Better leads, less admin, and numbers you can finally trust.
We connect HubSpot, Monday.com and your Meta and Google Ads, automate the busywork in between, and track every dollar from first click to closed deal to delivered project.
- Fixed-fee audits
- Written quote before any work starts
- You own every account and asset
01
Acquire
Meta Ads · Google Ads
02
Convert
HubSpot CRM
03
Deliver
Monday.com
Automations move the data between steps, one dashboard shows all of it, and revenue data flows back to Meta and Google so they bid for customers, not clicks.
The tools we build on and connect
- Monday.com
- HubSpot
- Meta Ads
- Google Ads
- GA4 & Conversions API
- Workflow & AI automation
- Custom dashboards
The problem
Your tools work. They just don’t work together.
If ads, CRM, delivery and reporting were set up separately, some of this will sound familiar.
Marketing reports leads. Sales reports pipeline. Nobody agrees.
Each tool has its own numbers, so meetings start with arguing about the data instead of acting on it.
The cost: Hours each week reconciling reports, and budget decisions made on whichever number is loudest.
Ad platforms optimize for form fills, not customers.
Without CRM signals flowing back, Meta and Google chase the cheapest leads, even the ones sales will never close.
The cost: Ad budget keeps flowing to campaigns that fill the CRM with leads nobody can close.
Closed deals get handed off by email.
Delivery finds out late, re-asks the client for details, and the first weeks of the relationship start on the back foot.
The cost: Slower kickoffs and a weaker first impression with the clients you just won.
Every tool was set up by someone different.
Automations nobody owns, duplicate boards, and properties no one remembers creating. It works until it doesn't.
The cost: Processes that break when one person leaves, and a cleanup that grows every quarter.
Your team spends hours on copy-paste work.
Data gets retyped between tools, inquiries wait to be sorted, and the weekly report is pieced together from exports.
The cost: Your best people spend their week on admin, and slow replies lose leads.
AI is a side experiment, not part of the workflow.
A few people use chat tools on their own, but none of it reaches the CRM, the boards or the inbox where the work actually happens.
The cost: The time savings stay theoretical while the busywork stays put.
The solution
One team, one connected system.
We link Meta, Google, HubSpot and Monday.com, automate the work between them, and give you one dashboard for all of it. Marketing, sales and delivery finally work from the same numbers.
Before: Three sets of numbers in three tools
After: One report from ad click to closed deal
Before: Bidding optimized for form fills
After: Bidding trained on qualified leads and revenue
Before: Deals handed to delivery by email
After: Projects created automatically on closed-won
Before: Hours of copy-paste between tools
After: Automations move the data and trigger next steps
Before: Reports stitched together from exports
After: One live dashboard for the whole operation
Before: Setups nobody owns or documents
After: Documented systems your team is trained on
One owner from click to delivery
Ads, CRM, operations and automation sit with one team, so nothing falls between agencies and you have one person to call.
You stop managing handoffs between vendors.
Automation where it pays off
We automate the repetitive handoffs and admin first. AI steps go in only where they save real time, and a person checks anything costly to get wrong.
Hours back each week, without losing control.
One place to run the business
Pipeline, delivery and performance in one operations OS: dashboards on the tools you already use, or a custom app when you need more.
Decisions made from one set of numbers.
Measurement before spend
We fix tracking and CRM data before touching budgets. Scaling spend on broken signals just buys more of the wrong leads.
Budget goes to the campaigns that create customers.
Built in your accounts
Everything lives in accounts you own. If we part ways, your boards, workflows, automations, dashboards, campaigns and data stay with you.
No lock-in: you keep everything we build.
Reporting in plain English
Monthly reviews on cost per qualified opportunity, pipeline and revenue, not a wall of vanity metrics.
You know what's working without digging through reports.
Fixed scopes, written quotes
Audits and builds are quoted upfront. Monthly work comes with clearly defined deliverables.
You know the cost and the deliverables before you commit.
Documented and trained
Every build ships with documentation, recorded walkthroughs and training for your team.
The system keeps working without us in the room.
What we do
Fix one thing, or connect everything.
Start with whatever hurts most. Each service stands on its own and plugs into the others when you're ready.
- Custom quote
Operations
Monday.com consulting & implementation
A Monday.com workspace your team actually keeps using
We design boards, automations and dashboards around how your team really delivers work, then migrate your data and train people so the new system sticks.
- Workflow discovery workshops and a documented workspace blueprint
- Board, group, column and permission architecture
- Automations and integrations (HubSpot, Slack, Gmail/Outlook, forms)
- Data migration from spreadsheets or your current tool
+2 more deliverables
Scoped after a discovery call, based on teams, boards and integrations.
- Custom quote
CRM & RevOps
HubSpot CRM automation
A HubSpot portal your sales team trusts and your reports can rely on
We clean up your data, rebuild lifecycle stages and pipelines, and automate the follow-up, routing and reporting your team is doing by hand today.
- Portal audit with a prioritized fix list
- Data cleanup, deduplication and property governance
- Lifecycle stage and deal pipeline design
- Lead routing, scoring and follow-up workflows
+2 more deliverables
Fixed-scope audit first, then an implementation estimate.
- Custom quote
Paid social
Meta Ads management
Facebook and Instagram ads managed against pipeline, not just clicks
Strategy, creative testing, Conversions API tracking and weekly optimization for Facebook and Instagram, reported against the leads and revenue in your CRM.
- Account and tracking audit (Pixel, Conversions API, events)
- Campaign structure and audience strategy
- Creative testing roadmap and ad copy
- CRM-qualified lead events sent back to Meta
+2 more deliverables
Monthly management fee based on spend and scope; ad spend is billed by Meta.
