Frequently Asked Questions

Yes. Gian McCoy is a HubSpot consultant based in Los Angeles with more than a decade of hands-on HubSpot CRM experience, including multi-pipeline, multi-brand implementations for Fortune 500 industrial clients. As a HubSpot consultant he handles full-lifecycle work: pipeline and stage architecture, custom properties, web lead API integration, marketing automation and workflow setup, trade show and event lead management, reporting dashboards, and CRM migrations into HubSpot. He works with companies implementing HubSpot for the first time as well as teams that need an existing HubSpot portal cleaned up, restructured, or properly automated.

Yes. Gian McCoy provides GoHighLevel (GHL) setup services for Los Angeles businesses and agencies. GoHighLevel is an all-in-one marketing operating system that combines CRM, funnels, email and SMS automation, calendars, and reputation management. His GHL setup services include full agency account builds, sub-account configuration, white-label setup, automation workflows, funnel and landing page builds, pipeline and opportunity management, Conversation AI configuration, and review-request automation. Whether you are an agency reselling GHL to clients or a single business adopting it as your marketing stack, he builds the account around your actual sales process.

Yes. Small business CRM setup is a core service. Gian McCoy helps Los Angeles small businesses choose, set up, and automate a CRM so every lead is captured and followed up consistently. A typical small business CRM setup includes selecting the right platform (commonly HubSpot or GoHighLevel), designing the pipeline and deal stages around your real sales process, importing and cleaning existing contacts, connecting web forms and lead sources, and building automated follow-up so no inquiry slips through. The result is a single system of record that your team actually uses, instead of leads scattered across inboxes, spreadsheets, and sticky notes.

For most small businesses, the choice between HubSpot and GoHighLevel comes down to fit, not which is "better." HubSpot is the stronger choice when you want a polished, scalable CRM with deep reporting, a large app ecosystem, and a clear upgrade path as you grow — and you are comfortable with its pricing as you add seats and features. GoHighLevel is the stronger choice for service businesses and agencies that want an all-in-one system bundling CRM, funnels, SMS and email automation, calendars, and reputation management at a flat price, especially agencies reselling it to clients under white-label. Gian McCoy implements both and helps Los Angeles businesses pick based on budget, team size, and how much they need built into one platform versus integrated from best-of-breed tools.

Yes. Mailchimp to HubSpot migration is a common engagement. The process generally follows five steps: first, export contacts, tags, and audience segments from Mailchimp; second, map Mailchimp tags and groups to HubSpot lists, properties, and lifecycle stages; third, import contacts cleanly while preserving subscription status to protect deliverability; fourth, rebuild automations and email templates as HubSpot workflows and marketing emails; and fifth, verify tracking, forms, and reporting before sunsetting Mailchimp. Gian McCoy handles the full migration so historical contact data and segmentation carry over correctly and your email program does not lose momentum during the switch.

Yes. Email marketing automation setup is a core service. Email marketing automation uses triggered, behavior-based sequences — welcome series, lead nurture, re-engagement, post-purchase, and abandoned-form follow-up — so the right message reaches the right contact automatically. Gian McCoy builds these automations in HubSpot, GoHighLevel, and other platforms, and also handles the deliverability foundations that make them work: SPF, DKIM, and DMARC setup, SMTP configuration, list hygiene, and sender warmup. He has production email deliverability experience diagnosing and fixing delivery failures across multi-domain client portfolios, so automations actually land in the inbox.

A marketing automation audit is a structured review of how leads enter, move through, and convert in your current systems. Gian McCoy's audit examines your CRM setup and data hygiene, lead capture forms and sources, pipeline and lifecycle stages, existing automations and email sequences, deliverability configuration (SPF, DKIM, DMARC), and reporting and attribution. The deliverable is a prioritized findings document: what is leaking leads, what is misconfigured, what is missing, and a sequenced plan to fix it. It is the recommended starting point for most engagements because it grounds the implementation work in the specific gaps in your funnel rather than generic best practices.

Gian McCoy is a Los Angeles-based Marketing Technology professional with deep business consulting experience and more than 20 years of professional work across multiple countries and industries. He holds an MBA in Brand Management from the Thunderbird School of International Management (2005). His career spans end-to-end event marketing and promotions in Vienna, refugee case administration for the Hebrew Immigrant Aid Society, PTCB-certified pharmacy technician work in high-compliance healthcare environments, enterprise IT solution consulting at IBM Global Services, and more than 15 years of hands-on marketing technology and digital operations delivery for clients including Fortune 500 industrial manufacturers, major media publishers, professional education companies, and blockchain ventures. He is the founder of BlockchainIR LLC and serves clients across the United States through his consulting practice, Hanshiro Inc.

