Process
Four steps, no surprises.
Every project starts with a conversation and a written plan, so you know scope and cost before the build begins.
Discovery call
30 minutes on your process, your tools and the bottleneck.
- You bring
- A screen share of how the work happens today, and the tools involved.
- You get
- An honest read on whether this is a fit, what I would fix first and a rough size of the work.
Blueprint
A written plan before any code: data model, flows, integrations, scope and estimate.
- You bring
- Access questions answered and a decision maker for scope.
- You get
- A document you can approve, challenge or take to another developer. Fixed price or hourly, your choice.
Build and test
Built in a sandbox or on test properties, with check-ins as it takes shape.
- You bring
- A dedicated HubSpot user with least-privilege access and a contact for questions.
- You get
- Working flows tested against real edge cases, shown to you before anything touches live data.
Launch and handover
Go-live, documentation, a walkthrough for your team and support after.
- You bring
- The people who will run it day to day.
- You get
- Documentation, a recorded walkthrough, and a support window so the system stays yours to own.
Let's find the manual work hiding in your HubSpot.
30 minutes. You show me how things work today; I'll tell you what I'd fix first and roughly what it takes — no pitch deck.
Almost always reply within 24 hours