Why HubSpot consulting from a freelancer instead of an agency?

You work directly with the consultant who also implements your project. No account manager, no junior in the background. This saves costs, shortens communication cycles, and means recommendations come from first-hand experience.

HubSpot or Pipedrive - which fits better for B2B?

Pipedrive is strong for pure sales tracking and easy to set up. HubSpot adds marketing automation, service tickets and a CMS on one platform. For teams that want to align sales and marketing more closely, HubSpot is often the better choice. We help you decide based on your actual processes.

What does a HubSpot audit cover?

We review your existing HubSpot setup systematically: data quality, properties, lifecycle stages, workflows, integrations and adoption rates. You get an audit report with specific issues and prioritized actions.

What does CRM selection consulting cost?

A compact HubSpot audit starts at 2,500 EUR. A full CRM selection with comparison, strategy and roadmap is in the 4,000 to 8,000 EUR range. We clarify the scope in the initial call and give you a binding estimate.

How does a CRM migration to HubSpot work?

We analyze your current CRM, map the data structure to HubSpot, migrate contacts, deals and activities, and make sure no data is lost. A typical migration takes 2 to 6 weeks, depending on data volume and complexity.

HubSpot consulting from a freelancer.

You need clarity, not a sales pitch. We help you with CRM selection, review your existing HubSpot setup or guide your migration. Independent, direct, no agency overhead.

CRM selection: HubSpot, Pipedrive or Salesforce compared
HubSpot audit with concrete actions
CRM migration without data loss

Book a free consultation See process

Why many CRM rollouts fail at SMBs

The problem is rarely the tool itself. Companies buy licenses, set up features and wonder why the team does not use the CRM. What is missing: a strategy based on actual processes. Instead, the system gets imposed on the team without first clarifying what it needs to do.

CRM chosen by feature list, not by process fit

No audit: existing system has stagnated for months

Failed migration - data incomplete or incorrectly mapped

Agency consulting: expensive, slow, and the consultant does not know your project

HubSpot consulting from a freelancer starts here: first understand your processes, then recommend the right system or optimize your existing HubSpot.

What CRM consulting gives you

A CRM is a strategic decision. With the right consulting, you make it on solid ground and avoid costly detours.

CRM selection consulting

HubSpot, Pipedrive or Salesforce? We compare the systems against your requirements and give a clear recommendation.

HubSpot audit

Your HubSpot is running but not well? We check setup, data quality, workflows and adoption and show where you can improve.

Freelancer, not agency

You work directly with the consultant who knows your project. No account manager, no handoffs, short communication paths.

CRM migration

Switch from Pipedrive, Salesforce or another system to HubSpot. Clean migration, no data loss.

Without consulting vs. with HubSpot consulting

What changes when you answer the right questions before implementation.

CRM selection

Without consultingWith consulting

DecisionGut feeling or third-party recommendationStructured comparison with scoring

RequirementsUnclear or only roughly definedDocumented and prioritized

License costsOverpaying for unused featuresRight plan for your actual needs

Audit and optimization

Without consultingWith consulting

Data qualityDuplicates, missing fields, chaosCleaned up with clear rules

WorkflowsBarely used or misconfiguredTargeted, active and documented

AdoptionTeam works around the CRMTeam actively works with it

Migration

Without consultingWith consulting

Data completenessContacts and deals get lostEverything transferred and verified

Field mappingProperties do not matchStructure planned and mapped upfront

DowntimeWeeks without a working CRMParallel operation, then clean cutover

How your CRM consulting works

From current-state analysis to finished roadmap. Structured, transparent, no never-ending project.

Initial call

We clarify where you stand, what your goal is, and whether consulting is the right next step for you.

CRM audit or requirements analysis

For existing CRM: audit of setup, data and processes. For a new system: gather and document requirements.

CRM comparison and recommendation

HubSpot or Pipedrive? HubSpot or Salesforce? We compare the relevant systems and give you a well-founded recommendation.

Strategy and concept

Based on the analysis, we develop a CRM strategy with processes, data model and automation potential.

Roadmap with priorities

You get a concrete implementation plan: what comes first, what can wait, what has the most impact.

Handover or implementation

You receive all deliverables and decide whether to implement internally or have us handle it.

What you actually get

Concrete deliverables, not vague recommendations. Everything you need for the next steps.

CRM audit report

Systematic assessment of your current CRM status with specific weak points and actions.

Current-state data quality analysis
Adoption assessment
Gap analysis vs. target state

CRM comparison

Structured comparison of HubSpot, Pipedrive, Salesforce or other systems against your criteria.

Requirements matrix
Scoring by features and cost
Clear recommendation with reasoning

Migration concept

If you are switching to HubSpot from another CRM: field mapping, data strategy and timeline.

Property mapping old to new
Migration sequence
Test and validation plan

Implementation roadmap

Prioritized implementation plan with clear phases, responsibilities and timeframes.

Phased plan with time estimates
Prioritized action list
Next steps and responsibilities

Why HubSpot consulting pays off

80%

of CRM rollouts fail without a strategy

2-4 wks

to a finished CRM strategy

higher adoption with consulting upfront

40%+

lower license costs through right-sized selection

FAQ about HubSpot consulting

Short and specific, so you quickly know how we work.

You work directly with the consultant who also implements your project. No handoffs, no junior in the background. This saves costs, shortens communication cycles, and you get recommendations from someone who works in HubSpot projects every day.