Three ways to work together
Most engagements begin with a paid diagnostic. You get a clear roadmap you can use with or without me — and if you want help building it, that’s the next step.
CRM & RevOps Diagnostic
I come in, understand the mess, and look at the whole system — not just the software. It’s the right start if you know something’s wrong but can’t yet say exactly what, or what to fix first.
What I look at
- Conversations with the people who use the system
- Your CRM’s structure and configuration
- How work moves between sales, delivery and operations
- Existing automations and integrations
- Data quality
- Where AI could genuinely help
What you get
- A prioritised roadmap
- Estimated implementation costs
- Something useful whether or not you hire me to build it
Systems Transformation Project
We build what the roadmap says matters most. I design and implement it with your team, so the system reflects how you actually work — and people use it.
What I build
- HubSpot setup and restructuring
- Pipelines and sales processes
- Automation and workflows
- Integrations between your tools
- AI workflows
- Dashboards and reporting
How projects run
- One project channel for questions
- A weekly meeting for progress and decisions
- Questions answered in agreed working periods
- Handover notes so your team understands what was built
Fractional Growth Systems Partner
I stay involved as the person who owns your system strategically — improving it, keeping it healthy, and helping you decide what comes next.
| Standard£1,000 a month | Partner£2,000 a month | |
|---|---|---|
| Requests | Shared request queue | Priority in the queue |
| Response | Within 2 working days | Within 1 working day |
| Strategy call | Monthly | Weekly |
Every request goes into one queue — no scattered texts, WhatsApps and emails. You can always see where a request stands, from requested to complete. Client support
How it starts
The first call is short and free. Its only job is to find out whether there’s a problem I can help solve. The deep thinking happens in the diagnostic, where I can do it properly.
- Step 1
Conversation
30 minutes, free
You tell me what’s not working. I ask questions.
- Step 2
Diagnostic
£750–£1,500
I investigate properly and hand you a roadmap.
- Step 3
Project
£2,500–£7,500+
We build the parts that matter most.
- Step 4
Partner
£1,000–£2,000 a month
I keep the system improving as you grow.
Tools I work in
Mostly HubSpot, and GoHighLevel where it’s the better fit. Around them: PandaDoc, Looker Studio, Xero, Stripe, Airtable, Pabbly, and Claude for AI workflows.
I’ll usually recommend fewer tools, not more.
Do you only work with HubSpot?
HubSpot is where most of my work happens, and I also build in GoHighLevel. If a diagnostic shows another tool would serve you better, I’ll say so.
Do you work with organisations outside the UK?
Yes. I’m based in Cornwall and work remotely with clients in the UK and North America.
Can I just message you when something breaks?
Project clients use a single project channel. Partner clients send requests through one queue with agreed response times. Nothing gets lost, and you always know where a request stands.
What if we’re not sure we need a diagnostic?
That’s what the first conversation is for. If a diagnostic isn’t the right next step, I’ll tell you.