What Does a HubSpot Consultant Do? And Do You Need One?

HubSpot is a powerful platform, but unlocking its full potential can be tricky without the right expertise. I've seen time and time again that not setting HubSpot up correctly from the start leads to wasted time and money later, as there are too many unused properties, workflows, and lists.

That’s where someone like me comes in. A HubSpot expert can bridge the gap between your business goals and the tools available in HubSpot, making sure every feature is set up to deliver value. From organizing your CRM to creating automated workflows, a consultant's goal is to help you work smarter, not harder.

When I worked at HubSpot, the saying was that HubSpot was like the gym: you only get value out of it when you are using it regularly. My own version is you only get value if you're using it regularly with proper form and technique.

What Does a HubSpot Consultant Do?

At the most basic level, a HubSpot consultant helps businesses understand and use the platform’s capabilities. Here are some of the key areas to focus on:

1. CRM Setup and Optimization: A consultant will organize your contact database, set up custom properties, and create a structure that’s intuitive for your team to use.
2. Marketing Strategies: From email campaigns to landing pages, consultants guide you on using HubSpot’s tools to attract, engage, and delight your audience.
3. Sales Enablement: HubSpot’s sales tools are powerful, but only if configured correctly. A consultant ensures your sales team has the resources they need to close deals effectively.
4. Automation Workflows: Repetitive tasks take time. Consultants design workflows to automate follow-ups, lead nurturing, and other processes, saving hours of manual work.
5. Training and Support: We don’t just set things up, but can train your team to use HubSpot confidently, ensuring long-term success.

Do You Need a HubSpot Consultant?

If you’re unsure whether hiring a consultant is right for your business, consider these scenarios:

• You’re New to HubSpot: Implementing HubSpot from scratch can be overwhelming. A consultant helps you hit the ground running. Oftentimes, I'm the first hire once someone purchases HubSpot.
• Your CRM Is Disorganized: If your contact database is messy or hard to navigate, a consultant can clean it up and create a more efficient structure. Clean data means happy sales reps and easier conversions.
• You’re Not Seeing Results: Whether it’s low email open rates or poor lead conversion, a consultant can identify the bottlenecks and recommend fixes.
• You’re Short on Time: Managing HubSpot effectively takes time and expertise. Outsourcing this work to a consultant frees up your team to focus on other priorities. 

Hiring a HubSpot consultant isn’t just about fixing problems—it’s about unlocking potential. With the right guidance, you can transform HubSpot from a tool into a growth-driving machine. Ready to get started? Let’s talk about how I can help.