Understand the system
Review business goals, stakeholders, portal configuration, data flows and reporting dependencies.
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Find the cause before changing the CRM
HubSpot & RevOps audit
Find why a business process breaks down in HubSpot. I trace the data, decisions and configuration behind it, then give your team a prioritized implementation plan.
Let’s talkWho it’s for
You can see the symptoms. The cause is less clear.
For RevOps, marketing and sales leaders with an existing HubSpot portal and unclear operational problems.
What you take away
- CRM and data-quality assessment
- Lifecycle and workflow ownership map
- Prioritized findings and implementation roadmap
Engagement format
A focused project, scoped around your portal, key processes and stakeholder interviews. Scope and timing are agreed before work starts. Fixed price or priced per day.
Typical duration
Typically two to four weeks, depending on the number of processes, teams and integrations in scope.
Trace the failure points
Inspect lifecycle definitions, ownership, duplicates, routing, integrations and workflow exceptions.
Agree the next steps
Walk through the findings with your team. Establish priorities, owners and acceptance criteria for the work ahead.
The outcome
A documented diagnosis your team can act on, with priorities and ownership made explicit.
Sounds like your situation? Tell me what is not working and which teams are involved. That is enough to start.
Let’s talkProbably not the right fit
When another option will serve you better.
- You need someone to configure a list of changes you have already decided
- The portal is being set up for the first time
- You need a tool comparison before choosing a CRM
Questions before we talk
Do you need admin access to our portal?
Read access to settings, data and workflows is enough for most of the diagnosis. Anything beyond that is agreed with your team and documented.
Do you implement the recommendations as well?
The audit stands on its own. If you want help with the changes, the roadmap becomes the scope for a rollout & migration project or a part-time HubSpot lead engagement.
Do you work remotely?
Yes. I am based in Barcelona and work with teams across Europe, remotely or on site for workshops and key milestones when the project needs it.
Which languages do you work in?
English, French and Spanish, including documentation, workshops and user training.
Can you work alongside our agency or internal team?
Yes. Most of my work involves internal IT, data and compliance teams, partners or HubSpot itself. Responsibilities are agreed at the start so decisions and configuration stay clearly owned.
Do you work for HubSpot partners and agencies, under their brand?
Yes. An agency can bring me in as part of its team, under its brand and its client relationship. Before I start, we agree the scope, who speaks to the client and who owns which decisions. Documentation follows the agency’s templates where they exist.
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