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HubSpot & RevOps expertise

Data & process design

CRM data models, integration rules and process ownership, delivered through an audit or a scoped implementation.

Explore CRM architecture & implementation

The work behind the offer

Agree the business rules. Model them in the CRM.

When teams disagree about a field, a lifecycle stage or who owns the next step, the problem is often in the operating rules. I help make those rules explicit and implement them in the CRM.

The starting point is a process your team needs to improve. The scope sets out the decisions to make, the configuration to change and how we will test it.

01

Audit the dependencies

Review objects, properties, associations, data flows and reporting. Map the workflows and the people responsible for each handoff.

02

Design the shared model

Agree property definitions, source-of-truth rules, permissions, lifecycle stages and integration behavior, including exceptions.

03

Build and hand over

Configure the agreed model, validate the important paths and document the rules with the teams who will maintain them.

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