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From Project to Partner - Our Ongoing HubSpot Retainer
Fractional Hire
PROJECT
RevOps Optimisation & Reporting
WHAT WE DID
Pipeline refinement, custom dashboards, KPI tracking, team adoption coaching and ongoing HubSpot optimisation
CLIENT
Top 10 UK Gold and Silver Bullion Dealer (25+ Users)
TIMELINE
Ongoing optimisation following initial HubSpot onboarding
PROJECT INFORMATION
Background
With HubSpot live across the business, the client had data - but weren't using it. Reports weren't being checked, pipelines were inconsistently updated, and leadership had no reliable view of revenue forecasting. The platform was set up, but it wasn't yet driving decisions.
What We Did
Pro CRM Solutions worked with the team to refine their pipelines, build dashboards that leadership actually wanted to open, and establish a rhythm of reporting and review. We ran adoption coaching sessions with the sales and service teams to embed HubSpot into daily workflows - turning it from a system they had into a system they used.
CHALLENGES
- HubSpot implemented but not consistently used across the team
- Pipeline stages inconsistently updated, making forecasting unreliable
- No agreed KPIs or reporting cadence in place
- Dashboards existed but weren't tailored to what leadership needed to see
- Low confidence in the data, leading to decisions still being made on gut feel
RESULTS
- Pipelines restructured and standardised across the sales team
- Custom dashboards built around leadership's actual reporting needs
- Weekly reporting cadence established and embedded into team routine
- Adoption coaching delivered — HubSpot became the team's default tool
- Reliable revenue forecasting in place for the first time
- Leadership making data-driven decisions with confidence
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