CRM & Sales
You already know what needs to happen in HubSpot. The deals aren't moving through the pipeline correctly, the workflows are half-built, or the contact database has become a mess nobody trusts. What you need is someone who can log in, take ownership, and get it done without a lengthy onboarding or a full-time hire. Nacho's fractional specialists work directly inside your HubSpot portal at $50 per hour, on a monthly budget that flexes with your workload. From pipeline architecture to enrollment triggers to contact deduplication, they handle the execution so your team can focus on closing.
What we do
Concrete work our fractional specialists take on inside your HubSpot account. No vague promises.
Our specialists set up deal stages, define entry and exit criteria, and configure required fields so your sales process is enforced at the CRM level, not just in a spreadsheet. We name stages to match how your team actually talks about deals and set up pipeline-level automation to move contacts and trigger tasks as deals progress. The result is a pipeline your reps will actually use.
We build enrollment-triggered workflows for lead nurturing, deal stage changes, internal notifications, and contact property updates using HubSpot's workflow editor. If you have existing workflows, we audit them for broken triggers, unenrolled contacts, or logic gaps that are causing leads to fall through. Every workflow we build or fix is documented with a plain-language summary of what it does and why.
We run deduplication using HubSpot's native merge tools and, where needed, third-party tools like Dedupely to resolve duplicate contacts and companies. We standardize property values, fill in missing lifecycle stages, and build active lists and static lists that your marketing and sales teams can actually rely on. Clean segmentation means your emails reach the right people and your reports reflect reality.
We create custom contact, company, deal, and ticket properties that capture the data points your business actually tracks, and we map them to the right object so nothing gets lost. We also build or refine HubSpot's lead scoring model using behavioral and demographic criteria that match your ideal customer profile. Accurate scoring means your sales team spends time on the leads most likely to convert.
We connect HubSpot to tools like Salesforce, Slack, Zapier, Gmail, Calendly, Stripe, and your website CMS using native integrations and API-based connections. We map fields carefully so data flows in the right direction without creating duplicates or overwriting records. When a native integration does not exist, we build the bridge in Zapier or Make and document the logic for your team.
We handle imports from Salesforce, Pipedrive, Zoho, ActiveCampaign, or CSV exports, mapping source fields to the correct HubSpot objects and properties before a single record is touched. We run test imports on a sample set first to catch formatting issues, then execute the full migration and validate record counts and key field accuracy afterward. You get a clean starting point, not a data dump you have to sort out yourself.
The handoff
During onboarding, your dedicated Client Success Manager works with you to audit your existing HubSpot portal, identify what is broken, what is missing, and what is working, and then builds a prioritized roadmap based on your sales and marketing goals. Your specialist works directly inside your HubSpot account using access you control, and every workflow, property, or automation they build is documented in a shared log so your team always knows what exists and why. Before any major workflow goes live, you review and approve it. As your needs change month to month, unused hours roll over and your roadmap adjusts so your HubSpot support stays aligned with what your business actually needs right now.
Use cases
A few of the most common workflows our team has deployed with HubSpot.
When a contact submits a landing page form in HubSpot, a workflow sets their lifecycle stage to Lead, assigns a follow-up task to the correct sales rep based on territory or deal size, and sends an internal Slack notification. The rep gets context without having to check the CRM manually.
When a deal moves to Proposal Sent, the contact is automatically enrolled in a follow-up email sequence and the deal owner receives a reminder task if no activity is logged within five days. This keeps deals from going cold without requiring the rep to manage their own follow-up schedule.
When a deal is marked Closed Won, a workflow creates a linked ticket in the Service Hub pipeline, assigns it to the onboarding team, and triggers a personalized welcome email to the new client. The handoff from sales to delivery happens automatically without anyone having to copy and paste information between tools.
Using HubSpot's native Calendly integration or a Zapier connection, a booked meeting updates the contact record with the meeting date, type, and rep name, and creates a deal in the appropriate pipeline if one does not already exist. Sales leaders can see pipeline velocity from first meeting without relying on manual data entry.
On a recurring schedule, we update active lists based on engagement criteria (email opens, page visits, last activity date) and enroll cold contacts in a re-engagement sequence before suppressing those who remain unresponsive. This keeps your sending list healthy and protects your email deliverability without requiring a manual audit each month.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
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Ready when you are
Book a discovery call and we will audit your current HubSpot setup, identify the highest-priority gaps, and hand you a concrete roadmap before you commit to anything. The first step is understanding what you have and what it should be doing.