RevOps, HubSpot & Applied AI

I fix the CRM problems that slow teams down.

And build tools for the work that’s still manual.

I work across HubSpot architecture, reporting, integrations, and AI workflows. That can mean fixing ownership rules, making reports trustworthy, or building an app that saves your team another afternoon of clicking.

For teams using HubSpot, moving onto it, or trying to make the tools around it work together.

Selected work & practical examples

How I approach the work.

A look at the decisions, tools, and workflows behind the service list.

01 / CRM architecture · Field note

One sales process. Too many pipelines.

When a region or product needs a property and a filtered view, and when it actually needs its own pipeline.

See the decision, a sample structure, and what to check before changing anything.

Explore the approach →

02 / Applied AI · Personal build

KLIPPY: long video to usable clips.

A focused tool I built with Claude Code and Codex for transcription, captioning, and transcript-based editing.

A concrete use case, a small feature set, and an editable result.

Read the build note →

03 / AI operations · Interactive example

A handoff with the missing details flagged.

Explore how a review step can separate a useful AI summary from a confident guess.

Fictional records and preset outputs. No CRM connection required.

Try the walkthrough →

Ways I can help

Start with the problem.

We can scope a specific fix or work through the system around it.

“We don’t trust our HubSpot data.”

Trace problems in lifecycle stages, ownership, pipelines, and reporting back to the setup that creates them.

  • Portal and process review
  • CRM structure and workflow cleanup
  • Reporting definitions and data checks
Talk through your portal →

“We’re still moving this by hand.”

Connect systems or build a focused utility for work that native features don’t cover.

  • API integrations and private apps
  • Data exports, syncs, and asset audits
  • Documented operation and handoff
Scope an integration →

“Where would AI actually help?”

Choose a bounded task, build the workflow, and test the result against examples your team understands.

  • Use-case and data-readiness review
  • Summaries, enrichment, and internal tools
  • Human review and failure handling
Explore an AI workflow →
HubSpot areas I work across

Marketing and sales operations, service handoffs, lifecycle architecture, properties and custom objects, workflows, reporting, private apps, integrations, and team adoption.

Client feedback

What it’s like to work together.

Notes from teams I’ve worked with on HubSpot onboarding, CRM migrations, and ongoing support.

★★★★★HubSpot onboarding
“Noah was an amazing asset in our project to optimize HubSpot for broader parity with Salesforce. He was knowledgeable, proactive in offering suggestions and worked within the constraints of our organization.”
Carpinella, P. · Client review
★★★★★CRM migration
“Noah made it so manageable and we looked forward to meeting with him weekly. The migration has been greatly successful - mainly thanks to Noah's extensive knowledge and best practices. Highly recommend!”
Moya, G. · Client review
★★★★★CRM migration
“Noah was incredible to work with, knowledgeable, and helpful with every problem that arose!”
Edmisten, C. · Client review

Selected excerpts from client reviews of engagements delivered through New Breed. The quoted wording is unchanged.

Spotter & field notes

The small details matter.

I write about the settings, workarounds, and product changes that make a difference when you’re the one maintaining the system.

CRM ownership

When an email changes the contact owner.

A close look at an unexpected assignment behavior and the tradeoffs in the available workarounds.

Read on LinkedIn ↗

Workflow maintenance

Leave context inside the workflow.

A Spotter issue covering workflow comments and the move toward agent-driven HubSpot operations.

Read in Spotter ↗

Applied AI

Agents need a working foundation.

Why the data model and integrations matter when an AI agent can take action.

Read on LinkedIn ↗

Experience

Built on years of hands-on operations work.

My work sits where CRM architecture, revenue process, reporting, automation, and team adoption meet. I focus on HubSpot systems that are usable, measurable, and durable after launch.

New Breed logo
New Breed

Senior Revenue Operations Strategist

October 2025 - Present

Helping businesses configure and implement HubSpot, with emphasis on automation, reporting, integrations, CRM usability, process clarity, and practical adoption.

Modern Driven Media
Modern Driven Media

Growth Implementation Manager

November 2021 - September 2025

Implemented HubSpot, attribution, reporting, and business intelligence systems for SMB and enterprise B2B clients.

Geauxto Group
Geauxto Group

Social Media Manager

May 2020 - November 2021

Created and published social content for local businesses, drove a 45% lift in engagement, and ran LinkedIn and Meta campaigns that delivered 2x ROAS.

Drinker's Edition
Drinker's Edition

Chief Marketing Officer

May 2017 - May 2020

Built the marketing function from the ground up, spanning paid social, interface design, and a $20,000/month subscription program.

Work with me

What’s slowing your team down?

Tell me what your team is trying to do, where the process breaks, and which tools are involved. We can work out a useful starting point.

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