I work with small and growing businesses to set up HubSpot in a way that supports clear, consistent sales execution.
The focus is on creating a CRM foundation that reflects how your team operates today, while remaining flexible enough to grow over time.
A CRM foundation built for how you actually work
Practical systems, not just software setup
Pipeline & Lifecycle Structure
Designing pipelines and lifecycle stages that match your actual sales motion.
Lead & Opportunity Definitions
Establishing clear, shared definitions so everyone speaks the same language.
Data Organization
Organizing contacts, companies, and deals in a way that makes sense for your business.
Workflow Alignment
Aligning HubSpot with your existing sales and outreach workflows.
What you walk away with
Clarity
A CRM structure you understand and trust—no black boxes or mystery fields.
Visibility
Better insight into sales activity and progress, so you always know where things stand.
Foundation
A repeatable system for onboarding future team members and scaling your process.
Ready to build a sales system that works?
Let's talk about where you are today and where you want to go.
Get in Touch