Solutions
Comprehensive CRM and automation solutions designed to transform your professional services firm.
Core Solutions
Our primary service offerings designed to deliver measurable RevOps impact.
RevOps Retainers
One role. One rate. Choose 10 / 20 / 40 hours; we front-load outcomes with clear safety rails (deposit + capped front-loading).
Choose HoursLIMO (Legal Integration & Marketing Optimization)
Integrate HubSpot with Litify/Clio—or replace them entirely. Automate referrals, intake, and marketing reporting for law firms.
Explore LIMOABACUS (Accounting CRM Accelerator)
A HubSpot accelerator for accounting firms—clean data, routing & SLAs, event ROI, compliance, and trusted dashboards.
Explore ABACUSHubSpot Implementation
Complete HubSpot setup and configuration across Sales, Marketing, and Service Hubs with data migration, workflows, and team training.
Implement HubSpotIntegrations
Connect HubSpot to the rest of your stack—either we build it for you or we architect it for your devs.
Connect My SystemsAI Agent Building
Design and deploy domain-specific AI agents to automate routine tasks, accelerate follow-up, and augment your teams—safely and transparently.
Deploy an AI AgentAdditional Services
Specialized offerings and consulting services to support your broader RevOps needs.
Data Health & Governance
Dedupe and normalize data, fix the model, enforce required fields, and ship dashboards you trust.
Clean My CRMFree CRM Assessment Call
Start your transformation with expert guidance. We'll analyze your current setup and identify opportunities for improvement.
Free AssessmentIn-Depth CRM Strategy Review
Comprehensive analysis of your data architecture, workflows, and integrations with actionable recommendations.
Strategy ReviewOptimize Intake Process
Streamline your client intake workflows to capture more leads and accelerate conversion rates.
Optimize IntakeMaximize Ad Spend
Advanced attribution and ROI tracking to optimize your marketing investments and improve campaign performance.
Maximize ROIAircall Integration
Connect your phone system with HubSpot for seamless call logging, routing, and customer communication tracking.
Connect AircallAdditional Services
Specialized offerings and consulting services to support your broader RevOps needs.
Data Health & Governance
Dedupe and normalize data, fix the model, enforce required fields, and ship dashboards you trust.
Clean My CRMCRM Assessment & Strategy
Comprehensive analysis of your data architecture, workflows, and integrations with actionable recommendations.
Strategy ReviewOptimize Intake Process
Streamline your client intake workflows to capture more leads and accelerate conversion rates.
Optimize IntakeMaximize Ad Spend
Advanced attribution and ROI tracking to optimize your marketing investments and improve campaign performance.
Maximize ROIAircall Integration
Connect your phone system with HubSpot for seamless call logging, routing, and customer communication tracking.
Connect AircallOngoing Support
Monthly optimization sessions, performance monitoring, and continuous improvement to keep your system running at peak efficiency.
Get SupportWhy Choose Lloyd Solves
Proven Expertise
HubSpot Platinum Partner with #2 Customer First Award ranking in North America. Our track record speaks for itself.
Measurable Results
70% increase in referral-sourced revenue, automated processes saving hours of manual work, and systems that scale with your growth.
Tailored Approach
No one-size-fits-all solutions. We design custom strategies that align with your unique business needs and goals.
Ongoing Support
Partnership doesn't end at implementation. We provide continuous optimization and support to ensure lasting success.