I built HubSpot for HubSpot!
With nearly a decade of experience on the Marketing and Sales Operations team, I established and optimized HubSpot's own instance within the company. Beyond that, I also collaborated with the Product team to pioneer novel functionalities and solutions (live chat, predictive lead scoring), catering to both internal stakeholders and our customer base.
Over the past three years, I've had the privilege of assisting more than 15 clients. These engagements have ranged from collaborating with nimble small teams to partnering with expansive corporations boasting over 4,000 employees.
-Sara Davidson (saradrhubspot@gmail.com)
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My Approach
My objective is to assist you in pinpointing and rectifying operational inefficiencies, thereby unlocking fresh opportunities for growth and scale.
My specialization revolves around unleashing the full potential of HubSpot, spanning its Marketing, Sales, Services, and Operations Hubs. This includes harnessing the robust capabilities of third-party integrations and meticulously refining existing business workflows. This strategic optimization not only ensures immediate impact but also sets the stage for sustained and scalable growth.
My expertise spans across the HubSpot ecosystem and encompasses best practices in: website conversion strategy, contact database management, email automation, lead flow and sales assignment, rep notification strategies, business operation workflows, and so much more!
Looking for more specifics?
I’m in operations, I get it - I’ve got you covered!
MARKETING
Website Strategy: Design and optimize websites for conversion at various lifecycle stages.
CTAs and Lead Capture: Create and implement a diverse set of CTAs, including forms, inbound calls, live chat, and meeting booking modules.
Contact Management: Expertise in contact creation and overall data management best practices.
Email Marketing: Automation and segmentation, including lifecycle-based and trigger nurturing.
Operational Workflows: Populate key fields for reporting and analysis.
Reporting and Dashboards: Develop and maintain marketing reporting and dashboards.
SERVICES
Ticketing System: Implement and manage ticketing systems and a self-help knowledge base.
Customer Support: Provide support via calls, emails, and live chat.
Surveys: Implement surveys to improve the customer journey.
Knowledge Base: Set up a self help portal with information on how to use the product.
Service Reporting and Dashboards: Develop and maintain reporting and dashboards for service-related activities.
SALES
SLA Management: Define and implement Service Level Agreements (SLAs) for marketing and sales teams.
Sales Process/Follow Up: Streamline and collect data throughout the sales cycle and set up best practices for Sales outreach flows.
Lead Prioritization: Create sales views, lead scoring, and other opportunities for database mining.
Operational Workflows: Implement lead assignment and rep notification processes.
Reporting and Dashboards: Develop sales reporting and dashboards.
BUSINESS SYSTEMS
Asset Management: Clean up and maintain business assets, including forms, fields, lists, workflows, etc.
Zero Dashboard Monitoring: Ensure no leads are in the dashboard (i.e. contacts coming in without proper datapoints for assignment), indicating the need for operational investigation and resolution.
User Permissions: Manage user permissions and scoping processes, to safeguard cleanup efforts.
GDPR Compliance: Implement GDPR measures and email subscription types on contact creation processes.
Integration Management: Handle 3rd party integrations, including data enrichment tools, sales outreach, and marketing call tracking.
How It Works
Step 1: Introductory Meeting
Setup initial call to discuss the specific business challenges and how I can help.
Step 2: Follow Up
Client fills out a “Current State & Future State” document to set up the discussion and complete a walk through of the HS portal itself.
Step 3: Finalize Project Scope & Sign Contract
I do both project based and hourly contracts, depending on the clients needs. Contracts are generally 25-50 hours for $8,000-$14,000 and we work through this at a weekly rate of approximately 3-8 hours/week.
Customer Referrals
Don’t just take it from me - here’s what they have to say!
Sara's expertise and guidance helped us navigate a data and record migration between two HubSpot instances (and two Salesforce instances) following a merger. With her help, we avoided numerous pitfalls in the backfill/migration, and cleaned up our database at the same time. We accomplished the data migration far ahead of schedule as a direct result of working with Sara. Coming out of the data migration, Sara helped us optimize our lead capture process and structure our data collection such that we can add value to our conversations with prospects through targeted lead nurture flows and seamless data flows to Salesforce. We also have far cleaner reporting and automation, and we're able to build and scale our campaigns at a much faster rate than in our old system. If you need to migrate data between two HubSpot instances, do yourself a favor and work with Sara.
Growth Marketer @ EditShare
Sara's experience building out HubSpot's instance of HubSpot added immense value to us, especially around lead scoring and routing to SFDC. Without Sara's work, there is no way we would have been able to scale our marketing campaigns as fast as we did - I would highly recommend her!
VP of Marketing @ Writer
I don't typically write endorsements, especially because the written word lasts forever, but Sara set the bar for how much value a business consultant could bring and I'd be doing her a disservice not to recognize it publicly. Sara wasn't just a consultant, she was a vital part of our team, always pushing our little startup forward with unparalleled speed. Sara is a creative problem solver, an incredibly fast thinker, and highly experienced. As a result, our AI startup was able to reap the benefits of a well-oiled CRM system that would put most large enterprises to shame. She helped us connect and collapse data silos, build automations and even set up automated predictive health scoring for our accounts. In a single one-hour working session, she helped me accomplish what would have otherwise taken me months of research and testing to stand up correctly. She's an asset to any company that would hire her. Feel free to connect with me if you'd like more information!
Customer Success @ Resemble.ai
”I loved Sara’s detailed documentation and thoroughness in her work. It was incredibly helpful to have someone who could highlight areas of opportunity that we didn’t see ourselves - what we thought we needed versus what we actually needed help on were not always the same thing!.”
VP of Sales @SurveyMonkey/Momentive
“For anyone struggling with setting up or updating their mops/sops I cannot recommend Sara highly enough. She was able to take in what we initially thought our needs were, make thoughtful and strategic recommendations based on her experience, and come up with a plan of attack that set us up for success! We're now successfully running our sales process and reporting in a much more efficient and streamlined fashion.”
Rev Ops @Arcade
Certifications & Partnerships
