Every lead captured. Every action attributed.
Your growth engine is only as strong as your CRM (customer relationship management) and the automations behind it. We design a clean lead lifecycle, implement HubSpot (or Salesforce/Pipedrive), and connect your site, forms, calendars, and ad platforms so every contact is captured, scored, routed, and measured.
We standardize UTM tracking, set up GA4 (Google Analytics 4) + GTM (Google Tag Manager) events, and build dashboards that tie campaigns to pipeline and revenue. The result: faster speed-to-lead, fewer leaks, and a reliable feedback loop to scale what works.
Lead Lifecycle
- Define lifecycle stages (Subscriber → MQL → SQL → Opportunity → Customer)
- Lead qualification matrix, lead scoring, SLA (service-level agreement) for follow-up
- KPI plan (conversion rates, velocity, cost per opp, ROAS/ROMI)
CRM Implementation
- HubSpot setup: objects, pipelines, deal stages, custom fields, teams/permissions
- Sales tools: sequences, tasks/queues, meeting links, shared inbox
- Alt: Salesforce/Pipedrive config aligned to the same lifecycle
Data Migration
- Secure imports from spreadsheets or legacy CRMs
- Deduplication, normalization (names, phones), consent & subscription types
- GDPR/CCPA basics and data retention policy
Capture
- HubSpot (or native) forms with hidden UTM fields + source capture
- Conversational capture: live chat/chatbot, meeting scheduler embeds
- Lead assignment rules by territory, product, or channel
Automation & Workflows
- Nurture journeys by intent and lifecycle stage
- Lead scoring, routing, owner notifications, SLAs & re-alerts
- Sales handoff: auto-create deals, tasks, and checklists
Email, Templates & Deliverability
- Brand-ready templates (newsletters, drips, transactional)
- SPF/DKIM/DMARC setup to protect sender reputation
- List hygiene, engagement-based throttling, sunset policies
Attribution & Dashboards
- GA4 + GTM events (form_submit, call_click, meeting_booked, file_download)
- UTM standards: source/medium/campaign taxonomy & governance
- HubSpot/Looker Studio dashboards: channel → pipeline → revenue
Integrations & E-commerce
- WordPress/Elementor, WooCommerce, Meta & Google Ads, LinkedIn
- Webhooks, Zapier/Make automations, Slack/Email alerts
- Product feed sync, order-to-contact enrichment (if applicable)
QA, Training & Hypercare
- End-to-end testing: form → CRM → workflow → sales notification
- Admin training + SOPs/playbooks (video + doc)
- Optional post-launch support
Who this is ideal for
- B2B & services needing qualified leads and clean handoff to sales
- Performance marketers who must tie spend to pipeline/revenue
- Multi-location teams requiring reliable routing & local reporting
- Startups formalizing lifecycle, scoring, and measurement fast
- Sales-led orgs improving speed-to-lead and follow-up consistency
Recommendations
Decide the lifecycle early. Lock MQL/SQL definitions and deal stages before building.
Standardize UTMs. One taxonomy for source/medium/campaign across ads, email, and partners.
Instrument once, use everywhere. GA4 + GTM events mirrored in HubSpot properties.
Start lean. Ship the critical workflows (capture → score → route) first; iterate monthly.
Protect deliverability. Set SPF/DKIM/DMARC, segment by engagement, and prune unresponsive contacts.
One source of truth. Build a single dashboard that leadership actually reads weekly.
Enforce data hygiene. Required fields, picklists over free text, and routine dedupe.
Align SLAs. Marketing + Sales agree on response times and next steps per lead grade.
FAQs
How long does a typical HubSpot implementation take?
Most projects launch core capture → scoring → routing → dashboards in 3–6 weeks, with advanced nurture and reporting layered in afterward.
Can you migrate our existing CRM data without a mess?
Yes—secure imports, dedupe, and field mapping preserve history while cleaning duplicates and standardizing formats and subscription types.
How do you prove marketing ROI?
We enforce UTM standards, deploy GA4/GTM events, and connect source data to the CRM so dashboards show channel → MQL/SQL → pipeline → revenue.
Will sales actually adopt it?
We build for adoption: meeting links, sequences, task queues, SLA alerts, and simple SOPs so reps get faster speed-to-lead and less manual work.