Writing
Writing
Notes from inside other people's systems. Most of what I publish starts as something I had to work out for a client and would have wanted to read first — how a thing actually behaves, what it costs to build, and what it usually means about the business underneath it.
September 3, 2026 · 8 min read
Quote the project, then quote every change
How a project quote becomes a contract, how every change to the engagement becomes a signed change quote and an order carrying only the difference, what I watched that do on a live portal, and the rules that have to exist before the platform can hold your engagement honestly.
September 2, 2026 · 9 min read
A co-termed upsell is two line items, and only one of them is recurring
How to model a co-termed upsell on Deals and Line Items alone so ARR and contract value come out right, where every date in it actually gets stored, and what does and does not enforce the two a person still types by hand.
September 1, 2026 · 5 min read
What 369 HubSpot briefs actually asked for
A count of every brief a HubSpot services marketplace has shown me over about eighteen months, including the ones I passed on. What buyers are asking for, how that has changed, and where the numbers stop being trustworthy.
August 29, 2026 · 8 min read
Five hundred products, and the five that mattered
A product library looks like configuration and behaves like a schema. Six decisions that shape it, and where each one surfaces from quote through invoicing and renewal.
August 29, 2026 · 7 min read
You can't edit a contract, and that's the point
Contracts behave unlike anything else in a CRM: they lock at creation, they can't be deleted, and change is an object rather than an edit. What that means for how you build and who gets to approve what.
August 28, 2026 · 7 min read
Seven deal tags, and what it means that you need them
Nine deal tags worth standing up, what each one costs to build, and why every tag on the list is a rule your system states but doesn't enforce.
Let's talk
You bet on HubSpot. It still isn't running your business.
That's the conversation I want — 30 minutes, no contract, no black box. Tell me what's actually broken and I'll tell you straight what I see. It's transcribed and shared back to you, so you keep a real read on where you stand and what I'd do first, whether or not we work together.
Not ready for a call? Email me your situation and I'll tell you straight whether you need me. No form, no sequence, nothing captured — if the honest answer is that you don't need me, that's the answer you'll get.