New to HubSpot or working out of a messy portal? I help teams design lifecycle stages, lead scoring, and workflows so the CRM reflects how your team sells and serves customers.
HubSpot systems that work the way your team works.
I help Tampa Bay and Florida businesses get more from HubSpot by building organized, maintainable systems you can rely on. Whether you’re starting fresh, untangling a messy portal, or strengthening reporting and automation, I help you create a CRM that supports revenue instead of complicating it.
I audit your existing HubSpot instance, remove clutter, consolidate properties, repair workflows, and rebuild core structures so your system becomes usable again.
Task queues, routing rules, nurture sequences, and sales enablement flows designed around your team’s real daily work—not unnecessary complexity.
Clean, reliable dashboards across HubSpot—and Salesforce if you use it—so Tampa Bay and Florida business leaders can see where revenue is really coming from.
Local partnership. Clear communication. Senior-level execution.
Working with a local Tampa Bay HubSpot Consultant means you’re not dealing with an agency handoff or an outsourced freelancer. You get one partner—senior-level, RevOps-focused, and invested in your long-term success.
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.
- Clean data and a structured CRM.
- Lifecycle stages aligned with your actual process.
- Reliable routing and automation.
- Practical nurture programs.
- Reporting leaders can trust.
- Documentation your team can understand.
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.
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.
Together, we define lifecycle stages, handoffs, routing logic, and reporting requirements, then document a clear Lead-to-Opportunity framework your teams can align around.
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.
- Facebook: facebook.com/sandpinetech
- LinkedIn: linkedin.com/in/seanmcgee
