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HubSpot Consultant for Marketing Teams

A HubSpot CRM Setup You Can Trust

You need clean data, practical automation, and reporting that helps you act. I help marketing leaders turn HubSpot into a system that supports campaigns, sales handoffs, customer experience, and day-to-day decision-making.

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What I help you solve

Turn operational friction into clearer execution

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Lifecycle & Nurture

I map how leads enter HubSpot, how they qualify, and how they move to sales so your team can follow a process that is clear from first touch through handoff.

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Advanced Automation

I build workflows that support routing, internal alerts, task creation, and lifecycle updates so your team spends less time on manual follow-up and more time on execution.

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CRM Data Quality

I review properties, forms, lists, and duplicate risks to keep your CRM clean enough for segmentation, reporting, and everyday work.

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Reporting & Analytics

I create dashboards that show campaign performance, funnel movement, and contribution to revenue so leadership has a clearer view of what is working.

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Smarter operations

Operational clarity that earns leadership buy-in

As a marketing leader, you do not just need cleaner workflows. You need a HubSpot setup that makes priorities clearer, reduces friction across teams, and gives leadership more confidence in what the team is doing and why it matters.

When your lifecycle stages, automation, handoffs, and reporting are working together, it becomes easier to focus the team, explain the roadmap, and show how operational improvements support broader business goals.

Built for real teams

Alignment across the funnel creates better execution

When marketing, sales, and customer success are working from the same strategic process, the entire funnel becomes easier to manage. Leads are created with better structure, handoffs happen with more context, and customer onboarding feels smoother from the start.

That kind of alignment makes day-to-day execution more reliable and gives leadership reporting they can actually use to understand performance, spot friction, and make better business decisions.

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Aligned handoffs

I help teams define how leads move through the funnel so sales receives the right context and customer onboarding starts with fewer gaps.

Smoother operations

With the right lifecycle stages, ownership, and automation in place, teams spend less time working around process issues and more time executing well.

Decision-ready reporting

Clearer process and cleaner data lead to reporting leadership can trust, making it easier to evaluate performance and make informed decisions.

Leadership Feedback

What it is like to work together

Jill Richards

Jill Richards

CMO

“Shiri is a wonder of versatility and competence. She's done an amazing job building a sophisticated and tightly integrated marketing and sales operations function from scratch at Fluxx. She has the rare skill of being able to think systemically, beyond the immediate task.”

Tim Lozier

Tim Lozier

VP, Marketing

“She is an exceptional marketer, with a deep knowledge of demand generation, marketing operations, and creating marketing strategies that are measurable, impactful and effective.”

Anaal Patel

Anaal Patel

Marketing Leader

“Shiri is one of those rare marketers that has the right mix of creative and analytical skills. She is smart, curious, and always looking to improve outcomes in all of her output - be it a new product web page, a conversion oriented drip campaign, or even a booth design.”

Leadership alignment

CRM strategy that supports leadership goals

Strong CRM strategy starts with understanding what leadership needs most, where teams need alignment, and how systems can better support growth. When your CRM setup reflects business priorities clearly, it becomes easier to connect execution to leadership goals and build a stronger foundation for long-term success.

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Let’s focus on what will help most first

Book time to talk through your HubSpot needs

If things feel messy or hard to prioritize, I can help you identify where to start, what matters most right now, and how to approach the work in a way that supports your team and aligns with your business priorities.

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Frequently Asked Questions

What kinds of HubSpot projects do you usually take on?
I usually help with lifecycle setup, lead routing, workflow design, reporting, CRM cleanup, campaign operations, and cross-team process design. The work can be a focused project or an ongoing partnership, depending on how much support your team needs and how quickly you want to move.
Can you work with marketing, sales, and customer success together?
Yes. I regularly work across functions because HubSpot affects the full customer journey. That includes aligning handoffs, clarifying ownership, and making sure the right information is captured and carried forward so teams can work from the same system with less friction.
Do you help with reporting as well as setup?
Yes. I help teams decide what they need to measure, structure the data behind those metrics, and build dashboards that are useful in practice. That gives you a clearer view of performance, funnel movement, and how your marketing efforts support the business.
What happens in an initial consultation?
We will review your business goals,  the operational issues your team are dealing with, and the outcomes you want from the system. From there, I can recommend the next steps, whether that means cleanup, process redesign, automation work, or better reporting.

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HubSpot consulting for marketing teams that want cleaner systems, stronger collaboration, and better execution.