What this solves:
Agencies and teams need reliable systems that don’t break. I help set up and maintain HubSpot and Klaviyo portals so campaigns and automations work as expected.

Includes:

• Portal setup and cleanup

• Property and lifecycle stage standardization

• Workflow logic and automation setup

• Integration reviews

What this solves:
One mistake in a campaign can cost time and money. I double-check logic, audiences, sends, and automations before anything launches.

Includes:

• Pre-send checklist and testing

• Audience and segment validation

• Workflow and automation QA

• Error prevention and rollout support

What this solves:
Team members do work differently, which slows growth. I build simple documented processes and templates so your team can repeat quality work without guesswork.

Includes:

• SOP creation for campaigns and automation

• Template libraries

• Training outlines and handoff documents

What this solves:
Need help during busy times or transitions? I step in for short-term execution, QA, and documentation without long-term commitment.

Examples:

• Onboarding new clients

• Covering team members on leave

• Cleanup and stabilization projects