Mason P.

Most HubSpot portals do not fail because somebody picked the wrong tool. They fail because the data model was never designed, the automation was built by whoever happened to be available, and nobody owns it now.

I am a HubSpot Gold Solutions Partner, and I run every engagement myself, so the person who scopes your project is the person in your portal.

I work across the full stack: Sales, Marketing, Service, Operations, Content, and Commerce Hubs. My specialty is the development-heavy side most HubSpot freelancers cannot deliver: custom-coded workflow actions, the workflow API, custom objects, custom behavioral events, private apps, OAuth flows, and bidirectional integrations with outside systems.

🔧 Implementation and Architecture
Net-new CRM setups, Salesforce and Zendesk migrations into HubSpot, data model and information architecture design, custom objects, pipeline design, lifecycle stages, lead scoring, and deal stage automation.

🔌 Integrations and Development
Custom integrations via the HubSpot API, custom-coded workflow actions, webhook listeners, Cloudflare Workers, Node.js, and Operations Hub data syncs. Recent builds include a QuickBooks Online billing sync, the Communications API for inbound SMS logging, and connectors for proprietary platforms.

📈 RevOps and Reporting
Lifecycle and routing design, marketing-to-sales handoff, suppression logic, multi-touch attribution, and executive dashboards for sales, marketing, and service leaders. Ongoing revenue operations retainers for teams who need an owner rather than a one-off project.

🧹 Data Migration and Cleanup
Migrations from Salesforce, Zendesk, Constant Contact, ActiveCampaign, MongoDB, and spreadsheets into clean HubSpot environments: deduplication, association repair, field mapping, and historical data preserved.

🎯 Business Context
Before going independent I was Director of Digital Media at ResiBrands, a 100-plus location home service franchise system, where I owned CRM, paid acquisition, and sales operations across the network, managed $1.2M in annual digital spend, and cut cost per lead 22.5%. I work directly with founders, CEOs, and revenue leaders on what to measure and where automation actually moves revenue. Particularly strong on multi-location and field service models, where territory routing, franchisee permissions, and parent-child data architecture get complicated fast.

📌 Recent HubSpot work spans B2B SaaS, legal services, ad tech, aesthetic medical clinics, modular construction, scientific instrumentation, telecom, nonprofits, and home service franchises.