SERVICES · CRM · AUTOMATION · SALES OPERATIONS
From messy CRM data and unreliable reporting to manual handovers and disconnected tools, I help businesses improve the systems and processes their teams rely on every day.
HubSpot is one of my core platforms, but the work is not limited to one tool. The focus is on making the full process easier to manage, easier to trust and more useful to the business.
WHAT CAN TB OPS HELP WITH?
TB Ops Consulting provides CRM, automation, reporting and sales operations support for businesses that need cleaner data, clearer processes and better-connected systems.
Support can be a focused one-off task, a defined improvement project or ongoing operational help.
CORE SERVICES
These areas often overlap. A CRM problem is rarely only a data issue, a workflow issue or a reporting issue. The pieces normally affect one another.
CRM ARCHITECTURE & DATA
Improve the quality and structure of the CRM so records, ownership, lifecycle stages, pipelines and customer information reflect how the business actually operates.
AUTOMATION & PROCESS IMPROVEMENT
Build practical automation around the work your team already needs to do, instead of adding complexity for the sake of automation.
REPORTING & BUSINESS VISIBILITY
Create clearer visibility across lead activity, pipeline, conversion, revenue and customer lifecycle while fixing the CRM structure that makes reporting unreliable in the first place.
ONGOING CRM & OPERATIONS SUPPORT
Get ongoing hands-on support without needing a full-time CRM or RevOps hire. I can help maintain, troubleshoot and improve the systems as new needs emerge.
CONNECTED GROWTH SUPPORT
Sometimes the problem sits before the CRM: how leads are captured, followed up, handed over or connected back to the sales process.
LinkedIn outreach, segmented campaigns, lead qualification, follow-up and moving genuine opportunities into the CRM.
Build the practical pieces that capture and nurture demand, then connect the resulting data back into the CRM.
Practical support around email marketing, campaign setup, paid activity and the reporting needed to understand what is feeding the sales process.
ADDITIONAL DIGITAL & BUSINESS SYSTEMS
Not every problem needs a RevOps project. I also help businesses get practical digital pieces working properly when they connect to the wider customer or operational process.
Websites & Landing Pages
Simple sites, page updates, enquiry pages, booking forms and HubSpot website/CMS support.
CRM Starter Setup
Users, pipelines, properties, forms and the basic CRM structure needed to start with a cleaner foundation.
Business Setup & Connected Tools
Business email, calendars, meeting tools, Microsoft or Google accounts and other everyday systems.
WAYS TO WORK TOGETHER
You do not need to fit your problem into a predefined package. The scope can be small and focused, project-based or ongoing.
Best for smaller tasks, troubleshooting, clean-up, setup work or a defined change.
Best for CRM optimisation, workflow builds, reporting projects, redesigns or connected process improvements.
Best for CRM administration, maintenance, reporting, troubleshooting and ongoing operational changes.
THE WORK IN PRACTICE
The work is often cross-functional. Data structure affects automation, automation affects handovers, and all of it affects reporting.
CRM ARCHITECTURE
CRM redesign, duplicate clean-up, migration, workflow rebuilds, reporting and team training.
CUSTOMER OPERATIONS
Lifecycle design, handovers, operational workflows, re-onboarding and service-change automation.
LEAD GENERATION & CRM HANDOFF
Segmented outreach, conversation management, lead qualification and HubSpot handoff through to discovery call.
AUTOMATION & AI READINESS
AI can only act on the information and rules available to it. Duplicate records, unclear ownership, inconsistent lifecycle stages and broken processes do not disappear when AI is introduced.
TB Ops helps strengthen the CRM and operational foundation first, so automation and AI have cleaner information and clearer processes to work from.
NOT SURE WHICH SERVICE FITS?
You do not need to diagnose the problem before getting in touch. Tell me what you are trying to fix, improve or set up and I will help identify the most practical next step.
