Paris P.
Fix Your Messy CRM & Sales Process | HubSpot, Close & PandaDoc Expert
CERTIFIED PARTNER OF: HubSpot, Close, PandaDoc, Instantly, Apollo, and AmpleMarket What I Do I turn your chaotic, manual sales process into a structured, automated system that your team will actually use — without slowing down revenue or requiring you to become a CRM expert. My clients see results like: ✅ 10 days → 8 minutes: Automated content production workflows ✅ 17.5x ROI tracked: $70K revenue from $4K event spend with proper campaign attribution ✅ $8K/month saved: Eliminated wasted spend on tools that didn't work ✅ Day 1 follow-up: Automated lead routing and response (vs. 7-day manual delays) ✅ "Hunger Games" eliminated: 70+ sales reps moved from manual Slack claiming to automated lead distribution Who I Work With High-growth B2B teams (1 to 50 sales reps) across: Financial advisory firms SaaS companies Marketing & consulting agencies Home services providers Product/retail companies Your situation: You've outgrown spreadsheets and manual processes. You're investing in HubSpot or Close but underutilizing them because leadership is stretched thin and nobody has time to implement properly. My Approach 1. Fix What Others Broke Previous consultant left your CRM messier? I specialize in cleanup projects — getting teams back on track after failed implementations. 2. Structure Without Slowdown I don't force rigid processes that kill velocity. I build systems around how your team actually sells, then automate the repetitive parts. 3. You Own Everything No vendor lock-in. You own all the IP, workflows, and integrations. I train your team so you're never dependent on me. 4. Clear Scopes & Timelines Services HubSpot & Close CRM Implementation PandaDoc, Portant, AmpleMarket, Instantly Services Full system setup from scratch or complete overhauls Multi-pipeline configuration for complex sales processes Custom properties, deal stages, and lifecycle automation Sales Hub, Marketing Hub, and Service Hub optimization Sales Process Automation Lead routing and automated assignment (round-robin, territory-based) Email sequences and SMS workflows with day-1 follow-up Activity tracking and rep performance dashboards Pipeline management and deal automation Integration & API Development PandaDoc ↔ HubSpot/Close field mapping and automation Custom API integrations (Zapier, Make, n8n) Lead enrichment tools (Apollo, Instantly, Seamless.AI) Multi-platform data sync CRM Rescue & Cleanup Fix messy implementations from previous consultants Data deduplication and hygiene automation Consolidate fragmented pipelines Rebuild workflows that broke or never worked Sales Team Enablement Rep training on CRM adoption and proper usage Sales process documentation and SOPs Commission structures and KPI dashboards Ongoing fractional sales ops support Client Results "I told them my goals, they gave me the plan and how to achieve this using HubSpot, and they implemented perfectly. Also gave my team a training!" — J.H. Perron (HubSpot Onboarding & Custom API Integrations) "Paris was able to jump right in and help us fix a lot of that cleanup. Before Paris came along, our teams were working within their own silos... Paris was able to get us all on the same page." — T. Andres (8-Year HubSpot Overhaul After Failed Previous Consultant) Why Groove Consulting? 11 Years of Sales & Operations Experience | 5 Years in Sales Management 📈 Expert in SMBs and B2B business models (all verticals) 🏢 Consulted 500+ businesses ⛰️ Based in Denver, CO | Accommodating multiple time zones 📇 Detail-oriented, extremely organized, and fast (48-hour turnarounds available) 🗣️ Trained hundreds of teams (tech-savvy or not) Tools & Tech Stack CRMs: HubSpot, Close, Salesforce, Pipedrive, Zoho Sales Tools: Instantly, Apollo, PandaDoc, Dripify, Seamless.AI, AmpleMarket Automation: Zapier, n8n, HubSpot Workflows, Close Smart Views Project Management: Plecto, QuotaPath, AirTable Integrations: Custom APIs HubSpot Expert | HubSpot Consultant | HubSpot CRM | HubSpot Implementation | HubSpot Onboarding | HubSpot Sales Hub | HubSpot Marketing Hub | Close CRM | Close CRM Expert | Close CRM Setup | PandaDoc Integration | CRM Implementation | CRM Consultant | CRM Setup | CRM Migration | CRM Cleanup | Sales Automation | Sales Operations | Sales Ops | RevOps | Revenue Operations | Sales Enablement | Sales Process Optimization | Sales Pipeline Management | Lead Management | Lead Routing Automation | Email Marketing Automation | Workflow Automation | CRM Integration | API Integration | Zapier | Fix messy CRM | CRM cleanup | HubSpot rescue | Sales process broken | Automate lead routing | Manual sales process | CRM not working | HubSpot too complicated | Close CRM help | Sales team not using CRM | Lost leads | Pipeline management | Sales efficiency | Automate follow-up | CRM adoption Industry Keywords: B2B Sales Automation | SaaS Sales Operations | Financial Advisor CRM | Marketing Agency CRM | Consulting Firm CRM | SMB Sales Automation | Retail
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $61k
Billed in all: $207,561$208k
$15k in the last 6 months
Across 64 contracts
Earnings, last 30 days
Skill rankings: #1 in 2 skills of 15
Rarest: top 0.07% in Zendesk, of 5,908. Ranked by MRR among everyone on Upwork with the skill.
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