HubSpot Portfolio
As a Certified HubSpot Gold Solutions Partner with 10+ years of hands-on experience and a 70%+ retention rate, I help startups and growing businesses unlock the full potential of HubSpot without the agency price tag. I help businesses streamline their processes, boost engagement, and drive measurable results. From lead nurturing to custom reporting, I’ve worked across B2B and B2C landscapes to transform marketing strategies into revenue-generating systems.
A few customer comments
CRM Management & Contact Segmentation
- I’ve Imported, manually entered, and enriched contacts using HubSpot’s enrichment tools.
- Set up segmentation views in the contact database, including segmented lists for targeted campaigns.
- Established best practices for managing sales deals and service tickets. This was done with the collaboration of existing sales and service teams.
- Integrated GDPR options into forms, including custom privacy and protection information based on the type of data collected.
- Set up and managed custom properties for advanced segmentation and reporting.
Case Study
Transforming
Service Operations
with RevOps
A 300% Sales Increase
in 18 Months
Sales Pipeline & Deal Management
- Customized deal cards to highlight essential info in grid view.
- Set up multiple sales pipelines for both B2B and B2C audiences within the same HubSpot account.
- Created an archive pipeline for deals that aged out of the sales process.
- Worked with sales teams to establish relevant stages and rules for deal progression.
- Assigned closing probabilities to pipeline stages to inform forecasting reports.
- Ensured all deals contained complete information for accurate dashboard reporting.
- Created custom left/right panel views within deals to display relevant information.
Lead Capture & Engagement
- Set up and programmed chatbots on external websites, directing inquiries to appropriate inboxes (sales, service, general contact).
- Configured various forms, including multi-part surveys with conditional logic for tailored user experiences.
- Set up call-to-action buttons and pop-up banners to drive engagement and lead capture.
Customized Deal Cards in Grid View
Customized Pipelines & Best Practices
Lead Nurturing Workflow
Automation & Workflows
- Developed simple and complex workflows featuring branching logic, delays, and triggers based on CRM activities and deal stages.
- Set up workflows that triggered internal notifications, external alerts, and task assignments.
- Created automated movement of service tickets into sales pipelines once quotes were sent. Set up the movement of sales into different stages as the deal progressed based on criteria established in collaboration with sales staff and management.
- Programmed email sequences for sales staff, triggered automatically based on actions taken.
AI-Powered Marketing & Content Automation with CoPilot Breeze
- Set up and configured HubSpot’s AI tools, including data sources, to optimize prompts for triggers and automate workflows.
- Leveraged AI for content assistance, including subject line optimization, social post creation, and refining landing pages.
- Established and managed Brand Kits to ensure AI-generated content reflects consistent brand voice and visual identity.
- Updated and managed core AI data sources to improve content relevance: brand, personas etc.
- Used AI-driven insights to enhance customer segmentation, refine content strategies, and boost engagement across campaigns.
Case Study
Chaos to Clarity: How a 40 yr data nightmare became a HubSpot success story
Compliance & Data Privacy
- Ensured GDPR compliance by customizing privacy settings on forms based on the type of information collected and its intended use.
Integrations & Technical Setup
- Integrated HubSpot with multiple platforms, including:
- Google, Facebook, LinkedIn Sales Navigator, CallRail, WordPress, Zapier.
- Verified HubSpot tracking on company websites to monitor visitor behavior.
- Set up internal teams and assigned role-based access rules and views.
Email Marketing & Nurturing
- Set up transactional email campaigns using a dedicated IP address assigned by HubSpot.
- Designed various types of email templates and snippets for frequently used statements.
- Established automated nurturing campaigns triggered by segmented lists or specific user actions.
- Set up and analyzed A/B testing for subject lines, content, and calls to action.
- Integrated email with HubSpot using Outlook and Google extensions for team members.
Case Study
How One Web Page Shined the Light
on a Niche Serviceand Attracted Quality Leads
(and sales!)
Marketing Campaigns & Content Strategy
- Developed and executed comprehensive campaigns, including:
- Advertising webinars on LinkedIn through boosted posts.
- Managing leads from paid ads and tracking registration funnels.
- Pre- and post-event nurturing workflows for webinars.
- Created marketing events integrated with Zoom Webinars.
- Installed and customized website themes, including branding elements (colors, fonts, logos).
- Built landing pages, blog pages, and specialized survey pages.
- Managed social media by connecting accounts, scheduling posts, and reviewing performance reports.
SEO Optimization & Strategy
- Utilized built-in SEO tools to optimize content with proper meta tags, titles, canonical URLs, and internal linking.
- Developed content around keyword strategies and optimized blog posts and landing pages for organic search.
Blog Post with Action Form
Landing Page Examples
(click to see full image)
Reports & Dashboards – click to enlarge.
Reporting & Analytics
- Custom dashboard reports to visualize business KPIs (e.g., deals by region or industry).
- Custom datasets with calculations to provide high end financial reporting (ARR/MRR etc.)
- Derived fields to consolidate and calculate for accurate reporting on items by type.
- Integrated probability scoring to enhance sales forecasting reports.
- Set up Facebook and Google data sync for remarketing campaigns and audience sharing.
- Migrated data from older databases, mapping fields and adding custom properties where necessary.
E-commerce & Payments Integration
- Integrated Stripe with HubSpot for seamless payment processing.
- Used Zapier webhooks to integrate Ecwid for eCommerce customer tracking.
Project Management & Task Tracking
- Utilized HubSpot’s Project Management tool to track deadlines, manage tasks, and streamline campaign execution.
- Regularly used the Tasks feature as a daily dashboard for prioritizing and organizing workload.