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HubSpot Architecture, CRM Cleanup & RevOps Support — Done Right

I help companies fix messy data, streamline workflows, and build HubSpot systems that actually scale.


What I Do

HubSpot Architecture & Setup
Build or rebuild your HubSpot instance with clean objects, smart relationships, and scalable structure.

CRM Data Cleanup & Governance
Untangle duplicates, enrich records, fix bad associations, and create data rules that keep systems healthy.

Automation & Workflow Design
Lifecycle stages, lead routing, pipeline logic, scoring systems, and full-funnel automation that supports Sales, Marketing, and CS.

Integration Support
Audit and configure integrations (Dynamics, Salesforce, TMS/SaaS tools, custom objects, APIs) and clean up sync logic.

Reporting & Dashboards
Executive reporting, attribution setup, W-model, MoM trending dashboards, and data quality monitoring.

Onboarding, Training & Documentation
Help teams adopt HubSpot confidently with clear guidance, documentation, and best-practice playbooks.

 
 
Schedule a Consultation
Request a CRM Audit
 
 

Why Teams Work With Me

  • I’m hands-on and fast — no bloated consulting nonsense.

  • I understand how Marketing, Sales, and Ops actually use HubSpot.

  • I can untangle years of data chaos without disrupting active teams.

  • I document everything, set standards, and leave you with a stable system.

  • I care about the work — the details matter, the structure matters, and the data definitely matters.


© 2025 Jackie Wright