---
title: How We Work
description: Transform your sales process with our customized systems and expert guidance, ensuring consistent lead conversion and streamlined operations for your business success.
image: https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(31)-1.png
---

# How We Work

We won’t just hand you a playbook. We build the system with you and stick around to make sure it performs

[ Start With A Call ](https://meetings.hubspot.com/mronda/website-discovery-call)

![Group 1577708794 (1)](https://www.salessurgesolutions.com/hubfs/Group%201577708794%20(1).png)

![Untitled design (7)](https://www.salessurgesolutions.com/hs-fs/hubfs/Untitled%20design%20(7).png?width=412&height=125&name=Untitled%20design%20(7).png)

![png-trans-white](https://www.salessurgesolutions.com/hs-fs/hubfs/png-trans-white.png?width=225&height=51&name=png-trans-white.png)

![Untitled design (6)-1-1](https://www.salessurgesolutions.com/hs-fs/hubfs/Untitled%20design%20(6)-1-1.png?width=383&height=125&name=Untitled%20design%20(6)-1-1.png)

![](https://www.salessurgesolutions.com/hs-fs/hubfs/Group%204.png?width=223&height=68&name=Group%204.png)

![](https://www.salessurgesolutions.com/hs-fs/hubfs/Red-Panda-Logo04.png?width=192&height=88&name=Red-Panda-Logo04.png)

![Untitled design (26)-1](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(26)-1.png)

### [ Mathew James ](https://blog.hubspot.com/)

 CEO 

 8k Projects Done

![Group](https://www.salessurgesolutions.com/hubfs/Group.png)

### 100

### Top 1%

of fiverr. Sellers

![Untitled design - 2025-02-27T174956.065](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20-%202025-02-27T174956.065.png)

### 100

### Top 9%

Ranked Among the top 9% of hubspot Partners Globally

![Vector](https://www.salessurgesolutions.com/hubfs/Vector.png)

### 180

### 132+

 5 Star Reviews

## Small Businesses Sell Smarter

## With the right System

Booked and Closed is for founders wearing too many hats and know they need change. We turn scattered outreach into a organized and structured System that Makes it Easier to Close

[ Ready to Simplify my Sales ](https://www.salessurgesolutions.com/contact-us?hsLang=en)

## We Cover All The Essentials

## What All Business Owners Need to Succeed

#### Clarity

We audit your current sales flow to pinpoint what’s working, what’s missing, and where leads are falling through the cracks.

![Group 1577708963](https://www.salessurgesolutions.com/hubfs/Group%201577708963.png)

#### Customization

 We build a system that fits your business, your goals, your tools, and your actual day to day capacity.

![Group 1577708964](https://www.salessurgesolutions.com/hubfs/Group%201577708964.png)

#### Connection

We craft messaging that speaks directly to your ideal clients, so you’re not just reaching people, you’re reaching the right people.

![Group 1577708965](https://www.salessurgesolutions.com/hubfs/Group%201577708965.png)

#### Closings

We set up automation, follow ups, and structure so leads stop slipping away, and start converting consistently.

![Group 1577708966](https://www.salessurgesolutions.com/hubfs/Group%201577708966.png)

## How It Works

## Getting Started Made Simple

I’ll be your main point of contact and guide you through each stage from start to finish.

![appointment 1](https://www.salessurgesolutions.com/hubfs/appointment%201.png)

### Book a Consultation: Let’s talk about what’s working, what’s not, and where you want to go.

![target (7) 1](https://www.salessurgesolutions.com/hubfs/target%20(7)%201.png)

### Get a Strategic Plan: You’ll receive a customized roadmap and clear recommendations.

![presentation (1) 1](https://www.salessurgesolutions.com/hubfs/presentation%20(1)%201.png)

### Implementation + Training: We build your system, automate where it matters, and train your team.

## What **The People** Think About Us

![Allen Kim, Cofounder of iStructure](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(20)-1.png)

Melissa Hubspot delivered an exceptional service with her remarkable professionalism and keen attention to detail. Her ability to interpret and present data was top-notch, making collaboration not just easy but enjoyable as she truly went above and beyond.

