What this unlocks
03 / 09
The measurable shifts this engagement is designed to unlock.
Single Source of Truth
Centralise all client and prospect activity within HubSpot to eliminate the need for external tracking sheets.
Complete visibility for the CEO and Client Director into the health of the business without manual reporting.
100% Data Accuracy
Cleanse and segment the 5,000-contact database into actionable lists for sequences and marketing outreach.
Increased outbound volume and higher conversion rates from existing, dormant data.
£20k Admin Saving
Automate manual admin tasks, such as lead rotation and follow-up reminders, using Sales Hub Professional features.
Reduced time-to-outreach and more time spent on high-value consultative selling.
Real-time Visibility
Implement a standardised deal pipeline with clear exit criteria for every stage.
Leadership can accurately predict Q3 revenue based on real-time CRM data rather than anecdotal updates.
