Hubspot help
for growing teams.

Beth - Circle
AT YOUR SERVICE

HI, I'M BETH.

I love helping companies remove the friction in making revenue. I believe business should feel fun, not like the Hunger Games. I help teams diagnose problems, break down barriers, and use technology as a friend, not a foe.

Consultation
Strategic Consulting
Advice and implementation support tailored to your goals, not just best practices
CRM
CRM Setup
Organize and segment your data so all your contacts and companies are in one place.
Pipeline
Pipeline & Deal Management
Create clear, easy-to-track sales processes that keep everyone on the same page.
Automation
Sales & Marketing Automation
Build smart workflows that move leads through your funnel automatically without the chaos.
Dashboards
Custom Reporting + Dashboards
See the numbers that actually matter so you can make decisions faster and smarter.

I KEEP IT SIMPLE:

Discover

Start with a free call to map where you are — and where you want to go.

Design

Build a clean HubSpot setup that matches your workflows, goals, and growth plans.

Deliver

Build and launch your system — ready to scale with your team and your goals.

LET'S DO THIS RIGHT

SYSTEMS & TECH DON'T MATTER IF NOBODY USES THEM.

I've seen this story play out many times in organizations of all sizes. Leadership invests in expensive platforms and hires consultants to build out mega workflows with complex automations and bells and whistles, spending hours of time, and tons of money in licensing expenses only to find...nothing has improved. Why?

Because technology only accelerates the processes and behaviors that are already in place. So it's important to 1) establish clear, simple daily behaviors for your team and 2) design your systems in a way that makes it easy for your team to actually use it. 

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FROM YOUR FIRST CALL TO FINAL DELIVERY, YOU'LL WORK WITH ME, BETH.
NO HANDOFFS, NO TRANSFERS.

Hubspot Certs & Bootcamps

making sure I'm always delivering you the most up-to-date recommendations. 

HubSpot Solutions Partner
HubSpot Solutions Partner

Feb 6, 2025 - Mar 8, 2027

Delivering Client Success
Delivering Client Success

Feb 6, 2025 - Mar 8, 2026

Guided Client Onboarding
Guided Client Onboarding

May 9, 2025 - Jun 8, 2026

Account Based Marketing
Account Based Marketing Bootcamp

Jun 13, 2025 - Present

RevOps
RevOps

Jul 5, 2025 - Aug 4, 2026

Sales Enablement
Sales Enablement

Jul 5, 2025 - Aug 4, 2027

WORKING TOGETHER

Curious what working
together could look like?

HubSpot has a lot of ins and outs - it's the best of times, it's the worst of times. When you're in need of systems that work, and fast, it's not the time your brain is interested in a cornucopia of choices. If you're like most business owners I've worked with, you want to buy the thing, and have the thing work. To help you accomplish that, we'll jump on a quick call, I'll understand your goals, I'll quote you based on what you need, and off we go. Below are some examples of what I could help you with.
$2,500 project-based

HubSpot Starter Setup

For teams using HubSpot Starter or Free CRM — ready to build a clean, functional foundation before scaling up.

  • · CRM and pipeline setup
  • · 1 Hub configured
  • · 1 custom dashboard
  • · Audit 1 key workflow
  • · 3 basic automation workflows
  • · 1-hour post-launch training
  • · 14 days of email support
Get started
$1,500 /month (3-month min.)

Professional Hub Setup

For growing teams ready for HubSpot Pro — with done-for-you setup, workflows, and reporting tailored to your goals.

  • · Everything in Essentials, plus:
  • · Audit and optimize 5 workflows
  • · Advanced lead flow setup
  • · 2-3 custom dashboards
  • · 30 days of email support
  • · Min. 3-month retainer required
Get started
$2,500 /month (3-month min.)

Integrated Multi-Hub Setup

For growing teams investing in multiple HubSpot Pro Hubs — and needing a fully connected, cross-functional system.

  • · Setup across 2+ Hubs
  • · Cross-Hub optimization
  • · Cross-Hub reporting
  • · Lead, deal, and ticket routing
  • · Multi-Hub automation
  • · 60 days email support
  • · Min. 3-month retainer required
Get started

HubSpot Setup

When you get a new tool, we all know there are tons of buttons to push to get things set up in a useful way. Some people like pushing buttons, some people don't. I like pushing buttons. I'll get your HubSpot instance set up and ready to go for you.

HubSpot Reporting

If you want clear, intuitive dashboards to help you understand if your business is heading in the right direction, I can build those for you. Not sure what metrics you should even be looking at? I can help you with that too.

Ongoing Support

There are so many ways to more deeply integrate your business with HubSpot, and make the tech you're paying for work harder for you. If you're looking for someone who will just "handle" the tech so you can keep focusing on your business, I got you.

Let's talk about your business.

Questions

What you may be wondering before you book your discovery call.

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  • Nope! I’ll help you figure out if it’s the right fit and guide you through picking the right plan.
  • That’s perfectly fine. We’ll audit your setup and rebuild what’s not working.
  • That's the goal! Your setup will be clean and documented. The goal is that we build a system your team actually uses.
  • Good question. I like your eye for details. HubSpot onboarding is mandatory when purchasing Professional or Enterprise licenses. That's because they want to make sure you have the best chance at succeeding with the software. But here's the catch - they don't actually set anything up for you. They just teach YOU how to set it up. We both know you're too busy to then translate that knowledge into actually setting your business up on the platform. That's where I come in. I'll do it all for you.

Ready to Build Together?

Start with a free Discovery Call — no hard sales, just a real conversation about where you are, where you want to go, and how HubSpot can help get you there. Let’s make it easier (and more fun) to grow.