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What changed after the work.

Projects across real estate, B2B services, software and e-commerce, in five countries. Client names are withheld unless the client agrees.

countries=5rating=5 / 5 reviews
Before and afteroutcome view
BEFOREAFTEROne portalPipelinedocumentedLifecycledocumentedDashboardsdocumentedHandbookdocumented

Featured projects.

The scope of each project and the results the client measured afterwards.

StripeSlackXeroCalendlyMarketingSalesServiceContentHubSpot portalone source of truthsubscriberleadmqlsqlopportunitycustomerlifecyclestage
Sales Hub and Marketing Hub implementation with data migrationGurgaon, India

Managed office space provider

The challenge

The company leases, designs and runs Grade-A managed offices. Leads came from the website and several other channels, and customer data sat in older systems. The sales team had no single view of an enquiry from first contact to signed lease.

What we did

  • Migrated existing customer data into HubSpot and cleaned it on the way in
  • Created properties specific to commercial real estate, such as seat count, location and move-in date
  • Built automated workflows for inbound leads from every channel
  • Set up lead scoring and segmentation so high-quality enquiries come first
  • Designed a custom pipeline that follows the leasing process, with tasks and reminders at each stage
  • Enabled revenue tracking and forecasting through dashboards
1 CRMfor marketing, sales and service
Scoredinbound leads, by fit and engagement
Forecastfrom the leasing pipeline
DiscoveryDemoProposalNegotiationClosed wonexit_criteria = budget + champion confirmedforecast_category = commit
HubSpot CRM implementation from scratchClient engagement

B2B services company

The challenge

The client tracked leads by hand and follow-ups depended on memory. They needed a central CRM to capture leads, automate follow-up and manage the sales pipeline.

What we did

  • Set up HubSpot from scratch: properties, pipelines and deal stages
  • Connected the website contact forms for automatic lead capture
  • Built workflows for follow-up emails and task reminders
  • Created dashboards for sales and marketing performance
40%faster lead response time
10+ hourssaved each week by automated nurturing
Full viewof the sales funnel
New inbound leadform, chat or importfit score>= 60 ?noyesNurture sequencelifecyclestage = leadregionAE pod Eastround robinAE pod Westround robinsla = first touch < 1howner = auto-assigned
Lead nurturing and re-engagement workflowsClient engagement

B2B team

The challenge

New leads waited for a manual reply, and contacts who went quiet were never contacted again.

What we did

  • Lead nurturing workflow triggered by a form submission or import
  • Welcome email sequence for every new lead
  • Region-based assignment to the right sales rep
  • Re-engagement workflow for contacts with no activity in 60 days, with a personalised offer and a task for the rep
35%higher engagement from new leads
20%of dormant contacts reactivated within 2 weeks
Fasterfirst response from sales
Revenue dashboardrefreshed dailypipeline_createdstage_conversionsales_velocityStage to stage conversionleadmqlsqloppwonForecast vs actualforecastactual
Reporting and dashboardsClient engagement

Marketing and sales team

The challenge

The team could not see where traffic and leads came from, and reps went into calls without the contact's history.

What we did

  • Traffic source dashboard: sessions, new contacts and conversion rate by channel
  • Contact activity timeline report with filters by stage, owner and lifecycle stage
  • Email performance dashboard by campaign and list segment
  • Embedded the reports in the sales dashboard for daily use
22%better return on ad spend after budget moved
30%less time to follow up
Clearview of best subject lines and send times
ONBOARDlane 01MarketingSalesServiceContentMIGRATElane 02SalesforcePipedriveZohoSheetsOPERATElane 03ReportingRoutingIntegrationsAudit
Sales Hub onboardingClient engagement

B2B sales company

The challenge

The company wanted to raise sales by running its process in a CRM, but the team was new to HubSpot.

What we did

  • Mapped the sales process with the founder
  • Set up the sales pipeline and stages in Sales Hub
  • Guided the team through each part of the setup so they adopted it
  • Documented how the process works in HubSpot
1 processagreed and running in HubSpot
Adoptedby the sales team
Documentedfor future hires

Client engagements and reviews.

Each engagement below ended with a 5-star review from the client.

Workflow and automation setupGermany

Workflow and automation setup for a client in Germany

Duration: 4 weeks

The challenge

The team had HubSpot in place but its workflows had grown without a plan. Leads and deals did not move through the funnel on their own, and staff spent time on manual follow-up.

What we did

  • Reviewed the existing workflows against the team's goals
  • Redesigned the automation so each workflow has one clear job and trigger
  • Recommended process changes before building, then configured them
  • Delivered every milestone on the agreed date
Read the 5-star review
Ongoing HubSpot administrationIndiaOngoing client

Ongoing HubSpot administration for a client in India

Duration: 3 weeks, then ongoing

The challenge

The client needed a steady list of HubSpot updates done without chasing anyone. Their own team did not have time to manage the portal week to week.

What we did

  • Kept a running list of requested updates with owners and dates
  • Followed up on open items without being asked
  • Completed portal changes in small, reviewed batches
  • Continued as an ongoing support partner after the first engagement
Read the 5-star review
CRM process optimisationGermany

CRM process optimisation for a client in Germany

Duration: 2 weeks

The challenge

The client wanted their HubSpot processes reviewed by someone who knows the platform in depth, and changed where they did not fit the way the business works.

What we did

  • Mapped the current sales and marketing processes in HubSpot
  • Identified the steps that relied on manual work
  • Reconfigured pipelines and automation around the agreed process
  • Walked the team through the changes
Read the 5-star review
CRM optimisationThailand

CRM optimisation for a client in Thailand

Duration: 3 weeks

The challenge

An existing HubSpot CRM was not doing as much for the business as it could. The client wanted it set up and tuned properly.

What we did

  • Configured pipelines, deal and contact properties for the business
  • Set up email automation in Marketing Hub
  • Trained the team on daily use
Read the 5-star review
Email automationUnited StatesOngoing client

Email automation for a client in United States

Duration: 8 days, then ongoing

The challenge

The client needed automated email flows set up inside HubSpot quickly, then continued support as their needs grew.

What we did

  • Built the email automation flows in Marketing Hub
  • Connected the flows to forms and lists
  • Moved into an ongoing collaboration for further work
Read the 5-star review
HubSpot implementationAustralia

HubSpot implementation for a client in Australia

Duration: 3 days

The challenge

A short, focused setup job: get HubSpot configured correctly in a few days.

What we did

  • Account and CRM setup
  • Pipeline and property configuration
  • Handover with the next steps documented
Read the 5-star review

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