Hire a HubSpot Expert for the Work Your Portal Can't Do Alone

I'm an independent HubSpot expert and Certified Trainer, working from CRM architecture down to custom code.

Most companies call a HubSpot expert at one of three points. The portal stopped matching how the business runs, and every workaround adds another layer. The agency that built it moved on, and nobody is left who knows why things are wired the way they are. Or the internal admin is stuck holding the portal together, with no time to fix the foundations. What you get from me is one person who designs the system, builds it, and hands it over with documentation your team can run.

What a HubSpot Expert Fixes

  • Workflows that misfire or overwrite data. Enrollment logic, re-enrollment, property conflicts and the branch that silently changed a value nobody can trace.
  • Attribution that credits the wrong channel. Source tracking, UTM handling, lifecycle rules and deal attribution that credits the channel that actually brought the lead in. See HubSpot source attribution fix and multi-touch attribution.
  • Duplicates, bad merges and unmerging records. Finding the duplicates first, then rebuilding records that were merged by mistake, since HubSpot can't undo a merge, then checking associations and owners on each one.
  • Migrations and multi-CRM consolidation. Moving records between portals or folding several CRMs into one, with associations and owners carried over.
  • Custom-coded workflow actions and HubSpot apps. When the native action list runs out, I build the action or the app. That includes NetworkDays, a HubSpot actual business days calculator I built and operate.
  • AI agents grounded in your CRM data. Assistants that read your records, act on them and stay inside the guardrails you set.
  • Reporting leadership can trust. Dashboards and reports that match how the business actually runs, so the numbers survive a review.

Recent Results

  • 120K+ companies and 400K+ contacts consolidated in a three-company post-merger CRM migration.
  • 8,000+ incorrectly merged records identified and unmerged.
  • Lead response time cut from hours to minutes with shift-based assignment and routing in HubSpot.
  • Custom-coded workflow action systems deployed across 13+ client portals.

Clients anonymized.

How an Engagement Works

  1. A short scoping call. We look at the portal and the problem, and I tell you what it takes.
  2. A fixed-price scope in writing. What gets built, what it costs and what is out of scope, agreed before any work starts.
  3. The build, in your portal. You see progress as it happens, with access you control.
  4. Handover with documentation. Your team gets the runbook, and admin training or HubSpot training for teams if they need it.

Why Hire Me as Your HubSpot Expert

I'm a HubSpot Certified Trainer with 26+ HubSpot certifications. I build on the developer platform too: HubSpot apps, UI extensions and custom-coded workflow actions. I work across Sales Hub, Marketing Hub, Service Hub and Data Hub (formerly Operations Hub), so a fix holds up wherever a record moves.

I was also featured on HubSpot's own developer YouTube channel for the HubSpot Ecosystem Mentorship Program "Building with AI" hackathon. There I co-built CRM Health Doctor, a data-quality diagnostic for RevOps managers, built with Claude Code.

Frequently Asked Questions

What does a HubSpot expert do?

A HubSpot expert sets up, fixes and extends HubSpot, from configuring native features to building the parts the standard setup does not cover. That means CRM architecture, workflows, attribution, data cleanup, integrations, custom code and reporting, with the work done in your portal and documented for your team.

HubSpot expert or HubSpot agency: which do I need?

An expert is one senior person who designs the work and builds it hands-on. That suits a defined problem, a lean team, or a gap between agency engagements. An agency brings a broader team and is often the better fit for a large, ongoing program across several workstreams. Many companies use both.

Do you work remotely?

Yes. All work happens over live video, and I keep sessions flexible across time zones.

Which hubs and tiers?

Sales Hub, Marketing Hub, Service Hub and Data Hub (formerly Operations Hub), from Starter to Enterprise, plus the CRM data layer underneath them.

How do we start?

Book the scoping call below. After that you get a fixed-price scope in writing, and the build starts once it is agreed.

Talk to a HubSpot Expert

Book a short scoping call below, not the work itself. Bring the problem and what your portal looks like, and you get a fixed-price scope in writing.