CRM setup & lifecycle
Define properties, pipelines, lifecycle stages, ownership, and mappings. Include migration and cleanup where the agreed scope requires them.
CRM Hacker ยท Strategy & implementation
Connect marketing and sales around a useful HubSpot setup.
Implement a new CRM or improve the one you have. We help define lifecycle stages, routing, workflows, reporting, and integrations around how your leads become customers.
Work directly with Jonathan. US-based strategy and delivery.
What we can work on together
Workflows & handoffs
Design routing, enrollment rules, notifications, suppression, and exception handling. Available features depend on your subscription and connected tools.
Reporting & enablement
Build dashboards around shared definitions. Test contacts and deals, document the setup, and train the people responsible for it.
A practical working process
From the first question to a working system.
Assess
Review the lifecycle, current data, subscription constraints, and priorities.
Implement
Configure the agreed properties, workflows, integrations, and reporting.
Validate
Test enrollment, routing, handoffs, and exception cases using representative records.
Support and evolve
Keep improving HubSpot after launch with Jonathan working as an extension of your team. Agree the priorities and support cadence, or choose a documented handoff if you prefer.
What affects HubSpot consulting cost?
Cost depends on the hubs and workflows involved, integrations, migration and cleanup, reporting, and training. HubSpot subscriptions and third-party charges sit outside the consulting scope.
The proposal defines deliverables, dependencies, acceptance criteria, and exclusions before work begins.
Bring us the workflow you're ready to improve.
Start with a free initial conversation. Detailed assessments, implementation, and ongoing support are scoped and priced separately.