Driving Digital Transformation with HubSpot
Migrated a WordPress site to HubSpot CMS and integrated CRM data to deliver personalized, conversion-driven experiences.
HubSpot Solutions
Architecture, integrations, and operations
#what do you get
A HubSpot foundation that stays maintainable as you scale—clean lifecycle, consistent automation, and reporting tied to real business decisions.
ArchitectureAutomationReporting
Fractional HubSpot Support
Portal Architecture
Lifecycle Alignment
Workflows & Automation
Forms & Routing
Custom Objects & Data Model
Integrations & Sync
Dashboards & Attribution
Governance & Documentation
Common HubSpot patterns that slow revenue teams down
When HubSpot grows faster than governance, automation becomes reactive and reporting loses credibility. These are the patterns we’re typically called in to solve.
Workflow sprawl
Dozens of overlapping workflows fire unpredictably. No documentation. No clear ownership. High risk of automation conflict.
Lifecycle misalignment
Marketing, sales, and leadership interpret lifecycle differently — breaking routing, attribution, and forecasting.
Property entropy
Hundreds of custom properties with unclear governance create reporting inconsistencies and fragile automation logic.
Attribution distrust
Multiple dashboards tell different revenue stories, making executive decisions harder than they should be.
Disconnected integrations
Sync rules are unclear, source-of-truth decisions were never defined, and data conflicts compound over time.
Portal dependency risk
One internal admin holds institutional knowledge. Documentation is missing, and change feels risky.
How JCG architects HubSpot for revenue organizations
We don’t start with tools. We start with revenue architecture — how a contact becomes pipeline, how pipeline becomes revenue, and how reporting reflects that journey. Then we design HubSpot to support that motion with clarity and governance.
Design the data model first
Lifecycle logic, object relationships, pipelines, and property governance are defined before automation begins.
Build automation intentionally
Workflows are structured, documented, versioned, and aligned to lifecycle logic — not layered reactively over time.
Align marketing, sales, and RevOps
Shared definitions and handoffs eliminate friction and create a unified revenue language across teams.
Architecture before automation
HubSpot implementations succeed when lifecycle logic, data structure, and governance are defined before workflows are activated. We design for scale first — then execute.
1
Revenue discovery
We map how revenue actually moves across marketing, sales, and service — lifecycle definitions, pipeline logic, attribution expectations, and ownership rules.
2
Portal architecture
We define lifecycle stages, pipeline structure, custom objects, property governance, routing logic, and integration mappings before building automation.
3
Structured execution
Workflows, forms, automation, reporting, attribution, and integrations are implemented in controlled phases — documented and reviewable.
4
Operational validation
We pressure-test lifecycle transitions, deal movement, sync behavior, and attribution logic using real-world scenarios.
5
Enablement & governance
We establish documentation, naming conventions, ownership models, and change management processes so your portal remains stable as you scale.
What you walk away with: A scalable HubSpot revenue engine
This isn’t just a cleaner portal. It’s operational clarity across marketing, sales, and leadership — backed by architecture designed for growth.
Lifecycle clarity
One shared revenue framework across teams — from first touch to closed-won and beyond.
Governed automation
Workflows that are intentional, documented, and safe to evolve without destabilizing the portal.
Executive-grade reporting
Dashboards tied to defined lifecycle logic and revenue architecture — not surface-level metrics.
Integration discipline
Clear source-of-truth decisions, stable sync logic, and aligned lifecycle translation across systems.
A maintainable data model
Property governance and object design that prevents entropy as teams grow.
Internal ownership & confidence
Documentation, governance frameworks, and enablement that empower your team long after implementation.
How we back this up with real expertise
We pair real-world experience with formal technical mastery. These certifications validate that expertise and support the solutions we design for our clients.
See Our Certifications
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Showing 10 of 19
HubSpot Architect I
Issued: Dec 2025
Credential ID: 5736763215c3436fa29595e4c2af2b71|
Issuer: HubSpot
Demonstrates expertise in designing HubSpot CRM data models, securing and integrating APIs, and implementing scalable architectures for data-driven, multi-system marketing and revenue operations.
