---
title: Free HubSpot Workshop | Caroli Consulting, Sam C Barth
description: Book a free 30-minute HubSpot workshop with certified consultant Sam C Barth. Screen-share your portal, fix what is broken and leave with a clear roadmap. No contract.
image: https://samcbarth.com/hubfs/1-1024x576.jpg
---

[samcbarth.com](https://samcbarth.com/?hsLang=en)

Free 30 Minute Call with our HubSpot Experts

# Caroli Consulting's Free HubSpot Workshop

## You don't want to hire someone, you just need the work done

Sign up here to schedule a free 30 minute virtual meeting to talk with one of our HubSpot experts about the issues in your account.  The result will be a more usable CRM and a roadmap for tracking future growth and building success with the platform.

- A free 30 minute virtual meeting with a HubSpot expert
- Screen-share walkthrough of the issues in your account
- A roadmap to a more usable CRM and tracked growth

- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-sales-hub-software.png?width=24&height=24&name=hs-sales-hub-software.png) HubSpot Sales Hub Software Certified](https://app.hubspot.com/academy/achievements/w0cgn6m2/en/1/sam-barth/hubspot-sales-hub-software-certified)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-architecture-i.png?width=24&height=24&name=hs-architecture-i.png) HubSpot Architecture I: Data Models and APIs](https://app.hubspot.com/academy/achievements/ppzv2vr3/en/1/sam-barth/hubspot-architecture-i-data-models-and-apis)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-architecture-ii.png?width=24&height=24&name=hs-architecture-ii.png) HubSpot Architecture II: Content and Messaging Tools](https://app.hubspot.com/academy/achievements/dlzc0bfw/en/1/sam-barth/hubspot-architecture-ii-content-and-messaging-tools)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-breeze-partners.png?width=24&height=24&name=hs-breeze-partners.png) Breeze Essentials for Partners](https://app.hubspot.com/academy/achievements/x1ff01hq/en/1/sam-barth/breeze-essentials-for-partners)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-ai-partners.png?width=24&height=24&name=hs-ai-partners.png) AI Essentials for Partners](https://app.hubspot.com/academy/achievements/nqddvvh1/en/1/sam-barth/ai-essential-for-partners)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-content-hub.png?width=24&height=24&name=hs-content-hub.png) HubSpot Content Hub for Marketers](https://app-na2.hubspot.com/academy/achievements/dfyqf920/en/1/sam-barth/hubspot-content-hub-for-marketers)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-inbound.png?width=24&height=24&name=hs-inbound.png) Inbound](https://app.hubspot.com/academy/achievements/1kz2h3vz/en/1/sam-barth/inbound)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-inbound-marketing.png?width=24&height=24&name=hs-inbound-marketing.png) Inbound Marketing](https://app.hubspot.com/academy/achievements/yk3kg39l/en/1/sam-barth/inbound-marketing)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-inbound-sales.png?width=24&height=24&name=hs-inbound-sales.png) Inbound Sales](https://app.hubspot.com/academy/achievements/d3611hxw/en/1/sam-barth/inbound-sales)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-sales-management.png?width=24&height=24&name=hs-sales-management.png) Sales Management](https://app.hubspot.com/academy/achievements/xssgp80l/en/1/sam-barth/sales-management)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-seo-ii.png?width=24&height=24&name=hs-seo-ii.png) SEO II](https://app.hubspot.com/academy/achievements/b1q8klhr/en/1/sam-barth/seo-ii)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-gdd.png?width=24&height=24&name=hs-gdd.png) Growth-Driven Design](https://app.hubspot.com/academy/achievements/nm504nms/en/1/sam-barth/growth-driven-design)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-gdd-agency.png?width=24&height=24&name=hs-gdd-agency.png) Growth-Driven Design Agency](https://app.hubspot.com/academy/achievements/f76l9r7r/en/1/sam-barth/growth-driven-design-agency)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-client-onboarding.png?width=24&height=24&name=hs-client-onboarding.png) Guided Client Onboarding](https://app.hubspot.com/academy/achievements/7qrjh80z/en/1/sam-barth/guided-client-onboarding)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-delivering-sales-services.png?width=24&height=24&name=hs-delivering-sales-services.png) Delivering Sales Services](https://app.hubspot.com/academy/achievements/hyph2sm1/en/1/sam-barth/delivering-sales-services)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/hs-client-management.png?width=24&height=24&name=hs-client-management.png) Client Management](https://app.hubspot.com/academy/achievements/wkbxwxvn/en/1/sam-barth/client-management)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/anthropic.png?width=24&height=24&name=anthropic.png) Claude 101](https://verify.skilljar.com/c/56rf96sw98t7)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/anthropic.png?width=24&height=24&name=anthropic.png) Claude Code 101](https://verify.skilljar.com/c/hnuz29cajzm2)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/anthropic.png?width=24&height=24&name=anthropic.png) Introduction to Claude Cowork](https://verify.skilljar.com/c/yhyjkd2nznb9)
- [![](https://samcbarth.com/hs-fs/hubfs/hubspot-badges/linkedin-learning.png?width=24&height=24&name=linkedin-learning.png) CRM Basics: Unlock Business Growth through Relationships](https://www.linkedin.com/learning/certificates/cf439e519c409a2d30715efebcf84e6bfba2a490a6c6fda17abe4bcb764da4a2/)

