Painless CRM migration & advanced automation

I don't typically write endorsements, especially because the written word lasts forever, but Sara set the bar for how much value a business consultant could bring and I'd be doing her a disservice not to recognize it publicly. Sara wasn't just a consultant, she was a vital part of our team, always pushing our little startup forward with unparalleled speed. Sara is a creative problem solver, an incredibly fast thinker, and highly experienced. As a result, our AI startup was able to reap the benefits of a well-oiled CRM system that would put most large enterprises to shame. She helped us connect and collapse data silos, build automations and even set up automated predictive health scoring for our accounts. In a single one-hour working session, she helped me accomplish what would have otherwise taken me months of research and testing to stand up correctly. She's an asset to any company that would hire her. Feel free to connect with me if you'd like more information!

Many thanks!

Sara's expertise and guidance helped us navigate a difficult data and record migration between two HubSpot instances (and two Salesforce instances) following a merger. With her help, we avoided numerous pitfalls in the backfill/migration, and cleaned up our database at the same time. We accomplished the data migration way ahead of schedule as a direct result of working with Sara. Coming out of the data migration, Sara helped us optimize our lead capture process and structure our data collection such that we can add value to our conversations with prospects through targeted lead nurture flows and seamless data flows to Salesforce. We also have far cleaner reporting and automation, and we're able to build and scale our campaigns at a much faster rate than in our old system. If you need to migrate data between two HubSpot instances, do yourself a favor and work with Sara.