Zola Consulting is a boutique CRM/RevOps and Marketing consultancy specializing in Salesforce and HubSpot implementations, optimizations, and integrations for small-to-mid-sized businesses. Founded by a consultant with 15+ years of analytics and CRM experience, 11 Salesforce certifications, and 6 HubSpot certifications, we bring enterprise-level expertise to organizations that need it done right — and done efficiently.
Working with a knowledgeable Principal Consultant with a background in both Analytics and Business ensures that both your Technical and Operational needs are met, allowing you to focus on Strategy & Growth.
We work with clients across various industries to establish business processes, clean up orgs, automate workflows, stand up new implementations, and align their tech stack to business goals. Whether you need a full Salesforce or HubSpot build, a migration, marketing automation setup, Service Hub configuration, CPQ, or Field Service optimization — Zola Consulting delivers with both technical depth and strong business context.
Why Us?
Our Principal Consultant holds the top 1% Expert-Vetted status in Upwork and brings extensive implementation and consulting experience working with executives across various industries. With an MBA in Business, 15+ years of analytics experience, and a knack for translating business goals into operational success, we give your strategies the tools needed to reach your goals — using technology to support your business today and your vision for the long term. We work collaboratively with teams across all levels of the organization — from the C-Suite to Operations — to meet strategic, technological, and operational goals.
Our Specialties:
Salesforce & HubSpot implementations, migrations, and optimizations
CRM and marketing automation strategy for small-to-mid-sized businesses
RevOps transformation and workflow consolidation
Data integrity, reporting, and analytics-driven decision making
Cross-platform integrations
Min project size
$10,000+
Hourly rate
$150 - $199 / hr
Employees
2 - 9
Year founded
Founded 2023
No have been added yet...
Pricing Snapshot
Min. project size
$10,000+
Avg. hourly rate
$150 - $199
/hr
Rating for cost
5
/5
What Clients Have Said
Zola Consulting offers good value for cost, with clients noting pricing lower than hiring a full-time employee. They deliver timely, effective solutions, enhancing efficiency and reducing reporting times significantly, leading to substantial cost savings.
Zola Consulting has conducted an audit of a telecommunications company's Salesforce Marketing and Sales Cloud instances. The team has built a Sales Cloud campaign and upgraded the client's forms and processes.
Zola Consulting is helping the client transition to a new Marketing Cloud instance, enabling them to measure improvements in system usability and staff understanding. Zola Consulting has delivered on time and on budget, and their communication and ability to provide recommendations stand out.
BACKGROUND
Introduce your business and what you do there.
I’m the marketing director of Arvig, a telecommunications company.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Zola Consulting?
We needed help modifying our Salesforce Marketing Cloud and Sales Cloud instances to better track leads and campaigns.
SOLUTION
What was the scope of their involvement?
Zola Consulting has provided a full system audit with recommendations for updates and changes. The team has also built a Sales Cloud campaign and worked with us to upgrade our forms and processes on Marketing Cloud and Sales Cloud. Zola Consulting has provided full documentation and training.
What is the team composition?
We’ve worked with one teammate from Zola Consulting.
How did you come to work with Zola Consulting?
We found Zola Consulting through Upwork. We chose them over other options because they had high ratings, a great culture fit, good value for the cost, and company values aligned with ours.
What is the status of this engagement?
We started working with Zola Consulting in March 2024, and our engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
We’ve shifted gears to a new Marketing Cloud instance, and Zola Consulting is engaged in helping us transition and upgrade. We’re now measuring improvements in system usability and staff understanding through feedback sessions and independence from IT support.
How did Zola Consulting perform from a project management standpoint?
Zola Consulting’s project management has been excellent. The team has delivered on time and on budget. We primarily communicate through virtual meetings, emails, and messaging apps.
What did you find most impressive about them?
Zola Consulting’s communication and ability to provide solid, fact-based recommendations have been impressive.
Are there any areas they could improve?
I don’t think there’s anything they can improve on.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
CRM Consulting & Strategy Dev for Business Planning Co
CRM Consulting and SIIT Strategy Consulting
Confidential
Oct. 2025 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I strongly recommend Zola Consulting to any organization looking to elevate their RevOps function."
