A six to eight week engagement that rebuilds how revenue moves through your business, end to end.
Week one is diagnosis, not building. I map your real funnel from first touch to revenue collected and find where leads, hours and money are leaking out. You get a written findings document with a prioritised fix list, and you own it whether or not you continue.
Then I build. CRM architecture in HubSpot: pipelines, lifecycle stages, properties, routing rules, deal hygiene and a forecast you can defend. Automation across your stack in Make.com, Zapier or Google Apps Script, with genuine error handling, retry logic and idempotency. Reporting in Looker Studio wired to live sources so the numbers stop being a debate. Written SOPs and a recorded handover so your team can run it after I leave.
Typical outcomes: manual handoffs removed, follow up that no longer depends on somebody remembering, a forecast built on data instead of optimism, and one dashboard leadership actually trusts.
Best fit: companies between five and fifty people who have outgrown spreadsheets and inherited a CRM nobody maintains. I have run this install for agencies, professional services firms, nonprofits and home services businesses.
Fixed price quoted after the diagnostic. Milestone based. No surprise invoices.