Two starting points, one process. Whether you’re bringing in a CRM for the first time or trying to fix one that’s already fighting you, the path looks the same from here.
Discovery / Audit. New to CRM? We start with Discovery — understanding how your business actually sells, what “good” looks like for your team, and what a CRM needs to do that a spreadsheet can’t. Already running one? We start with an Audit instead: CRM Optimisation’s first pass, going through what’s working, what’s broken, what’s unused, and what’s quietly costing you time. Running more than just a CRM? Tech Stack Optimisation extends that same audit across everything else you’re paying for.
Build / Optimise. For new builds, this is where HubSpot Implementation happens — full-platform setups configured around how your team actually sells, not a generic template. HubSpot Integrations and CRM Integration connect it to the rest of your stack, and HubSpot CRM Migration handles the move if you’re bringing data across from somewhere else. For existing systems, this is where the audit becomes action: fixing what CRM Optimisation flagged, then layering in Marketing Automation and Sales Automation to take the repetitive motion off your team’s plate, with AI Integration built into those workflows rather than bolted on as an afterthought.
Move-in / Team Training. A CRM is only as good as the team actually using it. HubSpot Onboarding & Training makes sure that happens, and Reporting & Revenue Analytics means the dashboards you’re handed over are ones your team — and your leadership — actually trust from day one.
Support / Wingman Support. We don’t disappear at go-live. Optimisation & Support keeps things tuned so drift gets caught before it becomes a rebuild. RevOps Consulting keeps sales, marketing and customer success aligned as you grow, and Account Based Marketing is there when you’re ready to point a working CRM at the specific accounts that matter most, rather than casting a wide net. Call it aftercare, call it Wingman Support — either way, we’re still on the wing once you’ve taken off.
