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Platform expertise

HubSpot

HubSpot configured properly and connected to the rest of your stack.

The problem

HubSpot is easy to start with, and easy to outgrow into a mess of properties, pipelines and half-built workflows.

  1. 01Properties and lifecycle stages have sprawled, so reporting doesn't add up.
  2. 02The CRM sync throws conflicts nobody has time to chase.
  3. 03Workflows were set up once and never maintained.

How we help

What this looks like in practice

We configure HubSpot to match how you work, then connect it to your CRM and other tools so data flows one way and reports agree with each other.

  • Clean setup of properties, pipelines and lifecycle stages
  • Workflows and automation that scale
  • A reliable two-way sync with your CRM
  • Attribution and reporting you can act on

The work behind it

Services this draws on

Why it matters

What changes for your team

Less manual work

We automate the repetitive jobs that take up your team's week.

Cleaner data

One maintained source of truth, so reports and decisions use numbers people trust.

Faster pipeline

Cleaner handoffs and better targeting mean fewer leads lost between teams.

Recommendations

What people who've worked with Paul say

Read all recommendations

I had the pleasure of working with Paul at SCIEX and was impressed by his expertise in Salesforce and marketing automation. Paul consistently brought clarity and efficiency to our CRM and automation initiatives, translating complex requirements into practical, high-impact solutions for both marketing and sales teams. He is highly knowledgeable, collaborative, and results-driven, with a strong ability to improve processes and drive meaningful business outcomes.

SCIEX

Marie-Lise Perrault

Senior Global Marketing Communications Manager - Biopharma & Pharma

SCIEX

I had the extraordinary experience of working with Paul for a year while we were both at Metabolon. Paul isn’t just passionate about marketing, he lives and breathes it. His mastery of marketing automation tools is impressive, but what really makes him shine is the way he obsesses over the details. Every campaign, every workflow, every single decision has been crafted with care and precision. But here’s the real gift: Paul isn’t just a technical wizard. He’s a leader who brings heart and community to the table. He has this uncanny ability to turn complexity into clarity, and he does it in a way that lifts up every single person he works with. Every project with Paul feels structured, purposeful, and honestly, fun. If and when I have the chance to work with Paul again, I’d do it in a heartbeat.

Darktrace

Libby Bean

Sales Operations Manager, Amercias Commercial East & West

Darktrace

I’ve had the pleasure of working with Paul for nearly three years, including two years where he was my direct reporting manager. Paul is an exceptionally passionate marketing professional with deep expertise in marketing automation tools and systems. His attention to detail is remarkable and consistently sets a high standard for quality and precision in everything he does. What truly sets Paul apart is his rare ability to combine strong technical knowledge with thoughtful, people-focused leadership. He brings clarity, structure, and purpose to his work while empowering those around him to grow and succeed. As he takes the exciting step of starting his own marketing consultancy, I have no doubt he will bring the same level of excellence, insight, and dedication to his clients. I wish him every success in this next chapter and couldn’t recommend him more highly.

Metabolon, Inc.

Mercy Sharanya Mohanraj

Marketing Operations Specialist

Metabolon, Inc.

FAQs

Before you ask

Yes, from spreadsheets, another MAP or a legacy CRM, with a tested cutover and no lost data.

Marketing, Sales and Service, plus the integrations that connect them to the rest of your stack.

Want this for your team?

Tell us where things stand and we'll set out what working together would look like.