Gian McCoy designs and implements marketing technology systems, leads digital operations for complex organizations, and provides business consulting on technology strategy and execution. His core capabilities include HubSpot CRM architecture and operations, Google Analytics 4 and Google Tag Manager deployment, programmatic advertising and ad tech integration, digital operations leadership for multi-site web portfolios, event marketing technology for trade shows and conferences, enterprise web development, and e-commerce engineering. He serves organizations that need senior-level digital and technology capability without building it full-time in-house, operating across consulting, contract, fractional executive, and direct employment engagements.

Yes. Gian operates three production-shaped LLM-augmented applications on personal infrastructure. The first, the Lead Enrichment app, is a multi-channel prospect intelligence platform with multi-provider LLM orchestration across Anthropic Claude, OpenAI, Gemini, and local Ollama; Twilio AMD voicemail with Whisper transcription and Haiku inbound classification; Microsoft 365 SMTP with self-hosted email warmup automation across 11 n8n workflows on ARM64 Docker; pgvector-based RAG; GoHighLevel CRM webhook integration; and an encrypted Matrix-protocol operator console. It is currently operating across 2,656 California contractor prospects. The second, Job Agent, is a dual-LLM job-application drafting system with deterministic-first lane classification and a two-stage AI evaluation pipeline (GPT-4.1-mini parser → GPT-5 evaluator) calibrated against human override history. The third is the DEX Replay Engine, a backtest workbench for decentralized-exchange trading strategies with hand-rolled indicators (RSI Wilder, MACD, EMA Cross, Donchian, ATR), Cartesian parameter sweeps under constraint hooks, and an AI-assisted post-reduction layer.

Gian's LLM architecture follows a deterministic-first, LLM-augmented pattern: rules-based code runs first, and the model is called only on the residual decisions where probabilistic reasoning earns its cost. Hard-gate exclusions, weighted keyword classification, and SQL-derived prospect grading run before any LLM API call. He builds provider-agnostic LLM abstraction layers so agents declare a model tier (SIMPLE/MEDIUM/COMPLEX) rather than a specific model string — making it possible to switch globally between Anthropic Claude, OpenAI, Gemini, and local Ollama by changing one environment variable. Cost controls are baked in at the abstraction layer: input-hash deduplication on scoring calls, deterministic temperature for classification, batch-mode short-circuits for hard-negative records, and structured per-call logging.

Yes. Gian has built and operates a production RAG pipeline using pgvector embeddings stored in PostgreSQL, a top-6 chunk retrieval service with a 0.45 cosine similarity threshold, and a graceful-fallback path that proceeds without RAG context when no chunks meet threshold. The pipeline anchors Claude-grounded article-brief generation against a corpus of his own career-experience source documents. The pgvector index uses IVFFlat. RAG is integrated into the Lead Enrichment app's SEO intelligence subsystem so that generated article briefs reference real experience rather than confabulated content.

Gian operates 11 production n8n workflows on ARM64 Docker (migrated from systemd in April 2026) for event-driven CRM and outreach automation. These include the email warmup tick scheduler (running every 1–2 minutes), reply-rate maintenance, drip-board state transitions, grade-differentiated messaging dispatch, and a GoHighLevel → Vikunja task push pipeline. He has production experience with self-hosted n8n on ARM64 Docker, Make (formerly Integromat), and Zapier. The self-hosted n8n deployment replaced a time.sleep()-based pacing approach with an atomic tick architecture: three independent endpoints (/warmup/tick, /warmup/reply-tick, /warmup/maintain) called by n8n cron, with per-sender peak-hours pacing, a Saturday 20% gate, and a 45–150 minute reply gate.

Gian uses five compounding cost controls. First, deterministic-first filtering: rules-based code runs before any LLM call so the model never sees records that hard-gate filters can already classify. Second, tier-routed model selection: SIMPLE-tier work routes to Haiku (cheapest), MEDIUM to Sonnet, COMPLEX to Opus — declared by the agent, resolved by the abstraction layer. Third, input-hash deduplication on scoring calls (SHA-256 over description + keyword signals + company signals) so identical reruns become cache hits. Fourth, deterministic temperature (temperature=0.0) for classification calls to avoid the cost of high-temperature retries. Fifth, structured per-call logging so the economics of operations are observable from a single dashboard rather than five vendor portals.

