HubSpot Foundations Strategy Call
Putting calm practical foundations in place in HubSpot so it actually supports your business.
Get your HubSpot foundations in place so your sales and marketing feel easier to manage
Do you have HubSpot set up, but don’t quite trust or use it yet?
Many capable business owners know HubSpot could be a helpful tool, but without the right foundations in place it can start to feel confusing or frustrating rather than supportive.
You might recognise some of this:
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your sales pipelines feel messy or unclear
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follow ups aren’t consistent because there’s no simple process in place
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you spend time trying to work out how HubSpot works instead of using it confidently
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you’re relying on separate tools for booking calls instead of using HubSpot’s built in features
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your contact list feels disorganised, making emails and communication harder than they should be
When a CRM isn’t set up clearly, it adds to mental load rather than reducing it. Things still get done, but they feel heavier and more fragile than they need to.
With the right foundations in place, HubSpot can quietly support how you manage sales and marketing day to day. It gives your contacts, follow ups and communication a clear place to live, so you’re not holding everything in your head.
This work isn’t about doing more.
It’s about setting things up properly so your systems feel calm, usable and supportive of the way you actually work.
Making HubSpot feel like it is working for you
Whether you’re just getting started with HubSpot or you’ve been using it for a while, this focused one hour session is designed to help you cut through the noise and bring clarity to how your system is set up.
In your HubSpot Foundations Call, we’ll look at your current setup together and:
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Review how you’re using HubSpot for contacts, sales and communication
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Identify what’s working well and what feels unclear or underused
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Spot simple, practical improvements you can make straight away
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Highlight gaps that are creating unnecessary friction or mental load
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What we will focus on together
We focus on the parts of HubSpot that matter most for where you are now and what you want to improve.
Contact and list organisation
Cleaning up contacts, setting up lists and making sure the right people sit in the right place.
Sales pipeline and follow up
Organising deals and follow up so you always know what is open, what is moving and what is stuck.
Emails and contact points
Making sure emails and contact points work together so enquiries land clearly and nothing is missed.
Lead capture and booking tools
Setting up simple ways for people to enquire or book time with you without back and forth.
Simple automations
Deciding which automations genuinely support your business now and which are better left for later.
Daily use and confidence
Making sure you know how to use HubSpot day to day without second guessing or avoiding it.
You’ll leave the session with:
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A clearer understanding of how your HubSpot account is currently supporting you
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Practical changes already made or clearly mapped out
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A short, realistic list of priorities to focus on next
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Confidence that your system is set up in a way you can actually use
Who is this for?
This session is for people running a business who are good at what they do, but want HubSpot to feel clearer and more supportive behind the scenes.
It’s particularly helpful if you want to:
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set up or simplify HubSpot so you can actually trust and use it day to day
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have clear, manageable processes for contacts, enquiries and follow up
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reduce mental load by giving your sales and marketing a proper place to live
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stop holding everything in your head and reacting as things come in
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feel confident that your system supports your business rather than complicates it
You don’t need to be an expert or have everything figured out.
You just need to want your foundations to feel steadier.
If you’re looking for calm, practical support to help HubSpot work in a way that fits how you run your business, this session is a good place to start.
Get Started Today
£99ph
What’s Included in Your HubSpot Foundations Session
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Personalised Setup Guidance
We’ll review how you’re currently using HubSpot and make sure your system is set up properly — from pipelines and properties to contact management and integrations. -
Clarity on Your Sales Process
Together, we’ll map out a simple sales process inside HubSpot so you can track leads, follow up consistently, and stay organised without overcomplicating things. -
Marketing Made Manageable
Learn how to use HubSpot’s key tools — forms, lists, and email campaigns — to attract and nurture leads more effectively. -
Practical, Hands-On Support
This isn’t theory. We’ll work directly inside your account so you leave the session with a system that’s ready to use straight away. -
Follow-Up Summary & Next Steps
After your session, you’ll receive a short summary outlining what we covered, plus recommendations for keeping your HubSpot setup working smoothly.
"What Our Clients Say About Working With Me"
"Real Stories of Success: Discover How We’ve Helped Business Owners Streamline Processes, Save Time, and Achieve Growth with HubSpot."
Jose has worked with us at Humber HR People to support and advise on our sales and marketing plans, particularly Hubspot. She is knowledgeable, efficient and a pleasure to work with. Jose has made a real difference in a very short space of time, and I hope we can continue to work with her in the future. Highly recommended.
Thanks to Jose for setting me up with HubSpot and compiling my email list.
Today’s the first day so I’m just finding my way around it but Jose has reassured me that she’s only a call away til I get up and running.
All of the communication has been slick and timely, your relaxed way of sharing information has been right at my level, thank you
Jose has supported me with the implementation of a CRM system to enable me to grow my own 'owned' data outside of social media. Jose is very task focused, gets on with the job and works at pace. She knows her stuff when it comes to building an outbound strategy and has been really helpful. Thanks Jose!
"Working with Jose has been effortless. Her calm, clear, and friendly approach made sales feel refreshing and un-pushy, which was a huge relief for me as a novice. We learned how to get better leads, develop a strong pipeline, and implement a clear sales and marketing strategy. Jose provided invaluable tools and takeaways that set us on the path to growth, attracting the clients we desire. Her passion and professionalism made our weekly meetings enjoyable and insightful. I highly recommend Jose to anyone looking to grow their business and improve their sales process."
I highly recommend Jose and Jose Davies Marketing. We asked Jose to tackle challenges we faced with our HubSpot data and usability. She conducted a thorough data cleansing process, identifying and removing approximately 2000 contacts (including suppliers, non-marketing contacts, and inactive entries) which immediately enhanced the quality of our database.
Following the cleanse, Jose provided valuable, tailored HubSpot training to our team, boosting their confidence and skills. Critically, she also configured HubSpot to ensure all users had consistent property views, streamlining our internal processes.
The impact has been clear: our overall use of HubSpot has markedly improved, and the marketing team is now much better positioned to leverage clean data for effective list segmentation and targeted campaigns. Jose's practical approach and HubSpot expertise delivered tangible benefits for our business.
Book A HubSpot Foundations Call With Me
I am here to answer all your questions, review where you are right now, and explore how I can help you improve your HubSpot systems and processes.