Get more out of your HubSpot platform and unlock real revenue growth.

I help businesses clean up, optimise, and fully leverage their HubSpot platform — so you can automate more, align your teams, and make confident, data-driven decisions.

What I help you achieve:

  • A clean, scalable HubSpot setup built correctly from day one
  • Automated workflows that align your marketing, sales, and service teams
  • Clear insights and accurate reporting you can actually rely on
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Support for Every Stage of Your HubSpot Journey

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Getting Started with HubSpot

Setting up HubSpot the right way from day one can be overwhelming. You need a setup tailored to your processes, not a generic out-of-the-box configuration.



I’ll build a clean, scalable HubSpot foundation with customised pipelines, workflows, and settings — giving you a platform that supports growth from the start.

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Messy & Out of Control Portal

As your HubSpot grows, things can get messy — duplicated data, broken workflows, inconsistent naming, and reporting you can’t trust.



I’ll audit, clean, and restructure your entire portal so everything is organised, efficient, and aligned to your current business goals.

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Integration Support

If HubSpot doesn’t connect with your payments, accounting, or internal systems, your teams end up doing manual work and dealing with disconnected data.



I’ll integrate HubSpot with your key platforms or customise it to your needs — ensuring your tools sync seamlessly and your reporting stays accurate.

Tackle the Three Biggest HubSpot Roadblocks

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Make the Most of Every HubSpot Tool

Many teams only use a fraction of what HubSpot can do. Features are switched on, but not set up in a way that supports your actual processes.

I review your portal, uncover what’s under-used or misconfigured, and turn your tools into a streamlined, joined-up system that works for your business.

 

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Align Your Teams Around One Source of Truth

When marketing, sales, and service all use HubSpot differently, data gets messy and collaboration breaks down.

I design shared pipelines, properties, and workflows so everyone works from the same clean data and follows the same agreed process.

 

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Turn HubSpot Data into Confident Decisions

If your reports don’t match reality, it’s hard to trust your numbers or spot real opportunities.

I set up meaningful dashboards, standardise lifecycle stages and deal data, and give you reporting you can rely on to make faster, better decisions.

 

Client Testimonials

HOUSTON, WE HAD A PROBLEM—BUT NOW WE HAVE A SOLUTION.

From tangled workflows to reporting chaos, clients come to me when HubSpot isn’t doing what they need. See how these challenges turned into smooth, high-performing solutions.

I would like to recommend Charlotte for her exceptional work as a contractor on our recent CRM system migration project. I was thoroughly impressed with her professionalism, flexibility and technical expertise.

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Jennifer Tilly Head of People, ResDiary

Working with Charlotte, our freelance HubSpot consultant, has been a game-changer for TouchStone. Previously overwhelmed with HubSpot issues, her expertise has reignited our excitement and confidence in the platform!

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Steve Brigham General Manager, TouchStone Education

As a CEO, finding someone who truly understands the intricacies of HubSpot and can tailor it to our unique needs is invaluable. For anyone looking to maximise their HubSpot investment, I highly recommend Houston Consulting.

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Mark Seemann CEO and Founder, StaffCircle

Build a clean, scalable HubSpot foundation designed around your processes and data model.

HubSpot Setup & CRM Architecture

  • Clean, structured portal setup

  • Customised pipelines, properties, and fields

  • Lifecycle stages & lead management framework

  • CRM architecture built for accurate reporting

  • Best-practice configuration for long-term scalability

Streamline your marketing, sales, and service processes with automation that saves time and drives consistency.

Automation & Process Optimisation

  • Automated workflows across marketing, sales, and service

  • Lead scoring, segmentation, and nurture journeys

  • Sales sequences & task automation

  • Handoff processes that align teams

  • Efficiency improvements that reduce manual work

Connect HubSpot to your essential systems and get ongoing support to keep everything running smoothly.

Integrations & Support

  • Integrations with ecommerce, finance, and internal systems

  • Custom APIs and bespoke data syncs

  • Automated operations workflows

  • Reporting alignment across all tools

  • Ongoing optimisation and expert support

How Partnering with an Experienced HubSpot Specialist Drives Business Growth

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1. Get in touch

We’ll start with a short conversation to understand your HubSpot challenges, goals, and where your systems may be holding you back.

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2. Strategise

I’ll audit your setup and map out a clear plan — from quick wins to deeper architectural improvements — so you know exactly what needs to happen next.

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3. Achieve Results

I optimise your HubSpot platform, implement improvements, and ensure everything works smoothly — giving you a clean, scalable system that supports real growth.

Frequently Asked Questions

Why work with a HubSpot consultant instead of going direct to HubSpot?

HubSpot's support helps with how the platform works — we help you make it work for your business. You’ll get strategic, hands-on guidance tailored to your goals, not just technical answers.

How can we be sure that the investment in a consultant will result in a tangible return on investment over using standard support?

My clients have achieved between 23-41% growth as a result of working with me. Engaging a consultant ensures a tailored strategy aligned with your business goals, optimising the potential of HubSpot's tools for maximum impact. Their specialised expertise streamlines the implementation process, accelerates results, and provides measurable KPIs to demonstrate a clear return on investment. Additionally, consultants offer hands-on training, empowering your team with essential skills for sustained success.

Can you help us clean up an existing HubSpot setup?

Yes — we run structured audits to untangle legacy data, rebuild workflows, and get your portal running like new. Whether it’s a recent setup or years of sprawl, we can streamline it.

Do you offer training for internal teams?

Absolutely. We provide custom training and playbook development so your marketing, sales, and operations teams are confident and consistent in how they use HubSpot day to day.

Can you help integrate HubSpot with other platforms?

Yes — we’ve delivered integrations with ecommerce platforms, finance tools, scheduling systems, and CRMs. Whether it’s native, custom, or third-party, we’ll find the best-fit solution.