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HubSpot CRM

A CRM your sales team trusts and your board can read

Most CRM implementations fail for the same reason: they're configured around what the software can do rather than how the business actually sells. I implement HubSpot around your real pipeline stages, then automate the admin your team currently avoids.

The problem

If the CRM isn't trusted, nothing else can be measured

Deals sitting in the wrong stage. Contacts duplicated three times. Enquiries logged in someone's inbox instead of the pipeline. Forecasts assembled in a spreadsheet because nobody believes the dashboard.

This isn't a discipline problem — it's a design problem. When the CRM asks for fields nobody uses, mirrors stages that don't match how deals actually progress, and requires manual work marketing could automate, people route around it.

Get this right and everything downstream becomes possible: real cost per acquisition by channel, honest conversion rates by stage, and nurture that keeps long sales cycles warm without anyone remembering to send an email.

Outcomes

What changes for your business

  • Pipeline stages that mirror how your business genuinely sells.
  • Clean, deduplicated contact and company records with consistent ownership.
  • Enquiries captured automatically from every form, call and inbox.
  • Automated follow-up and nurture across long decision cycles.
  • Lifecycle stages and lead scoring that sales and marketing both agree on.
Dashboards showing source, cost per acquisition and pipeline value by channel.
Scope

Implementation scope

Discovery and process mapping

How enquiries arrive, who touches them, how deals actually progress and where things currently fall through. The configuration follows this, not a template.

CRM configuration

Pipelines, deal stages, custom properties, lifecycle stages and required fields — kept minimal so the data that is captured is reliable.

Data migration and hygiene

Import from spreadsheets or a legacy system with deduplication, normalised company records and sensible owner assignment.

Forms and lead capture

Website forms, tracking code, call tracking and inbox integration so nothing arrives without being logged and attributed.

Workflow automation

Lead routing, task creation, internal alerts, follow-up sequences and long-cycle nurture that runs without manual effort.

Reporting and enablement. Dashboards for sales and leadership, plus training and written documentation so the system survives staff changes.

Fit

Common situations I'm asked to fix

  • HubSpot was bought but never properly configured beyond contacts.
  • Enquiries live across inboxes, spreadsheets and someone's memory.
  • Migrating from Pipedrive, Salesforce, Zoho or a spreadsheet.
  • Marketing can't prove which channels generate revenue.
  • Long sales cycles where prospects go quiet and never get followed up.
Sales and marketing report different numbers to the same board.
In detail

How this works in practice

The detail behind the headline: how the work is structured, what it depends on and how progress is judged.

Implementation that reflects how you actually sell

A CRM only works when its pipeline mirrors your real sales process. Implementation therefore starts with mapping how deals genuinely progress in your business, what evidence moves a deal forward and which properties the team will realistically maintain.

From there: data import and de-duplication, lifecycle stages, deal stages with exit criteria, required fields kept to the minimum, lead routing rules and permissions. Fewer fields, properly enforced, beat an exhaustive schema nobody fills in.

Automation that saves time rather than creating admin

Automation is applied where it removes repetitive work and prevents things being dropped: enquiry routing, task creation, follow-up sequences for long sales cycles, quote and proposal reminders, re-engagement of dormant opportunities and internal alerts on high-intent behaviour.

Every workflow has an owner and a purpose. Sequences are written to be useful to the recipient, and marketing consent and UK GDPR requirements are handled explicitly rather than assumed.

Sales adoption and forecasting

The technical build is the easy half. Adoption comes from making the CRM the fastest route to something the salesperson wants — their pipeline, their tasks, their quotes — and from managers running the weekly review inside the CRM rather than a spreadsheet.

That is what turns the CRM into a forecasting tool: consistent stages, honest close dates, weighted pipeline and a view of how much new pipeline marketing must create each month to hit the number.

Attribution and closing the loop

With tracking, forms and deal data connected, you can finally answer the question boards ask: which channels create pipeline and revenue, not just enquiries. Reporting covers source, campaign, cost per qualified enquiry and revenue influenced.

That loop then feeds back into acquisition — paid search bidding on closed revenue, content investment aimed at the topics that precede real deals, and budget reallocated on evidence rather than instinct.

Watch

Marketing thinking in short form

Strategy, SEO and paid search explained in a couple of minutes on Instagram and TikTok.

Proven in

Where this service has done the work

Live engagements that used this service, and the sectors it applies to most often.

