I help B2B startups and growth-stage organizations turn HubSpot into a true growth engine with tailored dashboards, automated reporting, AI-driven analysis, and actionable insights that drive the business forward.

Contact Me

My process covers the full lifecycle of your data operations.

Data Foundation

I customize your HubSpot CRM to collect, structure, and centralize clean, accurate data. Every property, record, and workflow is aligned to your unique sales process and reporting goals.

Dashboards & Visibility

I build executive-level dashboards that give leadership real-time clarity into pipeline, campaign performance, BDR productivity, and revenue health. This becomes your single source of truth for performance across marketing and sales.

AI-Powered Analysis

I analyze your HubSpot reports weekly, monthly, and quarterly using use AI tools like Perplexity, Claude, and ChatGPT to help summarize key learnings, uncover patterns, identify risks, and surface opportunities.

Strategic Insights & Reporting

I deliver weekly, monthly, quarterly, and annual reports complete with data-driven insights and the details you need. Included with the reports are the summaries to help connect the dots between metrics and action showing what’s driving growth, what’s slowing it, and where to focus next.

In high-growth environments, decisions get made fast often based on guess work, anecdotes, or incomplete data.

The only way to know what’s working, where pipeline slows down, and which investments are paying off is through clean, reliable data. When the data is surfaced and structured correctly, it becomes the operating system for continuous growth.

Clean, connected data turns guesswork into strategy. It aligns marketing, sales, and leadership around shared truth, so everyone sees the same picture, speaks the same language, and moves in the same direction.

The result?
Smarter decisions, faster execution, and a GTM engine that continuously improves with every cycle.

You can’t scale what you can’t measure.

Lead-To-Customer Funnel

Conversion rates across every lifecycle stage, from lead to closed customer. Exposes bottlenecks between Marketing, BDR and Sales and shoes where to focus to accelerate growth.

Every dashboard is tailored to your unique business model, funnel, and business needs.

Deal Pipeline Overview & Coverage

See every detail about every deal. Quickly identify if your funnel is deep enough to hit goals and where to source more volume. Visualize total open pipeline versus revenue targets.

Marketing Campaign Performance

How each campaign, channel, and message performs from engagement to pipeline generated. Ties marketing investment directly to revenue impact and guides smarter budget allocation.

Deal Forecasting and Deal Velocity

Revenue projections and probability that bring structure and accuracy. See how quickly deals progress and reveal friction points and process inefficiencies that speed up and slow revenue momentum.

Inbound & Outbound GTM Motions

Measure the performance of your inbound and outbound workflows. Track inbound lead capture, nurturing, and conversion alongside outbound prospecting and pipeline contribution.

Events, Conferences and Webinar ROI

Track the full-funnel impact of your event strategy from lead generation to pipeline influence and sourced. Identify which events deliver the highest return and where to optimize engagement and follow-up.

BDR & AE Metrics and Performance

Outreach volume, meetings booked and outcomes, progression into the pipeline and conversions rates. Surfaces top performers, identifies coaching opportunities, and ICP insights.

Revenue Attribution and Win/Loss Analysis

Tie every deal back to its true source. See which campaigns, channels, or reps influence revenue. Understand why deals are won or lost identifying common buyer objections and competitive trends.

Are You Using HubSpot?

Let’s Work Together

Fill out the form and I will be in touch to discuss your HubSpot data and reporting needs.

About Me

I have over 7 years of hands-on experience working in HubSpot building, customizing, and scaling go-to-market systems for B2B companies. Most recently, I built and maintained the full pipeline reporting and analytics engine for a cybersecurity startup through its Series A to Series B growth, giving leadership real-time visibility into demand generation, BDR performance, and pipeline health.

I bring a balance between strategic oversight and technical execution. I don’t just build dashboards I design reporting systems that align sales, marketing, and leadership around measurable outcomes. My work connects data to decisions so teams can operate with clarity and speed.