Client work

Case studies

Nine engagements, two disciplines — HubSpot implementations and AI capability. Names used with permission.

HubSpot

HubSpot implementations

Events & Conferences

GL Events Group

  • CRM implementation & migration
  • Automation & integration

A unified HubSpot ecosystem across three UK group entities — migration, automation and training for two sales teams.

3 companies, one pipeline

Read the case study

Technical Fabrics

Baltex

  • CRM implementation & migration
  • Automation & integration

HubSpot Sales & Marketing Pro across UK and European operations — sequences, trade-show capture, agency collaboration.

‘The best CRM we've ever had’ — the MD

Read the case study

Vibration Monitoring & Measurement

Havspro

  • CRM implementation & migration
  • AI training & consulting

Legacy CRM to Marketing Pro with AI-assisted content operations — plus ChatGPT and HubSpot training.

Deals visible, content faster

Read the case study

Architecture Practice

Worcester Lloyd

  • CRM implementation & migration
  • Automation & integration

An architecture practice moved from spreadsheets to Sales Pro with Outlook sync — pipeline visible, forecasting finally possible.

Forecasting, finally

Read the case study

Insolvency Practice

Springfield Advisory

  • CRM implementation & migration
  • Automation & integration

CRM foundations for an insolvency practice — pipelines, automation and website integration, in a years-long partnership.

Years-long partnership

Read the case study

Perinatal Support (CIC)

Connected CIC

  • Custom data & reporting
  • CRM implementation & migration

A GDPR-conscious data model for perinatal casework and volunteering — smart use of tickets and association labels on a lean licence.

One data model, every caseworker

Read the case study

Events (GL Events Group)

Spacio Tempo

  • CRM implementation & migration
  • Automation & integration

From no CRM to HubSpot as the core system — data model, forms and marketing, scaling from Starter to Marketing Pro.

Zero to core system

Read the case study

AI

AI training & consulting

Lighting Manufacturer

Luceco

  • AI training & consulting

Executive AI literacy for the SLT, then hands-on Copilot training for HR — presentations, data analysis and live agent demos.

Leadership teams, AI-ready

Read the case study

Student Accommodation

Student Roost

  • AI training & consulting

A full generative-AI training day: literacy in the morning, team workshops on a live brief in the afternoon.

Sceptics to daily users

Read the case study

Want results like these?

Book a call