Your HubSpot ConsultantYour HubSpot ConsultantBook a call
Available for new projects

Work directly
with a senior HubSpot expert.

Skip the agency layers. Work directly with Avi, a HubSpot consultant specializing in CRM architecture, workflow automation, RevOps, reporting, and complex implementations. From strategy to build, you get the same person every step of the way.

Book a free strategy callSee the work
Marketing HubSales HubService HubContent HubData HubCommerce HubBreeze AI
Avi, Senior HubSpot Consultant
Avi
Senior HubSpot Consultant

Meet Avi

You're not hiring an agency.
You're working directly with me.

I'm a senior HubSpot consultant who designs, builds, and optimizes HubSpot for growing businesses. For the past several years I've helped startups, healthcare organizations, SaaS companies, manufacturers, nonprofits, and service businesses turn HubSpot into the operational backbone of their business.

Whether it's architecting a CRM from scratch, automating complex sales processes, integrating HubSpot with external systems, or building executive reporting, I personally design and implement every solution.

When we work together, you won't be handed off to an account manager or junior consultant. Every strategy session, every workflow, and every dashboard is completed by me.

  • Senior HubSpot Consultant
  • Hundreds of projects delivered
  • Fractional HubSpot Administrator
  • CRM Architect
  • Automation Specialist
  • RevOps Consultant
  • Hands-on end to end
What I specialize in
CRM architectureRevenue OperationsSales HubMarketing HubService HubWorkflow automationComplex reportingCustom objectsLead routingHubSpot migrationsIntegrationsHubSpot administrationFractional consulting

My approach

I don't design HubSpot around a template. I design it around how your company actually operates, cleaner data, better automation, easier reporting, and a CRM your team actually enjoys using.

The difference

Faster than an agency. More senior than a hire.

Traditional agency

  • Sales rep → strategist → PM → junior implementer
  • 4 to 6 week discovery before anything ships
  • Retainer minimums, long contracts
  • You brief the PM, who briefs the team

Working with Avi

  • You talk to the person building it
  • Scoped plan in days, changes shipping in a week
  • Fractional or project, no lock-in
  • Direct Slack / Loom / call, no middle layer

Services

Everything HubSpot. One person.

HubSpot implementation

Full onboarding across Marketing, Sales, Service, and Operations Hub. Configured to how your team actually sells.

CRM migration

Migrate cleanly from Salesforce, Pipedrive, Zoho, or spreadsheets, with data hygiene, dedupe, and mapping done right.

Workflows & automation

Lead routing, lifecycle stages, deal automation, and Data Hub sync flows that hold up under real volume.

Reporting & attribution

Custom dashboards, revenue attribution, and forecasting your leadership team will actually trust.

Audit & optimization

Deep audit of your current portal. A prioritized fix list, then execution, not a 60-page PDF.

Fractional retainer

Ongoing senior HubSpot capacity a few days a month. Answer questions, ship changes, own the roadmap.

Case studies

Real work. Real architecture.

Senior CRM architecture and RevOps builds, not "HubSpot setup."

Enterprise

Enterprise data model & CRM architecture

Challenge: Businesses outgrow the default HubSpot setup because it no longer reflects how they actually operate, reporting breaks, automation stalls, and data gets messy.

Solution
  1. Scalable CRM data model design
  2. Standardized object relationships
  3. Custom properties & lifecycle framework
  4. Pipeline strategy & governance
  5. Foundation for reporting, automation, integrations

Outcome: A CRM designed around how the business actually works, clean data that stays clean as the company scales.

Enterprise sales org

Lead routing for 216 sales reps

Challenge: The existing routing process couldn't scale for 216 sales reps, inconsistent ownership, delayed response times, and constant manual assignment.

Solution
  1. Automated lead assignment engine
  2. Territory & ownership logic
  3. Round-robin routing with exception handling
  4. Routing governance & fail-safe automation
  5. Reporting visibility across the sales org

Outcome: A scalable routing engine that eliminated manual assignment and gave leadership confidence every lead reaches the right rep.

AI + HubSpot

AI sales agent, 4,000+ conversations/mo

Challenge: An AI sales agent needed to be more than a plug-in, it had to sync into HubSpot cleanly, respect ownership, and hand off qualified prospects into the right sales processes.

Solution
  1. HubSpot architecture behind the AI agent
  2. Conversation routing & qualification workflows
  3. Lead creation & lifecycle automation
  4. Sales notifications & human handoff
  5. Reporting dashboards for visibility

Outcome: The AI now manages 4,000+ monthly customer conversations while keeping the CRM accurate and the sales team fully in the loop.

RevOps

RevOps strategy & sales process design

Challenge: Organizations don't need someone to just 'build workflows', they need someone who understands how sales, marketing, ops, CS, and leadership fit together.

Solution
  1. Whiteboard business processes first
  2. CRM architecture & sales process mapping
  3. Lead lifecycle & pipeline strategy
  4. Automation planning & data governance
  5. Reporting frameworks & documentation

Outcome: The right foundation so HubSpot scales with the business instead of becoming something that constantly needs fixing.

Automation at scale

Complex workflow automation

Challenge: Hundreds of workflows across marketing, sales, CS, ops, and leadership, with duplicate enrollments, conflicting logic, and unmanageable complexity.

Solution
  1. Multi-stage sales & deal automation
  2. Quote management & customer onboarding
  3. Internal approvals & AI-driven processes
  4. Executive notifications & data normalization
  5. Cross-object automation frameworks

Outcome: Interconnected automation that reduces manual work and gets easier to manage as the company grows.

