HubSpot Consultant: a thinking partner, not just a pair of hands
You’re looking for a HubSpot consultant who understands your situation and turns it into a concrete recommendation, not a generic best-practice presentation. I’m Lorenz Ritter von Stein, a HubSpot freelancer and consultant for B2B companies. I work as a strategic partner and as a hands-on implementer, depending on what you need. The person who advises you is the same person who does the implementation.
What a HubSpot setup looks like when it’s done right.
- Meaningful, fully automated reporting. With numbers you can trust.
- Leads are cleanly attributed to the right marketing campaign.
- Sales knows the marketing message. Marketing gets feedback on lead quality.
- Recurring customer questions don’t have to be answered from scratch every time.
- Complete clarity in your sales pipeline.
What a HubSpot consultant does
A HubSpot CRM consultant analyzes how your company works with its CRM today, or how it wants to, and turns that into a concrete recommendation. That can mean:
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Strategy
Which hubs do you actually need? How should your pipeline be structured? Which processes should be automated?
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Architecture
How should contacts, deals and lifecycle stages relate to each other? Which integrations make sense?
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Audit
What works in your current setup and what doesn’t? Where are you losing data quality, and where do processes hit a dead end?
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Optimization
You use HubSpot, but it feels like you’re getting 30% of its potential. I find the biggest levers.
The difference between advising and implementing
Some companies need someone who designs the approach and makes the calls. Others need someone who can also implement it directly. I can do both.
Strategy
You have an in-house team that implements but needs strategic input. Then I provide the strategy.
Implementation
You don’t have anyone to configure HubSpot. Then I take care of the implementation.
Both
Often the most sensible option: I design it and build it, and your team learns along the way.
When you need a HubSpot consultant
There are situations where an outside HubSpot consultant gets you further than internal trial and error:
- You’ve bought HubSpot and want to start on a solid foundation from day one instead of cleaning up later.
- You already use HubSpot, but your team doesn’t use the CRM consistently, and nobody really knows why.
- You hired an agency, and what you got is a standard setup that doesn’t match your process.
- You want to take on a more complex step: migrating from Salesforce, building a revenue operations (RevOps) structure or connecting multiple HubSpot accounts.
In all of these cases, it pays to talk before anything gets built.
Let’s talkHow I work
I ask more questions than I answer until I really understand your situation. Then you get a concrete recommendation with the reasoning behind it, not a list of options with no direction.
I push back on the brief when I think the question you’re asking isn’t the real one. And I’ll tell you when something doesn’t make sense before it gets built. That’s the difference between a HubSpot consultant and a vendor who simply implements requirements.
Consulting with no upgrade agenda
I’m not a HubSpot partner and I don’t sell licenses. So my recommendation is based on what you need, not on HubSpot’s plans.
Sometimes an upgrade is the right answer. Often the plan you already have is enough, as long as it’s set up properly and connected to your other tools.
From our work with WOWING
We have been working with Lorenz for quite a while on various automation and integration solutions for shared clients. He is absolutely reliable, always quick to reach, and not only knows HubSpot inside out but also brings a real understanding of automation and the human processes behind it. I’m happy to recommend him!
Translated from German
Michael PauliManaging Director, WOWING GmbH 
Hi, I’m Lorenz.
I’ve worked with HubSpot every day for more than 6 years.
Before going independent, I helped two companies grow from around 15 to more than 60 employees within a few years, with annual revenue in the eight figures. In my last role I was responsible for all automation, the sales processes, the AI strategy, tracking, reporting and a lot more.
Today I help small and mid-sized businesses get similar results.
Frequently asked questions about HubSpot consulting
What’s the difference between a HubSpot consultant and an agency?
An agency is a team with fixed processes, standard packages and overhead. A consultant is one person who thinks it through with you, asks critical questions and works from your specific situation. With me, the person on the intro call is the person who does the work. No handoff to junior staff, no off-the-shelf solution that gets adjusted after the fact. You’ll find the detailed comparison in “HubSpot agency or freelancer?”.
How does HubSpot consulting work in practice?
We start with a free intro call where I get to understand your situation: what you have, what’s missing and what you want to achieve. Afterwards you get a concrete proposal with scope, timeline and price. Depending on the project, that can be a one-time consultation, an implementation project or an ongoing engagement.
Do you also offer strategic advice without implementation?
Yes. If you already have a team that handles implementation but needs strategic input, I can also work as an outside sounding board. For example for architecture reviews, a second opinion on your CRM design, or the question of whether HubSpot is the right tool for your use case at all.
Do you also do HubSpot audits?
Yes. A structured review shows what works in your setup, where data quality gets lost and where the biggest levers are. Small changes often make a big difference.
What company size are you the right HubSpot consultant for?
My focus is on B2B companies with 5 to 100 employees. That’s the size where HubSpot solves the most concrete problems and where an outside consultant makes the biggest difference. For very small teams of fewer than 5 people, there are often more affordable alternatives to outside consulting.
How much does HubSpot consulting cost?
For project-based consulting, I price by scope. For hourly consulting or reviews, we discuss the specific terms in the intro call. There’s no retainer model with monthly minimum hours for work you don’t need.
More on HubSpot
- HubSpot implementationCRM setup, data migration, pipeline
- HubSpot onboardinggetting your team started
- Automation & AIworkflows beyond HubSpot
- HubSpot APIwhat HubSpot can’t do on its own
- What does HubSpot cost?pricing, required onboarding, saving
- Agency or freelancer?an honest comparison
- Why a HubSpot freelancer?work with the person who builds it
More revenue from the right HubSpot setup.
I set up your HubSpot so it delivers its full potential in your business. Whether you’re just getting started or have been using HubSpot for years. In a free 30-minute intro call, we look at your situation together.
Available times
The calendar is provided by HubSpot. Data is only sent to HubSpot once you open it.
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Send me a message. I’ll reply within 24 hours.
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