What this unlocks
03 / 09
The measurable shifts this engagement is designed to unlock.
Single Source of Truth
Consolidate Sales, Marketing, and Service data into one unified record to eliminate duplication and manual reconciliation.
Leadership gains a reliable, real-time view of the entire business, from lead source to customer renewal.
Real-time Forecasting
Implement a standardised sales process and automated reporting to replace manual spreadsheet-based forecasting.
Improved predictability of the £1.5M net-new revenue target, increasing board and investor confidence.
<24h SLA Visibility
Migrate ITIL processes and NOC ticketing from FreshService to HubSpot to align service with the customer record.
Reduced overhead for the service desk and faster response times through automated SLA management.
Zero Consultant Dependency
Replace 'bolted-on' architecture with a documented Operating Blueprint and clear internal ownership.
The business can scale to 50+ employees and £10M ARR without a linear increase in administrative headcount.
