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HUBSPOT EXPERTISE

Full HubSpot Ownership &
CRM Architecture

I don't just configure HubSpot — I rebuild it as a strategic commercial asset. From broken ecosystems to fully integrated, automated revenue infrastructure that leadership teams can trust for forecasting, decision-making, and scale.

CAPABILITIES

The Revenue Infrastructure I Build Inside HubSpot

From CRM architecture and lifecycle design to data standards, automation and reporting, I build HubSpot around how the business actually sells, so teams can execute properly and leaders can make decisions with confidence.

CRM Architecture & Data Modelling

Complete redesign of the CRM structure so it reflects your actual commercial model — not a generic out-of-the-box setup.

  • Custom objects, fields, and properties
  • Contact and company data structure
  • Deal and pipeline stage logic
  • Source and attribution field mapping
  • Custom views and filtered lists

Lifecycle Stages & Lead Routing

Getting the right leads to the right people at the right time — with clean lifecycle logic that maps to your real funnel.

  • MQL, SQL, SAL, and opportunity definitions
  • Automated lifecycle stage progression
  • Territory and round-robin routing
  • Lead assignment and ownership rules
  • Re-engagement and recycling flows

Data Integrity & Governance

Clean data is the foundation of everything. I build the processes and standards that keep it that way permanently.

  • Deduplication and merge protocols
  • Data validation and required field rules
  • Regular audit frameworks
  • Source tracking and UTM standards
  • GDPR-compliant consent workflows

Integrations & Enrichment

Connecting HubSpot to your entire commercial stack for a true single source of truth across every function.

  • Cognism API integration for enrichment
  • Website and landing page form capture
  • Email platform and event tool connections
  • Product/platform data feeds
  • n8n, Zapier, and Clay workflow connections

Sequences, Workflows & Automation

End-to-end automation across the full buyer journey — from first touch through to closed won and beyond.

  • Personalised outbound sequences
  • Nurture and re-engagement workflows
  • Trial and onboarding automation
  • Internal notification and task creation
  • Partner and channel nurture flows

Dashboards, Forecasting & Reporting

The visibility layer that leadership needs — from live pipeline health to quarterly forecast confidence.

  • Full-funnel MQL to Closed Won reporting
  • Pipeline velocity and coverage dashboards
  • Team activity and conversion tracking
  • Churn risk and expansion dashboards
  • Investor-grade revenue outcome reporting

Why Commercial Background Matters

Most HubSpot implementations fail not because the technology is wrong — but because the person configuring it has never sat in a sales team, managed a forecast, or tried to qualify a deal against a broken data set. I have done all of those things across multiple businesses.

That means when I rebuild your CRM, the pipeline stages reflect how deals actually progress. The lifecycle logic maps to how your sales team qualifies. The forecasting dashboards answer the questions your CEO actually asks on a Monday morning. And the sequences are built around the objections your prospects actually raise — not generic email templates.

I understand the gap between how systems are supposed to work and how sales teams actually use them. That's what makes the difference between a HubSpot setup that collects data and one that drives revenue.

0% ARR Growth from a complete revenue stall
0% Total channel ARR growth post-rebuild
0% Email open rates from rebuilt sequences
£60,000 Agency spend eliminated and brought in-house
WHAT I BRING

The Capabilities You're Looking For

Expert-Level HubSpot Experience

API integrations, custom objects, complex workflow automation, data modelling, and reporting frameworks across HubSpot Sales Hub and Marketing Hub — rebuilt from scratch across multiple businesses.

Proven CRM Data Integrity Track Record

Built deduplication protocols, validation rules, source tracking standards, and governance frameworks that keep data clean as the business scales — not just at the point of implementation.

Deep B2B Funnel Understanding

10+ years of selling and leading sales teams across SaaS means I understand how buyers actually behave — and how to configure CRM systems that reflect that reality, not a textbook version of it.

Multi-System Integration Experience

Connected HubSpot to Cognism, Salesforce, product data feeds, website infrastructure, event platforms, and AI tools to create unified commercial data flows that are reliable and scalable.

Ready to rebuild your HubSpot the right way?

Let's talk about your current setup and what a properly architected system could do for your revenue team.