HubSpot Clean-Up & Optimisation for Small Business Owners
Transform Your Messy HubSpot Account into a High-Performing CRM
Is Your HubSpot Account Disorganised and Underutilised?
HubSpot is a powerful tool, but without proper setup and maintenance, it can quickly become cluttered and ineffective. If your CRM feels more like an obstacle than a solution, you’re not alone. Many businesses start using HubSpot without a clear strategy, leading to:
- Duplicate and outdated contacts
- Disorganised pipelines that don’t reflect your sales process
- Leads slipping through the cracks due to poor follow-up
- Inconsistent or missing automation, causing inefficiencies
A disorganised CRM doesn’t just slow you down—it directly impacts your ability to close deals and scale your business.
From Chaos to Clarity: A Fully Optimised HubSpot System
I specialise in transforming cluttered, underperforming HubSpot accounts into streamlined, results-driven systems. My HubSpot Clean-Up & Optimisation service ensures your CRM works for you—not against you.
What’s Included in the Clean-Up Process?
✔ Database Cleansing & Contact Management – Remove duplicates, standardise data, and organise your contacts for better segmentation and targeting.
✔ Pipeline Restructuring – Create clear, organised sales pipelines that align with your actual sales process.
✔ Lead Management & Automation – Implement workflows to ensure leads are nurtured, followed up with, and moved through your sales cycle efficiently.
✔ Custom Dashboards & Reporting – Gain access to real-time insights that help you make informed decisions.
✔ Process Streamlining – Ensure your CRM is set up for long-term efficiency, reducing admin work and improving team collaboration.
With a properly structured HubSpot account, you’ll have the systems and processes in place to grow your business effortlessly.
Benefits of Working with Me
- Organised Systems: Seamless processes and data management for maximum efficiency.
- No More Spreadsheets: All your data in one place easy to manage your sales pipelines and GDPR compliant.
- HubSpot Unlocked: Fully utilise HubSpot to simplify, automate, and scale your efforts.
- Consistent Lead Nurturing: Never lose a lead again with clear follow-up systems.
- Clear Strategy: Transition to a proactive, results-focused sales and marketing plan.
- Time-Saving Automation: Reclaim your time with automated, repetitive tasks.
- Targeted Email Marketing: Build and segment a growing email list that drives engagement.
- Elevated Digital Assets: Content and visuals that showcase your brand’s professionalism.
- Data-Driven Insights: Make confident decisions with customised dashboards and reports.
- Simplified Tools: Gain clarity and confidence with HubSpot and other technology.
- Personalised Growth Plan: A roadmap tailored to your unique goals and challenges.
- A Thriving Sales Pipeline: Ensure a steady flow of ideal clients filling your pipeline, keeping your sales process consistent and productive.
Achieve clarity, efficiency, and growth with a bespoke marketing system designed just for you.
Who Is This For?
This service is ideal for business owners who already have a HubSpot account but find it:
- Difficult to navigate and use effectively
- Filled with outdated or duplicate data
- Lacking automation, causing delays and missed opportunities
- Not providing clear insights into sales and marketing performance
Why Work With Me?
With extensive experience helping businesses optimise their sales and marketing systems using HubSpot, I understand the challenges of managing a CRM effectively. My approach is practical, results-driven, and tailored to your business needs.
I don’t just clean up your HubSpot account—I build a structured system that supports long-term success.
Take Back Control of Your HubSpot CRM
A well-optimised CRM can be the difference between a chaotic sales process and a smoothly running business. If you’re ready to turn your messy HubSpot account into a high-performing sales and marketing system, let’s get started.
"What Our Clients Say About Working With Me"
"Real Stories of Success: Discover How We’ve Helped Business Owners Streamline Processes, Save Time, and Achieve Growth with HubSpot."
Jose has worked with us at Humber HR People to support and advise on our sales and marketing plans, particularly Hubspot. She is knowledgeable, efficient and a pleasure to work with. Jose has made a real difference in a very short space of time, and I hope we can continue to work with her in the future. Highly recommended.
Thanks to Jose for setting me up with HubSpot and compiling my email list.
Today’s the first day so I’m just finding my way around it but Jose has reassured me that she’s only a call away til I get up and running.
All of the communication has been slick and timely, your relaxed way of sharing information has been right at my level, thank you
Jose has supported me with the implementation of a CRM system to enable me to grow my own 'owned' data outside of social media. Jose is very task focused, gets on with the job and works at pace. She knows her stuff when it comes to building an outbound strategy and has been really helpful. Thanks Jose!
"Working with Jose has been effortless. Her calm, clear, and friendly approach made sales feel refreshing and un-pushy, which was a huge relief for me as a novice. We learned how to get better leads, develop a strong pipeline, and implement a clear sales and marketing strategy. Jose provided invaluable tools and takeaways that set us on the path to growth, attracting the clients we desire. Her passion and professionalism made our weekly meetings enjoyable and insightful. I highly recommend Jose to anyone looking to grow their business and improve their sales process."
Frequently asked questions
"Your Questions Answered: Everything You Need to Know About Our Done-for-You HubSpot Service"
2. Who is this service best suited for?
This service is ideal for solo business owners and business owners with fewer than 50 employees, who want to move away from spreadsheets or disorganised systems.
If you’re running a service-based business and want to grow with a clear, structured sales and marketing strategy, this service is for you.
3. How long does the initial setup process take?
The setup timeline typically ranges from 2 to 4 weeks, depending on the complexity of your requirements and the size of your database. We’ll provide you with a clear timeline during our initial consultation.
4. Do I need any technical knowledge to get started?
Not at all! Our service is fully done-for-you. We’ll handle all the technical details, so you can focus on your business while we set up your HubSpot account to work seamlessly for you.
6. How do I know if I’m ready to use HubSpot?
If you’re struggling to manage your sales and marketing processes, relying on spreadsheets, or want to streamline your lead generation and customer management, HubSpot is an excellent solution. Book a discovery call, and we’ll help assess your current setup and goals to see if HubSpot is the right fit for you.
5. What happens if I need help after the setup?
Once the initial setup is complete, our service transitions into an ongoing monthly retainer. This package includes continuous implementation and support to ensure your HubSpot system is always optimised for your business needs. We’ll handle updates, improvements, and any challenges that arise, giving you peace of mind and more time to focus on running your business.
Book A Discovery Call With Me Today To Find Out More
I am here to answer all your questions, review where you are right now, and explore how I can help you improve your systems and processes to achieve your business goals. Book your free 30-minute discovery call today to get started!