HubSpot set up and consultancy
The right HubSpot setup connects sales and marketing, saves hours of manual admin, and gives the board the reporting transparency they need. I’ve been working with HubSpot for six years and know how to implement it so your team actually uses it.
What I Do with HubSpot
I set up HubSpot’s Sales Pro functionality from scratch or fix existing set ups that aren’t working. I’ve done this for my own business and for clients, so I understand what works in practice, not just in theory.
Typical work includes:
- Pipeline configuration and deal stage setup
- Custom properties and reporting dashboards
- Quote templates and product libraries
- Automation workflows (quote creation, deal updates, customer onboarding)
- Email templates and segmented lists for re-engagement campaigns
- Integration with accounting systems like Xero
- Team training and ongoing support
Why getting HubSpot right matters
When HubSpot is set up properly, it becomes the single source of truth for your business. Sales and marketing work from the same system. Leads don’t fall through the cracks. The board gets clear, reliable reporting. Your team saves hours every week on admin they used to do manually.
When it’s set up badly, nobody uses it and you’ve wasted money on software licenses.
“Working with Polly was a fantastic experience for us at Smarter Services. Before we started out project to introduce HubSpot, we didn’t have a CRM system or a reliable way to report on pipeline and deal stages. Polly helped us build out our HubSpot setup across CRM, pipelines, email marketing, forms, automations, reporting and lead capture, and the difference has been huge.
Polly really understood the needs of the business and was incredibly flexible throughout the project. She brought not only excellent technical knowledge and strategic insight, but also clear communication, patience and a very collaborative approach. Thanks to her work, we now have real-time dashboards and cleaner, more professional board reporting on our sales pipeline. I’d highly recommend Polly to any business looking to get the most out of HubSpot.”
How we can work together
Flexible Retainer Support
2-6 days per month.
Strategic oversight + hands-on execution. Scale up when you need more support, dial back when things are quieter. No rigid contracts.
Project/Campaign Work
As and when you need extra support
Need some support for a project or campaign?
Drop me an email or click here to complete a no obligation brief.