Data Model Design & Optimization:  Strategize and implement a robust data model using standard and custom objects (Contacts, Companies, Deals, Tickets, etc.).

Property Management:  Develop and audit properties, including single-line text, number, date picker, dropdown select, multiple checkboxes, and calculation properties, to ensure data integrity and support advanced segmentation and reporting.

Data Cleanliness & Quality:  Establish processes to maintain a clean database, prevent duplicate records, and ensure data is accessible and accurate for all teams.
Custom Behavioral Event Tracking: Implement custom events to capture unique user actions, allowing for hyper-targeted campaigns and detailed journey analytics.

Goal Alignment: Define clear migration objectives and success metrics, prioritizing data critical for pipeline visibility and customer service (the "Why" and "What").

Data Health Assessment:  Conduct a thorough data audit, cleansing records, removing duplicates, and standardizing formats before migration (Contacts, Companies, Deals, etc.).

Data Mapping Precision:  Meticulously map all legacy system fields (including custom properties and lifecycle stages) to the new HubSpot structure to preserve historical context and relationships.

Phased Migration:  Execute a phased migration approach, starting with a test pilot in a safe sandbox environment to validate field mapping and workflow logic.

Asset Migration:  Transfer and rebuild critical marketing assets, including workflows, email templates, landing pages, and web content (e.g., from WordPress to HubSpot CMS).

System Integration:  Configure essential app integrations and APIs to ensure continuous data flow and maintain the integrity of your connected MarTech stack.

Training & Enablement: To drive user adoption, provide tailored training to your sales, marketing, and service teams, focusing on new workflows and the business benefits of the HubSpot platform.

Post-Migration QA: Perform meticulous quality assurance checks and data validation to confirm searchability, reporting accuracy, and correct associations post-launch.

Ongoing Governance: Establish data governance policies and provide monitoring support to ensure data remains clean and compliant (e.g., GDPR/CCPA) and continues to deliver maximum ROI over time.

Customer Reporting: Utilize the HubSpot Custom Report Builder to create reports that directly address business questions, leveraging dimensions and measures for actionable insights.

Attribution Reporting:  Deploy multi-touch attribution models (First Touch, Last Touch, linear, U-shaped, W-shaped, etc.) to credit marketing and sales touchpoints and measure ROI accurately.

Customer Journey Analytics:  Analyze user behavior and conversion paths using Sankey graphs to identify friction points and optimize website and app experiences.

Performance Dashboards:  Design and build visually compelling dashboards that tell a cohesive data story for stakeholders and provide a clear overview of key performance indicators (KPIs) across all departments.

Traffic & Source Analysis:  Analyze web traffic sources (Organic Search, Paid Search, Social, Email, etc.) and UTM parameters to understand visitor behavior and campaign effectiveness.

Flywheel Insights:  Provide strategic analysis of the flywheel model (Attract, Engage, Delight) to identify growth opportunities and address operational gaps.

Marketing & Sales Performance:  To optimize team performance, use tools like Sales Analytics and Service Hub reports to track sales pipeline velocity, deal conversion rates, and ticket volumes.

Training & Enablement:  Develop comprehensive social media strategies aligned with business goals, focusing on buyer personas and S-M-A-R-T (Specific, Measurable, Achievable, Relevant, Timely) goals.

Channel Selection & Utilization:  Advise on the best social media channel platforms (Facebook, YouTube, Instagram, Twitter, LinkedIn, Pinterest) for specific business objectives, from brand awareness to direct sales.

Social Metrics & KPIs:  Define and track key performance indicators (KPIs) beyond vanity metrics, focusing on Reach, Engagement, ROI, and Retention/Loyalty to demonstrate tangible business value.

Social Metrics Integration:  Integrate social efforts with other inbound marketing activities, such as websites, email, and blogs, to expand content reach and attract the right audience.

Marketing-Sales-Service Alignment:  Develop a cohesive strategy to align marketing, sales, and service efforts within HubSpot, using object associations to connect data and create a seamless customer experience.

Attribution Reporting:  Calculate and report on critical business metrics, such as customer Acquisition Cost and Customer Lifetime Value, to justify marketing spend and prove program value.

Change Management Strategy & Execution:  Develop and drive a tailored change strategy, addressing user resistance, establishing new operational processes, and ensuring high platform adoption across all affected teams.

Knowledge Transfer:  Educate teams on the "why" behind their HubSpot usage, empowering them to build reports and make data-driven decisions.

Strategic Roadmapping:  Assist with planning and implementing a long-term HubSpot strategy that anticipates business growth and evolving needs.