Executive reporting

Executive reporting & business intelligence

Challenge: Leadership needs answers, not spreadsheets, real-time visibility into pipeline, forecasting, conversion, attribution, and operational KPIs.

Solution
  1. Executive dashboards for CEOs & sales leaders
  2. Forecasting & pipeline health reporting
  3. Marketing attribution frameworks
  4. Operational KPI reporting
  5. Underlying data structure designed for accuracy

Outcome: Reporting that stays accurate as the business evolves, because the data model was built for it from day one.

Manufacturing

Enterprise CRM architecture

Challenge: A manufacturer had outgrown its CRM. Distributors, vendors, replenishment schedules, POs, commissions, quotes, and ERP sync didn't match how the business actually ran.

Solution
  1. Custom object strategy for quote commissions
  2. Product & replenishment data model
  3. Vendor management framework
  4. Quote approval + PO workflows
  5. Executive dashboards & ERP integration plan

Outcome: A scalable CRM that mirrors the sales process, ready for ERP integration, with forecasting leadership can trust.

Healthcare

Sales & patient operations platform

Challenge: A growing healthcare organization needed to automate patient acquisition, provider approvals, scheduling, and reporting across marketing, sales, intake, medical review, and fulfillment.

Solution
  1. Custom lifecycle & multi-stage pipeline
  2. Patient qualification automation
  3. SMS + email nurturing
  4. Appointment routing & internal notifications
  5. Marketing attribution & ops dashboards

Outcome: A centralized operational platform that eliminated manual work and gave every department visibility into the full patient journey.

High-growth SaaS

RevOps redesign

Challenge: Thousands of inbound leads flowing through campaigns, SDRs, AEs, outbound, review, and nurture programs. Reporting was fragmented and automation had become unmanageable.

Solution
  1. Complete lead routing architecture
  2. SDR assignment automation
  3. Multi-pipeline & complex enrollment logic
  4. Duplicate-prevention workflow logic
  5. Attribution & executive reporting

Outcome: Standardized automation, accurate reporting, and significantly less manual work for SDRs and AEs across the sales org.

Manufacturing

CRM designed around a custom ERP

Challenge: A manufacturer relied heavily on ERP. HubSpot needed to become the customer-facing CRM and sync with the ERP without duplicating processes or creating conflicting data.

Solution
  1. Contact, company & deal ownership rules
  2. Quote lifecycle + closed-won automation
  3. ERP integration mapping
  4. Lead qualification & reporting architecture
  5. Automation guardrails

Outcome: Clear ownership so every piece of data has a single source of truth, with a CRM that integrates cleanly into ERP processes.

National nonprofit

CRM modernization

Challenge: Inconsistent sales processes and limited fundraising visibility. Leadership needed standardized operations and reliable reporting.

Solution
  1. Sales pipeline redesign
  2. Required property strategy
  3. Deal automation
  4. Fundraising forecast & executive dashboards
  5. Process documentation & data governance

Outcome: Standardized reporting, improved forecasting, and a CRM built to support long-term growth instead of daily firefighting.

Multi-industry

Fractional HubSpot administration

Challenge: Growing businesses need senior HubSpot expertise but can't justify a full-time hire or the overhead of an agency.

Solution
  1. CRM architecture & workflow automation
  2. Sales & marketing process optimization
  3. Reporting, dashboards & data cleanup
  4. Integrations & user training
  5. Ongoing strategic consulting

Outcome: Clients get senior-level HubSpot expertise directly, no agency overhead, no communication chains, no full-time cost.

Depth of work

Complex problems I've solved

The kind of work most HubSpot consultants don't touch, senior CRM architecture and RevOps engineering.

  • Designed CRM architectures supporting multiple business units and complex sales processes.
  • Built HubSpot implementations around ERP systems instead of forcing businesses to change how they operate.
  • Created advanced workflow automation with hundreds of interconnected actions while keeping it scalable.
  • Designed custom reporting frameworks for executive teams, sales leadership, and operations.
  • Built large-scale lead routing systems based on ownership, geography, business rules, and lifecycle stage.
  • Implemented multi-channel email and SMS automation for sales and customer engagement.
  • Served as a fractional HubSpot administrator combining strategic guidance with hands-on implementation.

Selected projects

High-impact, mission-critical HubSpot work.

  • 01Designed enterprise CRM data models supporting complex sales and operational processes.
  • 02Built a lead routing framework for 216 sales representatives, automating assignment logic across a large sales organization.
  • 03Implemented an AI sales agent integrated with HubSpot that now manages 4,000+ customer conversations every month.
  • 04Designed CRM architectures integrating HubSpot with ERP platforms and external business systems.
  • 05Built enterprise reporting frameworks used by executive leadership for forecasting and operational visibility.
  • 06Automated large-scale sales, marketing, and customer success processes using HubSpot workflows, custom objects, and integrations.
  • 07Served as fractional HubSpot consultant and implementation lead across healthcare, SaaS, manufacturing, nonprofits, and professional services.

How it works

Three steps. No overhead.

01

Book an intro

30 minutes. You describe the mess. I ask sharp questions. No pitch deck.

02

Scoped plan

Within a few days: a written plan with scope, timeline, and price. Fixed-fee or fractional.

03

Direct implementation

I build it. You review in your portal, on Loom, or on a call. Ship, iterate, done.

Book a call

Pick a time. Let's talk HubSpot.

30 minutes, no obligation. Come with your portal open if you can.

Prefer a new tab? Open the booking page