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About Hubflow

Hi, I’m Charlotte.
HubSpot expertise, with people in mind.

I’m the independent consultant behind Hubflow. With over seven years of hands-on HubSpot experience, I help organisations build systems that support their people and the way they work.

I’ve worked with CRMs both as a user and as the person responsible for building them. I understand how much a poorly configured system can ask of a busy team. My work combines technical knowledge with that practical perspective, from the first conversation through to implementation and training.

Book a call with me Connect on LinkedIn
Experience beyond the platform

Understanding your team comes first.

Before I specialised in HubSpot, I worked across customer service, marketing, fundraising, sales and business development.

I know what it’s like to manage customer relationships, meet targets and keep records up to date alongside everything else. That experience shapes what I build in HubSpot. I take time to understand the pressures your team faces and ask: will this help people do their jobs, and will it be manageable day to day?

Why HubSpot?

A connected view of your organisation.

HubSpot can bring sales, marketing and customer service together around shared information. The value comes from setting it up carefully: defining processes, organising data and making sure each team has what it needs.

01

Thoughtful automation

Well-designed workflows reduce repetitive work and make handovers more consistent, with clear responsibilities and room for human judgement.

02

Considered improvements

I assess new features, AI and automation against your needs, so you can make informed decisions about what is worth adopting.

03

Reliable information

Clear data structures and shared records help teams understand the full history of a relationship and make decisions with greater confidence.

My approach
“I take time to understand the work behind the system: what your team needs, where things are difficult, and what would make a useful difference.”
My approach

HubSpot made straightforward.
Built around your team.

I start by looking at how work moves through your organisation: Where are people repeating tasks? What gets missed between teams? Which information is difficult to find or trust?

From there, I translate those needs into a practical HubSpot setup, balancing what the platform can do with your priorities, budget and capacity for change.

The aim is a system your team can use and maintain with confidence.

How I can help

Support at every stage of using HubSpot.

You may be introducing HubSpot, moving from another CRM or reviewing a setup that no longer meets your needs. I’ll help you identify the priorities and agree a clear scope of work.

OnboardingEstablish the foundations for your team ImplementationConfigure HubSpot around your processes AutomationReduce manual tasks and improve handovers Migration & dataPlan, organise and migrate your data OptimisationReview and improve your existing setup Training & supportPractical guidance for users and administrators
Knowledge shared with your team

Understand your HubSpot setup.

I’ll explain why your setup works the way it does and help your team feel comfortable using it. Training includes the reasoning behind key decisions as well as the everyday tasks. Ongoing support is available as your needs develop, with knowledge shared throughout our work together.

Clear, patient guidance Space to ask questions, explanations that make sense, and advice that reflects your team’s experience.
Based in Wiltshire · Working across the UK

Let’s talk about what you need.

You don’t need to have the solution worked out before we speak. Tell me how your team works, what’s proving difficult and what you’d like to improve.

We’ll work out a sensible next step together. Book a call with Charlotte