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CRM · AUTOMATION · SALES OPERATIONS · AI READINESS

# Cleaner systems. Better data. Smarter operations.

 I help growing businesses improve the CRM, data and processes behind their sales operations, making reporting more reliable, automation easier to manage and the business better prepared for what comes next.

[Book a Discovery Call →](https://meetings-eu1.hubspot.com/tanya-barnard?uuid=4e8c1f4b-4059-4c82-877b-1ab08367acdc) [Explore Services](https://www.tbopsconsulting.com/services?hsLang=en)

Remote consulting and support for businesses in the UK, US, South Africa and internationally.

THE OPERATIONAL FOUNDATION

01

**Clean data**Reliable records and ownership

02

**Clear CRM structure**Lifecycle, pipelines and properties

03

**Practical automation**Workflows, handovers and follow-up

04

**Reliable reporting**Clearer pipeline and business visibility

05

**Ready for what comes next**A stronger base for automation and AI

WHAT TB OPS CONSULTING DOES

## CRM and operations support built around how your business actually works.

TB Ops Consulting helps businesses improve the systems behind lead generation, sales, customer management and reporting.

That can include cleaning and structuring CRM data, improving pipelines and lifecycle stages, building automation, creating reliable reporting and providing ongoing CRM and operations support.

The goal: systems that are easier to manage, easier to trust and easier to use.

### CRM & Data

CRM clean-up, properties, ownership, lifecycle stages, pipelines, associations and data governance.

### Automation & Processes

Workflows, lead routing, notifications, handovers, follow-up and repetitive-task reduction.

### Reporting & Visibility

Dashboards, pipeline reporting, lifecycle reporting, conversions and clearer business visibility.

### Ongoing CRM & Operations

Administration, maintenance, troubleshooting, user support and continuous improvement.

WHEN THE SYSTEM STARTS GETTING IN THE WAY

## Your CRM should make the business easier to understand, not harder.

Problems usually build gradually as teams grow, processes change and new tools are added. TB Ops helps identify what is causing the problem and rebuild the structure behind it.

[Tell me what is not working →](https://www.tbopsconsulting.com/contact?hsLang=en)

Duplicate or inconsistent records

Missing or unreliable ownership

Lifecycle stages that no longer reflect the customer journey

Pipelines that are difficult to report on

Workflows that are difficult to understand or maintain

Manual handovers between teams

Reports nobody fully trusts

Tools operating separately instead of working together

**5+**Years of CRM & Sales Operations experience

**50+**Workflows built & supported

**$100K+**Annual savings supported

Practical systems work that connects CRM structure, process, automation and reporting.

FEATURED CASE STUDY · CRM ARCHITECTURE

## From duplicate Contacts to a scalable Deal-based CRM model.

A growing service business had outgrown a Contact-based HubSpot structure that created duplicate customer records, fragmented histories and complicated reporting.

I redesigned the CRM around one central customer Contact and separate Deals for each commercial service, then rebuilt the supporting data structure, historical records, workflows and reporting.

CRM ArchitectureData Clean-UpMigrationAutomationReportingTraining

[Read the Case Study →](https://www.tbopsconsulting.com/hubspot-crm-architecture-redesign?hsLang=en)

BEFORE **One customer**

Contact 1

Contact 2

Contact 3

Duplicate records · fragmented history

→

AFTER **One Contact**

Deal ADeal BDeal C

One customer history · separate services

AI READINESS

## Better AI starts with better business context.

Automation and AI can help teams move faster, but they are only as reliable as the information and processes underneath them.

01**Clean data**

**→**

02**Clear structure**

**→**

03**Reliable context**

**→**

04**Automation**

**→**

05**AI readiness**

![Tanya Barnard, founder of TB Ops Consulting](https://www.tbopsconsulting.com/hubfs/raw_assets/public/TB_Ops_V2/Images/Profile%202.png)

FOUNDER

## Hi, I am Tanya.

I work across CRM, sales operations, automation, reporting and connected business systems, helping companies turn messy or disconnected processes into something more structured and manageable.

My experience includes working directly with founders, executives and teams across Sales, Marketing, Client Success, Delivery and Finance. That cross-functional view helps me look beyond individual CRM settings and understand how information needs to move across the wider business.

I am HubSpot certified, with hands-on experience across HubSpot, LinkedIn lead-generation tools, email marketing, websites, paid campaigns, reporting and sales operations.

**TB stands for Transforming Businesses.**Simpler systems. Cleaner data. Better sales operations.

[View my credentials →](https://www.tbopsconsulting.com/credentials?hsLang=en)

HOW I WORK

## From business challenge to practical improvement.

Start with the problem, understand the process behind it and then improve the systems that need to support it.

01

### Understand

I start with the business problem, what is happening today, what needs to improve and where the process is breaking down.

02

### Structure

I map the process, identify the underlying issue and define what needs to change across the CRM, automation, reporting or connected systems.

03

### Build & Improve

I implement and test the agreed changes, then provide documentation, guidance or ongoing support where it adds value.

TOOLS & PLATFORMS

## Working across the process, not just one platform.

HubSpotLinkedInDripifyWordPressElementorGoogle AnalyticsGoogle SheetsGoogle WorkspaceMicrosoft 365Zoom

WHAT PEOPLE I HAVE WORKED WITH SAY

## Trusted for practical, hands-on support.

CRM expertise matters, but so does being able to understand the business problem and get the work implemented properly.

> “If you are looking for a CRM expert, especially when it comes to HubSpot, Tanya should be your first call. Her ability to build workflows and generate meaningful reports is seriously impressive.”
> 
> **Danelle**Professional reference

> “Tanya shows up, figures out what is needed, and gets it done. Her HubSpot work was a great example of calm, steady and well-informed execution.”
> 
> **James**Professional reference

> “Our HubSpot queen! Always willing to jump in and assist, and always able to help make HubSpot easier to understand.”
> 
> **Lauren**Professional reference

READY TO IMPROVE YOUR SALES OPERATIONS?

## Let us work out the most practical next step.

You do not necessarily need another system. You may simply need the systems you already have to work better together.

[Book a Discovery Call →](https://meetings-eu1.hubspot.com/tanya-barnard?uuid=4e8c1f4b-4059-4c82-877b-1ab08367acdc)[Send an Enquiry](https://www.tbopsconsulting.com/contact?hsLang=en)

[![TB Ops Consulting](https://www.tbopsconsulting.com/hubfs/raw_assets/public/TB_Ops_V2/Images/logo3.png)](https://www.tbopsconsulting.com/?hsLang=en)

Remote CRM, automation and sales operations support.

### Explore

[Services](https://www.tbopsconsulting.com/services?hsLang=en) [Pricing](https://www.tbopsconsulting.com/pricing?hsLang=en) [Case Studies](https://www.tbopsconsulting.com/case-studies?hsLang=en)

### Trust

[Credentials](https://www.tbopsconsulting.com/credentials?hsLang=en) [Previous Work](https://www.tbopsconsulting.com/case-studies?hsLang=en) [Contact](https://www.tbopsconsulting.com/contact?hsLang=en)

### Contact

[tanya@tbopsconsulting.com](mailto:tanya@tbopsconsulting.com) [LinkedIn](https://www.linkedin.com/in/tanya-barnard) [Book a Discovery Call](https://meetings-eu1.hubspot.com/tanya-barnard?uuid=4e8c1f4b-4059-4c82-877b-1ab08367acdc)

© 2026 TB Ops Consulting. All rights reserved. South Africa based. Remote support for the UK, US and international clients.

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