Process Pro Consulting

Process Pro Consulting was founded to help business owners and operators fully utilize your software solutions on the marketplace today. Amazing product marketing and SaaS sales teams make software easy to buy. We pick up where the software sales team leaves off. At Process Pro Consulting our team maximizes your Software ROI by helping you fully implement software in your business processes. We specialize in Sales Processes, Sales Operations, Project Management, Account Management, and Customer Success. Focus on HubSpot and Salesforce tech stacks.

Founder & Principal Adviser

Modern Sales Pros

Modern Sales Pros is the world's largest community for leaders in sales, operations, enablement, and related disciplines. Our mission is to help our community learn how to solve the biggest challenges they face (and would otherwise bang their heads against the wall trying to solve). Our 13,000 members learn from each other through our online message board and through amazing in-person events

Member

ScaleFactor, Inc.

- Worked with Chief Revenue Officer to develop product offerings and implement/optimize the RevOps tech stack.  
- Part of Pre Series A - Series A growth - Lots of customers and 100 employees. 
- Using the skills and lessons from this experience to coach teach and train companies on growth.

Director of Product Marketing & Strategy

Managed customer experience through all phases of the customer life cycle

Development and program design of the Customer Onboarding team to ensure a seamless buyer journey from Sales, On-boarding, to Customer Support.  

Lead cross-functional teams to improve customer retention and engagement. Initiatives include developing the customer life cycle process, tracking Net Promoter Score and driving actions to iterate and improve. Managed customer education team developing training and services offerings for customers

Company-wide recruiting leader - Implementation of Greenhouse Recruiting Software and recruiting process design.

BetterWorks Performance Management Leader, Implementation of software and performance management approach for Customer Support team.

Customer Success Manager & Special Project Leader

KPMG

Executed financial and accounting analysis and process improvement(s) associated with one or more of the following financial management functional areas: budgeting and forecasting, financial close and consolidation, management and financial reporting, cash management and program accounting, working capital management, shared services, and/or financial transformation

Actively participated in the development of business specifications for product and industry topics listed above

Assisted with the creation of proposals and other business development activities

Performed financial/controls transformation initiatives or process mapping in areas that include procure to pay, order to cash, plan to perform and close to report business cycles

Served as a liaison between clients and upper management

Planned and executed day-to-day activities of Advisory engagements including business process analysis, future state process design, data, and business case analysis, and provide recommendations in the areas of process improvements and risk mitigation strategies

Senior Associate - Management Consulting

Intern- Audit

I help your team get your Hubspot and RevOps projects over the finish line. We design your strategy and provide your team with the extra bandwidth so you can get projects off your to-do list.  Let's win together. My primary goal is to turn your team into RevOps Tech Stack experts.

HOW WE HELP:
🧐 Are you utilizing the software stack in your business effectively? 

💻 Is your data consistent and accurate so your teams can execute on a day-to-day basis? 

🤯 Are you struggling with software/tech adoption in your company? 

♻️ Do you have a repeatable process improvement culture? 

Today, it is easy to purchase software yet hard to implement. There are thousands of options and usually not enough time to complete the process effectively.  Our mission is to simplify the software buying and implementation to drive results for your team.  We are flipping the script of the traditional consulting experience and are hyper-focused on delivering results and building your team. We focus on coaching, teaching, and training your team to utilize the technology stack to drive revenue in your business. 

Our team of consultants is ready to work with your team, learn about your business, and complete the list of RevOps projects on your list. 

WHAT WE DO:
- RevOps alignment- Marketing, Sales, and customer success
- Repeatable playbooks and training so you can grow and scale efficiently
- Technology and Software education - Make everyone a power user!
- RevOps automation - simplify the follow-up, data entry, and task management for your team

Follow Me here on LinkedIn

HIGHLIGHTS:
📈Grew SaaS startup from 5 to 100 employees in a 3-year period

📗 Learned consulting framework and how to manage projects effectively in Big 4 Consulting. My most important takeaway - make it easy for your customers to work with you and get projects off their to do list by getting them done

🖥 Now it's time to take all those learnings to modernize the consulting business model.

