The firm you call when the reports stop agreeing.
We help leaders at agency, media, and professional services firms connect their people, processes, systems, and data, so they can see what's really happening and grow from there. On HubSpot, one engagement at a time.
Connect. See. Grow.
Join Our Team
To help firm leaders connect, see, and grow.
Most firms that miss their number didn't do anything wrong. They grew, leadership stepped back, and the people, processes, systems, and data stopped telling one story. We connect them again. Then leaders can see their gaps and their opportunities clearly. From there they grow the firm, and usually grow themselves along with it.
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Built for the moment growth breaks the numbers
Every growing firm hits the same wall. The founder steps out of the deals, leaders get hired, a CRM goes in, and then the reports stop agreeing with each other. Nobody did anything wrong. The firm just outgrew the system underneath it.
MergeYourData was founded in 2019 by Dan Saavedra. After a career in data and systems architecture at Siemens Energy and FIS, Dan kept seeing that story on repeat: companies bought HubSpot to fix it, configured it twice, and still couldn't trust the number.
So we built a way of working that follows the same path every time: connect, see, grow. We connect the pieces, show the leader what's really going on, and prove the change against a baseline locked at kickoff. So far that's 180+ revenue systems rebuilt and a 22% average revenue lift in year one. HubSpot puts us in the top 2% of its partners.
We work with firm leaders who are done guessing.
Every engagement is one of these five.
Revenue Clarity Diagnostic
Three weeks inside your operation. We score where your revenue system stands, what each gap costs in real dollars, and what to fix first. $15,000, credited in full toward the build.
See the detail →Revenue system rebuilds
The core engagement. We rebuild the broken layer: definitions, data, integrations, reporting. Exit criteria are set up front, and you decide after each engagement whether there's a next one.
See the detail →RevOps Advisory
For firms with a team that can do the building. Two working calls a month with your Practice Lead and direct consulting on priorities. $15,000 a quarter.
See the detail →14-Day HubSpot Cleanup
A focused two-week pass on the data, lifecycle stages, and pipeline hygiene distorting your reporting. $12,000 to $20,000, priced by how much there is to clean.
See the detail →Multi-company roll-ups and due diligence
For organizations where two or more entities sell under one parent. CRM diligence before you buy, and the roll-up after you close, on a data standard the next acquisition drops into.
See the detail →Five things you can hold us to.
Prices are published
Every offering has a number on the pricing page, from the $15,000 diagnostic up to the top level, which starts at $300,000. Most consultancies make you sit through a sales cycle to find out.
One engagement at a time
No multi-year contracts. Quarterly billing, and at the end of every engagement you decide whether there's a next one. Most firms keep going because the last one paid for itself.
The team that sells is the team that builds
A three-person senior pod stays on your account start to finish, with utilization capped at 85% so quality holds. You won't get a partner on the pitch and juniors on the delivery.
Results measured in your systems
We lock a baseline at kickoff and re-score against it at the end, in your HubSpot, not our slide deck. If we didn't hit the criteria, the work isn't done and that's on us.
We turn down more than we accept
The fit criteria are public. If leadership won't reinforce process, or a founder wants to keep running every deal, we say no before you spend anything.
Built for the leaders who own the number.
- CROs, COOs, and CFOs at agency, media, and professional services firms of 100 to 300 people
- Founders who stepped out of the sales seat and can no longer see what's happening inside it
- Multi-company organizations where two or more entities sell under one parent
- PE operating partners running, or building, a platform on HubSpot
- Teams on HubSpot Professional or Enterprise with a CRM people use and reports nobody fully trusts
The core values that drive everything we do
Clarity and Transparency
Confusion is the enemy of progress, in the customer journey, in our own operations, in how we run our work lives. Clarity needs transparency, including the information that's uncomfortable in the short term. We pursue simplicity and precision, then say it plainly to everyone involved.
Extreme Accountability
Ownership drives outcomes. We take full responsibility for results, not just effort, and expect the same from the people we work with. When something goes wrong, we own the mistake and own the fix, instead of working out who to blame.
Truth-Seeking
The best way to run a business is to keep looking for what's actually true, instead of leaning on assumptions or old patterns. We ask the uncomfortable questions and let the data decide, even when the answer isn't flattering.
Show 1% Every Day
Good enough isn't good enough. We set a high bar and care about the details. The way we get there is small: show up, ship imperfect work, and make it a little better every day after that.
Seek Leverage
We focus on the levers that create the biggest movement. Growth is 1% every day plus a constant search for the moves that jump us to the next level, without compromising the other four values to get there.
A Pod, Not a Roster
Every client gets a three-person senior pod. One face, one architect, one builder. The structure is deliberate. It keeps the strategy sharp and the work moving without the communication getting messy.
