Results
What a working system does for a business.
Two builds, from the problem to the payoff. Client details stay confidential, and the work speaks for itself.
Direct-to-consumer and wholesale
Turning scattered data into revenue
A fast-growing botanical retailer was selling online and to wholesale buyers, with no single place to see either side of the business.
The challengeOrders lived in Shopify while customer conversations were scattered across other tools. Nobody could say which marketing was paying off, shoppers who abandoned their carts were simply lost, and wholesale inquiries had no process at all.
The solutionEvery order in one place
Shopify now syncs orders, carts, products, and customers into HubSpot in real time. Each order becomes a deal in the right pipeline with more than 40 details attached, from payment status to the campaign that brought the customer in.
A pipeline for each way they sell
Retail orders move through stages driven by Shopify's fulfillment status. Wholesale deals follow a seven-stage sales process with forecasting built in, so the team can see what's likely to close.
Automation that works around the clock
Dozens of workflows handle the follow-up nobody had time for. Abandoned cart recovery reaches shoppers at two hours, one day, and three days, with an offer in the final message. Lapsed customers get re-engaged, wholesale inquiries flow straight into the sales pipeline, and support tickets route themselves.
Reports leadership can act on
Twenty dashboards cover sales, marketing attribution, e-commerce performance, and support response times, all built on consistent campaign tracking.
Built to keep working
Role-based permissions, clean naming, regular audits, and a full admin runbook keep the portal reliable as the team grows.
E-commerce launch
A new brand that tracks every sale from day one
A direct-to-consumer supplement brand needed its store, CRM, and analytics working together from the start. I co-own this brand and built every system behind it.
The challengeA new brand can't afford guesswork. Every sale needed to trace back to where the customer came from, and no shopper who left a cart could slip away.
The solutionStore and CRM, connected
The Shopify store feeds customers and orders into HubSpot, and abandoned cart automation follows up with shoppers who leave before checking out.
Analytics that answer questions
Google Analytics 4 tracks every purchase, and Search Console shows which searches bring people in.
Content that builds the brand
The blog moved off a HubSpot subdomain onto the store's own domain, where it strengthens the brand's search presence.
Tools
The platforms I work in
HubSpot and Shopify at the center, with the tools that connect to them.
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