AI-native HubSpot consulting

AI-native HubSpot consulting
for businesses ready to move faster.

I help small and mid-sized teams get more out of HubSpot. Combining deep platform expertise with the modern AI tools changing how operations actually get done.
Book a discovery call → See what I do Free 30-min call · No pitch
All 5
HubSpot Hubs: Marketing, Sales, Service, CMS, Operations
AI-native
Claude & ChatGPT woven into how every engagement gets done
10+ yrs
Building, automating, integrating revenue systems
2 stacks
HubSpot CMS & WordPress. Themed or hand-coded
Most companies use 20% of HubSpot.
I find the other 80% faster than your last consultant did.

Most accounts I open are running on a fraction of what they're paying for. Half-built workflows. Properties that should've been retired two years ago. Sequences nobody owns. Reports nobody reads.

The opportunity isn't just to clean it up. It's to do the work with modern tools. So your operations get sharper and faster than they would with a traditional consultant. That's the whole point.

What I do

Six ways I help teams get leverage out of HubSpot.

Engagements range from one-off audits and builds to ongoing fractional ops support. Pick the slice you need or all of it.

HubSpot Automations & Workflows

Lifecycle automations, lead routing, internal notifications, and deal stage logic. Built to actually fire when you need them and surface when they don't.
Workflows · Sequences · Routing

Strategy & Process Design

Audits, RevOps architecture, lifecycle design. The thinking layer that determines whether your stack actually works or just looks like it does.
Audits · Architecture · RevOps

HubSpot Builds & Migrations

Net-new portal builds, migrations from Salesforce / Pipedrive / Zoho, and CMS sites. Custom HubL themes when off-the-shelf won't cut it.
CMS · Migrations · Custom themes

Training & Enablement

HubSpot training tailored to your team's role and your portal's reality, not generic academy content. Includes AI-tooling rollout for ops people who want it.
Workshops · Documentation · Adoption

Operations Consulting

Data hygiene, integrations, marketing funnels, attribution, deal pipelines, RevOps architecture. The unglamorous work that compounds.
RevOps · Integrations · Data

WordPress Development

If your site lives on WordPress, I work there too. Themed builds, hand-coded themes, maintenance, and HubSpot integration so the two stacks talk.
Themes · Custom · Integration
How AI shows up in the work

Not a service line. The operating system underneath everything.

I'm not selling you "an AI." I'm doing the same HubSpot work great consultants have always done. Just sharper, faster, and with more depth, because of how I work.
01 — Data, not screenshots

Claude, plugged into your CRM.

I connect Claude directly to HubSpot data so I can analyze your actual contacts, deals, and pipeline patterns. Instead of guessing from dashboards and exports. Patterns that took analysts a week surface in an afternoon.
02 — Strategic depth

A second brain on every decision.

Every process design, audit, and architecture call gets pressure-tested with AI. You get the depth of a senior consultant and the breadth of a research team at one rate.
03 — Faster cycles

Builds ship sooner. Docs actually exist.

Code, copy, reports, runbooks, training material the grunt work compresses. The senior thinking stays. You get senior output at junior turnaround time.
04 — When it fits

AI-assisted automations. Only where they earn it.

I'll build LLM steps into your workflows where they create real leverage. Intake triage, content drafts, summarization, enrichment. I won't bolt them on for the sake of it.
Honest take
Not every problem needs AI. Most need a sharper process. I'll tell you which.
How I work with you

A simple process that respects your time.

No 60-page proposals. No six-week discovery before a single thing ships. We move fast, surface the leverage, and build.
01
DISCOVERY

The 30-min call

Where's the bottleneck? What's the goal? Is this even something I'm the right person for?
02
AUDIT

Find the leverage

Get into your portal, map the current state, surface the 3–5 highest-leverage moves.
03
BUILD

Ship it

Implement, automate, integrate. Tight async loops, weekly demos, no surprise invoices.
04
HANDOFF

Train & transfer

Your team owns it when I'm gone. Documentation, recorded walkthroughs, open line for follow-ups.
The stack

HubSpot, modern AI, and the glue between them.

Tools I use every day. Bring the ones you already have; we'll figure out the rest.
Daily drivers
HubSpot — all 5 Hubs
Claude (Anthropic)
ChatGPT & OpenAI API
Zapier & Make
WordPress
Custom integrations & APIs

Also fluent in HubSpot Breeze · n8n · Airtable · Notion · and the rest of the modern ops stack.

About

A consultant who does the work — not just the slides.

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I'm Jake — the person behind Daily Gain Digital. I've spent the last decade in the trenches with HubSpot: building portals, fixing them, automating the boring parts, and training the people who have to live in them after I leave.

What's changed in the last two years is that AI has finally caught up to the kind of thinking and execution work that used to require headcount. I've leaned in hard — Claude, ChatGPT, custom integrations — because clients who use these tools well are pulling away from the ones who don't.

If you're a small or mid-sized business that wants HubSpot to actually pay for itself, we should talk.

HubSpot Certified RevOps AI & Automation CMS & WordPress 10+ years

Let's see if HubSpot can work harder for you.

A free 30-minute discovery call. No pitch, no obligation — just a real conversation about where you are and where the leverage is.
Book a discovery call →