Untangle the systems your growth depends on.

I’m Steve Jones. I help growing organisations sort out their sales, CRM and operational systems — especially HubSpot, GoHighLevel, automation and AI.

Tangled tools like spreadsheets, inboxes and old automations pass through a diagnostic and come out as four clear lanes: strategy, systems, automation and AI. SpreadsheetsInboxesWhatsAppOld CRMOld automations Diagnostic StrategySystemsAutomationAI Tangled tools like spreadsheets, inboxes and old automations pass through a diagnostic and come out as four clear lanes: strategy, systems, automation and AI. SpreadsheetsInboxesWhatsAppOld CRMOld automations Diagnostic StrategySystemsAutomationAI

When your systems start running you

Most organisations don’t choose a mess. They grow into one — a tool added here, a workaround there — until nobody can see the whole picture.

Sound familiar? Let’s talk
  • Several teams and pipelines, each doing things slightly differently
  • Automations that fire, but nobody’s quite sure what they do
  • Data you don’t trust enough to report on
  • Sales and operations working from different versions of the truth
  • Curiosity about AI, but no clear place to start
  • Nobody inside the business who owns the whole system

Fix it. Build it. Keep improving it.

Three ways to work together. Most clients start with a diagnostic, then decide what’s next once they can see the whole picture.

  1. Fix
    CRM & RevOps Diagnostic

    I dig into your CRM, processes, automations and data, then hand you a prioritised roadmap.

    £750–£1,500
  2. Build
    Systems Transformation Project

    HubSpot, pipelines, automation, integrations, AI workflows and dashboards — built around how you actually work.

    £2,500–£7,500+
  3. Run
    Fractional Growth Systems Partner

    I stay involved as your systems lead, improving things month by month.

    £1,000–£3,000 a month
How each stage works
A CRM isn’t a database. It’s a model of how your organisation actually works.

So I start with how your teams sell, deliver and hand work to each other. The software comes second.

Recent work

Solar racking manufacturer, North America

Proposal reporting that didn’t match reality, and a PandaDoc integration that couldn’t keep up.

Read the case

BSL interpreting and Deaf inclusion organisation, UK

Moving several departments from HubSpot into connected GoHighLevel accounts, with shared records kept in sync.

Read the case

Engineering consultancy, British Columbia

A 12-month HubSpot engagement: three months of setup, then nine months of steady improvement.

Read the case

What clients say

“Sorted out business systems, built automated business processes — thanks.”

Rich PaullPositive Signs, UK

“Saved us $50,000 in the first week of working with them.”

Michael ClarkAmazing Skills, Australia

“More digital empowerment, more focus, more time, more profits.”

Rob HusbandSpace 2 Think, UK

Who I work with best

Founder-led and growing organisations with 10 to 100 staff, whose CRM and internal systems have become more complicated than they can comfortably manage.

I’m particularly experienced in renewable energy, social impact, service businesses and complex B2B sales, with clients across the UK and North America.