Get a no-obligation 15-minute call to review your current HubSpot setup
Get a no-obligation 15-minute call to review your current HubSpot setup
You're not alone. Most businesses only use 30–40% of HubSpot's capabilities leaving data scattered, automations half-working, and reports that don't tell the real story.
In a single engagement, we'll audit your setup, uncover what's slowing you down, and deliver a clear roadmap to fix it so your team can finally use HubSpot the way it was meant to work.


Data structure, segmentation, and duplicate review
Workflow, automation, and lead routing analysis
Email deliverability and list health check
Reporting dashboards & lifecycle stage mapping

Data structure, segmentation, and duplicate review
Workflow, automation, and lead routing analysis
Email deliverability and list health check
Reporting dashboards & lifecycle stage mapping

Clear, prioritized roadmap with quick wins and long-term fixes
Recommendations for automation, reporting, and sales enablement

Clear, prioritized roadmap with quick wins and long-term fixes
Recommendations for automation, reporting, and sales enablement

Live walkthrough with a certified HubSpot expert
Discuss findings, answer questions, and set your next steps


"Daniel and his team helped us uncover over 40 workflow errors and streamlined our lead management in under a week — our MQL-to-SQL conversion jumped by 27%."


"We got our health check and was impressed by the expert advice on how to get more out of the system. With this guidance we have been put in the right direction for revenue growth"


"Our dashboards finally make sense. We saved 10+ hours a week in manual reporting after the Clean Up Service."


"Our lifecycle nurture programs were incomplete. After our Health check they setup our Lifecycle nurture programs to automate our sales funnels and marketing. Expert help!"



16+ years experience





(or included with retainer)

16+ years experience


Disclaimer: Any performance metrics, percentages, or outcomes displayed on this website represent selected client results achieved in specific circumstances and are provided for illustrative purposes only. These results are not typical, are not average, and should not be relied upon as a representation of expected or guaranteed performance. Individual results will vary materially based on numerous factors, including but not limited to industry, business model, starting conditions, strategy execution, budget, internal resources, data quality, and market conditions.
Sales & Marketing Automation LLC does not guarantee any specific results, performance levels, revenue increases, or financial outcomes. All claims are supported by internal analysis, client-reported data, or publicly available information believed to be reliable at the time presented; however, results may change over time and outcomes cannot be predicted with certainty.