Services

CRM, RevOps and GTM Services for Startups and Small Businesses

Helping purpose-driven teams clean up their CRM, align sales and marketing, and build lean go-to-market systems that scale.

At Charlie Brown Consulting, I help growing businesses get the most out of HubSpot and no-code tools like Make.com. Whether you're starting from scratch, fixing a messy setup, or looking to scale without hiring a massive team, I build systems that support growth, reduce busywork and keep your team focused.

What I Offer

1. CRM Setup and Implementation
Start with a CRM that’s tailored to your business, not a template.

I’ll help you:

Choose and implement the right platform (HubSpot, Pipedrive, Zoho, etc.)
Build clean pipelines, lifecycle stages and reporting dashboards
Connect inboxes, forms, calendars and key tools
Create views and workflows that match how your team works
Train your team with clear videos and live support

Popular with founders and operators setting up their first real CRM system.

2. CRM Clean-Up and Optimisation
Already have a CRM? Let’s make it useful again.

I offer complete audits and rebuilds:

Deal stage and pipeline redesign
Contact deduplication and data hygiene
Fixing broken automation
Improving reporting and dashboard visibility
Retraining your team to use the system confidently

Great for teams dealing with overbuilt, outdated or abandoned CRMs.

3. RevOps Foundations and Support
Get your revenue operations aligned so you can scale without the chaos.

I design simple, scalable RevOps systems that give you visibility and control:

Lifecycle stage logic and lead qualification workflows
Segmentation and list-building
Attribution and funnel tracking
Data cleanup, custom properties and field structure
Dashboards built around real decision-making

Ideal for early-stage or growing teams that want structure without complexity.

4. GTM Strategy and Systems Engineering
Launch or scale your outbound with lean, automated systems.

From cold outreach to inbound capture, I help you build a repeatable go-to-market engine:

CRM-integrated outbound workflows using tools like Clay, Apollo and Make.com
Smart segmentation, intent signals and lead scoring
Outbound and inbound playbooks built into HubSpot
Reporting on lead quality, conversion and pipeline velocity
Strategy support to test channels, messaging and funnels

This is for teams who are ready to scale outreach or improve sales-marketing alignment.

5. Automation and Tool Integration
Tie your stack together with custom no-code workflows.

I use Make.com and Zapier to:

Capture leads from forms, inboxes or calendars
Auto-assign leads and tasks
Trigger CRM updates based on real activity
Sync data between Gmail, Slack, Airtable, Notion, Calendly and more

All automations come documented and mapped, so your team can manage them long term.

6. Training and Enablement
No system works if no one uses it.

Every project includes:

Branded video walkthroughs of your exact setup
Written SOPs and live Q&A sessions
Ongoing support available on-demand

Training can be added to any project or offered as a standalone service.

How It Works

Step 1. Quick Call and Audit
We start with a short discovery call and audit to find the gaps and opportunities.

Step 2. Custom Plan and Quote
You get a clear proposal with scope, timeline and pricing that fits your priorities.

Step 3. Build and Implement
I build and test your system, keeping you in the loop throughout.

Step 4. Train and Launch
We test, refine, and train your team so the system sticks.

Step 5. Ongoing Support (Optional)
If you want help beyond go-live, I offer retainers and on-demand support.

Not Sure What You Need?
Whether you’re cleaning up a CRM, launching outbound, or trying to align marketing and sales, I’ll build a scope that makes sense for your stage and budget.