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Our Services and Offerings

Practical, hands on support to help your CRM run the way it should, without the overhead of hiring a full time ops person.

How I Can Help

Every business's CRM needs look a little different. Some need a cleanup, some need automation, some just need a team that actually knows how to use what they already have. Below is the full range of what I offer, so you can find the right starting point for where you are right now. 

CRM Audit
A clear look at what's working in your CRM, what isn't, and what to fix first.
Automation
Workflows that handle the repetitive stuff, so your team can focus on the work that actually needs a person.
Onboarding
A smooth setup and training process for teams that are new to their CRM or inheriting a messy one.
AI Training
Hands on sessions that show your team how to use AI tools well inside your CRM and marketing workflows.
Custom Reporting & Dashboards
Dashboards and reports that show you what's actually happening with your pipeline, campaigns, and customers, without digging for it.
Integrations Setup
Connecting your CRM to the tools you already use, like email, forms, and calendars, so information flows automatically.
Data Cleanup & Deduplication
Cleaning up duplicate contacts and outdated data, then putting simple guardrails in place so it stays that way.
Managed CRM Support
Ongoing monthly support to keep your CRM healthy and handle small requests before they turn into bigger problems.

What to Expect & How We Work

Every business's CRM looks a little different, so I start by understanding how your team actually works day to day, not just what the system looks like on paper. From there, I put together a plan that fits your goals and your budget, whether that's a single audit or ongoing monthly support.

Let's Make Life Easier

You didn't get into your business to spend hours untangling CRM workflows or wondering if your data is accurate. My goal is to take that off your plate, so your CRM becomes something your team actually relies on instead of works around.

Frequently Asked Questions

Do I need to already use HubSpot to work with you?
Not at all. I specialize in HubSpot, but the fundamentals of CRM cleanup, automation, and training apply across most major platforms. If you're deciding between platforms, I'm happy to help with that too.
How long does a typical project take?
It depends on scope. A CRM audit usually takes one to two weeks, while automation builds or onboarding projects can run four to six weeks depending on complexity. I'll give you a clear timeline before we start.
What's actually included in a CRM audit?
A full review of your current setup, including workflows, data quality, integrations, and reporting, plus a written summary of what to fix first and why.
Do you offer ongoing support after a project wraps?
Yes. Many clients move to a monthly retainer after the initial project, so their CRM keeps improving instead of slowly drifting back to where it started.
How does the AI training actually work?
Sessions are hands on and built around your real CRM data, not generic examples. Your team leaves with specific habits they can use right away, plus a reference guide for afterward.
What size businesses do you typically work with?
Mostly small and mid sized businesses that have outgrown a do it yourself CRM setup but aren't ready for a full time hire. If you're not sure whether that's you, reach out and we can figure it out together.

Not Sure Where to Start?

If you're not sure whether you need an audit, automation, or just some training for your team, send me a quick note about what's going on. I'll help you figure out the right starting point.