Kyle O.

If you're reading this after another pipeline meeting where nobody could agree on the number, I want to say something first. You didn't buy the wrong tool. HubSpot can do everything you bought it for. It just doesn't set itself up, and most teams never get the time to do it properly. So contacts live in HubSpot, deals live in a spreadsheet, the lead score rewards email opens, and three different people built workflows that nobody wants to touch. That isn't a people problem. It's the wiring. I'm Kyle. I rebuild HubSpot for B2B teams of 15 to 250 people so it runs on your actual revenue, your best customers and the way your team really works. Fixed price. Ninety days. You approve every step. Here's the one idea behind all of it. Most portals are wired to a deal pipeline nobody updates, while the real money arrives through invoices, renewals and repeat work. Build the CRM on the wrong source and everything downstream inherits the error: stages, segments, scoring, dashboards. One B2B client's HubSpot counted a few dozen customers. Their invoices said hundreds. Every report they'd been reading was built on the smaller number. How we'd work together: → The Revenue Audit ($1,500, 10 business days, read-only). I map your HubSpot, check its revenue against finance's numbers, show you what you can and can't trust, give you a first read on who your best customers really are, and hand you a ranked 90-day plan. Nothing in your portal changes. If you go ahead with the build, the fee is credited in full. → The 90-Day Build ($18,500 fixed, four milestones). Diagnose, Foundation, Automation, Handover. Clean data with duplicates merged. Lifecycle stages that sales and marketing both sign off on. Fit and intent scored separately, with routing that gets a hot lead to the right rep in minutes. Follow-up that fires when a buyer acts, not when the calendar says Tuesday. A dashboard leadership can read in a minute. No feature quotas: everything in the plan you sign gets built. The first two weeks are the audit, so you can start either way. → Every Friday you get a short email: what shipped, what's next, and the one decision I need from you. → On day 91 you remove my login and nothing breaks. The runbooks, training and documentation stay with your team. → After that, it's yours. If you'd like me to keep it tuned, there's an optional monthly plan: $1,500 a month for up to 8 hours of checks, fixes and small changes. Cancel anytime after three months. How I measure: pipeline created, revenue kept, revenue grown. I don't report open rates. For anything automated, you see what HubSpot credits, what actually changed, and the gap between the two. It's the version that survives finance's questions. Why I build it this way: I've sat on both sides of the pipeline meeting. I carried a quota at Smartsheet, where I made President's Club, and at Zipwhip, where I closed the largest deal in company history. Then I ran lifecycle programs measured on revenue, including $1.91M in growth at 3rd largest B2B hospitality supplier in the nation. Since 2022 I've done CRM cleanup, lead routing, trigger architecture and deliverability for mid-market B2B companies and agencies. HubSpot certified. You work with me directly. No account managers and no hand-offs to someone junior. One person, by design: everything is documented as it's built, so nothing lives only in my head. Best fit: you're on HubSpot Professional, you've had it six months or more, there's no full-time admin, and someone senior can make a call within a few days. Not a fit if you need ads, a website, or a Salesforce migration with years of custom objects. If any of this sounds like your quarter, send me a message and tell me what's bugging you about HubSpot. The first conversation is just that, a conversation, with no pitch. I'll tell you honestly whether I can help, and if I can't, I'll point you to someone who can. Kyle