MY MOTTOS ARE:
✌🏼 ”Be authentic"

✅ "Be intentional"

🏆 "Enable your team to win" 

🎉 “Celebrate those wins”

💪🏼 "Be comfortable with being uncomfortable, it's a normal feeling"

OUTSIDE OF WORK I:
🎶 Love going to concerts to see my favorite bands

⛳️ Always trying to get better at golf  

🏝 Travel around the world 

👩🏻‍🤝‍👨🏼 Stay connected with my family and friends

Adam Sharrow 🤙🏼

Finally, Conditional Logic for Tabs and Cards in HubSpot!
If you’re customizing records in HubSpot, this update is huge.

You can now apply conditional logic to both tabs and cards inside your CRM record views.

Before today, you could only do this on the left and right sidebars. Now you can fully tailor what your team sees across the record.
Here’s why that matters:

 ✅ Clean up clutter by only showing what’s relevant for that record type or user

 ✅ Personalize by team so Sales, CS, or RevOps each see what matters to them

 ✅ Build smarter CRM experiences like hiding customer health scores until someone actually becomes a customer

We’ve already started rolling this out for clients who want their CRM to work for their team, not the other way around.

If you’re ready to make your HubSpot setup easier to navigate and more powerful, drop a comment or DM me.

Strategic GTM + Hubspot Technical Consulting - Diamond Partner, Ops-minded problem solver, Dad

I've always called it “workflow soup.” 🍲

Every once in a while, we open a HubSpot portal and find:

437 active workflows

Enrollments coming from everywhere

And no one knows who turned what on

That’s workflow soup.
Everything’s in the pot, and no one’s sure who added the extra ingredients.

The good news?
HubSpot finally added a Publish permission for Workflows.

I repeat, HubSpot finally added a Publish permission for Workflows.

Now you can give people access to build and edit, without giving them the keys to turn things on.
No more surprise emails, rogue triggers, or “why did that deal just move to Closed Won?” moments.

Small change. Big sanity saver.

If your portal’s got workflow soup, that’s our specialty — we’re great at cleaning it up.

 Drop a comment if you’re ready for cleaner automation or just want to commiserate over workflow soup

Finally! You can customize line item properties in HubSpot.
About damn time.

Now you can:
✅ Create custom properties on the Line Item object
✅ Build calculated or conditional fields (margin %, fees, logic-based discounts)
✅ Use them in quotes, workflows, and reporting
✅ Manage them all from Settings → Data Management → Properties, just like Contacts or Deals

This closes one of the big CPQ gaps in HubSpot’s CRM architecture.
It means that quoting and revenue reporting finally operate on the same object-level logic as deals and companies.

If you’ve ever hacked your way around this with custom code, spreadsheet exports, or tears, this update’s for you.

Huge step for RevOps maturity in HubSpot.

graphical user interface, text, application, email

The review below meant a lot to me because it captured the thing our team takes the most pride in: how we coach, teach, and train our customers

Not the dashboards.
Not the workflows.
Not the migration.

But this line right here:

“They focused on training us. Not just doing the work, but helping us build the skills to manage HubSpot confidently on our own.”

That is the heart of how we operate at Process Pro.
Coach. Teach. Train.

Anyone can build a workflow. Anyone can set up an object. Tools are easy.
But if your team cannot run the system after go live, nothing sticks. Adoption dies. Automation breaks. Trust disappears.

Our job is not to create dependency.
Our job is to build confidence.

We show your team how the system works.
We explain the why behind every decision.
We make sure someone on your side holds the keys.
We coach you.
We teach you.
We train you.

Yes, we can be your ongoing RevOps arm. Many clients choose that.
But we will never be the partner who keeps the knowledge to ourselves.

If you want a HubSpot partner who empowers your team instead of replacing them, who builds capability instead of confusion, and who treats every project like a coaching engagement, we would love to connect

'Tis the season for "Can you get me fully migrated to Hubspot by Dec 31st?" conversations. Simple answer, no... not responsibly

🎃 We have fun as a team every day, but last Friday’s Halloween party took it to another level.

Costumes, trivia, laughs, and a little friendly competition for best costume made for a perfect reminder of why I love this team.

Moments like these are what make our culture special.
Everyone gets involved. Everyone shows up. Everyone has fun.

It’s the kind of company I always dreamed of building, and the kind of culture you can’t fake.

