Brett Davidson
Marketing, CRM & Operations · HubSpot, Data & AI
I’ve spent my career building the systems behind revenue and data-driven decisions: CRM, reporting, e-commerce, and where AI fits.
What I Do
HubSpot CRM + RevOps Architecture
Sales process and pipeline design, automation, and reporting built around real revenue data - across Marketing, Sales, and Service Hub.
Data, Reporting & Insights
Dashboards and reporting that turn CRM and operational data into decisions leadership can act on.
Shopify + E-commerce Growth
Retention flows, conversion gains, and promotional strategy built on store performance data.
AI Adoption & Enablement
Finding where AI saves a team time, then the training, SOPs, and playbooks that make it stick.
Recent Projects
A record BFCM for a Canadian DTC brand
Rebuilt lifecycle flows and ran a tightly structured Black Friday / Cyber Monday: $57.7k in sales, up 76% year over year, at 7.13% conversion.
A charity CRM rebuilt from 30,000 tags
Replatformed a national charity from Nutshell to HubSpot: 20,000 contacts restructured, 26 users onboarded, and three on-time go-lives.
A major golf championship, four years running
Led on-site attendee research at championship scale with Eventcore: 1,000+ survey responses a day, benchmarked across four consecutive years.
Nine surveys, one culinary festival
Designed and ran a mixed-method research program for a major publisher’s festival across two cities, roughly doubling response volume year over year.
About
Every project starts with the data: what it says, and what decision it should drive.
That instinct comes from a research-methods background. I’ve done this work agency-side and in-house across non-profits, e-commerce, events, and membership organizations, and I’ve worked hands-on with AI tools since 2022. Outside work it’s golf, hockey, and the gym - I’m competitive by nature.
Signature Strengths
- I take messy CRMs and half-documented processes and turn them into systems a team can maintain.
- I’ve built sales processes end to end: deal stages, handoffs, follow-up, and forecasting.
- I’m equally comfortable in exec-level strategy conversations and hands-on implementation.
Certifications
Eight HubSpot certifications across Marketing, Sales, Service Hub, and Reporting.
Education
BA (Hons.) in Psychology, Kwantlen Polytechnic University - research methodology, statistics, and data visualization.
Client feedback
Brett was a pleasure to work with. He communicates clearly, stays organized, and continually evolves with the technology in his field to remain on the cutting edge.
Let’s Talk
Questions, opportunities, or just want to talk shop about CRM, data, e-commerce, or AI? Send a note. It comes straight to my inbox.