 Allen Kim, Cofounder of iStructure

![Major Bauknight, Owner & Managing Partner of CRDN](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(15).png)

Melissa was amazing. Super helpful after we tried a few others and tried to get better training none of them worked but Melissa was absolutely excellent. We are going to work on a future project with her again. 10/10 recommend. I will be using no one else and suggest everyone who needs to learn HubSpot for their small business use her.

 Major Bauknight, Owner & Managing Partner of CRDN

![Bruce Schultz, Arizona Commercial Real Estate Agent ](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(14).png)

Melissa truly EXCELLED in delivering my HubSpot Setup with exceptional quality, demonstrating remarkable professionalism in data interpretation and presentation. Her quick responsiveness and commitment to going the extra mile made collaboration a breeze, and her timely delivery impressed me throughout. I am eager to work with her again for future training needs—thank you, Melissa! 🙏

 Bruce Schultz, Arizona Commercial Real Estate Agent

![David Morenfeld, Founder of National Gold Group](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(19)-1.png)

This was great, we had a automation that we had been wanting to implement for a couple years but just never got around to it because we thought it was cumbersome. Melissa grabbed the reins and was able to knock it out in 36 hours. Thank you, Melissa you are absolutely the best!

 David Morenfeld, Founder of National Gold Group

![Scott Fischer, CEO of Fischer Technologies](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(17)-1.png)

Melissa was an absolute pleasure to work with—her attention to detail and ability to EXCEED expectations were incredible! Her proactive communication and quick responsiveness made the process seamless. Truly a top-tier professional!

 Scott Fischer, CEO of Fischer Technologies

![Untitled design (16)](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(16).png)

I’ve been working with Melissa at Sales Surge Solutions, and she has been an incredible partner in helping my company get the most out of HubSpot. She was a more affordable alternative to larger vendors, yet her expertise has exceeded our expectations. Her work on personalized email sequences has boosted our engagement with leads, and her automation setups have saved us valuable time. If you’re looking for expert, results-driven HubSpot support, they are the first place to start!

 Joe Rivkin, Founder of Technology Cycle

![John Mills, Marketing Director at Turn Medical](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(18)-1.png)

When it comes to HubSpot integration, Melissa is an absolute gem! Not only is she extremely knowledgeable, but she is a consummate professional and an absolute pleasure to work with. If you are thinking about or in the process of implementing HubSpot as your CRM, I would wholeheartedly recommend Melissa and Sales Surge Solutions to maximize your ROI quickly!

 John Mills, Marketing Director at Turn Medical

![Neil Fullbrook Founder of Cadence](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(21)-1.png)

I don't know where to begin. I can't recommend Melissa and her team more - I only had the option of five stars, but it should be ten at least. Melissa is open, honest and clearly a super user of HubSpot. Together we worked to sort out my rather messy HubSpot and put in place automations, landing pages, emails, lists, CRM - you name it we did it. I now have a superb database which is already saving me a huge amount of time. Melissa was super patient with me too while I grasped the concept of CRM. I will be using Melissa again for sure.Melissa is n absolute gem! Not only is she extremely knowledgeable, but she is a consummate professional and an absolute pleasure to work with. If you are thinking about or in the process of implementing HubSpot as your CRM, I would wholeheartedly recommend Melissa and Sales Surge Solutions to maximize your ROI quickly!

 Neil Fullbrook, Founder of Cadence

![Jennifer Hubbell, COO of Longevity Financial Partners](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(22)-1.png)

Melissa has been critical in assisting us in building out HubSpot to suit our needs. She's an expert in all areas and extremely pleasant to work with. We love working with her and consider her part of our team! I highly recommend hiring her for your CRM needs.

 Jennifer Hubbell, COO of Longevity Financial Partners

![Scott Underwood, CEO of NexGen Technology Services](https://www.salessurgesolutions.com/hubfs/Untitled%20design%20(23)-1.png)

Melissa has been critical in assisting us in building out HubSpot to suit our needs. She's an expert in all areas and extremely pleasant to work with. We love working with her and consider her part of our team! I highly recommend hiring her for your CRM needs.

 Scott Underwood, CEO of NexGen Technology Services

## Book A Complimentary **Consult With Melissa** To Help Us Understand Your Goals

[ Complimentary Consultation ](https://meetings.hubspot.com/mronda/website-discovery-call) [ Our Services ](https://www.salessurgesolutions.com/how-we-work)