Straight-forward Hubspot help
Get onboarding and optimisation from a
pro Hubspot Partner.
Trudy Burton
Hubspot Solutions ArchitectMulti-Certified Hubspot Partner
UK based
I'm Trudy, working under my consultancy name CloudMaitre.
-
I have set up or optimised more than 90 Hubspot portals.
- A Hubspot Partner since 2018 with more than 7 years experience.
- 5 Star Reviews on the Hubspot Partner portal.
FAQs - a Straight Answer
I have yet to meet a client that has their data correctly segmented. I always start a new project with reviewing and cleaning up your data.
That's not enough. It's important to set up processes and data health reporting to keep new data in check and quickly identify any issues.
Hubspot's a powerful platform. The rate of feature development is incredible. There is a ton of on-line training and content to guide you.
All that said, I find there is a gap in understanding the overall concept and key features and how they work together.
Also, it's geared for all new super admins to innovate and develop automations. This is great provided you understand the foundations you're building on.
Many Hubspot partners are marketing agencies offering CMS/web design SEO and SEM services. With multiple departments specialising in delivering each part of the service.
I am an agency-owner so it's just me managing and delivering the services I offer. One point of contact and an agile approach to services.
I ask myself the same thing, why do US and AUS based clients come back to me, based in England, for their Hubspot projects?
It's down to:
a high-level of integrity and because I work efficiently. I project manage budgets and deliverables well. I take a whole business approach and guide clients on where to focus for improving their Hubspot setup. I'm honest, direct and responsive.
I work well with all stakeholders from across marketing, sales, operations, finance, leadership and technical.
I have years of business experience. Understanding all areas of business operations is key to be able to configure Hubspot architecture to solve across all business departments.
I specialise in:
- Hubspot Smart CRM
- Hubspot CMS
- Hubspot Marketing Hub
- Hubspot Sales Hub
- Hubspot Service Hub
My Key Skills are:
- HubSpot CRM, Marketing Hub, Sales Hub, Service Hub
- Business Process Strategy, Visualisation and Mapping
- Pre-sales Engineer/Consultant
- API and Integration Principles
- Marketing Automation and Sales Pipeline Management
- Workflow Automation & Custom Workflows
- Data Migration & System Integrations
- Reporting & Analytics
- Stakeholder Engagement & Requirements Gathering
- Project Management & Cross-Functional Collaboration
Tools & Technologies:
- HubSpot CRM, Marketing Hub, Sales Hub, Service Hub
- HubSpot CMS, HTTP, JSON, React.js, JavaScript (for basic customizations)
- Make, Zapier, VSCode, Postman (Integration tools)
- Salesforce, Zendesk, Intercom, Shopify and other tech stack
- Lucidchart (visualisation, process mapping tools)
- Google Analytics, Apollo and other marketing tools
- Asana, Basecamp, Monday, for project management
- AI application for content and chatbot lead gen routing etc
I do not offer these services:
- Custom Website development
Whether you're signing up for Hubspot for the first time or reviewing the existing subscription, it pays to bring me in at this stage.
I'll work with you to understand the right package for your business and team members based on what you're looking to set up in Hubspot.
This enables you to leverage partner-lead onboarding in place of the mandatory Hubspot onboarding.
Reasons to work with CloudMaitre
Quicker Implementation
Hubspot's Onboarding is one thing, but I'm able to work in a more agile, flexible way for a lean, customised project to suit you.
Up-to-date
The Hubspot product development pipeline is awesome - I make it my business to keep on top of all new features.
Custom & Personalised
A dedicated and personal service delivered directly by Trudy - Hands-on and invested in your success.
Here's where I can help you:
Data Segmentation, Scoring, Lifecycle Stages sync and automation, Marketing to Sales hand-off, Forms, Campaigns, Email templates, nurturing automations, analytics and more.
Lead assignment, hand-off from marketing, prospecting pre-sales v opportunity pipelines, forecasting, sales enablement, quoting and commerce.
Organisational level inboxes, channel set up, automations, service pipeline automations/best practice. Analytics/SLAs. Knowledge Base setup and migration. Customer Portal. Surveys and automated follow up. C.H.I.s.
Best practice data structuring across Hubspot objects. Segmentation and clean up. Data health processes. Subscription preferences. Duplicate handling. Import process/best practice. List segmentation. Standardisation and permissions management.
Marketing channel performance to conversion to attribution. Sales forecasting to revenue. Sales team activity/benchmarking. Service SLAs and more - I specialise in building out custom reports to surface Hubspot data.
Workflow audits, bug fixes and development.
Integrations including TechStack recommendations, Standard app integration, mapping and testing. Connector tools.
5 Star rated by marketing, sales & customer success teams
Exceptional Service. From the start, Trudy's extensive knowledge and expertise were evident, incredibly organised and methodical in her approach, project was meticulously planned and executed. Transparent about progress and the tracking of time and costs.
See the full review hereCustomers - past and present
We met as we first launched HubSpot for our rapidly growing tech startup. A true professional, Trudy listened, collaborated, collected stakeholders POV's, instructed when necessary and most importantly was patient with us as we implemented a behavioural change across our organization. I would highly recommend CloudMaitre!
David Walsh Mathison