01
CRM Setup & Migration
HubSpot · Salesforce · Oracle Eloqua
Clean implementation or migration of your CRM: pipelines, properties, lifecycle stages, user roles and data import — built around how your team actually sells.
Services
Practical automation, built around your team.
Seven areas where I can help — individually as projects, or combined in a monthly retainer.
02
Lifecycle & Nurture Campaigns
HubSpot · Mailchimp · Pardot
Welcome series, lead nurturing, onboarding, win-back and post-purchase flows that move people from first touch to loyal customer without manual chasing.
03
Lead Scoring & Routing
HubSpot · Salesforce
Scoring models and routing rules that agree with sales on what a qualified lead is, so the right person follows up at the right moment.
04
Event Setup & Follow-up
In-person · Virtual · Webinars
Registration forms, confirmations and reminders before the event, attendance tracking on the day, and segmented follow-up afterwards — so every attendee and no-show gets the right next step.
05
Platform Administration
Users · Permissions · Settings
User access, roles and permissions, team set-up and general platform housekeeping, so the right people see the right data and nothing breaks when someone joins or leaves.
06
CRM Hygiene & Data Quality
Deduplication · GDPR consent
Audits, deduplication, field clean-up, consent tracking and governance rules that keep your database trustworthy and GDPR-compliant.
07
Reporting & Dashboards
HubSpot · Salesforce · Eloqua
Funnel, campaign and revenue attribution dashboards that answer the questions leadership actually asks — every week, without a spreadsheet.
Not sure which of these you need?
Most teams start with an audit. It tells us both where the quick wins are before any money goes into building.