Leads are the wrong fit
What I build
Marketing campaigns built to bring in only qualified, right-fit leads, so the sales team spends its time on people who can actually buy.
Technology & SaaS CRM
Qualified leads and clean HubSpot data for SaaS teams.
SaaS teams rarely lack leads. They drown in bot form fills, wrong-fit signups and duplicate records, and sales can't tell who to follow up. I build HubSpot systems that bring in the right leads, tell the team who to call and when, and use AI agents to keep the data clean.
10,000+duplicates fixed3 days → 15 min–4 hrsticket completionDemo → Trial → Paiddeal flow
Where the pipeline breaks
Five problems I see in SaaS CRMs, and what I build for each.
Form fills are mostly bots
What I build
Workflows that check every form fill before it reaches sales, so bots and wrong-fit signups stop landing in the pipeline.
Records are duplicated or broken
What I build
A full cleanup of duplicate contacts and companies, then an AI agent that finds missing information and fixes bad records as they arrive.
Records aren't associated, objects are misused
What I build
Contacts, companies, deals and tickets associated properly, with HubSpot objects used the way they're meant to be, so reporting adds up.
Sales doesn't know who to follow up
What I build
A workflow that tells the team who to follow up and when, and what is most likely to catch each lead's interest, while feeding insights back to the company.
SaaS work
Three SaaS builds on HubSpot.
Medvocation is named with permission; the other clients are described.
MedvocationHubSpot
Lead generation that only brings in the right leads
I launched marketing campaigns built to bring in qualified, right-fit leads, and a workflow that tells their sales team who to follow up and when, what will catch each lead's interest, and what the company can learn from them.
- 01Targeted campaign
- 02Qualified lead
- 03Follow-up at the right time
- 04Insights to the team
B2B SaaS companyHubSpot
An AI agent that keeps synced records clean
Their own software creates records that must sync into HubSpot, but they don't arrive in HubSpot's format. Each one now runs through a HubSpot workflow, assisted by an AI agent that finds missing information and fixes bad records. They sell demo to trial to paid, monthly or annually, with a self-serve lowest tier.
- 01App syncs a record
- 02Workflow checks it
- 03AI agent fixes gaps
- 04Clean record in HubSpot
EdTech SaaS companyHubSpot
Custom objects for webinars, buyers and users
Their customers are mostly universities, and data comes in from webinars, from decision makers and from student users. I organized it with custom objects that sort each group, each with its own workflows, so the team can manage leads and users efficiently.
- 01Webinar attendees
- 02Decision makers
- 03Students & users
- 04A workflow for each
Results
What changed across these three SaaS clients.
10,000+Duplicate contacts and companies fixed
3 days → 15 min–4 hrsSupport ticket completion time
Demo → Trial → PaidDeal flow and sales workflow rebuilt, with projects monitored
SaaS FAQ
Common questions from SaaS teams.
How do you stop bots and bad leads reaching sales?
Campaigns built to attract qualified, right-fit leads, and workflows that check form fills before they reach the sales team, so bots and wrong-fit signups stay out of the pipeline.
Can an AI agent keep HubSpot data clean?
Yes. For a B2B SaaS company whose own software syncs records into HubSpot, every record runs through a HubSpot workflow assisted by an AI agent that finds missing information and fixes bad records.
Can you clean up HubSpot duplicates?
Yes. Across these three SaaS clients I've fixed over 10,000 duplicate contacts and companies, and put associations and objects right so the records stay usable.
Can HubSpot keep leads, buyers and users apart?
Yes, with custom objects. For an EdTech SaaS company selling to universities, I built separate objects for webinar attendees, decision makers and student users, each with its own workflows.
Does it work for a demo, trial and paid funnel?
Yes. The deal flow follows demo to trial to paid, with monthly or annual billing, including a self-serve lowest tier alongside the sales-led plans.
What does it cost?
The same two-part pricing as every engagement: a $2,500 setup fee to build the system and your first AI agent, then a $750/month retainer for tuning, updates and monthly reporting.
Keep reading
The HubSpot work and agents behind these builds.
HubSpot services
Revenue architecture and AI agents inside HubSpot, with the Dale Carnegie and ExtraPRO results.The AI enrichment agent
How an agent preps every HubSpot contact before the call, so reps stop researching and start selling.AI agents in a CRM
The data hygiene agent and eight more agents running in live CRMs, with the results behind each.Bots, duplicates and cold follow-ups slowing your sales team?
It starts with a short call about your HubSpot and your funnel.