---
description: HubSpot consulting for efficient teams that want aligned systems, stronger reporting, and better handoff across marketing, sales, and customer success.
title: HubSpot Consulting for Marketing Teams | Shiri | Contact
---

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Chat with me about your HubSpot goals

# Let's Connect

Tell me what you’re working on and where you could use support. From CRM cleanup and automation to reporting and marketing operations, we can explore what your team needs and how I can help.

Leadership Feedback

## What it is like to work together

![Jill Richards](https://shiridesignstudio.com/hubfs/1679018657645.jpeg)

Jill Richards

CMO

“Shiri is a wonder of versatility and competence. She's done an amazing job building a sophisticated and tightly integrated marketing and sales operations function from scratch at Fluxx. She has the rare skill of being able to think systemically, beyond the immediate task.”

![Tim Lozier](https://shiridesignstudio.com/hubfs/1722270572307.jpeg)

Tim Lozier

VP, Marketing

“She is an exceptional marketer, with a deep knowledge of demand generation, marketing operations, and creating marketing strategies that are measurable, impactful and effective.”

![Anaal Patel](https://shiridesignstudio.com/hubfs/1518033473098.jpeg)

Anaal Patel

Marketing Leader

“Shiri is one of those rare marketers that has the right mix of creative and analytical skills. She is smart, curious, and always looking to improve outcomes in all of her output - be it a new product web page, a conversion oriented drip campaign, or even a booth design.”

## Frequently Asked Questions

What kinds of HubSpot projects do you usually take on?

I usually help with lifecycle setup, lead routing, workflow design, reporting, CRM cleanup, campaign operations, and cross-team process design. The work can be a focused project or an ongoing partnership, depending on how much support your team needs and how quickly you want to move.

Can you work with marketing, sales, and customer success together?

Yes. I regularly work across functions because HubSpot affects the full customer journey. That includes aligning handoffs, clarifying ownership, and making sure the right information is captured and carried forward so teams can work from the same system with less friction.

Do you help with reporting as well as setup?

Yes. I help teams decide what they need to measure, structure the data behind those metrics, and build dashboards that are useful in practice. That gives you a clearer view of performance, funnel movement, and how your marketing efforts support the business.

What happens in an initial consultation?

We will review your business goals, the operational issues your team are dealing with, and the outcomes you want from the system. From there, I can recommend the next steps, whether that means cleanup, process redesign, automation work, or better reporting.

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HubSpot consulting for marketing teams that want cleaner systems, stronger collaboration, and better execution.

[Book a consultation](https://shiridesignstudio.com/contact)