One record per contact.
Forms, emails, page views, workflow enrolments, deals and conversations all land on the same contact record, so marketing and sales see the same history and attribution reaches the deal rather than stopping at the click.
HUBSPOT MARKETING HUB
We plan, build and manage HubSpot Marketing Hub: the email, workflows, forms, landing pages, lead scoring, segmentation and reporting that sit on top of the HubSpot CRM, so marketing activity is connected to contacts, deals and revenue and judged on the pipeline it produces rather than the emails it sends.
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In brief
We provide HubSpot Marketing Hub management from Melbourne. We plan, build and manage the email, workflows, forms, landing pages, lead scoring, segmentation and reporting that sit on top of the HubSpot CRM, so marketing activity is connected to contacts, deals and revenue and judged on the pipeline it produces rather than the emails it sends.
The channel
HubSpot Marketing Hub is the marketing layer of the HubSpot platform, which means every email, form and workflow reads from and writes to the same contact and deal records sales use.
Forms, emails, page views, workflow enrolments, deals and conversations all land on the same contact record, so marketing and sales see the same history and attribution reaches the deal rather than stopping at the click.
Workflows handle nurture, lead rotation, scoring, internal notifications and lifecycle stage changes, so the process runs the same way every time without relying on someone remembering to do it.
Because marketing and the CRM share one database, reports can show which campaigns and channels produced contacts, qualified leads, deals and revenue, which is the question a business actually wants answered.
What we do
A connected set of decisions, shaped around the qualified pipeline your business needs marketing to produce.
Define the lifecycle stages, lead definitions, handover to sales, properties and data standards the portal needs so Marketing Hub produces pipeline rather than a tidy list of contacts.
Build forms, landing pages and calls to action that capture the right information, connect to the website and feed lifecycle stages and workflows automatically.
Design on brand email templates and build nurture, onboarding, re engagement and internal workflows with enrolment criteria, branching and goals matched to the buying process.
Design scoring, lists and segments from fit and engagement so sales receive qualified people at the right moment and marketing speaks to each group relevantly.
Connect the website, advertising accounts, booking and other systems so attribution, audiences and conversions flow into HubSpot and the ads tool can optimise towards CRM outcomes.
Build dashboards that show contacts, qualified leads, deals and revenue by source and campaign, report in plain language, test and keep improving.
Buyer context
Marketing Hub has to suit the sales process, the data discipline and the budget of the business running it.
Marketing Hub rewards businesses that commit to the CRM and keep the data clean, and the tiers differ considerably in what they allow. We help determine whether it fits your process, which tier the work actually needs and what the portal should be judged on.
The value of a HubSpot Marketing Hub agency is in setting up lifecycle stages, properties, workflows and reporting so that every form fill and email can be traced to a deal, and in resisting the temptation to automate everything before the basics are producing qualified conversations.
Takeover and improvement
We can audit the current portal: lifecycle stages and properties, form and landing page set up, workflow coverage and performance, scoring, segmentation, integrations, email performance and whether the reporting reaches deals and revenue. We can help identify what is working, what is missing and which changes deserve priority.
Talk to us
Thirty minutes on the account, the flows and what the channel should be measured on.
Our approach
Formal Discovery may be appropriate where a CRM migration, several business units or complex attribution and sales processes need separate definition first.
Establish the business objectives, the sales process and lifecycle stages, enquiry sources, existing portal set up and how marketing will be judged. We also map the website, advertising, booking and other systems HubSpot should connect to.
Review the existing portal or the tools it replaces: properties, lifecycle stages, forms, workflows, scoring, segments, integrations, email performance and reporting before anything changes. The audit separates what is producing pipeline from what is unused or confusing.
Agree the lifecycle and property model, workflows to build or improve, forms and pages, scoring and segments, integrations, dashboards and testing priorities, with owners and indicators written down. Expected impact and effort decide the order of work.
Configure properties and stages, build forms, pages, templates, workflows, scoring and dashboards, connect integrations and set up sending domains. Changes are released in agreed cycles so their effect can be read and the team can learn each piece.
Report contacts, qualified leads, deals and revenue by source and campaign against the agreed definitions, with workflow and email performance explained in plain language so marketing and sales see the same picture.
Apply what each cycle teaches to workflows, content, scoring and segmentation, so the portal keeps producing more qualified conversations from the same enquiries. Feedback from sales and the dashboards informs the next round of work.
Questions
The marketing software within the HubSpot platform: email, workflows, forms, landing pages, lead scoring, segmentation, ads management and reporting, all built on the HubSpot CRM so marketing and sales share one database.
It suits businesses that sell through enquiries and conversations, want marketing connected to the CRM and are prepared to keep the data clean. Simpler needs are often served by a lighter email platform.
The tiers differ in automation, reporting and contact limits. We assess the work the business actually needs before recommending a tier, because many portals pay for capability they never use.
Not always. The free CRM underneath Marketing Hub supports many sales teams. Sales Hub adds sequences, quoting and deeper pipeline tools, and we recommend it only where the sales process needs them.
Yes. We plan the migration so contacts, consent, templates and automations move across with deliverability protected, and the workflows are redesigned around your lifecycle stages rather than copied as they were.
Against the same definitions as every other channel: what was sent and automated, what it produced in qualified leads, deals and revenue, data health and what to do next, in plain language.
Start a conversation
Setting up Marketing Hub, tidying a portal that has grown untidy or asking why marketing activity is not showing up in the pipeline?
Book a meeting