Services · 05 · HubSpot / CRM
A CRM your team uses.
Implementation, optimisation, reporting. Stop paying for features you aren't using.
HubSpot is a very good tool that a lot of businesses pay plenty for and barely use. The usual story is a high-tier subscription, a pipeline nobody trusts and a sales team still working out of a spreadsheet.
We set it up around how your team actually sells, then make sure they use it. On one implementation for a B2C lead-gen business, the whole sales team ended up working in HubSpot: 100% adoption. That's the number we care about, because a CRM nobody opens reports on nothing.
Book a discovery callHow we measure it
- 01Sales-team adoption
- 02Lead-to-customer rate
- 03Sales cycle length
- 04Revenue by lead source
If it doesn’t move one of these, we don’t count it as a win.
What's included
The work.
- 01
Implementation & migration
Getting HubSpot set up properly from day one, or moving you across from another system with your data cleaned up on the way.
- 02
Pipeline & process design
Deal stages, lead statuses and properties that match how your team really sells. Fewer fields, clearer definitions.
- 03
Automation & workflows
Lead routing, follow-up sequences and task reminders, so nothing depends on someone remembering.
- 04
Reporting & dashboards
Reports that answer real questions: where leads come from, where deals stall and what marketing contributes to revenue.
- 05
Training & adoption
Hands-on sessions with the people who'll use it every day, and follow-up until it sticks. This is where implementations are won or lost.
- Always
No sales team. No handoff. You deal with Joel.
A good fit.
- You're paying for HubSpot and suspect you're using a small part of it.
- Leads slip through because follow-up depends on memory and spreadsheets.
- You want to know which marketing produces customers, not just leads.
Probably not.
- You want the software configured without changing how anyone works, which won't fix a process problem.
- You're a very small team with a handful of deals a month, where a simpler tool may well do the job.
Questions
Fair questions.
Do we need HubSpot Pro or Enterprise?
Maybe not. The higher tiers earn their cost when you need what they add, such as more advanced automation, custom reporting or controls for bigger teams. Plenty of businesses sit a tier above what they use. We look at what you need now and over the next year or so, and tell you if a lower tier would do.
Our HubSpot is a mess. Can you fix it rather than start again?
Almost always. Starting over throws away history that's worth keeping. We audit what's there, tidy the properties, pipelines and workflows, and rebuild only the parts that are beyond saving.
How long does an implementation take?
It depends on how many people will use it, how much data is coming across and how many other systems it has to talk to. A small sales team with clean data is a much shorter job than a migration with years of history and several integrations. You get a scoped timeline in the written plan before any build starts.
Often paired with
- 04Email marketingLifecycle flows, campaigns, automation. The highest-ROI channel most businesses under-invest in.
- 02Marketing strategyPositioning, funnels, go-to-market planning. The work that should happen before the tactics do.
- 07Fractional CMOA senior marketing leader embedded part-time in your business. All of the strategy, none of the full-time overhead.
Get in touch
Bring your numbers.
A 30-minute discovery call. We listen more than we pitch. If we’re not a fit, we’ll tell you.