In production, Gian operates a multi-vendor enrichment waterfall integrating BetterContact (contact discovery), Serper (five-pass: organic / news / jobs / CSLB / domain), ZeroBounce (email verification), Twilio Lookup v2 (phone-type classification — mobile, landline, VoIP, non-fixed VoIP), Wappalyzer (tech-stack detection), Google Places (business records), and the California CSLB license fuzzy-match (four-pass). The waterfall has per-vendor rate limiting, credit observability, Server-Sent Event log streaming, cancel-flag support, and a five-grade prospect completeness rubric (A through F) computed fresh at query time across three synchronized implementations.

The Lead Enrichment app is a production backend Gian designed and operates on personal infrastructure. It is a single FastAPI application consolidating five capabilities that would normally be five to seven separate SaaS subscriptions: a GoHighLevel CRM webhook router, a Twilio voice and voicemail pipeline with Matrix-protocol operator alerts, an SMB prospect intelligence engine with multi-vendor enrichment waterfall, an SEO intelligence subsystem (GSC/GA4 sync, content gap analysis, RAG-grounded article briefs, local map rank tracker, GBP competitive audit), and a Microsoft 365 SMTP email warmup system orchestrated by 11 n8n workflows on ARM64 Docker. It runs on a single AWS EC2 instance against a single PostgreSQL server with two distinct databases. The platform demonstrates Gian's architect-operator working model: he designs the system, directs LLM tools (mostly Claude) to write the code, debugs production behavior, and operates it daily.

Gian McCoy has built his Marketing Technology expertise across more than a decade of hands-on client delivery. He has implemented HubSpot CRM environments from blank-slate architecture through ongoing operations, including multi-pipeline, multi-brand configurations for Fortune 500 industrial clients. He has deployed Google Analytics 4, Google Tag Manager, and Yoast SEO across portfolios of 15+ concurrent web properties, implemented programmatic header bidding (HTL BID) on WordPress publisher sites, configured SMTP email deliverability infrastructure across multi-domain portfolios, and built JustUno lead capture systems with custom jQuery behavior for enterprise continuing education platforms. His MarTech capability is grounded in production delivery across real client environments.

At IBM Global Services, Gian McCoy served as a Sales Director and IT Solution Consultant for the Security and Supply Chain Special Product Line (SPL), selling and scoping complex enterprise IT engagements — IT security services, supply chain solutions, and cloud-based SaaS platforms — to Fortune 500 and Global 2000 accounts across the United States. He maintained a 65% proposal win rate across 350+ formal proposals, exceeded quota at 105–124% consistently, authored contracts totaling more than $10 million in IBM and OEM hardware, software, and services, and developed C-level client relationships generating $4.5 million in network security services signings. He was formally recognized by the VP of ibm.com Americas for proposal development and signing excellence, and worked on the High Volume team with an 84% close rate.

Gian McCoy has worked across a broad range of industries over his 20+ year career, including event marketing and commercial promotions (NMBS Productions, Vienna), humanitarian services (Hebrew Immigrant Aid Society, Vienna), retail pharmacy and healthcare (Vons/Safeway, Osco Drugs), enterprise information technology (IBM Global Services), industrial manufacturing (TIME Manufacturing/Versalift, Ruthmann Reachmaster NA, BrandFX), professional continuing education (Colibri Group — McKissock, STC, REX, EliteCME, Western Schools), healthcare (Kaiser Permanente, City of Hope, NeuLine Aesthetics), digital media and publishing (BlackLove.com), financial services and health financial planning (mywealthmd.com), blockchain and cryptocurrency (BlocLeague, BlockchainIR LLC), and e-commerce and retail (CasterCity, Plus CBD Oil, Planet Green Inkjets).

Gian McCoy has extensive HubSpot CRM experience spanning implementation, architecture, operations, and marketing automation. His most complex HubSpot engagement was a multi-pipeline, multi-brand environment for TIME Manufacturing's industrial equipment portfolio — four distinct product lines (Versalift, Ruthmann Reachmaster NA, BrandFX, International) with web lead API integration from 15+ web properties, automated post-show follow-up sequences for ICUEE and Utility Expo trade show leads, and ongoing CRM data hygiene. At Colibri Group, he proposed a scalable HubSpot form consolidation architecture to replace a sprawling per-profession form structure with a single-form, workflow-routing solution. He holds both strategic CRM architecture capability and hands-on HubSpot administration experience.

