Optimise HubSpot CRM Basics

• The HubSpot schematic must to be solid for all intelligence layers to function correctly and efficiently.

• Build a strategic process to audit, cleanse & update any area of HubSpot CRM, that's most pertinent to you.

• Document visual processes so every department is aligned.

Analytics & Strategic Insights (RevOps)

Turn your data into simple, actionable insights you can rely on.

• Custom dashboards showing what really matters

• Predictive lead scoring to focus your efforts

• Clear reporting to guide smart decisions

HubSpot

• Role-specific resource & enablement library, organised by:

  • Deal Stage, Persona, Company, Industry, USP's

• Sales specific AI enablement library

  • Quality input drives quality output

  • Which AI tools are best for each project

• Refined SDR & AE playbooks, embedded into HubSpot

With over 8,060 hours clocked in HubSpot and other key tools, I can provide skills to help you with...

HubSpot AI Integrations That Work

I integrate the best AI tools—like GPT-4, Zapier, and LI Sales Navigator—directly into HubSpot, so you get automations and insights bespoke to your business in HubSpot.

• Automate personalised LinkedIn workflows to spark conversations

• Automate data enrichment, e.g. new leads / new data

• AI Persona Insights & Company Research

SDR & AE Enablement | Resources & Training

Together, we’ll build smart systems that free you to focus on what matters.

• AI-powered workflows and content creation

• Seamless tool integrations that just work

• Simple automations that save time every day

HubSpot & AI

HubSpot’s built-in AI tools are evolving, but because of their size, complex processes, and endless test-and-dev cycles, they’re very far behind what’s possible. Their AI features are spread thin across use cases and rarely truly customised to fit your specific workflows or environment.

That’s where I come in. As an independent specialist with deep knowledge of the broader AI ecosystem—and experience with major HubSpot agencies—I move fast, stay nimble, and deliver tailored AI integrations that make your HubSpot smarter, more efficient, and truly aligned to how you work.