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What this unlocks

03 / 09

What success looks like.

The measurable shifts this engagement is designed to unlock.

01

Single 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.

02

Proactive 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.

03

75% 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.

04

Targeted 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.