RSM Consulting
Get in touch
HubSpot Platinum Solutions Partner

Turn your CRM into
a growth tool.

Data issues, poor adoption, and bad habits are quietly costing you revenue. We're HubSpot consultants: we audit your portal, fix what's broken, and hand you a CRM your team actually trusts.

22 years in CRM Audit-first engagements Flat-rate, milestone billing
Services
RSM Audit
VAIDER
Migration
New Portal
Intelligence
Reporting
Portal health score
62 /100
Needs work
Workflows with errors or no exit 14 found
Duplicate company records 2,187
Properties unused in 12 months 96
Deals with no next step 31%
Super admins on the portal 9
Every engagement starts here — a structural review of what's actually in your portal, not a sales pitch.
Researched lead packets
4 + per week
Ready for review
Signal lane hiring + expansion
Source evidence attached every packet
Buyer roles identified 2–3
Deduped against your portal always
Sending stays with your team yes
A managed service staged inside your portal — not another prospecting dashboard.
Records migrated
100 % matched
Verified
Contacts, companies, leads, deals mapped
Pipelines rebuilt for HubSpot 7
Emails and segments carried over preserved
Website pages moved, redirects live 87
Data lost in the cutover none
Salesforce concepts get mapped into HubSpot properly, not copied across unchanged.
HubSpot implementations
87 + delivered
Flat-rate
Objects, properties, and pipelines configured
Permissions and teams mapped by role
Integrations to your existing stack connected
Team training before go-live included
Payment tied to milestones always
A portal built around your operating model, with the team trained on it before launch.
Manual steps removed
41 per deal cycle
Live
AI agents handling routine follow-up deployed
Records enriched and summarized automatic
Conflicting legacy workflows retired 23
Quote-to-invoice touchpoints 9 → 2
A human approves anything sent always
AI built on clean data and a real process — never bolted onto a portal that is still broken.
Dashboards on validated data
1 source of truth
Documented
Pipeline, forecast, and win-rate views built
Every metric has a written definition yes
Conflicting legacy reports archived 38
Numbers rebuilt by hand each month none
Refresh cadence live
Reporting leadership can present without anyone relitigating the numbers.
22+
Years in CRM
87+
HubSpot implementations
100%
Client satisfaction
65+
Portals audited
21+
CRM migrations
Start where it hurts

Pick the symptom. We'll show you the fix.

01 Messy data
Unsure where your leads are coming from, or why you have duplicates?
02 No reporting
Are investors asking for reports you've never been able to reliably create?
03 Slow deals
Need to increase adoption, or get sales to buy into the CRM?
04 Not enough qualified leads
Pipeline is thin, and the leads that arrive are not a fit?
05 Too many systems
Feel like your tech stack is too complicated, or wasting money?

Records your team can actually trust

Duplicate companies, half-filled properties, contacts in three places. We reconcile, not migrate.

01
Dedupe on real match rules
Companies, contacts, and deals merged on rules that fit your business, not just email matching.
02
Retire dead properties
Fields nobody has filled in for a year get archived, so the ones that matter are obvious.
03
Set the hygiene standard
Required fields, naming conventions, and the validation that keeps the mess from returning.
04
Validate operationally
We check cleaned records against how your team actually works before signing off.
Typical outcome
One record per customer, history intact
Talk through this →

Reporting that survives a board meeting

Reports go wrong when the data was never structured for the question. We fix the model first.

01
Map the questions leaders ask
We start from the decisions being made, then work back to the data needed to answer them.
02
Restructure the data model
Pipelines, properties, and associations reshaped so the question is answerable at all.
03
Build on validated data
Dashboards built only after the underlying records have been cleaned and checked.
04
Document every calculation
Each number carries its definition, so nobody has to relitigate it in the meeting.
Typical outcome
One set of numbers everyone works from
Talk through this →

A pipeline that matches how you sell

When stages don't match how your team really sells, reps go back to their inbox.

