Recent work

Where each project started, what got built, and what I learned along the way.

Making proposal reporting tell the truth

Client: Solar racking manufacturer, US and Canada
Platforms: HubSpot, PandaDoc, Looker Studio
Work: Integration, reporting, data clean-up

Where it started

The sales team used PandaDoc for proposals and HubSpot for deals, but the native integration couldn’t give them the proposal and revision reporting they needed. Pipeline views and data needed attention too.

What I built

A rebuilt PandaDoc–HubSpot integration using custom APIs
A proposal dashboard tracking revisions and proposal KPIs
Pipeline management and deal record views
Looker Studio reporting
Property and data clean-up

What I learned

The reporting assumed everyone used PandaDoc the same way. They didn’t. Some people sent PDFs outside it; others sent through it with signatories. Some revisions were new copies, others were edits to the same document.

The fix I proposed wasn’t more code. It was one shared habit: every client-facing revision becomes its own document, linked to the deal. Then the revision count finally means something.

Giving each department its own CRM, without losing the joined-up view

Client: BSL interpreting and Deaf inclusion organisation, UK
Platforms: GoHighLevel, Xero, Stripe, Pabbly
Work: Migration, workflows, integrations

Where it started

The organisation’s CRM lived in HubSpot, but its departments ran very different services. Each needed its own processes — while some records, like Access to Work cases, had to stay consistent across teams.

What I built

A HubSpot-to-GoHighLevel migration across department accounts
Access to Work records synced across three teams
Approval workflows for time off in lieu and paid overtime
A WhatsApp, Teams and Zoom call button that logs call outcomes
Subscription management for a BSL video support app, connected to Stripe
Invoice integration with Xero

What I learned

When one organisation has several teams, the hard question isn’t technical. It’s ownership.

Each team owns its own contacts, notes and tasks. Anything shared is synced deliberately, with safeguards so updates don’t bounce back and forth. Get that right and the automation is the easy part.

“Sorted out business systems, built automated business processes — thanks.”
Rich PaullPositive Signs, UK

A HubSpot account that keeps pace with the business

Client: Engineering consultancy, British Columbia
Platform: HubSpot
Work: 3 months setup, 9 months optimisation

Where it started

The brief was to set HubSpot up properly, then keep improving it rather than walk away after launch. We agreed a 12-month engagement: three months of setup, nine months of optimisation.

What I built

HubSpot setup
Pipeline architecture
Lead scoring
Support for a monthly client newsletter
A deal structure rethought as the business changed

What I learned

A deal structure is never really finished. Rethinking it as the business changes isn’t a sign the first version failed — it’s a sign the CRM is keeping up with how the business actually sells.

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