Gian McCoy has configured and managed Google Analytics 4 across portfolios of 15+ concurrent web properties, including property creation, event tracking, conversion goal configuration, dashboard design, and GA4 Data API access provisioning for programmatic reporting. He has deployed Google Tag Manager containers across enterprise multi-site portfolios, implementing e-commerce conversion events, custom HTML tags for third-party tracking, and DataLayer push configurations. A notable engagement was McKissock e-commerce membership cart conversion tracking — identifying the correct JustUno popup element among multiple overlapping membership upsell popups and implementing precise GTM event tracking in a live production environment.

Gian McCoy has delivered work at IBM Global Services, Kaiser Permanente, City of Hope, American Public University System (APUS), Colibri Group (McKissock, STC, REX, EliteCME, Western Schools), and TIME Manufacturing Company (Versalift, Ruthmann Reachmaster NA). He has also served as a long-term technical partner for BlackLove.com and led digital operations and event marketing technology for a major blockchain investment client. His enterprise contracting at healthcare and education organizations was placed through the Aquent/Vitamin T staffing agency.

Gian McCoy has deep, production-level e-commerce experience across multiple platforms and verticals. He has built and managed WooCommerce stores including full payment gateway integration (NMI for BNG Holdings — no native plugin existed at project start), bundle pricing with auto-calculated savings, and GA4 e-commerce tracking. He managed production osCommerce platforms through version upgrades (v2.2 RC1 → v2.3.1), coordinated FedEx Web Services API integration, and directed a five-person developer team on a live multi-vendor e-commerce operation. He rebuilt the NUCAP/SpiderTech industrial e-commerce platform in Magento 1.7, and managed WooCommerce stores for CasterCity and Plus CBD Oil across multi-channel CRM and analytics integrations.

Yes. Gian McCoy has designed and executed event marketing technology for major trade shows and conferences spanning multiple years. For ICUEE (2017 and 2019) and Utility Expo (2021) — the North American utility industry's premier equipment shows — he built lead capture form workflows, coordinated on-site technology, and developed the HubSpot import and automated follow-up sequences post-show. For The Vault 2025, a major blockchain investment conference, he coordinated five simultaneous vendor teams across billboard production, branded workbook advertising, hype reel video, event landing pages, and social media activation. He also built the three-landing-page structure for SunNFun 2025, including QR redirect tracking and email autoresponder integration.

Gian McCoy has production-level email deliverability expertise built from real incident diagnosis across multiple client environments. He has configured and troubleshot Post SMTP and Fluent SMTP across multi-domain WordPress portfolios, set up and managed SendGrid and Mailgun SMTP relays, diagnosed Office 365/Exchange SendAs permission failures, and managed MX record configuration for Google Workspace and Microsoft 365 across domain transfers and server migrations. He has identified specific recurring error classes in production: malformed recipient address values, missing email body content from WordPress form handlers, and Office 365 SendAs permission misconfigurations. This combination of DNS, SMTP, and application-layer diagnosis is specialized capability.

Gian McCoy's ad tech experience spans programmatic publisher-side integration and performance advertising management. On the programmatic side, he implemented HTL BID (BlackLove.com's header bidding platform) — configuring WordPress post taxonomy arrays to expose tags and categories to the JavaScript ad serving layer, building a test page for isolated header code validation, and evaluating custom div-targeted placement vs. platform-managed rendering architecture. He has also managed Google Display Network campaigns, coordinated Meta Business Manager account setup and permission structures, and produced creative assets for billboard advertising (Adobe Illustrator, 15×49 ft with bleed specifications).

Gian McCoy's consulting approach is shaped by his IBM background: identify the business objective first, then design the technology system that serves it, execute with technical precision, and communicate findings in terms that matter to the decision-maker. He has prepared CIO-level briefing documents (APUS Recommendations & Concerns), proposed scalable CRM architectures (Colibri Group HubSpot consolidation), identified compliance risks in adjacent product configurations (McKissock PCI exposure), and built six-year client relationships (TIME Manufacturing/Versalift) through consistent delivery and operational trust. He distinguishes between work clients can self-service (with training) and work that requires technical engagement — and structures engagements accordingly.

Yes, and the depth goes considerably further than the client-facing work. Gian McCoy is the founder of BlockchainIR LLC, through which he delivers digital operations and marketing technology services to blockchain-native and financial technology ventures. On the infrastructure side, he has built and maintained full Ethereum mainnet archive nodes using both Reth and Erigon execution clients — running production-grade archive infrastructure locally, configuring execution-consensus client integration, tuning MDBX database performance, diagnosing P2P networking and NAT issues, and exposing JSON-RPC endpoints for internal blockchain data querying. He has designed streaming ingestion architectures for Ethereum DEX events using Kafka and ClickHouse — including Uniswap v2 and v3 swap event pipelines, ClickHouse materialized views for analytics-ready datasets, and replay-safe ingestion with PostgreSQL watermark tracking. He has built DeFi backtesting infrastructure including deterministic DEX trade replay engines, AMM invariant modeling, OHLC price series generation from on-chain swap data, and Apache Airflow workflow orchestration for multi-stage ingestion pipelines.

