CRM strategy & implementation
Build a CRM
your team can trust.
If the real work happens in spreadsheets and text threads, the CRM is only keeping score after the fact. We rebuild the system around how your business operates.
Recognize the problem
What this solves.
- Reps work outside the CRM
- Duplicate records and inconsistent fields
- Stages mean different things to different people
- A migration is approaching without a clear plan
Concrete deliverables
What gets built.
- Workflow and data model mapped to the business
- Defined pipelines, stages, and required fields
- Data cleanup and migration rules
- Routing, follow-up tasks, and alerts
- Reporting, team training, and documentation
Selected platform work
The platforms
behind the work.
See how HubSpot supported a roofing sales operation, and how GoHighLevel supported a coaching funnel.
HubSpot
A CRM built around
direct homeowner sales.
The business was moving from solar-partner referrals to selling directly to homeowners. Keith combined executive leadership with hands-on work on the digital sales process, call center, and HubSpot CRM.
- Lead intake & ownership
- Inbound and outbound paths tied to contact records and the person responsible for the next sales action.
- The sales process
- Inspection decisions, presentation meetings, follow-up, proposals, and contracts mapped into one workflow.
- After the sale
- The won deal connected to project handoff, finance notification, and customer follow-up in the operating map.
GoHighLevel
A working path
into the paid offer.
The coach had a strong offer, but channel traffic was reaching broken links and dead-end content. Full Throttle built the GoHighLevel sales funnel and supporting content to give that interest a route into membership.
- A useful first step
- An e-book based on the coach's program introduced prospects to the work and the paid offer.
- The funnel build
- A sales funnel in GoHighLevel connected the lead magnet and supporting content to the coaching membership journey.
- The wider offer
- Evergreen training, a revised pricing strategy, and membership positioned earlier in the customer journey.
The platform follows the process. Start with what your team needs to do, then build the system around it.
Talk through your CRM projectClient feedback / HubSpot
CETDIGIT“He was professional, responsive, and very knowledgeable about HubSpot. He delivered quality work and was easy to communicate with throughout the project.”
Read full review from CETDIGIT
Great to work with Robert. He was professional, responsive, and very knowledgeable about HubSpot. He delivered quality work and was easy to communicate with throughout the project. I would recommend him without hesitation.
HubSpot Solution Architect (Remote) · Jan 2, 2026 - Apr 21, 2026
How the work gets done
Diagnosis is the start.
We stay for the build.
Find what actually breaks.
Map how leads, work, and money move. Separate the symptom from the process causing it.
Fix it in the business.
Build the workflows, CRM structure, and reporting around the way your team needs to operate.
Put ownership behind it.
Train the team. Document the process. Give someone responsibility for the numbers that show whether it works.
Questions before the build
Do you only work in HubSpot?
HubSpot is a primary platform. The work also spans Salesforce, Zoho, Pipedrive, GoHighLevel, Monday.com, JobNimbus, and Jobber. The process determines the fit.
How long does a rebuild take?
Most CRM rebuilds take 2–6 weeks. Data quality, integrations, and adoption requirements determine the actual scope and schedule.
Find the gap.
Build the fix.
A 30-minute conversation about what needs to work better in your business.