KarminaAI StudioAgents · Services · Training
HUBSPOT · CRM CONSULTATION, M MRQUETING AND SALES
Every contact has context.
Every opportunity, a next step.
We implement and optimize HubSpot so that capture, sales and customer service work on the same relationship. We connect the CRM with the real business strategy, content, campaigns and processes.
A SHARED RELATIONSHIPFirst interest in the relationship.ILLUSTRATIVE PIPELINE
Consultation
In Conversation
Proposal
Context→Responsible→Follow
SMART CRMMARKETINGSALESSERVICEDATA AND REPORTING
THE START POINT
- Duplicate or unsourced contacts identified.
- Marketing and sales use different definitions.
- Campaign reports disconnected from opportunities.
The form works. What happens next?
You may have traffic, ads, and a good form, but miss out on opportunities between a mailbox, a spreadsheet, and a call that no one records. Or have HubSpot and continue without knowing who has to respond, what each stage means or which campaigns contribute business.
Let’s start with the customer journey. We define data, qualification criteria and responsibilities before configuring pipelines or activating automations. Our service unites commercial operation and marketing so that the CRM explains what needs to be done.
CONSULTANCY AND IMPLEMENTATION SERVICES
HubSpot configured around your business.
We will work with the Hubs and the functions that make sense to hire. Each module can be activated separately and is budgeted with plan and visible data dependencies.
Audit CRM and customer journey
We review the collection, trading stages, attention and actual use of the account. We agree on what a contact is, a qualified opportunity and a client, and who is responsible for it.
US FREEM
Map of the route, shared definitions and priorities.
Data architecture and migration
We configure contacts, companies, businesses, properties and associations. We prepare amounts with identifiers, deduplication and checks before moving the agreed historical.
US FREEM
Data dictionary, migration plan and sample checking.
Capture and follow-up of contacts
We connect forms, landing pages, content and campaigns. We design segmentation and communications according to interest, stage and permits; we prepare the follow-up routes appropriate to the plan.
US FREEM
Capture map, segments, parts and automations agreed.
Pipelines and commercial discipline
We configure stages, entry and exit criteria, managers, tasks and reminders. When the license allows, we prepare custom commercial tracking sequences.
US FREEM
Pipeline operation, use guide and resources for commercials.
Customer attention and continuity
We order tickets, entry channels, consultation reasons, assignments and escalations. We connect customer information with ATC’s response base and operations.
US FREEM
Attention loop with decision makers and resolution criteria.
Automations and Integrations
We design assignments, data updates and notices; we connect applications via native or n8n when necessary. We review re-registrations, exclusions and risks of duplicate actions.
US FREEM
Workflows tested and sync map.
Dashboards Marketing and Business
We define indicators of origin, conversion, speed of response and commercial progress. We prepare dashboards with clear periods and criteria, without attributing sales to data that cannot prove them.
US FREEM
Control panel and definitions of each indicator.
Training, Breeze and continuous improvement
We form each role and review the available uses of Breeze for synthesis, preparation and work support. We provide the scope with authoritative data and human validation.
US FREEM
Role guides, evaluated use cases of AI and improvement plan.
POSEM CONTEXT A HUBSPOT
Where it makes sense to start with HubSpot?
In a first conversation we can understand the process, the tools you already have and the priorities of the team before specifying an intervention.
Video call · free · no obligationLet's talk on a video call ↗A short conversation to understand your starting point and bring clarity.
POSSIBLE APPLICATIONS
The CRM makes sense when the relationship continues.
Select a process to see what we would design and where the team intervenes. They are examples of service, not customer cases or automations in execution.
ILLUSTRATIVE EXEMPLARY
From reading content to a useful business conversation.
For businesses that generate opportunities with content, campaigns and forms.
- 01Content or advertisement
- 02Form with context
- 03Segment and responsible
- 04Commercial conversation
- 05Documented opportunity
WHAT'S PREPARED
Contacts with origin and need, and a follow-up aligned with the interest they have shown.
WHERE A PERSON INTERVENTED
Marketing validates the criteria; selling confirms the opportunity. No punctuation replaces conversation.
Testimonial Proposal · Pending ValidationText written for this landing page. This is not a literal quote from Roger López.