01
Rebuild the stages
Each stage gets an exit criterion a rep can actually check, instead of a vague label.
02
Automate the handoffs
The manual copy-paste between sales, CS, and finance becomes a workflow.
03
Remove conflicting automation
Old workflows firing against your current process get audited out.
04
Train on the real version
The team learns the pipeline they will use on Monday, not a generic HubSpot course.
Typical outcome
Adoption you can see in the activity data
Talk through this →

Researched leads, delivered into your portal

Not another list. VAIDER delivers four researched lead packets a week, staged in your portal.

01
Lock the ICP and signal
One clearly defined profile and one buying signal, so every packet is judged against the same bar.
02
Research with evidence
Each account arrives with source evidence, buyer roles, and contact confidence — not just a name and a guess.
03
Dedupe against your portal
Nothing already in HubSpot as a company, contact, or open deal ever reaches your reps.
04
Stage the draft for review
A review-ready outreach draft waits in your portal. Sending always stays with your team.
Typical outcome
4+ qualified packets a week, evidence attached
Talk through this →

Consolidate before you renew

Two portals means paying twice. HubSpot's native tools won't move everything — ours do.

01
Map what lives where
A full inventory across both portals — data, assets, pages, integrations, and who relies on each.
02
Pick the system of record
One portal wins on cost and fit; we make that call with you before anything moves.
03
Migrate everything
Data, assets, pages, and redirects — including the CMS content HubSpot cannot natively move.
04
QA before decommissioning
Nothing is switched off until the consolidated portal is tested against the old one.
Typical outcome
One portal, one bill, nothing lost
Talk through this →
How we work

Audit first. Then every change is documented.

RSM Audit reads the whole portal

Our HubSpot audit tool inspects workflows, properties, pipelines, permissions, and data quality, then scores what it finds. You get a prioritized list of what's actually broken — before anyone quotes you a project.

Workflow, property, pipeline, and permission review
Data-quality scoring with a prioritized fix list
Findings you can act on with or without us
The same audit that starts every RSM engagement
Run the free audit →
FIG. 03 The branch The same failure shapes, portal after portal Trigger ERR ERR Clean re-run The workflow errors we find in nearly every portal
FIG. 12 The stages nobody uses The pipeline on paper vs. how the team sells In the portal NewQualifiedDemo sent ProposalClosed won What actually happens NewClosed won Everything in between lives in email Rebuild the stages around real qualification criteria Why pipeline adoption fails, and how we fix it

Weekly milestones, not black boxes

Weekly stand-ups, end-of-week written summaries, and flat-rate pricing with milestone payments — you pay as we deliver, not upfront. We communicate on Email, Teams, WhatsApp, or Slack, so nobody changes their process to work with us.

Flexible
Milestone payments
Flat-rate pricing, paid as we deliver.
Transparent
Weekly summaries
Stand-ups plus a written end-of-week recap.
Custom
Tailored contracts
4-week migrations to yearly support.
Reliable
24/7 support
Email, Teams, WhatsApp, or Slack.
Managed service · VAIDER

Qualified leads, delivered inside HubSpot

One ICP, one signal lane, at least four researched and deduped lead packets a week — each with source evidence, buyer roles, contact confidence, and a review-ready outreach draft staged in your portal.

Not another prospecting dashboard. VAIDER is a managed service, and sending always stays under your team's control.

LEAD PACKET · WEEK 07
Ready for review
ACCOUNT
Northwind Logistics — fit: 3PL, 200–500 employees, US Midwest
SIGNAL
Posted 4 ops roles and opened a second distribution hub (Aug)
BUYER ROLES
VP Revenue Operations · Director of Sales Enablement
CONTACT CONF.
High — 2 verified emails, 1 direct line
HUBSPOT DEDUPE
No matching company, contact, customer, or open deal
OUTREACH DRAFT
Staged in portal, awaiting your review
Credentials

HubSpot Platinum Solutions Partner

Platinum is the third tier in HubSpot's partner program, and it is not bought — it is earned on delivered work: certified expertise, client retention, and a track record of portals that stay healthy after handoff. HubSpot re-evaluates the tier continuously, so it reflects what we are doing now, not a badge from years ago.

