Articles
Written from tools I've set up and run myself. Where a claim comes from documentation instead of use, it says so on the page.
- CRM for consultants: the threshold where a spreadsheet stops workingMost independent consultants don't need a CRM yet, and the ones who do can name the exact moment it changed. Here's the threshold, and what to do on either side of it.
- Choosing a CRM for a marketing agency: what the setup tells you before you commitI set up HubSpot's free CRM as a one-person agency and wrote down what the onboarding assumed about me. Plus the three questions that matter more than any feature comparison.
- HubSpot alternatives: what you're actually trying to escapePeople look for alternatives for four different reasons, and each one points somewhere else. Here's how to tell which one you have before you migrate anything.
- HubSpot free plan limits: the numbers, and which one you hit firstEvery hard limit on HubSpot's free tier, taken from the official catalog — plus which ones actually stop an agency, and the one the onboarding spends for you.
- HubSpot pipeline stages for an agency: why the default seven are wrongThe setup builds you a seven-stage sales pipeline even when you tell it you work alone. Here's what an agency pipeline should actually contain, and why fewer stages hold up better.
- Marketing automation for agencies: what the free tiers actually automateHubSpot's free plan allows one automated action. Workflows need Professional, not Starter. Here's what that means if automation is the reason you're shopping.