---
title: Services
---

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SERVICES · CRM · AUTOMATION · SALES OPERATIONS

# Support for the systems behind your sales operation.

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.

[Book a Discovery Call](https://meetings-eu1.hubspot.com/tanya-barnard?uuid=4e8c1f4b-4059-4c82-877b-1ab08367acdc)[View Pricing](https://www.tbopsconsulting.com/pricing?hsLang=en)

WHAT CAN TB OPS HELP WITH?

## Practical CRM and operations support, from one problem to ongoing improvement.

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

## The systems and operations work at the centre of TB Ops.

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

### Make the CRM easier to trust and easier to work from.

Improve the quality and structure of the CRM so records, ownership, lifecycle stages, pipelines and customer information reflect how the business actually operates.

- CRM clean-up and duplicate reduction
- Properties and record structure
- Ownership and data consistency
- Lifecycle stage design
- Pipeline and Deal structure
- Associations and record relationships
- CRM starter setup
- Data governance guidance

AUTOMATION & PROCESS IMPROVEMENT

### Reduce repetitive work and make handovers more consistent.

Build practical automation around the work your team already needs to do, instead of adding complexity for the sake of automation.

- HubSpot workflows
- Lead routing and assignment
- Internal notifications
- Task creation and follow-up
- Sales-to-service handovers
- Lifecycle automation
- Workflow troubleshooting
- Process documentation

REPORTING & BUSINESS VISIBILITY

### Turn CRM activity into reporting people can actually use.

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.

- Sales dashboards
- Pipeline reporting
- Lifecycle and conversion reporting
- Revenue visibility
- Activity reporting
- Data validation
- Dashboard clean-up
- Reporting definitions

ONGOING CRM & OPERATIONS SUPPORT

### Keep the systems working as the business changes.

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.

- CRM administration
- User and permission support
- Property and pipeline updates
- Workflow maintenance
- Reporting changes
- Data management
- Troubleshooting
- Continuous improvement

CONNECTED GROWTH SUPPORT

## Where lead generation, marketing and the CRM need to work together.

Sometimes the problem sits before the CRM: how leads are captured, followed up, handed over or connected back to the sales process.

### Lead Generation & Outreach

LinkedIn outreach, segmented campaigns, lead qualification, follow-up and moving genuine opportunities into the CRM.

LinkedInDripifyHubSpot

### Forms, Landing Pages & Email

Build the practical pieces that capture and nurture demand, then connect the resulting data back into the CRM.

FormsLanding PagesEmail

### Campaign & Marketing Support

Practical support around email marketing, campaign setup, paid activity and the reporting needed to understand what is feeding the sales process.

EmailMetaGoogle

ADDITIONAL DIGITAL & BUSINESS SYSTEMS

## Useful support that sits around the core operation.

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

## Choose the level of support the problem actually needs.

You do not need to fit your problem into a predefined package. The scope can be small and focused, project-based or ongoing.

ONE-OFF SUPPORT

### Fix a specific issue.

Best for smaller tasks, troubleshooting, clean-up, setup work or a defined change.

PROJECT SUPPORT

### Improve a process or system.

Best for CRM optimisation, workflow builds, reporting projects, redesigns or connected process improvements.

ONGOING SUPPORT

### Keep improving over time.

Best for CRM administration, maintenance, reporting, troubleshooting and ongoing operational changes.

[View Pricing](https://www.tbopsconsulting.com/pricing?hsLang=en)[Talk Through What You Need](https://www.tbopsconsulting.com/contact?hsLang=en)

THE WORK IN PRACTICE

## Real examples of the problems these services solve.

The work is often cross-functional. Data structure affects automation, automation affects handovers, and all of it affects reporting.

01

CRM ARCHITECTURE

### From duplicate Contacts to one customer with multiple Deals.

CRM redesign, duplicate clean-up, migration, workflow rebuilds, reporting and team training.

[View case study →](https://www.tbopsconsulting.com/hubspot-crm-architecture-redesign?hsLang=en)

02

CUSTOMER OPERATIONS

### Connecting Sales, Client Success and Delivery after the sale.

Lifecycle design, handovers, operational workflows, re-onboarding and service-change automation.

[View previous work →](https://www.tbopsconsulting.com/case-studies?hsLang=en)

03

LEAD GENERATION & CRM HANDOFF

### Connecting LinkedIn outreach to qualification and CRM follow-up.

Segmented outreach, conversation management, lead qualification and HubSpot handoff through to discovery call.

[View previous work →](https://www.tbopsconsulting.com/case-studies?hsLang=en)

AUTOMATION & AI READINESS

## Before adding more automation, make sure the business context is reliable.

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?

## Start with what is not working.

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.

[Book a Discovery Call](https://meetings-eu1.hubspot.com/tanya-barnard?uuid=4e8c1f4b-4059-4c82-877b-1ab08367acdc)[Send an Enquiry](https://www.tbopsconsulting.com/contact?hsLang=en)

[![TB Ops Consulting](https://www.tbopsconsulting.com/hubfs/raw_assets/public/TB_Ops_V2/Images/logo3.png)](https://www.tbopsconsulting.com/?hsLang=en)

Remote CRM, automation and sales operations support.

### Explore

[Services](https://www.tbopsconsulting.com/services?hsLang=en) [Pricing](https://www.tbopsconsulting.com/pricing?hsLang=en) [Case Studies](https://www.tbopsconsulting.com/case-studies?hsLang=en)

### Trust

[Credentials](https://www.tbopsconsulting.com/credentials?hsLang=en) [Previous Work](https://www.tbopsconsulting.com/case-studies?hsLang=en) [Contact](https://www.tbopsconsulting.com/contact?hsLang=en)

### Contact

[tanya@tbopsconsulting.com](mailto:tanya@tbopsconsulting.com) [LinkedIn](https://www.linkedin.com/in/tanya-barnard) [Book a Discovery Call](https://meetings-eu1.hubspot.com/tanya-barnard?uuid=4e8c1f4b-4059-4c82-877b-1ab08367acdc)

© 2026 TB Ops Consulting. All rights reserved. South Africa based. Remote support for the UK, US and international clients.

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