ContextA ~100-person construction-management SaaS running its GTM motion on a fragmented eight-tool stack — Salesforce, Salesloft, Mailchimp, Intercom, Delighted, Gong, ZoomInfo and more — with data reliability and reporting quality paying the price.
What I builtI architected and executed the migration to HubSpot nearly single-handedly: 65K contacts, 16K companies and 2.5K deals moved across 3 core pipelines (3 more added since), ~100 workflows including Rippling-driven automatic user provisioning, 42 integrated apps, and custom API integrations with our production database. Build to UAT in 6 weeks; Salesforce replaced in 2 months; full adoption in 3. HubSpot mandated paid partner onboarding — I converted it into 60 hours of Accelant consulting to pressure-test my build, rather than an out-of-the-box migration. I also redesigned pricing and contract workflows with automated tiered pricing and document generation in PandaDoc.
ResultAnnual tooling spend cut by roughly two-thirds — overshooting the original savings projection by about 30% — delivered in-house at a fraction of full-service implementation quotes, with no ongoing support retainer needed.