Mar 25, 2026
CEO, Business Enterprise Institute, Inc.
Fletcher Brown
Verified
Business services
Denver, Colorado
11-50 Employees
Online Review
Verified
Zola Consulting provides CRM consulting and strategy development for a business planning services company. The team works on revenue alignment, automation, data reporting, and system integration.
Zola Consulting has increased the client's productivity and process efficiency through automation. The team has reduced the client's reporting time from 35 hours to less than 15 minutes and delivered major cost savings while improving functionality. They are highly collaborative.
BACKGROUND
Introduce your business and what you do there.
I’m the CEO of Business Enterprise Institute (BEI). We provide professional advisors with tools, training, and a proven framework to deliver effective business and exit planning services for their clients.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Zola Consulting to accomplish for your business?
We needed help defining and standardizing our entire funnel from lead to renewal. We also needed to align KPIs and reporting across all teams, identify breakdowns in attribution, lead handoff, and customer journey tracking, and build lead scoring models based on behavior, source, and profile.Moreover, we needed to automate lead routing, lifecycle stage progression, and membership renewals. We also needed to establish clean data architecture and segmentation, create role-specific dashboards and executive-level reporting, integrate marketing attribution (GA4 + CRM), automate KPI reporting to leadership, and consolidate fragmented systems into a single source of truth.
SOLUTION
What was the scope of their involvement?
Zola Consulting has helped us with end-to-end revenue alignment, CRM and automation excellence, data reporting and visibility, and systems integration and centralized data. All of these have been housed within HubSpot, MailJet, Dripify, and connected via Zapier.
What is the team composition?
We’ve worked with Joy (Founder).
How did you come to work with Zola Consulting?
We found them through an online search. We chose them because they had high ratings, their pricing fit our budget, and their company values aligned with ours.
How much have you invested with them?
We’ve spent less than the cost of hiring a full-time person.
What is the status of this engagement?
We started working together in October 2025, and the engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Zola Consulting has increased our team productivity and improved our process efficiency through automation. We’ve also achieved clear pipeline visibility and forecasting accuracy. Moreover, they’ve reduced our reporting time from 3–5 hours to less than 15 minutes and delivered major cost savings (up to 57%) while improving functionality. We’ve also seen higher lead engagement and time to deal creation.
How did Zola Consulting perform from a project management standpoint?
Joy has been exceptional in transforming our revenue operations into a fully aligned, data-driven system across marketing, sales, and membership. She brings a rare combination of strategic insight and technical execution — building scalable CRM infrastructure, automations, and reporting that our team actually uses. Her work has significantly improved our visibility into pipeline performance, streamlined processes, and increased overall efficiency.
What did you find most impressive about them?
Joy is highly collaborative and able to translate complex concepts into clear, actionable solutions.
Are there any areas they could improve?
I don’t think there’s anything they can improve on.
Do you have any advice for potential customers?
I strongly recommend Zola Consulting to any organization looking to elevate their RevOps function.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-2 of
2 Reviews
Our Story
Zola Consulting was founded on the belief that small and mid-sized businesses deserve enterprise-level CRM & Marketing Automation expertise without the enterprise price tag. Our lean team of Principal Consultant, Project Manager and developer brings together CRM strategy, project management, and technical development under one roof — giving clients a dedicated, responsive team that understands both the business and the technology. We're big enough to deliver, small enough to work efficiently.
What Sets Us Apart
Operational & Technical Expertise; One Consultant
Most consultants are either technical or business-minded. Our Principal Consultant brings both — with 15+ years of analytics and business operations experience backed by 11 Salesforce and 6 HubSpot certifications. You get strategy and execution without the handoff.
Project Management Baked In
Every engagement comes with dedicated project management — keeping timelines, deliverables, and communication on track from kickoff to go-live. No dropped balls, no surprises
Custom Development Capabilities
Beyond configuration, our team handles custom development needs — from Apex and Flow automation to API integrations — so you never hit a wall when your requirements go beyond clicks.
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