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Unlocking HubSpot’s Potential for a Growing Consultancy in Southampton

Financial paper charts and graphs on the table

Industry

Professional Services

Challenge

Business consultancy struggled with email silos, preventing team access, and fragmented client/marketing data due to a lack of centralised systems. They also lacked streamlined digital processes for key business functions and needed support implementing a new HubSpot Starter license effectively for her consultancy.

Results

Business gained full visibility and collaboration by centralising communications and data in HubSpot. This led to improved efficiency through automation and integrated workflows. Business developed in-house HubSpot expertise, empowering the team to manage marketing independently, resulting in increased confidence in digital tools and faster, smarter scaling.

HubSpot License

Starter Growth Suite

10+
Training Sessions Delivered
1
VA fully onboarded and active in CRM
5+
HubSpot features activated

"Bart explained the set up for HubSpot in a calmly professional manner but still allowed us the opportunity to connect with him and feel comfortable, working with us to ensure set up was correct and all data was uploaded. Bart has been a great support for us and we look forward to more sessions with him in the future!"

Business Consultancy

The Owner

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About the Business

Business Consultancy based in Southampton, is helping B2B clients secure grant funding. They specialise in assisting businesses in navigating the complexities of securing grant funding and managing R&D projects, ensuring that groundbreaking ideas evolve into profitable revenue streams. 

The Challenge

Business faced several operational and marketing hurdles:

  • Email silos: All business communications were stored in her inbox, inaccessible to her new VA or future team members.

  • Lack of centralised systems: Critical client and marketing data were fragmented.

  • Limited digital processes: There were no streamlined systems for event management, campaign tracking, or payment links.

  • New to HubSpot: The owner had purchased a HubSpot Starter license but needed support implementing it effectively for her consultancy model.

The Solution

AutomateNow stepped in with a tailored, flexible consulting approach:

  • ✅ Initial HubSpot Setup: Guided the owner through configuring her HubSpot Starter license to match her business processes

  • ✅ Pay-as-you-go strategy sessions: Owner booked targeted consulting sessions, each focused on specific business needs such as:

    • Data migration (email + contacts)

    • Eventbrite integration for event registrations

    • E-commerce link setup for payment facilitation

    • CRM and database structure optimisation

  • ✅ Training and enablement: Both Owner and VA were trained to manage marketing automation, lead tracking, and campaign execution.

The Results

  • Full visibility & collaboration: All client communications and campaign data are now housed in HubSpot, accessible to both Owner and her VA.
  • Improved efficiency: Manual, email-based processes were replaced by smart automations and integrated workflows.
  • In-house HubSpot expertise: Owner has grown into a confident HubSpot Super Admin, while her VA runs marketing and outreach campaigns independently.
  • Increased confidence in digital tools: With AutomateNow’s support, The Business is scaling faster and smarter.

Ongoing Partnership

The owner continues to partner with AutomateNow for advanced HubSpot sessions as her needs evolve. From marketing workflows to automation strategy, our flexible support model ensures The Business stays ahead of the curve.