The truth is, the credit goes to your team... our team drives your culture, and this team absolutely rocks.

If you want to be part of a place where people love what they do, building in Hubspot (and have a great time doing it), check out our open roles below. 👇

I did a deep dive into some recent customer feedback... and four themes kept showing up over and over again.

These weren’t things we explicitly asked for.

They were things customers felt in the way we worked together, which makes them even more meaningful.

At Process Pro, 𝗖𝗼𝗮𝗰𝗵 𝗧𝗲𝗮𝗰𝗵 𝗧𝗿𝗮𝗶𝗻 is more than a mantra.
It’s how we show up on every project.
It’s how we become part of your team instead of an external vendor.

And these themes stood out:

𝗧𝗿𝘂𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝘀
Customers called out how quickly we identify the right solution or workaround. Deep HubSpot expertise is the difference between fixing the symptom and solving the real problem.

𝗣𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗧𝗲𝗮𝗺
Quick calls. Smart questions. Real collaboration.
Clients consistently tell us it feels like we’re working inside their org, not outside of it.

𝗥𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗧𝗶𝗺𝗲𝗹𝗶𝗻𝗲𝘀
No overpromising. No surprises.
Just predictable, manageable delivery that moves projects forward.

𝗔𝗰𝗰𝗲𝘀𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆
Fast answers through Slack or email.
Quick questions get quick support so the work never stalls.

Seeing these patterns across feedback is a powerful reminder that the experience we deliver matters just as much as the technical work.

And if these are the things customers feel when they work with us, that’s exactly the kind of team we want to be.

4 Reasons Customers Love Process Pro

What's your favorite health insurance broker for small remote teams with remote team across the US? Just got back our quote for the new year and increased 28% so need to shop around. Ready, set, go!

Happy Thanksgiving everyone! Be thankful and be kind everyday!

"They consistently offered best practices tailored to our needs and helped us understand how to expand our use of HubSpot without feeling overwhelmed."

It's reviews like this that we do it for. We executed many different areas as stated in the review, but it's how we help the teams and the people we work with that puts wind in our sails. 

Great work, team!

If you are feeling overwhelmed in HubSpot this Q4, I'd love to chat with you about ways we could be a great extension to your RevOps team!

automate rev.ops.

At automate rev.ops., we empower B2B consultants to scale pipeline through cutting-edge AI-automations.

Co-founder & GTM Engineer

Pavilion

Executive Member

Clay

As a Clay coach, I'm commited to help sales professionals master Clay through 1:1 coaching tailored to their business goals.

Certified Expert | Clay Coach

RevGenius

MateCaps

At MateCaps, I conceptualized and brought to life a groundbreaking innovation in the beverage industry. MateCaps offers a monthly supply of package-free yerba mate capsules designed to be enjoyed in a reusable bottle, providing a sustainable and convenient alternative to traditional brewing methods. With a focus on promoting clean energy and enhanced focus without the coffee jitters, MateCaps has garnered attention in the US market and successfully launched on Kickstarter. Today, MateCaps is available on leading marketplaces such as MercadoLibre and Amazon, reaching a wide audience of consumers seeking a versatile and eco-friendly beverage solution. Our patented drinking system is compatible with any type of infused beverage, offering endless possibilities for enjoyment and customization.

Co-Founder & CEO

Weezly

Strategic Sales Advisor

IDEXLA - Instituto para el Desarrollo Exponencial en Latinoamérica

General project management of IncuBAte 2022 - Buenos Aires City Government incubation program for 100 early-stage start-ups from Argentina.

Planning and development of the incubation program's management system. Project tailoring. KPIs, Deliverables and Monitoring Dashboards design and development.