- Custom quote
Paid search
Google Ads management
Google Ads that capture real demand without wasting budget
Search, Performance Max and YouTube campaigns built on accurate conversion tracking, tight keyword control and regular search-term cleanup.
- Account, tracking and search-term audit
- Conversion tracking, enhanced conversions and CRM offline imports
- Campaign and keyword architecture (Search, PMax, YouTube)
- Ad copy, assets and landing-page recommendations
+2 more deliverables
Monthly management fee based on spend and scope; ad spend is billed by Google.
- Custom quote
Automation
AI & workflow automation
Automations that take the repetitive work off your team's plate
We connect your tools and automate the handoffs, data entry and follow-ups your team does by hand, then add AI where it helps: sorting inquiries, enriching leads, drafting replies and summarizing calls.
- Workflow audit: where time goes and what is worth automating
- Cross-tool automations and integrations between your existing systems
- AI steps for triage, enrichment, summaries and drafting, with human review where needed
- Error alerts and run logs so failures don't go unnoticed
+1 more deliverables
Quoted per workflow after a discovery call.
- Custom quote
Operations OS
Operations OS & custom dashboards
Run the whole business from one place, built around how you operate
We bring sales, marketing, delivery and finance data into one operating system: the dashboards, views and internal tools your team needs, on the tools you already use or as a custom-built app.
- Metrics workshop: the numbers and views each role needs
- Data connections from your CRM, project, ad and finance tools
- Leadership, team and client-facing dashboards
- Custom internal tools where off-the-shelf falls short: intake, approvals, pipelines
+2 more deliverables
Scoped after a discovery call, based on data sources, views and custom features.
How we work
Clear scope first. Then we build.
- 1Free · 30 minutes
Strategy call
We look at what you're running today, where it breaks, and whether we're the right team to fix it.
An honest read on your biggest gaps, even if we're not the right fit.
- 2Fixed fee
Audit & blueprint
We review your accounts and tracking, then hand you written findings and a prioritized plan. Yours to keep.
Written findings, a prioritized plan and a quote for the build.
- 3Fixed scope
Build & launch
We build and connect what the plan calls for (boards, CRM workflows, automations, dashboards, tracking, campaigns), then train your team.
A connected, documented system your team knows how to use.
- 4Monthly
Run & improve
We run your ads and keep improving the system, and report on pipeline and revenue in plain English.
A monthly review of cost per qualified opportunity, pipeline and revenue.
No long commitment to start: the call is free and the audit is a one-off, fixed fee.
Example engagements
What fixing it looks like.
Pick the situation closest to yours:
Services firm
Google Ads → HubSpot
The situation
Google Ads produces plenty of form fills, but sales says most are unqualified and nobody can tell which campaigns create real opportunities.
What we’d do
- 1Fix conversion tracking and enable enhanced conversions
- 2Define lifecycle stages and a qualified-lead property in HubSpot
- 3Import qualified and closed-won stages back into Google Ads
- 4Shift budget and bidding toward campaigns that produce opportunities
Agency or studio
HubSpot → Monday.com
The situation
Deals close in HubSpot, then someone retypes the details into Monday.com. Projects start late and scope gets lost in the handoff.
What we’d do
- 1Map the handoff: what delivery needs at kickoff
- 2Add required deal properties before a deal can close
- 3Auto-create the Monday.com project from a template on closed-won
- 4Dashboard for capacity and upcoming starts
B2C or ecommerce brand
Meta Ads → Conversions API
The situation
Meta-reported results don't match the bank account, creative fatigues within weeks, and there's no testing plan.
What we’d do
- 1Set up the Pixel plus Conversions API with deduplication
- 2Rebuild campaign structure around a creative-testing rhythm
- 3Weekly creative reviews: angles, hooks, formats
- 4Report against backend revenue, not only in-platform numbers
Operations-heavy team
AI automation → Operations OS
The situation
Requests arrive by email and forms, someone sorts them by hand, and the owner's weekly update is built from spreadsheet exports.
What we’d do
- 1Map intake, handoffs and reporting end to end
- 2Use AI to classify, enrich and route each request, with a person reviewing edge cases
- 3Create records and tasks automatically in HubSpot and Monday.com
- 4One live dashboard for pipeline, workload and response times
Ways to work together
Start small. Expand when it’s working.
Every engagement starts with a free call and a written quote. Ad spend is billed directly to you by Meta and Google.
Systems audit
A clear picture of what's broken and what to fix first.
Fixed fee
Quoted upfront after a short discovery call.
- Review of your platforms, workflows and reporting: Monday.com, HubSpot, Meta Ads, Google Ads
- Tracking and data-quality check
- Automation opportunities ranked by time saved
- Prioritized fix list with effort and impact
- Walkthrough call with your team
- Yours to keep, whether or not we work together
- Most common
Implementation sprint
Build or rebuild the system, from blueprint to launch.
Project-based
Fixed scope and timeline agreed before work starts.
- Discovery workshops and documented blueprint
- Monday.com and/or HubSpot build, migration and integrations
- Workflow and AI automations
- Custom dashboards or internal tools
- Ads tracking and conversion setup
- Team training and recorded walkthroughs
- Post-launch support window
Growth retainer
Ongoing ads management and system improvements.
Monthly
Based on channels, ad spend and support hours.
- Meta Ads and/or Google Ads management
- Monthly CRM, automation and dashboard improvements
- Pipeline-based performance reporting
- Monthly strategy call
- Shared Slack or email channel
FAQ
Questions buyers usually ask.
Something else? Ask in the form below for a straight answer.
Free 30-minute strategy call
Find out where your system is leaking time and budget.
Tell us what you're running today, and we'll reply within one business day to set up the call. No obligation.
- We review your setup together in 30 minutes.
- You leave with the biggest gaps and a clear recommendation, even if it’s not us.