CRM (customer relationship management tool) Setup & Marketing Consulting for Sole Traders and Start-ups

Is This You? A Quick Overview

Are your using excel to manage client info? That could put you at legal risk.

With data protection laws like GDPR, CCPA, and others, businesses are expected to track, secure, and manage personal data professionally. A CRM helps you do that. Excel doesn’t.

Business Type:

Sole traders, freelancers, or owner-led micro-businesses (1–5 employees max)

Key Traits:

1. Has a website (but limited strategy behind it)

2. Currently tracks leads and customers using spreadsheets, emails, or notebooks

3. Isn’t using CRM or is only using the free tools passively

4. Keen to grow but feels overwhelmed by tech or digital strategy

5. Understands the importance of marketing but lacks structure or time to execute

6. Prefers simplicity, practicality, and human guidance over heavy advice

7. Open to paying a one-off fee for setup and training

If you're a sole trader or small business owner with a website, but no clear way to manage your prospects, track your marketing, or grow consistently this is for you.

Is This You? A Quick Checklist

• You're managing your prospects and customers using spreadsheets.

• You're not sending regular newsletters to leads or customers.

• You don't know which companies are visiting your website or what they're looking at.

• You have no lead magnets or chatbot to capture new enquiries.

• You can't track website visits, marketing efforts, or sales activities in one place.

• You don’t have a clear checklist for engaging your audience, increasing brand awareness, driving traffic, generating leads, or improving customer experience.

If this sounds like your current situation, I’d love to help. Let’s build your CRM foundation now and scale it when you’re ready especially if you're not ready to pay for a full CRM licence now.

What You're Missing by Not Doing These Things

• Warm leads slipping through the cracks. Missed follow-ups mean lost sales.

• Low customer retention. No regular contact means customers forget you.

• Wasted website traffic. Visits without conversions mean missed opportunities.

• Lack of visibility. You don’t know what’s working or where to focus.

• No clear next step. Without a strategy, your marketing is reactive and inconsistent.

What I’m Offering

For a one-off fee, I’ll set your CRM up, tailored to your business needs. This includes:

• CRM portal setup and customization.

• Pipeline and contact property configuration.

• Email template setup and one list segmentation.

• Lead capture tools (forms, chatbot if needed).

• A personalized training session to show you how to use everything.

• A clear, simple checklist you can follow to keep growing.

If you're ready to bring structure and strategy to your sales and marketing without the overwhelm, let’s talk. This setup is designed to help you start strong and grow steadily, with tools that work for you from day one. Request a free consultation»

HubSpot Consulting & Audit for SMEs

Business Type:

Small to medium-sized enterprises (5–100 employees) using HubSpot Professional or Enterprise tools for marketing, sales, or service.

Key Traits:

1. Has been using HubSpot for 6+ months

2. Has multiple team members logging into HubSpot regularly

3. Is unsure whether HubSpot is configured to its full potential

4. Experiences inefficiencies or confusion across departments using the tool

5. Has basic workflows but knows more could be automated

6. Has little time or internal expertise to build reports, segment lists or optimise pipelines

Checklist: Is Your SME Getting the Most from HubSpot?

• You’ve had HubSpot for a while but aren’t sure if it’s set up correctly.

• You’re not using workflows to automate repetitive tasks across marketing, sales or service.

• You struggle to create custom reports that give you useful, actionable data.

• You’ve never had a full audit of your portal to check for missed opportunities or inefficiencies.

• Your team is still manually updating records or chasing leads without automation.

• Key features like lead scoring, attribution reporting, or lifecycle stages aren’t being used.

• You’re not segmenting your contacts effectively or using personalisation tokens.

• You don’t have a clear dashboard to measure marketing, sales, and service performance.

• Your sales pipeline doesn’t reflect your actual process or it’s not being used consistently.

• There’s no clear internal process for managing HubSpot updates, data quality, or integrations.

What You’re Missing Without a HubSpot Audit & Optimisation

• Unseen inefficiencies across teams costing hours in manual work.

• Underused automation features that could speed up your lead nurturing.

• Low ROI from marketing campaigns due to poor data or missed reporting.

• A lack of clarity in your customer journey and conversion performance.

• Disjointed processes between sales and marketing leading to lost opportunities.

• No visibility into which content or channels are truly driving revenue.

• Wasted budget on licenses you're not using to their full potential.

• Slow onboarding for new staff due to a confusing CRM setup

What I’m Offering

• Audit your CRM portal to remove frictions and blockers

• Streamline your CRM operations

• CRM configuration and optimisation.

• Build workflows, reports, sequences, leads scoring, pipelines, dashboards, emails, segmentation, landing pages, forms, chatbots, CTAs, A/B testing.

• Implement native integration.

• Manage migration and API integration between HubSpot and your other systems.

• Lead and manage your HubSpot project.

What’s one part of your CRM or marketing that feels messy or like it’s not working as well as it should?

Let’s connect to see if I can help. Request a free quick audit»

Digital Marketing and HubSpot Projects Management for Enterprise Business

Business Type:

Medium-sized businesses (Over 100 employees) using HubSpot Enterprise or Professional to support multiple teams or regional operations.

Key Traits:

Medium-sized businesses (100–500 employees) using HubSpot Enterprise or Professional to support multiple teams or regional operations:

1. Using HubSpot across several departments (marketing, sales, service)

2. Scaling quickly, either through team growth or expansion into new markets

3. Complexity is increasing, but CRM strategy hasn’t kept pace

4. Multiple integrations, systems, and teams interacting with HubSpot daily

5. Needs an external expert to lead audits, project manage changes, and align teams

Checklist: Is Your HubSpot Setup Scalable and Strategic?

• You’ve outgrown your original HubSpot setup but haven’t realigned your workflows or structure

• Teams are working in silos, and HubSpot isn’t being used consistently across departments

• Your reporting lacks cross-functional insight. Marketing, sales, and service aren’t aligned

• You’re preparing for scale but don’t have a system for onboarding new team members efficiently in HubSpot

• Custom properties, workflows, or lifecycle stages are a mess or unused

• Sales enablement tools aren’t fully leveraged within the platform

• There’s no clear owner internally for HubSpot strategy or governance

• HubSpot integrations are outdated, incomplete, or causing data conflicts

• You lack visibility into what’s driving revenue or where leads are falling off

• You need a flexible CRM setup to support changing business units or regions

What You’re Missing Without Strategic HubSpot Support:

• Disjointed workflows and duplicated efforts across teams

• Slower growth due to unaligned marketing and sales activity

• Confusing customer journeys due to inconsistent contact management

• Wasted time and budget on manual processes that could be automated

• Inaccurate or incomplete data hurting decision-making

• Delayed sales follow-up or service tickets slipping through the cracks

• Loss of trust internally. Teams stop relying on the CRM as a ‘source of truth’

• Inefficient onboarding for new hires, especially in fast-growing teams

What I’m Offering

• Audit your CRM portal to remove frictions and blockers

• Streamline your CRM operations

• CRM configuration and optimisation

• Build workflows, reports, sequences, leads scoring, pipelines, dashboards, emails, segmentation, landing pages, forms, chatbots, CTAs, A/B testing

• Implement native integration

• Manage migration and API integration between HubSpot and your other systems

• Lead and manage your HubSpot project

What’s one part of your CRM or marketing that feels messy or like it’s not working as well as it should?

Let’s connect to see if I can help. Request a free quick audit»