General Project Manager

Merchadise

As the former Chief Marketing Officer at Merchadise.com, a pioneering SaaS startup based in Portland, Oregon, I spearheaded transformative initiatives to propel the brand forward within the competitive garment industry supply chain ecosystem. My responsibilities included:

Leading foundational initiatives such as a comprehensive brand revamp and engaging brand narrative workshops to solidify Merchadise.com's market positioning.
Implementing agile methodologies and processes to enhance the performance of our remote team, fostering efficiency and collaboration.
Building and nurturing a dynamic team of six professionals focused on driving marketing and lead generation initiatives, ensuring alignment with the company's overarching objectives.
Crafting and executing a comprehensive marketing and lead generation strategy tailored to align seamlessly with Merchadise.com's strategic goals.
Overseeing branding campaigns and event marketing efforts across various channels including print, launch videos, and social media, amplifying brand visibility and engagement.
Developing strategies to effectively incorporate PR and media partnerships to elevate the brand's reputation and reach.
Managing, implementing, and optimizing web funnels to maximize lead acquisition and conversion rates.
Driving major client acquisition opportunities, achieving a remarkable 2% conversion rate from email marketing campaigns to sales calls.
Introducing a world-class UX/UI design team by leveraging my personal network to source top-tier talent, enhancing the user experience and interface of our platform.
Through these endeavors, I played a pivotal role in positioning Merchadise.com as a leader in the garment industry's supply chain ecosystem, driving growth and success for the organization.

Chief Marketing Officer

Industrias Ferri, S.A.

During my exchange program at the University of Vigo, I seized the opportunity to intern at Industrias Ferri S.A., a leading company in the maritime industry. In this role, I played a pivotal part in enhancing Ferri's operations by developing a comprehensive client database and implementing an innovative inspections alarm software using Visual Basic. Through my contributions, I not only streamlined data management processes but also improved efficiency and accuracy in monitoring inspections. This hands-on experience allowed me to apply my technical skills in a real-world setting, furthering my professional growth and enriching my academic journey abroad.

Junior Database Administrator

AFS Intercultural Programs

As a dedicated volunteer with the American Field Service (AFS), an esteemed NGO fostering intercultural understanding through student exchange programs across 80 countries, I served as a Foreign Exchange Student Mentor and Sending Process Leader. In this role, I played a pivotal part in guiding and supporting students embarking on transformative intercultural experiences. By providing mentorship and leadership in the sending process, I facilitated meaningful connections and promoted cultural exchange on a global scale. My commitment to promoting intercultural understanding and fostering personal growth aligns with my passion for bridging connections and driving positive change in diverse communities.

International Volunteer

I help sales teams master Clay.com and become top 1% in GTM / RevOps automation.

At automate rev.ops. we skip the generic cohorts that don’t address your specific business needs. Instead, we focus on personalized strategies and hands-on coaching:

→ Build workflows that book meetings on autopilot.
→ Master Clay with 1-on-1 coaching from certified experts and 8-figure mentors.
→ Get real-time answers to your doubts with 9-5 Slack support.

In just 6 weeks, you’ll have a custom system that drives revenue while you sleep—plus lifetime access to tools, templates, and elite mentorship.

If you’re ready to scale smarter, faster, and more profitably, let’s talk.

→ Book call: https://go.automaterevops.com/ct3A


Prefer to upskill at your own pace and join an elite community of experts? 

→ Get your hands on "The Clay Hacker Playbook": https://go.automaterevops.com/OGLi

🧉Marcos Stu

What’s the #1 reason your cold email campaigns underperform: bad copy or bad data?

Here’s the hard truth:
You can write the best cold email in the world.
But if your data’s broken, your pipeline is too.

The truth?
→ 60% of cold campaigns fail because of bad or incomplete data
→ 30% of “verified” emails from popular finders still bounce
→ And every bounce kills your sender reputation (and ROI)

That’s why we use Icypeas, a tool that actually fixes the source of the problem.

→ Sales Nav Scraper → Pull 1,000+ leads in minutes, clean and ready.
→ Email Enrichment Engine → Verified, enriched, and filtered for accuracy.
→ Catchall Verification → Turns “untouchable” emails into high-response leads.
→ Credits that never expire → Because your pipeline doesn’t reset monthly.

This is how we build predictable, scalable outbound systems, without wasting a single click or credit.

Save this post if you run outbound at scale.
Your next campaign’s performance depends on data integrity.

What’s your current bounce rate, and what’s your data source? Let’s talk 👇🏻

—
Marcos Stu
Clay Expert & Coach at automate rev.ops.

Clay-Certified Coach | Founder @ automaterevops.ai | We Help Revenue Teams Build & Scale Their Growth Engine with Automated RevOps Systems

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