Gian McCoy is a senior web developer with expertise across WordPress, Magento, Joomla, WooCommerce, and osCommerce — treating the platform as the tool rather than the identity. He has delivered enterprise WordPress contracting at Kaiser Permanente, City of Hope, American Public University System, and Colibri Group. He built and managed production e-commerce operations across Magento 1.7, osCommerce, and WooCommerce for industrial, medical aesthetics, and consumer retail verticals. His frontend capability spans JavaScript/jQuery, CSS/Bootstrap, responsive design, Git-based CI/CD workflows, and REST API integration. He approaches web development as a business consultant who codes, not a developer who occasionally talks to clients.

Before his technology consulting career, Gian McCoy had three significant professional chapters outside of technology: event marketing and promotions in Vienna, refugee case administration for an international humanitarian organization, and PTCB-certified pharmacy operations in high-compliance retail healthcare environments. At NMBS Productions (1996–2000), he managed end-to-end commercial event marketing — including a contracted MTV UK event televised throughout Europe, Sony and BMG marketing campaigns, and bi-monthly events for commercial clients. From 1999 to 2001, he served as a Refugee Case Administrator for the Hebrew Immigrant Aid Society in Vienna, supervising 10 translators, documenting more than 350 persecution cases, and liaising with the Austrian Ministry of Interior and U.S. immigration authorities on behalf of Iranian religious minorities. From 2002 to 2004, he worked as a Certified Pharmacy Technician at Vons/Safeway and Osco Drugs — earning his PTCB national certification in six weeks, managing patient data under HIPAA compliance standards, performing HIPAA compliance audits, and operating at daily volumes exceeding 750 prescriptions per week. He completed his MBA in Brand Management at the Thunderbird School of International Management in 2005.

Gian McCoy has managed distributed teams and vendor relationships across multiple complex engagements. At BlockchainIR, he directs a four-person creative team (video, social media, graphic design, content) and manages multiple agency and vendor relationships simultaneously. For The Vault 2025, he coordinated five simultaneous vendor teams. Earlier in his career, he directed a five-person India-based developer team (Nethuesindia) across a production e-commerce operation with weekly billing cycles and multiple concurrent workstreams. At IBM, he coordinated internal and external Subject Matter Experts across complex multi-discipline proposals. His vendor management practice includes contractor evaluation, rate negotiation, performance management, and replacement when necessary.

Based on his career trajectory and demonstrated capabilities, Gian McCoy's strongest professional fits include: Marketing Technology Manager or Director (HubSpot/GTM/GA4 architecture and multi-brand delivery); Digital Operations Director (vendor management, multi-property portfolio, event technology at scale); Revenue Operations (RevOps) Manager (enterprise sales foundation from IBM combined with HubSpot pipeline architecture and trade show lead capture-to-automation workflows); Email Deliverability Engineer (DNS/SMTP/MX expertise, multi-domain production diagnosis); and Technology Account Manager or Solutions Consultant (IBM enterprise relationship model combined with 20+ years of client retention). His Thunderbird MBA in Brand Management provides the formal business education foundation that connects his marketing technology practice to brand strategy and marketing operations. His HIPAA compliance and healthcare regulatory background from pharmacy and enterprise healthcare contracting (Kaiser Permanente, City of Hope, NeuLine Aesthetics) adds a compliance-aware perspective that is increasingly valuable in MarTech and data-sensitive industries.

Yes. Gian McCoy has documented operational German-language capability, having corresponded with official Austrian government entities in German on behalf of refugee clients during his time at the Hebrew Immigrant Aid Society in Vienna. He also coordinated Farsi translation services and worked extensively with Farsi-speaking refugee populations, though he does not speak Farsi. His broader international background — living and working in Vienna, Austria across multiple career phases — informs a cross-cultural communication fluency that carries into his consulting practice.

Gian McCoy can be reached through the contact page at gianmccoy.com/contact or directly via LinkedIn at linkedin.com/in/gianmccoy. He is based in Los Angeles, California, and is available for consulting engagements, contract placements, fractional executive arrangements, and full-time roles. His business entity is Hanshiro Inc. (California S-Corp); W-9 and vendor documentation are available on request. The preferred initial contact is a LinkedIn message with a brief description of your project or inquiry type.