I work as a virtual EA for a CEO whose company is a Diamond Partner with HubSpot. Since I have access to their platform, I’ve been learning more about what it can do and I’m pretty impressed.
I also support other business owners across various sectors and I keep thinking about how HubSpot features like automated workflows, email marketing, billing integration, and lead management could really benefit their operations.
I’m considering making a career change from executive support to becoming a HubSpot consultant or specialist. Has anyone here gone through a similar transition? Did it work out well for you? Any tips or insights would be really helpful.
Your Diamond Partner experience puts you way ahead of people starting from scratch. I made the jump from operations to HubSpot consulting three years ago, and having real platform experience was huge when talking to clients. It took me about eight months to feel confident going solo. What really helped was documenting all the workflows and processes I’d built, then turning those into case studies for pitches. Those business owner connections you have? They could be your first clients if you play it right. Wish someone had told me earlier - technical skills are only half of it. The real money’s in understanding business processes and translating what clients actually need into HubSpot solutions. Your EA background is perfect for this since you already know where operations break down.
Smart move thinking about this transition. Your EA experience gives you something most HubSpot consultants miss - you actually understand how businesses run day to day.
But don’t just become another HubSpot consultant. Think bigger about automation. HubSpot’s great but it can’t always connect with other tools business owners use.
I’ve seen tons of companies need HubSpot talking to their accounting software, project management tools, or custom databases. That’s where the real money is - building connections that make everything work together.
Your multi-sector experience is perfect because every industry uses different tool combinations. One client might need HubSpot syncing with QuickBooks and Slack. Another wants it connected to their inventory system and email platform.
Start documenting every integration challenge you see with current clients. Those pain points are your future goldmine. When you can walk into a meeting and say “I can make your HubSpot automatically update your invoicing system” instead of “I can set up email sequences”, you’re in a different league.
The platform I use for integration work makes it simple to connect HubSpot with anything else a business uses. No coding required.
Your EA background with HubSpot is actually a huge advantage - most consultants don’t get the executive perspective or understand real operational headaches. I made a similar jump two years back, and clients loved that I focused on practical solutions instead of just technical stuff. Start small while you’re still working. I did weekend HubSpot setups for people in my network to build confidence and get testimonials. Your multi-sector experience is gold because you can relate to different industry problems. Here’s what caught me off guard - you’ll spend way more time on sales and biz dev than actual HubSpot work. Get your certs if you want, but honestly? Your hands-on Diamond Partner experience will impress clients way more than certificates.
ur experience is def a plus! getting HubSpot certified now seems smart, it’ll give u a leg up when you switch. It’s a big change, but look into some community groups, they can really help u connect with others who made the jump.