We turn HubSpot into a system where marketing and sales work from the same data.
Last updated
View as MarkdownRoicool's HubSpot consulting covers defining lifecycle and deal stages, properties and forms, lead assignment and scoring, email and workflow automation, Google Ads and Meta integration, reporting and team training. We do new setups, fix existing portals and migrate from other CRMs.
Last updated: 20 October 2026View as Markdown
Five problems we solve.
Scope
Definitions for the lead, MQL, SQL, opportunity and customer stages; sales pipeline stages and rules.
Properties, required fields, company and contact associations, source tracking.
Lead assignment, scoring, nurture emails, sales tasks and reminders.
Web forms, Google Ads and Meta lead forms, lifecycle stages sent as offline conversions, calendar and email, and phone and WhatsApp where needed.
Marketing and sales dashboards; role-based training.
Price: by scope, written in the proposalAsk for a proposal
Example flow: 8 anonymous deals move through Appointment scheduled → Qualified to buy → Presentation scheduled → Contract sent → Closed won, and at each of the 4 steps an automation rule we build fires.
Example flow
Appointment scheduled2
Gate Appointment scheduled → Qualified to buy: Form submitted → contact owner assigned
Qualified to buy2
Gate Qualified to buy → Presentation scheduled: Lifecycle: SQL → deal created
Presentation scheduled2
Gate Presentation scheduled → Contract sent: Quote viewed → sequence paused
Contract sent1
Gate Contract sent → Closed won: Closed won → onboarding ticket
Closed won1
Cases
We connected SESTEK's Webflow forms not straight to the CRM but to a Webflow Cloud app on the site's domain; only this server layer talks to Microsoft Dynamics 365, and the browser never does. The forms are React code components managed from the Designer, on a bilingual CMS whose folder and item slugs are largely translated.
Read the SESTEK caseIn the same area
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ExploreTeam and proof
Clutch profile“Roicool knew what they were doing and were ready to answer our questions with their expertise anytime.”
Sena Miskioğlu, SESTEK Marketing Manager ·
Strategy, content, development and measurement in one team.
Partnerships and certifications
Zehra Adaş · Managing Partner · Updated 20 October 2026 · 1 min read
A good fit: B2B and SaaS companies that want to run marketing and sales on the same platform.
Not a good fit: small teams that only need simple deal tracking and won't use marketing automation; simpler tools may be enough for them.
The HubSpot CRM platform, mainly Marketing Hub, Sales Hub and Service Hub. We set the scope by your licence and your needs.
It can be enough to start managing contacts and deals. Once you need automation, advanced reporting or more users, you have to move to a paid tier; we suggest choosing based on what you will need over the next two years.
Yes. Connecting the ad accounts, routing lead forms into HubSpot and sending lifecycle stages to the ad platforms as conversions are all part of the setup.
Yes. We plan the move with an inventory, a mapping table, data cleanup, a test import and a validated final import.
Let’s start
In a 30-minute intro call we listen to your goals and agree on the right first step.
