Discovery Plus has already defined how Ascend should run commercially. Phase 1 builds it: one CRM for sales and marketing, controlled lead capture and follow-up, reporting leadership can act on, a rationalised data estate and a CRM architecture designed to be repeated across the brokerages Ascend acquires next.

Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Ascend Broking Group Ltd a customer lifecycle that scales.

Ascend has outgrown a model held together by QContact, spreadsheets, individual inboxes and disconnected marketing tools. Prospect and client information sits in several places, leads are triaged by hand, and leadership cannot see source, activity and progression in one view.

Forbidden has completed Discovery Plus and designed the target HubSpot operating model. Phase 1 turns that Blueprint into a working platform: structured Contacts, Companies, Leads and Deals, commercial, telesales and PMI pipelines, controlled website and campaign capture, prospect renewal nurturing and dashboards for Leadership, Sales and Marketing.

Acturis remains the specialist broking system for risk information, quoting, policy and client administration. HubSpot builds the commercial layer around it, with a clear boundary and an agreed manual process in Phase 1 where outcomes originate in Acturis.