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HubSpot Consulting

HubSpot, without the mess.

Lifecycle stages, workflows, routing and reporting for B2B teams that outgrew their setup.

Book a free audit
Timeline1 to 4 weeks
PricingFixed or hourly
Based inToronto, worldwide

Sound familiar?

MQL arguments
Duplicates that keep coming back
Workflows nobody understands
Leads waiting for an owner
Salesforce sync overwriting data
Reports that don't match
What we do

What we fix in HubSpot

Portal cleanup

Duplicates, properties and lists, sorted.

Lifecycle stages

MQL to SQL rules both teams agree on.

Workflows

Clear automation for nurture and handoff.

Routing and enrichment

Every lead owned, fast.

Integrations

Salesforce, Slack, calendars and more.

Reporting

UTMs, attribution and dashboards.

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Typical projects

Where teams usually start

HubSpot portal cleanup2 to 4 weeks
Lifecycle stages sales and marketing agree on2 to 3 weeks
Fast, fair lead routing1 to 3 weeks
How it works

Four steps. No surprises.

Tap a step to see what we do and what you get.

01 AuditUnderstand the setup

We review your CRM, lifecycle stages and data flow before touching anything. No assumptions.

  • CRM field and object mapping
  • Lifecycle stage review
  • Enrichment tool configuration check
  • Campaign tracking audit
Deliverable: Ops health report with prioritised findings
02 IdentifyFind the gaps

We pinpoint exactly where data, enrichment and workflows are breaking down, then agree on what to fix first.

  • Data quality and duplication gaps
  • Broken workflow triggers
  • Attribution blind spots
  • Integration failures between tools
Deliverable: Prioritised fix list with effort and impact estimates
03 ImplementFix what matters

We rebuild CRM structure, enrichment logic and campaign tracking, with clear documentation throughout.

  • CRM cleanup and restructuring
  • Enrichment workflow rebuild
  • Campaign tracking and UTM setup
  • Lifecycle stage definition and testing
Deliverable: Working systems, fully tested and documented
04 OptimiseMake it last

We set up reporting, train your team and hand off clearly, so you're not dependent on us to keep things running.

  • Reporting dashboard setup
  • Scalability and edge case review
  • Team training sessions
  • Clean handoff with runbooks
Deliverable: Systems your team can own and maintain independently
FAQ

Quick answers

What does a HubSpot consultant do?

Sets up and fixes your portal: lifecycle stages, scoring, workflows, routing, integrations, cleanup and reporting.

Can you work in our existing portal?

Yes. We audit first, keep what works and clean up the rest.

Do you handle HubSpot and Salesforce together?

Yes. We set up the sync so data flows the right way and stops overwriting itself.

How do you price it?

Fixed price projects or hourly support, quoted after a free 30 minute audit.

Insights

Related reading

HubSpot

Why your HubSpot leads go unassigned, and how to fix lead routing

New leads sitting in HubSpot with no owner? The usual reasons lead routing breaks, and how to fix triggers, rotation rules and fallbacks.

6 min read

Not sure what's broken?

Free 30 minute audit. We'll tell you what we'd fix first.

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