HubSpot services
HubSpot and marketing automation services for B2B
HubSpot holds your contacts, your website and your reports. When it is set up well, marketing can show which channels produce customers. As a marketing automation agency, we set up, repair and extend HubSpot portals for B2B marketing teams.
We come to HubSpot from the search side. That means the portal is built to answer one question first: which traffic turns into deals.
The basics
What is marketing automation?
Marketing automation is software that handles repeatable marketing tasks without manual work. A new lead fills in a form. The system records where the lead came from, sends the right follow-up email and tells the right salesperson.
In a B2B company the value is in the connection between systems. Traffic data lives in one place and deals live in another. Marketing automation joins them, so a report can show the path from a search to a signed contract.
Scope
What our HubSpot services cover
HubSpot CRM setup and clean-up
We review properties, lifecycle stages and pipelines, then remove what is unused and fix what is wrong. A clean CRM is the base for every report. Duplicate contacts and unused fields are the usual reason reports cannot be trusted.
Workflows and lead routing
Workflows route and score new leads, then notify the right owner. Leads reach sales faster and fewer are lost between teams. Each workflow is documented, so anyone on your team can see what it does and change it.
Attribution and channel reporting
We connect traffic sources to contacts and deals. Budget decisions can then rest on customers won per channel. You can see, for example, how organic search compares with paid search in contacts and in closed deals.
HubSpot CMS and technical SEO
We build and fix pages in HubSpot CMS, with technical SEO handled in the same pass. This includes the SEO side of a migration to HubSpot.
Process
Our HubSpot process, step by step
Most projects start with a portal that already exists. These are the five steps.
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Portal audit
We review properties, lifecycle stages, workflows, forms and reports. You get a plain list of what works and what does not.
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Plan
You get a list of fixes and additions, agreed with marketing and sales, in the order they should be done.
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Build
We build the workflows, forms and reports, and make the changes in the CMS.
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Training
We run sessions for the people who will use the portal daily, and document every workflow.
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Support
We handle ongoing changes as your process evolves.
Deliverables
What is included
- HubSpot CRM setup and clean-up
- Workflows and lead routing
- Forms connected to the CRM
- Attribution and channel reporting
- HubSpot CMS pages and technical SEO
- Team training and documentation
- AI agent workflows for content scoring and list enrichment
Fit
When a company needs HubSpot help
- The portal has grown for years and nobody trusts the reports.
- Marketing cannot show which channels produce customers.
- Leads wait too long before sales sees them.
- You are moving your website to HubSpot CMS and worry about rankings.
Timeline
The first three months
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Month 1: portal audit and plan
We review the portal and agree the list of fixes with marketing and sales.
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Month 2: build
Clean-up, workflows, forms and reports are built. Each one is documented as it goes live.
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Month 3: training and handover
We train the people who use the portal daily and review the first month of reports with your team.
Proof
HubSpot in our work
Our team has over 5 years of hands-on work in HubSpot and has trained in-house marketing teams. The recovery in our EdTech case study happened on HubSpot CMS and was reported from HubSpot data.
HubSpot reporting is also what lets us measure B2B SEO services and paid ads management in leads and deals.
Engagement
Ways to work with us
Retainer
Ongoing changes, reporting and support for your portal.
Project
A fixed project for a portal setup or a repair.
For ongoing SEO and AI search work, see our packages with estimated prices.
FAQ
HubSpot and marketing automation FAQ
What does a marketing automation agency do?
It sets up the software that connects your marketing channels to your CRM and automates the steps between a new lead and a sales conversation. For us the software is HubSpot.
Which HubSpot tools do you work with?
CRM, CMS, workflows and reporting.
Can you fix a portal someone else set up?
Yes. Most projects start with an audit of the existing portal. We keep what works and document what we change.
Do you build websites on HubSpot CMS?
We build and optimize pages in HubSpot CMS, and we handle the SEO side of migrations to it. A migration without that work can damage rankings, as our EdTech case study shows.
What is a HubSpot workflow?
A workflow is an automated sequence of steps. A trigger starts it, such as a form submission, and the workflow then updates the contact, sends an email or assigns an owner.
What is attribution reporting?
Attribution reporting shows which channels and campaigns led to a contact or a deal. It answers where your customers come from.
Do you train our team?
Yes. Training and documentation are part of every project, so your team can run the portal without us.
What are AI agent workflows?
Automated steps built with Claude that handle repeatable marketing tasks, such as scoring content against search results or enriching outbound lists.
How long does a HubSpot project take?
An audit takes one to two weeks. A clean-up or a reporting setup usually follows within a few weeks, depending on the size of the portal and on how many teams use it.
Do we need HubSpot to work with you on SEO?
No. Our SEO and Google Ads work fits any CRM. HubSpot matters when you want reporting in leads and deals.
What do the first three months look like?
Month 1 is the portal audit and the plan. In month 2 we build the workflows, forms and reports. In month 3 we train your team and review the first reports together.
Who will we work with day to day?
The person who audits the portal also builds the changes and runs the training. You have one point of contact.
Do you migrate data from another CRM into HubSpot?
We plan the structure in HubSpot and the SEO side of a website migration. For large data migrations from another CRM, we work next to your technical team or a migration specialist.
When are we not the right fit for HubSpot work?
If you need custom software development on top of HubSpot, such as custom apps or complex integrations, a development partner is a better choice. We focus on the marketing side of the portal.
Related services and pages
Get a HubSpot portal your team trusts
Tell us what is happening with your search traffic. You get a straight answer on where we would start.