01Single Source of Truth
Establish a Single Source of Truth
Consolidate all sales, marketing, and service data into a unified HubSpot environment to eliminate spreadsheet reliance.
Leadership gains greater confidence in revenue data for board reporting and strategic planning.
02Proactive Retention
Stem Churn and Protect ARR
Set up Customer Success renewal stages, risk visibility and a renewals dashboard in HubSpot.
Stabilised recurring revenue and increased expansion opportunities within the existing 50 to 60 enterprise clients.
0375% Pipeline Visibility
Formalise Partnership Revenue
Build dedicated pipelines for the partnership channel, which currently drives roughly 75% of new business pipeline.
Scalable and predictable growth through a professionalised indirect sales channel.
04Targeted Growth
Enable Enterprise ABM
Use Marketing Hub Professional to define ICP segmentation and basic attribution, ready for GoodShape's enterprise targeting.
Improved lead quality and higher conversion rates for high-value UK enterprise accounts.