Verify Credential for HubSpot Architect IHubSpot Architect II
Issued: Dec 2025
Credential ID: 0414ad3a6c5a454c88f4785690dfaf9e
Issuer: HubSpot
Demonstrates expertise in designing and extending HubSpot’s content, email, and messaging architecture using dynamic pages, serverless functions, business units, and programmable communications to support scalable, multi-brand marketing operations.
Verify Credential for HubSpot Architect IIHubSpot Sales Enablement
Issued: Dec 2025
Credential ID: 72514e26612e4201b7efb55d480d8fea
Issuer: HubSpot
Demonstrates proficiency in building and operating a modern sales enablement framework, including goal alignment, lead qualification, cross-team collaboration, and the use of technology to drive consistent, measurable sales performance.
Verify Credential for HubSpot Sales EnablementHubSpot Sales Hub Software
Issued: Nov 2025
Credential ID: 99a1db27ae04440fb9bf3a0264073c8a
Issuer: HubSpot
Demonstrates the ability to use HubSpot Sales Hub to manage contacts, deals, and tasks, execute prospecting and outreach, and leverage reporting to support a structured, data-driven sales process.
Verify Credential for HubSpot Sales Hub SoftwareHubSpot Marketing Hub Software
Issued: Jan 2025
Credential ID: 4d6bf1f123714c89a23c08ed56869c6d
Issuer: HubSpot
Demonstrates proficiency in using HubSpot Marketing Hub to manage contacts, segmentation, campaigns, forms, workflows, email, social media, and reporting to execute and optimize data-driven marketing programs.
Verify Credential for HubSpot Marketing Hub SoftwareHubSpot Contextual Marketing
Issued: Oct 2024
Credential ID: f1c8ad07a41f46a5a914cddb3eb956c9
Issuer: HubSpot
Demonstrates expertise in delivering personalized, data-driven customer experiences by using behavioral insights, lifecycle stages, and segmentation to serve the right content to the right user at the right time.
Verify Credential for HubSpot Contextual MarketingIntegrating With HubSpot I: Foundations
Issued: Sep 2024
Credential ID: ef47221488334856b707b06cf9536626
Issuer: HubSpot
Demonstrates expertise in integrating and extending HubSpot using its CRM, APIs, and developer tools to build reliable, scalable connections between HubSpot and external systems.
Verify Credential for Integrating With HubSpot I: FoundationsHubSpot CMS for Developers
Issued: Aug 2023
Credential ID: d2b39397d48f4b7b80723cf85bc01806
Issuer: HubSpot
Demonstrates advanced expertise in building accessible, high-performance, and SEO-optimized HubSpot CMS websites using best-practice theme and module architecture designed for scalable content and developer workflows.
Verify Credential for HubSpot CMS for DevelopersHubSpot CMS for Developers II: Best Practices
Issued: Aug 2023
Credential ID: ddffd3300316489cbb8a413c1192e74c
Issuer: HubSpot
Demonstrates advanced expertise in building accessible, high-performance, and SEO-optimized HubSpot CMS websites using best-practice theme and module architecture designed for scalable content and developer workflows.
Verify Credential for HubSpot CMS for Developers II: Best PracticesHubSpot Inbound Marketing
Issued: Jul 2023
Credential ID: ec4438dbee824e41bb4b180dce5243d6
Issuer: HubSpot
Demonstrates expertise in customer-centric inbound strategy, content creation, behavioral segmentation, marketing automation, attribution, and the use of AI to drive measurable marketing performance.
Verify Credential for HubSpot Inbound MarketingHubSpot success stories
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How we work
Built, Not Just Advised
Hands-on implementation across web, RevOps, automation, and AI.
AI with Purpose
Practical AI solutions that automate work, unlock insights, and scale intelligently.
Fractional by Design
Flexible engagement models that adapt as your business grows—no full-time overhead.
Start a conversation
Flexible engagements. No long-term commitment.
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