01
Client Partner
The face of MYD
Owns the relationship, every client-facing message, and the ClickUp board. Runs the regular cadence, spots risk and opportunity early, and protects the Practice Lead's time so they can think. Retention starts and ends here.
02
RevOps Practice Lead
The strategic architect
Diagnoses the revenue problem, designs the HubSpot architecture to solve it, and sets build direction for the Technologist. Shows up for QBRs and strategic working sessions, not every weekly call. The brain of the pod, behind the scenes by design.
03
RevOps Technologist
The builder
Owns every build to the Practice Lead's spec: objects, properties, workflows, automations, integrations, migrations, reports. Handles data hygiene and technical QA. Surfaces constraints back to the Practice Lead instead of guessing.
What it's like to work with us
One name on every commitment
Your Client Partner is the single point of contact for scope, timeline, status, and escalation. No round-robin of who replies to which thread. No commitments made live on calls without consulting the team.
Senior strategy you don't pay to sit on operational calls
Your Practice Lead doesn't get pulled into status updates and standups. They show up where their thinking actually matters: diagnosis, architecture, QBRs, and the working sessions you call them into. You're paying for senior judgment, not for a senior person to sit through status calls.
No principal-sold, junior-delivered gap
Every build is specified by the Practice Lead and validated against intent before it ships. You don't get the senior architect on the pitch and someone else's interpretation in the system. The same person who designs the work signs off on it.
A board that tells the truth
ClickUp is the source of truth, not someone's inbox. Tasks, status, decisions, specs, and risk live in one place, visible to you. Weekly status posts in writing. No surprises at QBRs.
Utilization capped to protect quality
We cap pod utilization at 85%. The remaining headroom is what lets us catch issues before you do and absorb the small, urgent requests that always come up in a real engagement. A team running at 100% has no room to catch anything early.
Clear escalation when things wobble
Unhappiness gets a response within four business hours. Architectural risk gets the Practice Lead the same day. Relationship risk gets escalated internally before it becomes a conversation you have to start. We'd rather fix a mistake fast than pretend we never make them.
We're always looking for senior talent.
If you've led RevOps engagements, architected HubSpot at scale, or built integrated revenue stacks for mid-market firms, we'd like to meet you.
Browse CareersCome and Visit Us
Jacksonville Beach, FL
602 Shetter Ave, Jacksonville Beach, FL 32250
MergeYourData at a glance.
- Company name
- MergeYourData
- Type
- Revenue operations consultancy
- Founded
- 2019
- Founder
- Dan Saavedra
- Headquarters
- Orlando, Florida, with a second office in Jacksonville Beach, Florida
- Website
- mergeyourdata.com
- Core offering
- Revenue system rebuilds on HubSpot, bought one engagement at a time
- Pricing
- Published. Diagnostic $15,000; engagements from $60,000 for the first level to $300,000 for the last; advisory $15,000 per quarter; full list on the pricing page
- Contract terms
- One engagement at a time, billed quarterly in advance. No multi-year contracts
- Services
- Revenue Clarity Diagnostic, revenue system rebuilds, RevOps advisory, 14-day HubSpot cleanup, multi-company roll-ups, CRM due diligence
- Communication
- Weekly working cadence with a dedicated Client Partner; escalations answered within four business hours
- Notable clients
- Supreme Group, Herringbone Digital, Dineline, Deka Lash
- Projects delivered
- 180+ revenue systems rebuilt
- Partner status
- Top 2% of HubSpot Partners
- Social
- LinkedIn and YouTube, @mergeyourdata
What people ask before they call.
Who does MergeYourData work with?
Revenue and operations leaders at agency, media, and professional services firms, usually 100 to 300 people, and multi-company organizations of any size. The common thread is a CRM people use and reports nobody fully trusts.
What does it cost to work with MergeYourData?
It's all published. The diagnostic is $15,000, engagements start at $60,000 for the first level and $300,000 for the last, and advisory is $15,000 a quarter. Everything we charge for is on that page.
Do we have to sign a long contract?
No. You buy one engagement, and when it's finished we re-score you against the baseline and you decide whether there's a next one. Plenty of firms stop after one and come back a year later.
How do we know it worked?
We lock a baseline in your systems at kickoff and re-score it at the end. The exit criteria are agreed before any work starts, so 'done' was defined on day one.
Are you a HubSpot agency?
We're in the top 2% of HubSpot Partners, but configuring HubSpot is maybe a fifth of the work. The rest is the operating model underneath it: definitions, data architecture, reporting, and a team that works through the system instead of around it.
If the reports have stopped agreeing, let's talk.
Whether you run one firm or several under one parent, every engagement starts with a conversation, and we'll tell you straight if we're not the right fit.