Free for Illawarra businesses: score your AI readiness in 5 minutes
Solutions and platforms

The tools I build on, fix and connect

Two lists. Solutions are the jobs I do for you. Platforms are the products I do them in. I'm platform-practical, not platform-religious: if your stack is different, the principles are the same. One source of truth, no double handling, and automation you can trust.

Platforms I work with

The products I use most

Plain names, no logos. These are other companies' trademarks. I work with them as an independent consultant, not as their partner.

HubSpot

Sales, Marketing, Service and Operations Hubs. Portal setup, objects and properties, pipelines, lifecycle stages, workflows, lead scoring, sequences, reporting dashboards, permissions and migrations from spreadsheets or other CRMs.

HubSpot consulting

HubSpot custom apps

When the standard tools run out: private apps, UI extensions and CRM cards, serverless functions, custom objects, webhooks and API integrations that put the right data in front of your team inside HubSpot.

Custom app development

WordPress

Fast, SEO-ready sites and landing pages. Forms wired into HubSpot with source tracking, conversion tracking for Google and Microsoft Ads, and content structures that rank locally.

Web development

Asana

Project templates, rules and handovers. Close a deal in HubSpot and the delivery project, tasks and owners appear in Asana without anyone copying details across.

Systems integration

PandaDoc

Quotes, proposals and contracts generated from HubSpot deals with the right pricing, products and terms. Signed documents flow back to the CRM and trigger the next step.

Quote-to-cash automation

Claude

Agents and assistants for writing, analysis and document work, with tools connected to your systems. Policies and guardrails so staff use it safely.

AI and automation

ChatGPT

Team workspaces, custom GPTs, prompt libraries and API builds. Practical training so people get real time back rather than playing with it.

AI workshops

Codex and AI-assisted development

I use AI coding tools like Codex and Claude to build integrations, scripts and custom apps faster, with proper review and testing. You get more built for the same budget.

AI builds

Product names are trademarks of their owners. Listing a platform means I work with it. It doesn't mean a partnership, endorsement or sponsorship.

The full toolkit

Every platform I've used in real work

Grouped by job. I've only listed tools I've worked with hands-on. If yours isn't here, the principles still apply and I'll tell you honestly how fast I can get across it.

CRM, sales and marketing automation

HubSpot Marketing HubHubSpot Sales HubHubSpot Service HubHubSpot Content Hub (CMS)HubSpot WorkflowsHubSpot APIHubSpot custom objectsInsightlyMailchimp

Websites, CMS and hosting

WordPressWP EngineCloudflarecPanelGoDaddy, Crazy Domains, WebcentralFTP / SFTPWordPress REST APIWPCodeWP All ExportAlgoliaHTML, CSS, JavaScript, PHP

Analytics, SEO and advertising

Google Analytics 4Google Tag ManagerGoogle Search ConsoleGoogle AdsGoogle Business ProfileMeta Ads ManagerLinkedIn Campaign ManagerScreaming FrogPageSpeed and Core Web VitalsSchema and structured dataSitemaps, robots.txt, llms.txtHubSpot reporting

AI, development and automation

ClaudeClaude CodeChatGPT / OpenAIOpenAI CodexMCP (Model Context Protocol)PythonNode.jsSQL / MySQLREST APIs and webhooksOAuthJSONGit and GitHubZapierPowerShell and Task SchedulerVisual Studio Code

Workplace and project management

AsanaGoogle WorkspaceGoogle Sheets and DriveMicrosoft 365ExcelSharePoint and OneDriveTeamsDropbox

Creative and publishing

Adobe PhotoshopAdobe InDesignAdobe IllustratorAdobe Acrobat ProFlippingBookIssuuShutterstock, Freepik, VectorStock

Product, tender and sales intelligence

Product configuratorsSketchfab 3D modelsProduct data and BIM coordinationBCI LeadManagerTenderSearchVendorPanelNearmap and SIX MapsCouncil and grant data sources

Phones, forms, quoting and ERP

Aircall3CXERP (MAX ERP)PandaDocMicrosoft Access (legacy data)Gravity FormsTypeform
Common integrations

Connections I build most

IntegrationWhat it does
WordPress to HubSpotEvery form lands in the CRM with source, campaign and page data. No more email inbox leads.
HubSpot to PandaDocQuotes built from deal line items, sent, signed and logged against the deal automatically.
HubSpot to AsanaClosed-won deals create delivery projects with templates, owners and due dates.
AI agent to HubSpotAgents that summarise calls, enrich records, draft follow-ups and flag stale deals for a human to approve.
Inbox and documents to CRMAI reads incoming enquiries, invoices or forms and creates clean records instead of someone typing them.
Ads to CRMGoogle and Microsoft Ads click IDs carried through to deals so you see revenue by campaign, not just clicks.

Got a stack that doesn't talk to itself?

A fixed-price Systems and Marketing Audit maps every tool and manual step, then gives you a costed plan to connect them.

Free AI checkBook a call