HubSpot is useful when the team knows what to do after each conversation. We define the stages, the necessary information and the follow-up so that marketing and sales work with the same context.
TRANSFER IS ALSO DESIGNED
Marketing, sales and service. A shared relationship.
We define what each team needs to receive in order to continue the work. Hubs are tools at the service of this agreement.
From marketing to sales
Qualification must mean something to both parties.
- Origin, interest and identified permits.
- Qualified Consultation Shared Criteria.
- Responsible and agreed follow-up time.
From sales to service
When an opportunity becomes a customer, information continues.
- Commitments and accessible commercial context.
- onboarding input or defined attention.
- Incidences returning to the right team.
workflows, trading sequences, advanced reports, and AI features have different Hub, Plan, Seat, or Credit requirements. We check your account before closing the scope.
WHAT'S IN YOUR ORGANIZATION
A commercial operation that the team understands.
The implementation combines configuration, data quality and way of working. Decisions are not hidden within the CRM.
- Map of the route of the client and those responsible.
- Dictionary of properties, stages and associations.
- Configured account and migrated data according to scope.
- Forms, segments, workflows and agreed materials.
- Dashboards with definitions and upgrade criteria.
- Guides for role and review plan of the CRM.
THREE MANNERS OF WORKING FOLLOWS
A service with a defined scope, team and continuity.
We can start with a diagnosis, implement a system or accompany the operation. The specific budget deliverables, dependencies, responsibilities and coverage.
Audit HubSpot
To understand what is being used, what is failing and what part of the investment is not providing value.
- Account review and processes.
- Data quality and permissions.
- Plan for priority improvement.
CRM with travel
To start with an orderly base or reorganize an implant that has grown without criteria.
- Architecture and configuration.
- Migration and agreed processes.
- Training and start up.
Marketing and CRM in continuous
To connect campaigns, content and commercial operation with recurring improvement.
- Evolution of routes and automations.
- Reporting and follow up meetings.
- Support for team adoption.
IF YOU ALREADY HAVE A STARTING POINT
Tell us how you work today. HubSpot.
A summary of the process, the teams involved and the expected result helps us prepare the conversation. For the first assessment, no credentials or sensitive data need to be shared.
TRAINING ON REAL WORK
Each role learns what it needs to do.
The training uses your pipeline, your test data and the situations the team will encounter. The CRM needs shared habits in addition to configuration.
Marketing
Capture, segmentation, communications, exclusions and measurement.
Sales and accounts
Context recording, next action, opportunities and transfers.
Management and administration
Dashboards, data quality, access and account governance.
HUBSPOT KARMINA ECOSYSTEM DINS
The tool is part of a wider system.
These connections are activated when the project needs them. Each service provides a specific part of the knowledge, strategy, production or operation.
CLARGE BEFORE YOU START
Scope and responsibilities, in writing.
The service of Karmina, the licenses of the tool and the costs of third parties are differentiated in the proposal.
The license is decided by the process.
We do not assume that the free plan or a single Hub includes the entire project. We distinguish implementation, subscription, seats, marketing contacts and consumptions.
Importing is not having permission to contact.
We review provenance, basis of treatment and communication permissions with those responsible for the client. We exclude contacts who do not have to receive every shipment.
Sequences and workflows have different uses.
The sequences support custom commercial tracking; the workflows automate processes. We check the conditions and licenses before activating them.
No migration to blind.
We agree what is preserved, we test a sample and validate associations and data. The settings and accesses are documented in the customer account.
COM SABREM IF IT WORKS
We measure usage and results.
Set a starting point and project indicators. We do not anticipate percentages of improvement without data.
Reply
Time until the first follow-up and responsible contacts.
Advance
Conversion between stages and opportunities without next action.
Quality of data
Duplicates, mandatory fields and origin of capture identified.
OTHER SERVICES FOR TOOLS
What could the next step be?
Consulting that we can evaluate according to your process. The links do not involve already configured integrations or you need all these tools.
CONSULTATION HUBSPOT
What is being lost between capture and sale?
Tell us how the contacts come in, who works them and if you already have HubSpot. We will review the process before recommending Hubs or automations.
hello@karmina.aiIndependent consulting of Karmina AI Studio. Trademarks identify tools; they do not involve partnership or certification. the Revised Capabilities 30 August 2026, subject to plan and availability.
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