No contract or credit card required.

Sign Up Today

Who You Will Talk To

What you will discuss

Technical Translators for Growing Revenue Operations

![Sam C Barth](https://samcbarth.com/hs-fs/hubfs/Sam-HighRes-6.jpeg?width=400&height=257&name=Sam-HighRes-6.jpeg)

Sam C Barth

Owner & Principal Consultant, Caroli Consulting

HubSpot Solutions Architect covering CRM implementation, reporting, paid media and day-to-day operations. On the call you talk with me directly, not a salesperson.

On the call we will have introductions, and then get into the pain points you are currently experiencing.

From there, we will dive into your specific questions about HubSpot and your account thru screen sharing.

To wrap, we will outline next steps for any further support if its needed as well as giving you access to our firm's free resources to help you in your journey.

Trusted by teams I keep on track

- [![CCB Technology](https://samcbarth.com/hs-fs/hubfs/client-logos/caroli-direct__ccb-technology.png?width=240&name=caroli-direct__ccb-technology.png)](https://ccbtechnology.com)
- [![Cloudingo](https://samcbarth.com/hs-fs/hubfs/client-logos/caroli-direct__cloudingo.png?width=240&name=caroli-direct__cloudingo.png)](https://cloudingo.com)
- [![Hospitality Lawyer](https://samcbarth.com/hs-fs/hubfs/client-logos/caroli-direct__hospitality-lawyer.png?width=240&name=caroli-direct__hospitality-lawyer.png)](https://hospitalitylawyer.com)
- [![Catalogic Software](https://samcbarth.com/hubfs/client-logos/caroli-direct__catalogic-software.svg)](https://catalogicsoftware.com)
- [![Direct Logistics](https://samcbarth.com/hs-fs/hubfs/client-logos/caroli-direct__direct-logistics.png?width=240&name=caroli-direct__direct-logistics.png)](https://directlogistics.com)
- [![Cummings Jewelry Design](https://samcbarth.com/hs-fs/hubfs/client-logos/caroli-direct__cummings-jewelry-design.png?width=240&name=caroli-direct__cummings-jewelry-design.png)](https://cummingsjewelrydesign.com)
- [![Ollie Pediatrics](https://samcbarth.com/hs-fs/hubfs/client-logos/partner-network__ollie-pediatrics.png?width=240&name=partner-network__ollie-pediatrics.png)](https://olliepediatrics.com)
- [![Craneworks](https://samcbarth.com/hs-fs/hubfs/client-logos/fitzmartin-client__craneworks.png?width=240&name=fitzmartin-client__craneworks.png)](https://craneworks.com)
- [![CREO Group](https://samcbarth.com/hubfs/client-logos/fitzmartin-client__creo-group.svg)](https://creogroup.com)
- [![Applied Optoelectronics (AOI)](https://samcbarth.com/hubfs/client-logos/bayard-client__applied-optoelectronics-aoi.svg)](https://ao-inc.com)
- [![Win Win Property Group](https://samcbarth.com/hs-fs/hubfs/client-logos/win-win-property-group.png?width=240&name=win-win-property-group.png)](https://winwinpropertygroup.com)
- [![SMG Facilities](https://samcbarth.com/hs-fs/hubfs/client-logos/smg-facilities.png?width=240&name=smg-facilities.png)](https://smgfacilities.com)
- [![Versium](https://samcbarth.com/hubfs/client-logos/versium.svg)](https://versium.com)
- [![Behavioral Health Group](https://samcbarth.com/hubfs/client-logos/bhg.svg)](https://bhgrecovery.com)
- ![GroMo Agency](https://samcbarth.com/hs-fs/hubfs/client-logos/gromo.png?width=240&name=gromo.png)
- [![Zero Latency VR](https://samcbarth.com/hubfs/client-logos/zero-latency.svg)](https://zerolatencyvr.com)
- [![Shoppa's](https://samcbarth.com/hubfs/client-logos/shoppas.svg)](https://shoppas.com)
- [![KidStrong](https://samcbarth.com/hubfs/client-logos/kidstrong.svg)](https://kidstrong.com)
- [![Zavation](https://samcbarth.com/hubfs/client-logos/zavation.svg)](https://zavation.com)
- [![Saville CPAs & Advisors](https://samcbarth.com/hs-fs/hubfs/client-logos/saville-cpa.png?width=240&name=saville-cpa.png)](https://savillecpa.com)

