CRM & Marketing Automation
CRM Setup & Integration Support
HubSpot, Monday, etc.
- Independent senior consultant, no outsourcing
- HubSpot, Monday.com & CRM integration expertise
- No lock-in contracts, flexible engagement
- You work directly with me, no account managers
- Full attribution plumbing from ads to CRM
Overview
Source-of-truth setup, lifecycle stages, attribution plumbing, and automation hand-offs to the sales stack.
A well-configured CRM is the bridge between marketing activity and revenue. I help teams establish clean data flows, define meaningful lifecycle stages, and create reporting that aligns marketing and sales around the same metrics.
What I Can Offer
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Lifecycle Design & Stage Definitions
Establish clear contact and deal stages that everyone understands and uses consistently.
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Attribution & UTM Integrity
End-to-end attribution plumbing that preserves source data and connects marketing touches to revenue.
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Automation & Reporting Schemas
Smart workflows and reporting frameworks that make your CRM a single source of truth.
Expected Outcomes
- →Cleaner pipeline data and better lead quality visibility
- →Tighter sales-marketing alignment with shared metrics
Ready to optimise your CRM?
Let's build a CRM setup that drives alignment and clarity.
Trusted by
teams and organisations I work with
