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Translate the requirements into a working setup

CRM architecture & implementation

Translate your team’s requirements into a data model, pipelines, integrations and automation. I work through the design with you, build it in HubSpot and test it against real scenarios.

Let’s talk

Who it’s for

The process has changed. The CRM has not caught up.

For businesses redesigning HubSpot, connecting systems or coordinating a rollout across markets and business units.

What you take away

  • Data model and integration rules
  • Sales, service and lifecycle workflows
  • Migration checks, documentation and team handover

Engagement format

A scoped implementation delivered in agreed stages, with validation before rollout and a documented handover.

01

Design before configuring

Agree objects, associations, property ownership, lifecycle stages and rules for local variation.

02

Build and validate

Configure the agreed pipelines, automation and data flows. Test record matching, exceptions and migration reconciliation.

03

Roll out and hand over

Support adoption, document the operating rules and establish who will maintain each part of the system.

The outcome

A configured CRM, tested against agreed business scenarios, with documentation and a team prepared to maintain it.

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.

  1. 01 I review your situation.
  2. 02 We discuss the scope and whether I can help.
  3. 03 You receive a proposal with clear next steps.

Based in Barcelona · Previously Paris and London