HubSpot Marketing Services

HubSpot Gap Review

This collaborative phase evaluates your current HubSpot environment to ensure the platform is structured, clean, and ready to support your marketing and sales goals before implementation begins.

Together, we review portal setup, data quality, lifecycle stages, lead capture, automation, segmentation, and reporting to identify gaps, remove friction, and establish a clear improvement plan.

Outcome: a prioritized, execution-ready roadmap that ensures HubSpot supports measurable growth outcomes and integrates seamlessly with your wider digital marketing program.

HubSpot Marketing Hub

Improve lead capture, segmentation, nurture, and campaign measurement by optimizing HubSpot’s marketing tools as an integrated part of your broader digital marketing program, so marketing activity drives measurable engagement and pipeline outcomes.

Includes:

• Segmentation strategy and list management aligned to audiences, markets, and campaign goals
• Forms and lead capture optimization (enquiry volume, data quality, routing readiness)
• Nurture workflow development and ongoing optimization through lifecycle stages
• Email program setup support (QA, automation dependencies, performance improvement actions)
• Campaign tracking structure (UTM conventions + lifecycle mapping for attribution)
• Marketing performance reporting aligned to funnel KPIs and campaign outcomes
• Ongoing refinement of targeting inputs and automation based on performance insights

HubSpot Content Hub

Strengthen landing experiences and conversion pathways by aligning website content, forms, and conversion assets with campaign objectives. This supports improved performance from paid and organic traffic through better user journeys and measurable actions.

Includes:

• Landing page framework management aligned with campaign goals, segments, and service priorities
• Form strategy and optimization to balance lead volume, quality, and usability
• Conversion pathway improvements from first visit to enquiry to qualification
• Reusable page component planning and structured content deployment where feasible
• Content performance tracking aligned to engagement and conversion outcomes
• Coordination of messaging and content structure to support ad-to-page message match
• Ongoing updates and testing recommendations to improve conversion performance over time

HubSpot Sales Hub

Accelerate lead response, improve follow-up consistency, and increase pipeline progression by optimizing how sales teams operate within HubSpot. This strengthens speed-to-lead, qualification, and visibility across the pipeline.

Includes:

• Lead routing and ownership logic to improve speed-to-lead and reduce missed follow-up
• Follow-up automation (tasks, reminders, sequencing) aligned to lead type and lifecycle stage
• Pipeline structure optimization (deal stages, required properties, qualification processes)
• Sales tools management (templates, snippets, meeting links, standardized follow-up assets)
• Segment-based sales plays aligned to key audiences, industries, and service priorities
• Sales dashboards and reporting for activity visibility, conversion rates, and pipeline performance
• Ongoing optimization based on lead quality, stage progression, and outcomes

HubSpot Service Hub

Improve customer support operations and service delivery visibility through structured ticketing workflows, automation, and reporting. This supports stronger customer experience and clearer cross-team handoffs where service is part of the lifecycle.

Includes:

• Ticket pipeline configuration and optimization aligned to service categories and internal processes
• Ticket routing, assignment rules, and automated notifications to improve response consistency
• SLA-style workflows and escalation logic where appropriate
• Customer communications workflows to support updates, follow-ups, and resolution visibility
• Service reporting dashboards for response time, resolution time, and volume tracking
• Cross-team handoff workflows between service, sales, and marketing where applicable
• Ongoing workflow refinement based on service performance and operational feedback

HubSpot Data Quality and Enrichment

Improve database reliability and targeting effectiveness by maintaining clean data, filling key field gaps, and enabling usable segmentation. This supports stronger automation, better reporting, and more efficient marketing and sales execution.

Includes:

• Scheduled data quality reviews (missing fields, inconsistencies, duplication risks)
• Data enrichment processes to improve completeness of firmographic and technographic fields (as available)
• Segmentation expansion and list building for campaign targeting and sales prioritization
• Field standardization guidance to improve reporting accuracy and automation logic
• Database hygiene practices (deduplication support and normalization recommendations)
• Query-driven identification of records requiring updates + enrichment workflows
• Ongoing improvement recommendations to strengthen data readiness for growth initiatives

Reporting and Analytics

This phase ensures continuous visibility into performance, outcomes, and return on investment across all active marketing channels. IBT Online provides transparent reporting, actionable insights, and clear recommendations to keep your digital strategy aligned with your business goals.

Includes:

• Reporting dashboards created in Google Looker Studio
• Analytics setup, configuration, and maintenance (Google Tag Manager, ad managers, social insights tools)
• Automated data collection and distribution focused on agreed KPIs
• Data collation, management, and ongoing review
• Strategic recommendations and competitor performance analysis
• Monthly or quarterly performance reports (including marketing and advertising expenses)
• Video conference calls to review KPIs, outcomes, and strategy for the upcoming period