already use.
Yes. I run the consultation, workshop, setup and training myself, so you deal with one person for the whole project.
You reach out when you need something, or we agree on ongoing support: an hours package, a fixed monthly scope or both.
We’ll work it out on the call, once I know your process. You pay for the HubSpot license separately, directly to HubSpot.
Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.