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Services

Navigating the digital landscape can feel complex. As a trusted HubSpot Solutions Provider based in Guildford, I partner with businesses like yours to unlock HubSpot’s full potential - through expert guidance, bespoke configuration, and ongoing support. Here’s how I support you:
 
 
Customised Implementation

Every business operates differently. I configure HubSpot to reflect your unique marketing, sales and service processes -  integrating with your existing processes and infrastructure

Strategic Support & Guidance

Technology is only part of the story. I deliver strategic insight grounded in HubSpot best  practices - helping you refine your approach across lead nurturing, pipeline management, customer service and growth metrics

User Training & Enablement

HubSpot is powerful - but only if your team knows how to use it. I provide hands‑on training sessions customised to your setup, ensuring your people feel confident and empowered to maximise results

Ongoing Optimisation

Your business evolves - and so should your CRM. I continually review data health, workflows, reporting structure and pipeline settings to drive performance and efficiency over time. This ensures HubSpot grows with you

Dedicated Support

Unexpected issues? Strategic shifts? I offer both ad‑hoc troubleshooting and longer‑term retainer support. This ensures your HubSpot platform stays aligned, up‑to‑date, and performing at its best - whenever you need it

Case Study

Overview

This client had already implemented HubSpot - but the portal simply didn’t reflect how their business actually operated. Without proper lead or deal management in place, and with all data crammed into Company records, the platform was confusing to use and impossible to scale.

The Challenge

  • No Lead Management process

  • No Deal Pipeline aligned to the buyer journey

  • Lifecycle stages used incorrectly and inconsistently

  • Account Management and Customer Success managed entirely through Company records

  • No Ticket pipeline

  • Overcomplicated property structure with years of unstructured data

It became clear they weren’t getting value from HubSpot - not because of the tool, but because of how it had been set up.

My Approach

I started by taking the time to understand their actual business processes - how they sell, manage relationships, and deliver ongoing value. From there, I rebuilt their HubSpot portal to align with that reality.

  • Designed a clear Lead Management process

  • Created a custom Deal Pipeline with stages mapped directly to their buyer journey

  • Introduced a Ticket Pipeline for Account Management and Customer Success

  • Built in automations to:

    • Auto-create a new ticket after each Annual Review

    • Auto-update Ticket Status based on the outcome of each review meeting

  • Ran a full data cleanse and property mapping exercise to streamline and restructure their CRM

This gave them a clean, structured system that matched how their teams actually work - rather than forcing them to adapt to an off-the-shelf setup.

The Outcome

  • Seamless handoff between sales and account management

  • Cleaned and decluttered CRM, with properties and data mapped correctly

  • Clear visibility into lifecycle stages and pipeline health

  • More efficient Annual Review process using automated ticket creation and status changes

  • Greater confidence in reporting and forecasting

The team can now focus on selling and supporting - without wrestling with a messy CRM.

Ongoing Support

I continue to work with this client on a monthly retainer - refining workflows, advising on process improvements, and keeping their portal up to date with new HubSpot features.

Tools Used

🟢 HubSpot CRM
🟢 Marketing Hub (Pro)
🟢 Sales Hub
🟢 Custom Dashboards & Reports
🟢 Workflow Automation

Want Similar Results?

Whether you’re starting fresh or need to rebuild a messy portal, I can help you get the most from HubSpot - so your tech supports your business, not the other way around.

👉 [Book a free Portal Healthcheck]

Why Choose Me as Your HubSpot Partner?


  • Personal, one‑to‑one service: You work directly with me - no middlemen, no diluted messaging.

  • SME-focussed expertise: I specialise in supporting small to medium-sized businesses. I know how to tailor HubSpot to your scale and goals.

  • Efficiency with impact: I align your processes with HubSpot automation and reporting to streamline operations without breaking the bank

How We Work Together

  • Initial Discovery - We start with a complimentary Portal Healthcheck, reviewing your account settings, data hygiene, workflows, forms, pipeline set‑up and reporting structure.

  • Implementation or Adjustment - Based on your needs, I either set you up from scratch or optimise your existing configuration.

  • Strategic Focus - We develop guidance across marketing, sales and service alignment to support your growth ambitions.

  • Training & Enablement - Your team receives tailored training to ensure full adoption and understanding of HubSpot.

  • Continuous Optimisation & Support - I remain on hand to monitor, tweak and support as your system and business evolve.

Let’s Grow Your HubSpot Potential

If your HubSpot portal isn’t working the way your business does, I can help you turn it into a system that’s structured, scalable, and easy to manage.

Let’s chat about how I can support your team with a setup that actually fits your goals and ways of working.

Get in touch today to discuss your goals and explore how I can support your business - every step of the way.