Real problems. Real fixes.
Every case study here represents a system that was losing something, revenue visibility, reporting accuracy, or sales timing, and what it took to recover it.
HubSpot / QuickBooks / WooCommerce / Multi-Currency
From Zero RevOps Infrastructure to a Scalable Revenue System
The situation
A global DTC and B2B skincare brand had grown to the point where their operational complexity had outpaced their systems. HubSpot was being used as a basic contact database. WooCommerce handled e-commerce but didn’t connect to the CRM. QuickBooks managed financials in isolation. There was no automation, no reconciliation, and no reliable reporting across the business.
What I did
- Ran a full CRM migration from a legacy system into HubSpot, data audit, field mapping, deduplication, and configuration from scratch
- Built and maintained the WooCommerce to HubSpot integration, order sync, deal creation, contact data mapping, and checkout logic
- Reconciled HubSpot deal data against QuickBooks at the invoice level, resolving multi-payment mismatches, currency variances, and months of accumulated data drift
- Built 30+ active workflow automations covering sales notifications, lifecycle segmentation, and opportunity alerts
- Extended HubSpot with Make and n8n to handle complex calculations, rolling sales averages, multi-period aggregations, that weren’t possible natively
The outcome
A fully integrated revenue stack where CRM, e-commerce, and financial data stayed honest against each other. Leadership could trust the numbers. The sales team had signals they didn’t have before. Five years of continuous operation and iteration without a second systems person in the building.
Analytics / GTM / Attribution
Attribution and Tracking Recovery
The situation
Marketing spend was going out the door but the reporting couldn’t say what was working. GTM was misconfigured, conversion events were misfiring, and GA4 data didn’t match platform-reported numbers. The team was optimizing campaigns against bad data.
What I did
- Audited the full GTM container, identified misfiring triggers, duplicate tags, and events that were never firing at all
- Rebuilt the tracking architecture from the ground up, establishing clean event naming conventions and reliable conversion tracking
- Aligned GA4, GTM, and ad platform pixel data so attribution reporting was consistent across sources
- Documented the full tracking setup so future changes could be made without breaking the system
The outcome
Marketing reporting became reliable enough to make actual budget decisions. The team knew which channels were generating revenue and which were generating noise.
n8n / HubSpot / Automation
Revenue Signal Automation for a Sales Team
The situation
A sales team with a solid CRM and e-commerce history had no way to act on the patterns living inside their data. High-value customers lapsed quietly. Reactivation windows came and went. The data to flag all of it existed, it just wasn’t connected to anything that would surface it.
What I did
- Mapped the behavioral and transactional signals that historically preceded high-value purchases, churn, and reactivation
- Built n8n workflows that monitored those signals across HubSpot and WooCommerce data in near real-time
- Set up proactive sales notifications that routed to the right team member when an account crossed a threshold
- Built in suppression logic so the system didn’t fire noise, only meaningful signals
The outcome
The sales team shifted from reactive (waiting for inbound or manually reviewing accounts) to proactive, receiving actionable alerts before windows closed. The infrastructure became the starting point for ongoing Revenue Signal Automation work.
Recognize any of these problems?
A Systems Diagnostic is the fastest way to find out what’s actually happening in your stack and what fixing it is worth.
Schedule a Systems Intro Call