Recent Work

Marketing to Sales handover process

This is a big challenge! We're talking about breaking down silos acros departments, aligning a buyer journey, integrating systems, creating an SLA and reporting on metrics both departments care about.

HubSpot Portal Review

A portal review takes a deep dive into your HubSpot portal and the results gathered there:

➔ Funnel analysis based on Attract / Convert / Close / Delight

➔ Data analysis of results gathered in HubSpot

➔ Review of how you use tools within HubSpot (and what tools you might be missing)

The result is a roadmap outlining any gaps that need filling to ensure a smooth running inbound funnel. It’s extremely hands-on with action points to complete.

Lead Sources Management

How clean are the lead sources that you report on? Are you using default sources in various systems rolling up to Salesforce? How about manually importing leads from events? Cleaning up your lead sources, naming convention, and reporting across all systems and processes is the first step to attribution reporting.

Attribution Reporting between HubSpot and Salesforce

Many organisations use multiple systems, which often means HubSpot for Marketing and Salesforce for Sales. When this is the case, reporting on opportunities and therefore attribution happens in Salesforce. Through automation and campaigns you can build clean, transparent, and easy-to-maintain attribution reports.