RSM Consulting is a US small business, in business 16 years and built on 22 years of hands-on CRM work — long enough to have seen platforms come and go, and to know which fixes still hold five years later. We work from Miami, Florida and Genova, Italy, with clients worldwide.

See our listing in the HubSpot Solutions Directory →
16
Years in business
Founded and still independently run.
22
Years in CRM
Hands-on, across platforms and eras.
87+
Implementations
Delivered, not just scoped.
2
Offices
Miami, Florida and Genova, Italy — clients worldwide.
Proof

Two portals, seven pipelines, zero data lost.

Symplicity
$9,459/mo
eliminated in redundant HubSpot cost — $113K a year

Two portals consolidated into one, including an 87-page website

Contacts, companies, marketing assets, and the full website — without losing a single page, breaking a form, or interrupting operations. Our developer built a purpose-built tool for the CMS content HubSpot can't natively move.

★★★★★

Before working with RSM, we had two HubSpot CRM instances and a whole mess of data in both. RSM took the reins and migrated our systems into one, systematically helped us clean and sort the data, and made sense of everything. Now we have a fully functioning CRM!

V. Grant · Vice President of Marketing, Symplicity
Read the case study →
The Tech-Diplomacy Academy
7 pipelines
rebuilt in a Salesforce-to-HubSpot migration

Salesforce to HubSpot, rebuilt around how the team actually operates

Core CRM data, seven pipelines, existing emails and segments, plus new webpages, forms, and workflows — planned so Salesforce concepts were mapped into HubSpot rather than copied in unchanged.

★★★★★

If you're looking for a partner who's responsive, knowledgeable, and genuinely invested in your success, RSM is easy to recommend.

K. Adkins
Read the case study →
Engagements

Flat-rate scope. Milestone payments. Contracts that match the work.

From a four-week migration to a yearly support retainer. Every engagement is quoted after the audit, so the number reflects your portal — not an average.

Audit
Start here
A structural review of the portal you already have, scored and prioritized.
Full portal audit and health score
Prioritized findings by risk and effort
Free 30-min discovery call
A plan you own, no commitment
Run the free audit
Optimize
Most common
Scoped project work — implementation, migration, automation, or consolidation.
Flat-rate scope with milestone payments
Data cleanup, dedupe, and reconciliation
Pipelines, workflows, and reporting rebuilt
QA, testing, and validation before handoff
Weekly stand-ups and written summaries
Book a demo
Managed
Ongoing
We stay on as the team that keeps the portal — and the process — healthy.
Retained hours, yearly or rolling
24/7 support on your channels
Quarterly re-audit and cleanup
VAIDER lead delivery available as an add-on
Talk about a retainer
Get started

Three steps, no commitment

01

Run the free audit

Connect your portal and get a scored, prioritized list of what is actually broken.

Start the audit →
02

Take the 30-minute call

We walk the findings together and tell you what we'd fix first. No strings attached.

Book the call →
03

Get a flat-rate plan

A scoped engagement with weekly milestones and payments tied to delivery.

See all services →

Your CRM isn't going to fix itself

Every week you wait is another week of dirty data, missed deals, and frustrated reps. Get on a call with a HubSpot consultant, look at the portal together, and leave with a plan that actually works.

Free 30-minute discovery call · No strings attached
Get in touch

Tell us what your CRM is doing wrong

Book a time directly, or send us a note and we will come back to you — usually the same day. Either way you get a real answer about your portal, not a pitch deck.

Book a meeting

Pick a time that suits you. Thirty minutes, no obligation, and we will look at your portal together.

Open the calendar
Free 30-minute discovery call
No obligation, no strings attached
A real answer, not a pitch deck
Scheduling runs on HubSpot Meetings.

Or send an inquiry

Tell us what is going wrong and we will come back with a first read on it.

Send inquiry
Submissions land in our HubSpot CRM — the same portal we would be auditing for you. support@crmbyrsm.com