CRM, AUTOMATION & REPORTING

HubSpot CRM consultant for
B2B businesses

I'm Patrick. I help B2B teams set up, fix and improve HubSpot, so leads reach the right people, routine work takes less time and reporting supports better decisions.

You work directly with me, from deciding what the system needs to do through to configuration, testing and handover.

That includes CRM setup, migrations, automation, lead scoring and reporting.

Tell me about your CRM

Common CRM problems I fix

Hover over a problem to see how I'd fix it. Tap a problem to see how I'd fix it.

CRM setup, automation and reporting

CRM selection and setup.

I help you choose and configure a CRM around how your team works and what the business needs.

That includes organising the data, setting up the processes and documenting the system so your team can understand and manage it.

Automation and lead scoring.

I build workflows that assign leads, support follow-up and manage handovers between teams.

For lead scoring, we define what makes a good-fit customer and which behaviours suggest buying intent, then turn those decisions into a model your sales team can use.

CRM migration.

I plan and manage the move to your new CRM, including reviewing the existing data, agreeing what needs to move, cleaning and mapping it, and testing the new setup.

We also plan the switch so your team knows what is changing and what they need to do.

Reporting that gets read.

Dashboards built around the questions your team and board need answered.

I help agree the definitions, connect the relevant information and reduce the manual work involved in producing useful reports.

CRM audits and improvements.

I review your existing setup, identify what works and prioritise what needs attention.

You get a clear picture of the issues and a practical plan for improving the system. I can also carry out the agreed changes.

Support for the systems around your CRM.

I work on website builds and migrations, website-to-CRM connections and product information management.

That includes WordPress, Sitecore and Shopify, alongside the work needed to keep product information consistent across websites, catalogues and specification platforms.

THE DIFFERENCE

Strategy first Then the build

Useful automation starts with clear business decisions.

Before I configure the system, we agree how leads should be handled, what information your team needs and what you want to measure.

Then I build around those decisions, with testing, documentation and a clear handover.

If those decisions are already made, we can work from your existing brief.

Experience across strategy and implementation

My in-house work across roles at Knauf and Kreston Reeves included HubSpot and Salesforce rollouts, website builds and migrations, and product information management.

That experience informs how I approach CRM projects: understanding the commercial purpose, working through the details and helping the team use what has been built.

WHITELABEL

CRM support for agencies and studios

When a client needs CRM expertise, I can deliver under your agency’s brand or work directly with your client.

That includes setup, automation, lead scoring, migrations, reporting and improvements to existing systems.

We agree responsibilities and communication at the start, so the work fits into your client relationship.

Two ways to work together

A defined project.

Best when the job has a clear finish line.

That might be a HubSpot audit, CRM setup, migration, automation build or reporting project.

We agree the brief, deliverables and schedule before work starts, including what you’ll need at handover.

Ongoing CRM support.

Best when you need someone to take ongoing responsibility for improving and maintaining your CRM.

I work alongside your team on the system, automation, reporting and connected tools. We agree priorities and review them as the business needs change.

I work remotely, mainly through written updates and shared documents, with calls during UK business hours when useful.

Questions about working together

A CRM consultant helps you choose, set up and improve the system your team uses to manage customer relationships.

My work covers both strategy and implementation: agreeing how the CRM should support the business, then configuring it, connecting tools, migrating data and building automation and reporting.

Yes. We define what makes a lead a good fit and which behaviours suggest buying intent.

I then build a scoring model to help your sales team prioritise follow-up, with clear criteria your team can understand and review.

Yes. That includes assigning leads, sending notifications, automating follow-up and managing handovers between teams.

I use HubSpot’s built-in tools where they fit the job and document the workflows so your team understands how they operate.

Yes. I can work alongside your marketing, sales and technical teams, or support an agency delivering work for a client.

We agree who is responsible for each part of the project and how decisions and feedback will be handled.

Yes. I usually begin with an audit to understand what works, what needs attention and which changes should come first.

We then agree the improvements and how to put them into practice.

Yes. I review your existing data and processes, agree what needs to move, clean and map the data, and test the new setup before the switch.

The work is planned around the information you need to retain and how your team will use the new system.

No. I also work with Salesforce and Microsoft Dynamics.

If you’re choosing a CRM, I can help you assess which platform fits your processes, team and requirements.

You can come directly to me with a CRM project or problem.

The Growth Diagnostic is useful when you need a broader review of your market, marketing direction and systems. We can discuss whether that would help when you get in touch.

Tell me what you need your CRM to do

Whether you’re planning a new setup, improving an existing one or preparing to migrate, tell me where things stand and what you want to achieve.

I’ll review what’s involved and suggest the next step.