30 minutes  ·  No prep required

Let's talk.

Tell me what you're trying to do with HubSpot. We'll figure out in 30 minutes if there's a good fit.

Why people reach out

Whatever brought you here, we start there

I work with mortgage and fintech companies on both sides of the lender relationship — vendors selling into banks and credit unions, and lenders running their own HubSpot instance. People reach out for all kinds of reasons: a fresh onboarding, a setup that's outgrown its original plan, a second opinion before a big build, or just expert eyes on whether HubSpot is pulling its weight. Tell me where you are and we'll go from there.

What to expect on the call

  • 30 minutes, no prep required on your end

  • A straight read on whether your problem is a HubSpot problem or a process problem

  • No pitch, no package pitch, no follow-up sequence if it's not a fit

If it makes sense to work together, I'll tell you what I'd do and what that looks like.

 

You work directly with Craig

You'll be talking directly with Craig — not an account manager or a junior consultant. I've been in financial services since 1996 and building in HubSpot since 2019. If your situation is outside what I do, I'll tell you that on the call.

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