Permission-set design
Designed permission sets in collaboration with HubSpot as part of the global rollout.
← Selected workRentokil Initial.
Global HubSpot operations · December 2024 — present
Rentokil Initial.
Global HubSpot rollout.
Rentokil Initial · MarTech Admin — HubSpot expert · Freelance.
Embedded in the global MarTech team, supporting the rollout of HubSpot Enterprise across markets.
50+countries in the programme
15+business units
3hubs: Sales, Service & Marketing
The challenge
Global consistency.
Local usability.
A multi-country rollout needs shared CRM rules while accommodating local commercial processes, service needs and external systems.
Local teams need pipelines and workflows that reflect their work. The global programme also needs consistent data definitions, integration rules and governance.
My role
From market requirements to HubSpot configuration
I work with local markets to define and implement processes across Sales Hub, Service Hub and Marketing Hub.
I collaborate with IT, data and compliance teams to support secure, scalable and locally adapted implementations.
Examples from the engagement
Implementation work
inside the rollout.
Marketing contacts & core seats
Managed marketing contacts and supported the migration of user seats to core seats within the HubSpot setup.
Migration between portals
Migrated data from a legacy HubSpot portal to the new portal with the MarTech team.
Sales pipelines & custom objects
Designed sales pipelines and configured custom objects to support the processes defined with local markets.
Workflow centralization
Centralized HubSpot workflows within the shared platform setup.
External integrations & synchronization
Configured integrations and data synchronization between HubSpot and external systems, in collaboration with IT and data teams.
Advanced documentation
Documented the HubSpot configuration and workflows to support ongoing operations and handover.
The working approach
How requirements become
configured processes.
A simplified view of the decisions behind a multi-market implementation.
Working across the platform
These projects sit alongside service workflows, marketing communication and integration support, including connections to health portals. I work with local markets, HubSpot and internal IT, data and compliance teams across the engagement.
An overview of an ongoing engagement, focused on implementation, local market needs and cross-functional governance.
Explore embedded RevOps support →Start a conversation
What needs
to work better?
Describe the process that is causing friction, the teams involved and what needs to change. You do not need a technical brief to start the conversation.
- 01 I review your situation.
- 02 We discuss the scope and whether I can help.
- 03 You receive a proposal with clear next steps.
Based in Barcelona · Previously Paris and London