  • Professional services

    Part 1 Claims

    60 secs — to self-qualify instead of enquire

  • Marketplace / PropTech

    HausMart

    113 — live homes proving demand at launch

Questions

Frequently asked questions

Which HubSpot tier do we need?
Many SMEs are over-licensed. Free or Starter covers a surprising amount; Professional is justified when you need advanced workflows, custom reporting and multiple pipelines. I'll advise based on what you'll actually use.
How long does implementation take?
A focused implementation is typically three to six weeks, depending on data quality and how many integrations are needed. Migration from a messy legacy system is usually the longest part.
Will our sales team actually use it?
That's the design goal. Minimal required fields, automation that removes admin rather than adding it, and involving the sales team in the process mapping so it reflects how they really work.
Can you integrate it with our other systems?
Yes — website forms, email, calendars, call tracking and, where an API exists, your ERP or quoting system. I'll be straight with you about what needs custom development.
Do you provide ongoing support?
Optional. Some clients want a clean handover with documentation; others keep me on a light retainer for reporting, workflow changes and quarterly hygiene reviews.
Do you use AI in your marketing consultancy work?
Yes — deliberately, and I help clients do the same. AI is used for research and synthesis, keyword and intent clustering, first drafts that a specialist then corrects, campaign variants and reporting commentary, all under human review with a written data and brand policy behind it. It is never used for the parts that carry commercial risk: positioning, pricing narrative, segment priorities or any claim that has to be defensible. I also work on the other half of the AI shift — making sure your business is the source ChatGPT, Google AI Overviews, Gemini and Perplexity cite when a buyer asks who the credible options are, because a growing share of shortlists are now formed inside an assistant rather than on a search results page.
Why should I use you as my marketing consultant rather than an agency?
An agency sells you delivery. I sell you judgement. Before anyone writes an ad or a blog post, someone has to decide which segments you are targeting, what your proposition is, which channels deserve budget and what a qualified enquiry is actually worth. That is the work that decides whether the delivery pays for itself. I do that work first, in writing, then either brief your existing agency properly or build the plan in-house — and because I have no media to sell you, there is no incentive for me to recommend spend you do not need.
What makes you different from other Fractional CMOs and marketing consultants?
Three things. First, a client-side operating background rather than a pure agency one: I have run marketing inside an industrial B2B manufacturer, dealing with technical buyers, distributor networks, long sales cycles and a board that wants commercial numbers rather than impressions. Second, formal grounding — Member of the Chartered Institute of Marketing (MCIM) and an MSc in Digital Marketing Management, so recommendations are based on tested frameworks rather than whatever is trending on LinkedIn. Third, I work across B2B, retail and SaaS, which means the retail pricing and merchandising discipline informs the B2B work and the SaaS retention thinking informs both.
How much does a marketing consultant cost compared with hiring a Marketing Director?
A full-time Marketing Director in the UK typically costs £70,000-£110,000 plus employer's NI, pension, recruitment fees, holiday and the risk of a bad hire — realistically £100,000+ a year all-in before they have spent a penny on marketing. Consultancy and Fractional CMO retainers give you the same seniority for one or two days a week, at a fraction of that cost, with no notice period and no recruitment risk. For most SMEs turning over £1m-£20m that is the difference between having senior marketing judgement and having none.
Do you work with B2B, retail and SaaS businesses?
Yes — all three, and the differences matter. B2B work centres on pipeline: proposition clarity, technical content, sales and marketing alignment, cost per qualified enquiry. Retail and ecommerce work centres on unit economics: contribution margin after ad spend, repeat purchase rate, lifetime value and the seasonality of demand. SaaS work centres on efficient acquisition and retention: activation, trial-to-paid conversion, churn and payback period. The strategic method is the same; the metrics I hold the plan to are different.
How quickly will I see results from working with a marketing consultancy?
You get clarity in the first two to three weeks: a written diagnosis of where marketing is losing money, what to stop and a prioritised plan. Quick operational wins — tracking that actually works, tightened paid search, fixed conversion paths, a CRM that reports honestly — typically land inside 30 to 60 days. Compounding channels such as SEO and content usually show meaningful movement in three to six months, and that is exactly why the plan sequences fast wins first: they fund the patience the slower channels require.
Will you replace my team or agency?
No. The aim is to make what you already have work harder. In most engagements your team and your agencies keep delivering; what changes is that they receive clear priorities, a proper brief and a measurement framework, and someone senior holds the whole thing to commercial outcomes. Where a supplier genuinely is not performing, I will tell you plainly and help you replace them — but replacement is a conclusion, not a starting assumption.
How do you measure success, and how am I kept accountable to it?
Every engagement is tied to commercial metrics agreed up front: qualified enquiries, cost per qualified enquiry by channel, pipeline value, conversion rate and, where the data allows, revenue and contribution. You get a monthly review pack you can put in front of a board, showing what was done, what it produced and where the next pound of budget should go. If a channel is not paying for itself, you will hear it from me before you have to ask.
What does the first conversation involve, and is there any commitment?
It is a one-hour call, free, with no pitch deck. We cover your growth target, how you sell today, what marketing is currently producing and where the obvious gaps are. You leave with an honest view on whether consultancy, a Fractional CMO retainer, a defined project or nothing at all is the right next step. There is no obligation, and I will say so directly if I do not think I am the right partner for your situation.
Next step

Make your CRM tell the truth

A 30-minute discovery call to understand your targets, your current marketing and whether I'm the right partner for the next stage.