Every service, described on its own
HubSpot hub implementations, portal audits, integrations, AI, training and ongoing support. For each service I describe what I set up and what stays with your company.
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HubSpot implementations: CRM 6
HubSpot Smart CRM Data Model Setup
Objects, properties, associations, pipelines and permissions set up in your portal around how you sell and serve.
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HubSpot CRM Setup
A portal ready to use: users and permissions, connected email and calendars, tracking code and views for each team.
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HubSpot Lead Routing and Management
Every new lead goes to the right rep with a status and a follow-up date, and becomes a deal once qualified.
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HubSpot Workflow Automation
Workflows that take repetitive CRM work off your team, each with a name and description that say what it does.
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HubSpot Sales Reports and Dashboards
Dashboards for leadership and sales managers with pipeline, forecast and conversion, all built on the same fields.
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HubSpot Native Integrations Setup
HubSpot marketplace apps and Data Sync set up with field mapping, sync direction and a test.
Learn moreHubSpot implementations: Sales Hub 6
HubSpot Sales Hub Implementation
A staged pipeline, email logged on the customer record and a pipeline report for your sales manager.
Learn moreHubSpot Sales Pipeline Design
Stages with entry criteria, required fields on stage change and a view of deals that have stalled.
Learn moreHubSpot Sequences and Sales Tools Setup
Your reps get ready sequences, email templates, meeting links and a task list for every day.
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HubSpot Prospecting Agent Setup
A Breeze agent finds companies that fit your customer profile and drafts first emails your reps approve.
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HubSpot Sales Forecasting and Reporting
A dashboard with a forecast built from the pipeline, where managers and leadership see the same numbers as reps.
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HubSpot Territories and Account Assignment
Written rules for who owns which account, and automatic assignment of new companies and leads to the right rep.
Learn moreHubSpot implementations: Revenue Hub 6
HubSpot Revenue Hub and Payments Setup
Stripe, currencies, tax rates and deal associations that your quotes, invoices and subscriptions build on.
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HubSpot Product Library and Price List Setup
One price list in HubSpot, with SKUs, prices in each currency and billing types that every quote draws from.
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HubSpot Quotes and Discount Approvals
Reps build quotes from the deal and price list, larger discounts go for approval, and customers sign and pay right away.
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HubSpot Subscriptions and Recurring Payments
Every subscription in HubSpot has a plan, amount and renewal date, and the account manager gets a task before renewal.
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HubSpot Payment Links and Invoices
Customers pay by card from a link or an invoice, and payment status shows on the company and deal.
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HubSpot Integration with Invoicing and ERP Systems
Quotes, invoices and payments move between HubSpot and your finance system without anyone retyping data.
Learn moreHubSpot implementations: Marketing Hub 6
HubSpot Marketing Hub Setup
An authenticated sending domain, GDPR consent, tracking code and email templates, ready before your first campaign.
Learn moreHubSpot Lead Scoring and Lifecycle Stages
Contacts move through lifecycle stages on their own, and sales-ready leads reach sales with their history.
Learn moreHubSpot Campaigns and Landing Pages
Each campaign as one object in HubSpot, with emails, landing pages, forms and ads in a single report.
Learn moreHubSpot Email Marketing and Lead Nurturing
A newsletter, clean lists and email series that lead a contact to a conversation with a rep.
Learn moreHubSpot Segmentation and Personalization
Active lists by industry, role and behavior, plus emails and pages that change content for each segment.
Learn moreHubSpot Marketing Reports and Attribution
Reports that show which campaigns and sources end in a deal, with a written definition for every number.
Learn moreHubSpot implementations: Service Hub 8
HubSpot Service Hub Implementation
Email, chat and forms feed one ticket queue, and every ticket has an owner and a status.
Learn moreHubSpot Ticket Pipelines and SLAs
A separate pipeline for each request type, and response targets that HubSpot tracks and flags before they are missed.
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HubSpot Ticket Routing and Service Automation
Tickets reach the right person with no manual sorting, and the customer gets a confirmation right away.
Learn moreHubSpot Help Desk Implementation
Your service team sees tickets from email, chat and forms, the SLA deadline and customer history in one view.
Learn moreHubSpot Knowledge Base and Customer Portal
Customers find answers to common questions and check ticket status without sending an email.
Learn moreHubSpot NPS and CSAT Surveys
CSAT after a ticket and NPS during the relationship, with low scores sent to the account manager as a task.
Learn moreHubSpot Customer Agent Setup
A Breeze agent answers chat from your knowledge base and hands harder cases to a person with the full conversation.
Learn moreHubSpot Customer Service Reporting
Dashboards for your service team, manager and leadership, updated live from tickets in HubSpot.
Learn moreHubSpot implementations: Content Hub 1
HubSpot implementations: Data Hub 6
HubSpot Data Hub Implementation
I merge duplicates, standardize fields and set rules that keep every new record clean.
Learn moreHubSpot Data Sync with Other Systems
Customer data flows between HubSpot and your finance system or store in a set direction, with no retyping.
Learn moreHubSpot Company Data Enrichment and Buying Signals
Company records get an address, industry and registration data, and reps see who is looking at what you sell.
Learn moreHubSpot Data Model and Calculated Properties
Revenue reports in HubSpot show the same numbers as finance, including multi-year contracts and renewals.
Learn moreHubSpot Data Hub Workflows and Custom Code Actions
Repetitive portal tasks run on their own, and every workflow has a name, a purpose and an owner.
Learn moreHubSpot Scoring, Segments and Breeze Agents on CRM Data
Scoring, segments and tasks run on your CRM data, and sales, marketing and service see the same customer picture.
Learn moreAutomations & Integrations 6
Custom AI Assistant Built on Your Company Data
The assistant answers your team’s questions from your own documents and shows where each answer came from.
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Custom AI Agent for a Repetitive Process
The agent gathers data, prepares the result and saves it in your system, and a person approves irreversible steps.
Learn moreHubSpot Breeze AI Implementation
Breeze drafts emails and summaries from customer history in your portal, and your team knows what to check.
Learn moreHubSpot Lead Management Automation
Every new lead gets an owner and a task with a due date right away, and the rep sees what the prospect did before.
Learn moreERP, E-commerce, Invoicing and CRM Integration
Orders, invoices and customer data match in every system, and nobody retypes them by hand.
Learn moreCustom HubSpot Integrations with API and Webhooks
Data flows between HubSpot and systems with no ready-made connector, and every operation is logged.
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