Mauricio M.

Your CRM should tell you the truth about your pipeline. When it doesn't, that's usually a process problem before it's a tool problem. I'm Mauricio, a fractional RevOps consultant for small teams on HubSpot and Attio. I've spent 8 years inside HubSpot across Marketing, Sales, and Service, and I've helped teams implement the tools around it, including Zapier, Mailchimp, Flodesk, Google Workspace, and Virtuous analytics. I run The Agile Good Life, a one-person practice, so you work with me directly from discovery to handoff. What I build: - Lifecycle stages and lead handoff with clear definitions and SLA tracking - Routing, workflows, and follow-up automation so leads don't sit - Pipelines for sales, onboarding, renewals, and service tickets - Integrations between your CRM and your email, billing, or ops tools, including custom builds in Google Apps Script when a paid connector doesn't make sense - Dashboards leadership actually trusts Recent work: - Synced email engagement from Campaign Monitor into Attio for a nonprofit. About 18,000 people and 2,700 households now show opens and clicks next to their giving history. No server, no new subscription, and it runs weekly on its own. - Rebuilt a B2B SaaS onboarding process in HubSpot and cut time to onboard by 56%. - Built order and invoicing pipelines for a reseller, with 48-hour reminder alerts and automatic follow-up sequences. - Run multi-brand email for a marketing firm: co-branded sending domains, category segments, 70K+ emails a week. How I work: Before going independent, I ran operations for SaaS companies and worked as a sales engineer, so I know what the people living in the CRM every day actually need. I'm also a Certified Scrum Master, so I work in short cycles. Version one of any definition or workflow is the starting line, not the finish line. We launch, look at real data, and refine it together with Sales and Marketing. If your team argues about lead quality, can't trust its reports, or has a CRM nobody wants to log into, send me a message about what's stuck. I'll tell you honestly whether I'm the right fit.