Process Pro RevOps | CRM | Implement | GTM | AI

Clear Funnel, Clean Data, and a Team We Trust

We partnered with Process Pro Consulting to help untangle a legacy HubSpot build with a large database and an unclear sales and marketing funnel. The challenge was real. Definitions were blurry, handoffs were inconsistent, and reporting was hard to trust. They delivered end-to-end RevOps support, including database clean-up, data governance, a redesigned sales and marketing process, and a completely reworked funnel and reporting structure. The funnel management work in particular was excellent and aligned fully with industry best practices. The team was extremely professional, responsive, and always on time. Having them lead working sessions and training directly with our sales team added a real sense of confidence and credibility to our RevOps function. I would absolutely recommend them.

PPC are HubSpot experts

Overview / Experience Process Pro has helped Fondo immensely in getting HubSpot to a place where it operates smoothly. They are extremely easy to work with and consistently quick to respond to questions or issues. Challenge We have a complex billing structure that is difficult to manage in HubSpot. Process Pro met this challenge head-on by designing workflows and processes that accommodate our edge cases and reduce friction in day-to-day operations. Services Provided They took a largely barebones HubSpot setup and built a thoughtful, automated system that removes a significant amount of manual work from our billing process. Outcome HubSpot is becoming a well-oiled machine that supports our complex business model. While there is still work to be done, we are very pleased with the progress made since the beginning. Team Experience The team consistently goes above and beyond. Communication is strong, and issues are resolved quickly. Overall Impression 10/10. I would recommend Process Pro to anyone looking to get real value out of HubSpot.

Great Team

We’ve had a great experience working with Process Pro as our HubSpot consultant. Their team did an excellent job onboarding us to HubSpot and guiding a smooth transition from Salesforce, including rebuilding our workflows and deal creation processes in a way that actually fits how our sales team operates. Beyond the technical migration, Process Pro helped design and build multiple websites, and worked closely with us to create clear, scalable sales workflows and reporting. They also took the time to train our sales team, making sure HubSpot wasn’t just implemented, but fully adopted and understood. They’re knowledgeable, responsive, and very practical in how they approach problems. I’d highly recommend Process Pro to any organization looking for a hands-on partner to implement HubSpot the right way and get real value out of it.

Process Pro has been a true extension of our team

I have been incredibly pleased with and thankful for Process Pro from the start of our project. They have taken our direction and run with it. Christian and Alejandro, our two primary points of contact, have made this process a breeze from our end. Though we've had the initial CRM build complete for over 6 months at this point, I've continued to keep Process Pro more than busy helping evolve our systems and solve other problems. I would recommend this group to anyone looking to get off the ground with HubSpot (or looking to refine and optimize!).

From Salesforce GTM Power User to HubSpot GTM Power User (thanks to Process Pro!)

Before working with Process Pros, I was struggling to structure an effective top-of-funnel process—especially as a lifelong Salesforce user navigating HubSpot for the first time in a fast-moving startup. Process Pros supported us with detailed process consulting, HubSpot architecture, documentation, and clear flow charts that made it easy to understand and scale our lead management system. The most significant outcome has been clarity: our lead flow is now organized, actionable, and aligned across stakeholders. Jillian, in particular, was exceptional—she quickly absorbed fragmented information, read between the lines, collaborated with the right teams, and wasn’t afraid to push back when it served the process. Working with Process Pros has been seamless, responsive, and genuinely empowering. They helped us get out of our own way, and I’d highly recommend them to any team needing expert, hands-on HubSpot guidance.

A Knowledgeable and Reliable HubSpot Implementation Partner

Process Pro significantly streamlined our organization’s transition into HubSpot. Due to initial data transfer challenges, our marketing team lacked reliable contact lists and the bandwidth to build complex workflows. Process Pro quickly partnered with our IT team to ensure our database was properly imported, cleaned, and structured. They developed a branded email template, built and launched our marketing campaign workflows, and provided clear guidance on segmentation and email validation to improve our sending performance. Throughout the engagement, their team demonstrated exceptional responsiveness, deep platform expertise, and a solutions-oriented approach. They consistently offered best practices tailored to our needs and helped us understand how to expand our use of HubSpot without feeling overwhelmed. Their support has been invaluable. Process Pro has delivered both technical precision and strategic insight, and I highly recommend them to any organization seeking a knowledgeable and dependable HubSpot partner.

Responsive, Knowledgeable Team That Delivers Results

Our team partnered with this HubSpot Solutions Partner to tackle a complex integration between HubSpot and our invoicing system, and the experience exceeded expectations. They supported us through the entire process—from custom integration work to ticketing setup, reporting, and ongoing technical guidance. As a result, our invoicing workflow is significantly faster, issues are resolved more efficiently, and we now have far better visibility through improved tracking. Their entire team is incredibly responsive, communicative, and always willing to jump in when needed. It’s clear they bring deep HubSpot expertise to every discussion. We’ve genuinely enjoyed working with them and would highly recommend them to any organization looking to enhance their HubSpot operations.

5 Stars for ProcessPro!

Overall I've had a great experience working with ProcessPro over the last 9+ months and would strongly recommend them to anyone looking to beef up their marketing abilities within HubSpot. First, they truly are experts within HubSpot and almost immediately have an idea for a solution or workaround to any questions or problem I have. They are always willing to hop on a quick call to understand the issue in more detail and have very realistic and manageable turnaround times for various projects. It's so easy to ask them a quick question and get an answer via slack or email. Overall they have been a true pleasure to work with and I would recommend them to anyone looking for HubSpot marketing support!

Top Notch

Highly professional group of HubSpot experts that are all a joy to work with and effective!

Knowledgeable, Supportive, and Great to Work With

We’ve had a great experience working with Process Pro Consulting on our HubSpot setup. They helped us roll out marketing and are now supporting our sales onboarding, and the whole process has been smooth, organized, and surprisingly easy. They really take the time to understand what we’re trying to do and map out a plan that makes sense. One thing we’ve really appreciated is how much they’ve focused on training us—not just doing the work, but actually helping us build the skills to manage HubSpot confidently on our own. Their support around data mapping, reporting, and dashboards has also been valuable. They helped connect data that lived in Salesforce, but with specific dashboards that help with our marketing analytics. They also handled our Salesforce integration really well, making sure everything works the way our team needs it to. Overall, they’re knowledgeable, patient, attentive, and genuinely great to work with.