focused on strategic and bespoke HubSpot onboarding and optimisation
We’re always open to new and challenging projects, however here’s a snapshot of the types of projects that are our “bread and butter”:
We provide support in all Hubspot hubs, with a focus on:
We work in many industries, but have significant experience in:
Based in the Hunter region, we partner with clients wherever they are:
We’ve even delivered successful projects in New Zealand!
We provide flexible support options for:
We're as hands on as we can be, getting stuck into your portal, and setting everything up before we hand over and provide training.
We use HubSpot ourselves, so we know the tools inside and out, and have learned from experience. In fact, new clients often compliment us on our frictionless sales process.
We're a team of graphic design, website, campaign, copywriting, and digital professionals... so although you may have engaged us for HubSpot support you get a lot more value for your investment.
We regularly seek feedback, and use these insights to continuously improve the way we deliver our services and communicate with our clients.
We don't offer 'out of the box' project packages. Each project is scoped, quoted and delivered according to our clients' individual needs, budget, and deadlines.
This leads to positive outcomes in line with agreed objectives, high HubSpot portal engagement and long-term client retention. We achieve this through exceptional customer service and prioritising solutions over sales. This is evidenced in our portfolio of positive client testimonials.
We will equip and empower your team to use the tools themselves, so they aren't reliant on us. However, we also support many of our clients through long term retainer agreements at the completion of their initial onboarding project. We have many clients who have returned to us for additional projects or phases when the time was right.
Our clients give us overwhelmingly positive feedback, and often say they have never worked with an agency quite like us. Here are just a few examples of the types of HubSpot onboarding and optimisation projects we’ve delivered. Please don’t hesitate to reach out to us for more information about a specific use case or industry.
Engagement type: Optimisation (ongoing retainer)
Products: HubSpot Marketing Professional
Project overview: The company had previously worked with two other HubSpot Partners who weren’t able to deliver the desired outcomes, and they were struggling to get value from their subscription. They were considering cancelling their contract, until they reached out to us for support. Our team reviewed their portal, met with them to understand their needs, and provided a bespoke solution which ticked all the boxes – with no further investment required.
Key outcomes:
Engagement type: Optimisation (ongoing retainer)
Products: Marketing Enterprise, Service Professional, and Sales Enterprise
Project overview: XDI came to our team via a local marketing network group. They were looking for assistance with optimising their sales processes and improving their use of Sales Professional tools. We worked closely with their sales team to streamline processes and leverage HubSpot tools to reduce administrative burden.
They were also seeking support in adopting HubSpot software in their second business. Rather than creating two accounts (and paying double subscription fees), we were able to provide a creative solution which provided the desired outcomes at a much lower cost – using HubSpot Business Units to house both brands within the one account.
Key outcomes:
Engagement type: Onboarding
Products: Marketing & Sales Professional
Project overview: Smoothly were a New Zealand-based company looking for a holistic onboarding to HubSpot. They were a start-up with minimal knowledge of the tools and needed a quick delivery as their product was due to launch less than a month from the date they contacted us. We hit the ground running with a rapid onboarding, delivered on time and within their budget.
Key outcomes:
Engagement type: Onboarding + optimisation (ongoing retainer)
Products: Marketing & Sales Professional
Project overview: Following a rebrand and merge of two businesses, Collective Financial Partners were looking to streamline their services and remove the use of various accounting and service tools to have once source of truth. As the business had two key service lines, accounting and financial planning, a lot of their work needed to be segmented and cleaned.
Key outcomes:
Engagement type: Onboarding
Products: Marketing & Sales Professional
Project overview: Agronomeye were a small team looking to improve their business processes to allow their directors time to focus on growing the business. They also had a one page website that we revamped to better showcase their services and expertise.
Key outcomes:
Engagement type: Portal upgrade & optimisation (ongoing retainer)
Products: Marketing / Sales / Service Starter
Project overview: Newcastle and Hunter Community Health (NHCH) are a small local business who were wanting to create a staff portal. We developed a highly creative and customised solution through the use of a combination of tools from the marketing and service hubs.
Key outcomes:
We have been HubSpot Partners for more than a decade – having joined the program through a love of the tools themselves and the benefits we experienced from adoption within our own business.
We started slowly, assisting existing marketing retainer clients with establishment of their marketing software and processes, before offering standalone HubSpot services. We have spent time building our knowledge and refining our processes, to ensure we deliver what we promise on.
These days, HubSpot plays an integral part of all areas of our business – from marketing campaigns and ROI reporting, to our strong sales process which leverages the full range of HubSpot Sales tools (custom pipelines and deal stages, documents, email tracking, scheduling pages, follow up videos, sales dashboards etc.)
Established in 2012 by Holly Martin, we have grown to a full service agency with a team of over 15 marketing professionals. We provide a range of services, including:
You’ll likely meet with Holly and Claire for the initial project scoping and strategy sessions.
Then when it comes to implementation, our whole team lends support in their areas of expertise – to ensure optimal outcomes.
Rather than a standard lump sum fee for all onboarding and optimisation projects, we first meet with your to understand your goals and objectives. From there we provide a custom proposal which take into account your budget, timeline and the level of HubSpot subscription you have or may require.
For sales and marketing optimisation, we usually commence with a strategy session or workshop to truly understand your current business situation and processes. From there, we provide a strategic plan and recommendations for implementation.
Based on the agreed actions from that plan, we estimate the level of support required and the length of the project (or suggested weekly retainer level) and provide a quote accordingly.
Let’s chat! Book a meeting with our Chief Marketer, Holly Martin, and our Inbound Marketing & Sales Enablement Manager, Claire Raymond.