A 3-day diagnostic of your contacts, companies, deals, and lifecycle health, with a prioritized list of fixes.
Is this the right place for you?
“HubSpot is set up… but not really.”
You’ve got Marketing, Sales, or Service Hub running, but data, workflows, or pipelines feel fragile and nobody wants to touch them.
Reporting doesn’t match reality
Your dashboards exist, but revenue, pipeline, or attribution numbers don’t match what teams see on the ground.
Agencies ignored the plumbing
You’ve invested in campaigns and content, but the underlying CRM and RevOps setup never got the same attention.
Choose your next small, fixed project
These are designed as entry projects. Each has a clear scope, price, and timeline — and can roll into larger architecture or RevOps work if needed.
Redesign up to 3 pipelines, stage definitions, and key properties so your forecast actually reflects reality.
Stabilize the sync between Salesforce and HubSpot with clean mappings, rules, and error reduction.
How working together actually works
No endless discovery, no fuzzy SOWs. Each service follows a simple, repeatable pattern so you know exactly what happens when.
Choose the micro or mini project that matches your current HubSpot pain.
Secure payment, share access, and answer a focused intake form.
Implementation, documentation, and Loom walkthrough within the promised window.
Keep it as a one-off win, or roll into ongoing RevOps/CRM support.
What these projects are designed to change
Data audits and cleanups mean your marketing and sales teams can finally trust what they see in HubSpot.
Workflow and pipeline projects turn complex back-end logic into simple diagrams humans can understand.
3–7 day productized projects let you unblock critical HubSpot issues without a full reimplementation.
Who you’ll be working with
“I’m Chandan, an independent CRM and marketing automation consultant, certified in HubSpot and Salesforce, focused on B2B revenue teams. I work best with teams who want blunt, practical advice and clean execution.”
- Deep experience across Marketing, Sales, and Service Hubs.
- Comfortable in both HubSpot and Salesforce architectures.
- Biased toward small, high-leverage projects over huge rebuilds.
Use this area for a more personal note, logos of certifications, or a short intro video.
FAQ
Do we have to start with a micro service?
No, but it’s usually the fastest way to create trust. A small, fixed project gives both sides real data before talking about larger work.
Can we combine services?
Yes. Many teams pair a Rapid Data Audit with a Pipeline Redesign or Workflow Cleanup to fix both structure and execution.
Do you work with agencies?
Yes. I often come in as the “plumbing and RevOps layer” under or alongside creative/performance agencies.