Nothing was assumed, everything was documented

Jonathan ran a complete HubSpot audit and portal rebuild for us, and it was the most stress-free and professional engagement we could have asked for. Everything was scoped in writing upfront, so there was never a question about what was included or how the project would progress. His attention to detail and communication set him apart. The audit covered all of our deals, contacts, workflows, and more, all documented action-by-action and backed by a full build document, not just a high-level summary. Rather than assume anything about how we'd built things, he made sure to ask for clarity with a simple "was this intentional?" and talked it through with us instead of guessing. He even checked our portal before kickoff and confirmed our own marketing contacts cleanup would land correctly ahead of a HubSpot billing date, catching it before it became a problem for us. From discovery call to findings review to a single focused session where we locked five key build decisions for our portal, the project ran cleanly start to finish. No wasted time, no scope creep. From there, it was off to the races, where Jonathan kept us in the loop every week: what was getting built, what to watch for, and anything on our end that needed clearing before he could keep going. If you're evaluating HubSpot partners, Jonathan and Evansly Road Consulting are exactly who you want in your portal. He understood what we actually wanted, not just what was easiest to build, and built for that. I can't imagine going back to the way our portal was set up before - thank you Jonathan!

Custom Pipeline Development

Working with Jonathan was a pleasure! Extremely knowledgeable and personable - he is the consummate professional! Collaborative planning, guidance and execution was flawless! Highly recommend Evansly Road Consulting!