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HubSpot Optimization

Implementation & Cleanup Services

Build a CRM that works the way your team works.

Most HubSpot portals grow messy over time—fragmented data, outdated workflows, unclear lifecycle stages, and reporting that never quite matches reality. Sandpine Tech helps you reset, rebuild, and optimize HubSpot so your marketing, sales, and RevOps teams operate with clarity and confidence.

Let's Talk HubSpot

What You Get

A Clean, Aligned, Fully Operational HubSpot Portal.
This isn’t just “turning HubSpot on.” It’s building a functional, reliable, scalable system. Whether you’re migrating to HubSpot or fixing a portal that’s grown out of control, we help you get back to a clean, predictable RevOps environment.

Portal Rescue
Archive, Consolidation & Cleanup

We remove unused workflows, lists, and assets, consolidate duplicates, and rebuild your core structure so HubSpot becomes manageable again.

Structural Alignment
Folders, Naming Conventions & Asset Taxonomy

We apply a clean, predictable system that keeps your emails, workflows, lists, and forms organized—even as your team grows.

Operational Guardrails
User Permissions & Access Controls

We create role-based permission sets so users can work efficiently without risking accidental changes to core operations.

Funnel Clarity
Contact-to-Customer Funnel Mapping

We align your entire journey across marketing and sales to ensure lifecycle stages, lead statuses, and pipelines all work together.


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About Sean McGee

I’ve spent my career in the space where marketing strategy meets systems: helping teams connect their campaigns, data, and revenue processes across tools like HubSpot, Salesforce, Salesloft, ZoomInfo, 6sense, and more.

My background includes Senior Marketing Operations roles at B2B software and services companies, where I’ve led CRM governance, attribution modeling, routing logic, and full-funnel reporting for global marketing organizations.

Sandpine Tech is the consulting layer on top of that experience: a way for growing teams to get pragmatic, operator-level help without having to hire a full-time headcount.

Selected Experience
  • Senior Marketing Operations Manager at Cariloop – lead-to-opportunity process design, Salesforce reporting, and MarTech integration.
  • Senior Marketing Operations Manager at OPSWAT – scaled HubSpot, Salesforce, and Salesloft across global SDR and marketing teams.
  • Director / Manager roles in B2B marketing leading campaigns, content, and automation across email, web, and events.

How I Work

Every engagement starts with understanding how your teams work today, where the data breaks down, and what “better” needs to look like for your company—not just what the tools are capable of.

Step One
Discover & Audit

A focused review of your HubSpot and CRM setup, current processes, and key reports. We identify what’s working, what’s missing, and the highest-impact fixes.

Step Two
Design the System

Together, we define lifecycle stages, handoffs, routing logic, and reporting requirements, then document a clear Lead-to-Opportunity framework your teams can align around.

Step Three
Build, Test & Transition

I implement the workflows, properties, and dashboards, test them with your stakeholders, and ensure your team knows how to use and maintain the system going forward.

Let’s Talk

If you’re wrestling with a messy HubSpot portal, unclear revenue reporting, or a lead process that doesn’t match how your teams actually sell, I’d be happy to take a look and suggest options.

The easiest way to start is with a brief intro conversation and a light portal or process review.