KoiShark Consulting
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Services

Your HubSpot Partner in Practical Growth

We are a team of expert consultants dedicated to turning your high-level strategy into practical, everyday execution. From streamlining your daily operations to maximizing your overall efficiency, we help you cut through the noise and tackle your biggest challenges — without the unnecessary jargon.

You will work hand-in-hand with experienced advisors who listen to your unique needs first, and guide you second. Together, we will build a rock-solid plan, track your real-world results, and get your team firing on all cylinders as you reach your next stage of growth.

Services

CRM Migrations

Salesforce, Pipedrive, Keap, Zoho. Custom objects, historical activity and deal associations come across intact, on a cutover planned around your calendar.

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Implementation & Onboarding

Sales, Marketing and Service Hub, built around how your team actually sells. The goal is a portal your team adopts, not one they work around.

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HubSpot Audits

Over 8 years of them. A plain-English list of what works, what quietly costs you money, and what to fix first. No obligation to hire us for the fixes.

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Sales & Marketing Automation

Workflows, lead routing, lifecycle stages, attribution and integrations. Built so you can read and change it later, instead of calling a consultant every time.

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Training

Hands-on sessions tailored to the roles in the room, from people who have used HubSpot for nearly a decade. Recorded, so your next hire does not start from zero.

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Reporting & Analytics

Custom dashboards on clean data. We fix what is underneath first, then build the handful of reports leadership actually opens each week.

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Looking for something else?

The above list is by no means exhaustive. Below is a list of some of the other services we provide. If you still don't see what you're looking for, please feel free to drop us a line.

  • Salesforce Migration/Integration
  • CRM Migration (Zoho, Pipedrive, Salesforce, Keap, etc.)
  • On Demand Support
  • Advanced Automation Configuration
  • Custom Object Creation and Management
  • Data Import/Export/Migration
  • Service Hub Onboarding/Implementation
  • Advanced Lead Attribution (Custom and Proprietary)
  • Email Marketing
  • Third Party Integrations
  • Zapier Integrations

Ready to move forward? Let's talk

Fill out the quick form below, and we'll set up a free, no-pressure chat to explore how we can help.