With a holistic approach to the RevOps tech stack, not just HubSpot, I uncover process and technical gaps that can be improved to increase efficiency.

I don’t do marketing. I optimize your team and the tools you use for marketing, sales, and service.

My proactive approach focuses on optimizing HubSpot, so your team can focus on the urgent & important work.

Deal maintenance - I will help to clean your deal & pipeline automations and ensure proper/required fields are collected.

Ticket maintenance - Monitoring surveys and responses.

Pipeline conversions - Update deal close win % based on historical data.

Team usage of tools - Monitor the proper and efficient use of sequences, meetings, docs, notes, etc.

Workflows & automations - Fix errors, clean up and/or delete those as needed.

Properties - Clean up, merge, combine, archive, etc. as needed.

User permissions - Team management, update and review roles/permissions.

Custom support as needed - Add hours for ad-hoc support, whether you need me to build a new workflow, create a custom field, or design a report.