First show me how the work happens.

I find out why the agreed part of your HubSpot setup is failing, recommend the fix and do the work. That can include reports, connections to other tools, quotes, billing or a daily task your team keeps doing by hand.

Yes. I do the diagnosis and hands-on work. You can ask me about it directly, without going through an account manager. If we need another specialist, we agree their role before they join.

Bring a recent example: a quote that took too long, a job waiting for an invoice or an integration that failed. I’ll ask how it works today, where it gets stuck and what a better result would look like. You don’t need to write a technical brief first.

First we look at the problem, access and people needed to make decisions. Then we agree what can be delivered and when.

We agree the meeting and update schedule before starting. I show the work as it develops and flag decisions that need your input. Your team tests the change with real examples before we call it ready.

The Foundation Audit has a fixed price. A Foundation Build has a fixed fee for the work we agree. One Problem at a Time has an agreed monthly fee and availability. A focused GTM setup is priced for the first use case. Advice is available separately.

A separate paid audit is not always needed. If the problem is already clear, we can include the diagnosis in the build. Either way, you see what I recommend and agree the changes before I make them.

Yes. I can own an agreed part of the work alongside your admin or agency. We decide who speaks with the client, who approves changes and who maintains the result.

Access to the relevant systems, someone who can make decisions, and the people who know the daily work. I’ll tell you which examples and reviews are needed so your team can plan its time.

We test the agreed cases, document the setup and train your team live. You should know how to run it, where to find answers and who handles future changes.