What clients say

## Trusted by the teams I support

- > When Sam is in, he’s all in! Sam is a deep analytical thinker who looks at every paid media or data challenge as a puzzle to solve. On my team he was responsible for day-to-day manager of all paid social and paid search as well as data and analytics. If you’re looking to diagnose, solve and execute digital marketing campaigns, Sam would be a great team member!
  
  Courtney Moscovic
  
  PR, Brand Partnerships & Marketing Strategy
  
  LinkedIn recommendation
- > I had the pleasure of working with Sam on the marketing team at KidStrong. He is very knowledgable in analyzing marketing data and building reports. Sam successfully managed the paid media ads, HubSpot CRM implementation and the day-to-day tasks for new center openings. We worked together on creating the best creative assets for paid media and determining what wasn't working and what was successful. If Sam is looking for a new opportunity, scoop him up quick as he will be an asset to any team!
  
  Eileen Gerber
  
  Designer & Art Director, KidStrong
  
  LinkedIn recommendation
- > Sam was extremely attentive to our needs and very responsive. We had a complex portfolio of products and connecting a lot of the content to our overlapping product set can be a real challenge. Sam was up to this task and was the backbone of our social media engagement.
  
  Sathya Sankaran
  
  Client at Catalogic Software
  
  LinkedIn recommendation

About the free HubSpot workshop

## Frequently asked questions

Is the workshop really free?

Yes. It is a 30 minute virtual call with no contract and no credit card. You leave with answers and next steps whether or not we work together.

What should I bring to the call?

Admin access to your HubSpot account so we can screen share, and the two or three things that frustrate your team most. That is enough to make the 30 minutes useful.

Which HubSpot plans, hubs and systems do you work with?

Every HubSpot tier from Free to Enterprise, across Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub and Revenue Hub. Beyond HubSpot, I handle all kinds of RevOps needs and systems: CRMs, billing, ERP, ad platforms, reporting and the integrations that tie them together.

We are not on HubSpot yet. Can you still help?

Yes. I can help you pick the right hubs and tier before you buy, migrate your data from Salesforce, another CRM or spreadsheets, and handle the full setup and onboarding so your team starts on a clean system.

Do you help with HubSpot AI, Breeze and Claude?

Yes. I set up Breeze agents, build custom Claude AI automations that connect to HubSpot, and use AI to enrich and clean up CRM data so your records are complete and usable.

Who do you usually work with?

Small and mid-sized businesses in B2B, manufacturing, SaaS, healthcare and professional services. I also work white-label with HubSpot agencies that need extra hands on technical projects.

How do you charge after the workshop?

Hourly for one-off fixes and projects, or a monthly retainer for ongoing support. We scope it together after the call so you only pay for what you need.

What happens after the call?

You get a short outline of what to fix first and access to free resources. If you want help doing the work, we scope it together. There is no pressure to continue.

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