Industry | Agencies & Consulting
Make HubSpot work for your agency or consultancy
Growth London helps agencies and consultancies turn HubSpot into a system that supports new business, client relationships, and reporting across the full lifecycle.
The challenge
HubSpot often ends up underused, misconfigured, or disconnected from how the business actually works. Instead of acting as a central system, teams rely on fragmented tools, manual reporting, and spreadsheets to manage operations. As agencies and consultancies grow, this creates limited visibility into pipeline, revenue, client performance, and forecasting, while inconsistent usage across teams reduces trust in the CRM itself.
In practice, this leads to friction across the business. Teams struggle to manage both new business and existing clients in one place, reporting becomes difficult to trust, and tracking retainers, projects, and revenue lacks clarity. Over time, different departments create their own processes and workarounds, making it harder to maintain a clear, unified view of performance.
How Growth London helps
We structure HubSpot around how your agency or consultancy actually operates, creating a single, reliable system that supports marketing, sales, delivery, and reporting. Our goal is to give your team a clearer view of the business while reducing manual work and improving operational consistency.
This includes designing pipelines for new business and client management, structuring data to track clients, projects, and revenue, and improving reporting, forecasting, and attribution. We also help align teams around shared processes, reduce reliance on spreadsheets, and integrate HubSpot with finance, delivery, and other operational systems where needed.
Case studies
Explore our HubSpot experience and client work across your industry.
Agencies & Consulting
CRM Optimisation, Reporting Alignment, Lifecycle Setup for NEST
NEST Commerce is a specialist agency delivering full-funnel creative and performance campaigns for high-growth eCommerce brands including Hims, Reiss, and Trinny London. While they...
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Longview Economics transformed its research portal
Longview Economics is an independent research consultancy specialising in macroeconomic analysis, financial market trends, and market volatility. Their previous customer portal mad...
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Agencies & Consulting
HubSpot CRM Suite implementation and ongoing optimisation
M&C Saatchi Performance is a global and multi-award winning digital media agency providing innovative media strategies to some of the biggest brands in the world. Its team of s...
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HubSpot CRM Suite implementation and ongoing optimisation
M&C Saatchi Performance is a global and multi-award winning digital media agency providing innovative media strategies to some of the biggest brands in the world. Its team of specialists manage campaign effectiveness with a relentless focus on optimising channels, content, format and placements.
We provided complete partner-led implementation, onboarding and rollout of HubSpot Marketing Hub Enterprise, Sales and Ops Hub across all of the business units globally. The project included migration of legacy data from Pipedrive, website integration, comprehensive reporting (global and regional) and training across all hubs, followed by an ongoing support and optimisation retainer to ensure adoption.
Agencies & Consulting
Bringing influencer outreach and campaign management into HubSpot
We worked with Props to bring the early stages of its influencer programme into HubSpot, creating a more structured way to manage sourcing, outreach, campaign participation and han...
Read case studyBringing influencer outreach and campaign management into HubSpot
We worked with Props to bring the early stages of its influencer programme into HubSpot, creating a more structured way to manage sourcing, outreach, campaign participation and handover into the Props platform for the formal pitch process. The new setup gives the team a central place to manage influencer activity while keeping it clearly separated from Props’ existing B2B CRM.
The project introduced dedicated influencer segmentation, communication and subscription structures, standardised data intake and import processes, and tailored permissions and views for the team. Influencers are managed as contacts in HubSpot with dedicated properties and lifecycle logic, making it easier to distinguish influencers, managers and B2B contacts while keeping the data organised.
We also built the operational framework around campaign management and outreach. Campaign records are connected with influencers in HubSpot, while automated email journeys, response tracking, internal notifications and task creation help the team manage outreach more efficiently. A reusable FAQ and landing-page experience gives influencers clear options to express interest, ask for more information or indicate that they are ready to move forward.
The result is a more connected process with clearer visibility into who is being approached, which campaigns they are linked to and where they are in the journey. HubSpot now supports influencer discovery, segmentation, outreach and campaign coordination.
Agencies & Consulting
HubSpot consulting, optimisation, reconfiguration and ongoing support
Influencer are the trusted ally of 95% top-tier global brands featured in Ad Age and the largest media agencies. They maintain strategic alliances with the world's most influential...
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HubSpot consulting, optimisation, reconfiguration and ongoing support
Influencer are the trusted ally of 95% top-tier global brands featured in Ad Age and the largest media agencies. They maintain strategic alliances with the world's most influential social media platforms.
The marketing and sales teams had been using HubSpot for a few years. As the business has grown, so the data started to get a bit messy. There was also a sense that initial setup could be improved to ensure the business was getting full value from their investment.
Over the course of 4 months, we helped to overhaul Influencer's CRM completely, ensuring best practice implementation in all areas. We focused particularly on improving and aligning sales operations across regions, enhancing marketing automation, lead and revenue attribution, campaign management, and reporting. After the optimisation project, we continued to provide ongoing ad hoc support as required.
Agencies & Consulting
HubSpot Marketing and Sales Hub setup, onboarding and training
MediaSense are independent global media advisors. They build high performance media operating models and unlock value for the world’s leading brands. Engineering Value. Navigating ...
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HubSpot Marketing and Sales Hub setup, onboarding and training
MediaSense are independent global media advisors. They build high performance media operating models and unlock value for the world’s leading brands. Engineering Value. Navigating Change.
MediaSense required a CRM to provide improved customer lifecycle visibility whilst removing the data silos between the marketing and sales functions. After an extensive consultation process Growth London were selected to provide full set up and onboarding for marketing and sales hubs. This included migration from the legacy CRM and marketing tools and building out a custom implementation suited to MediaSense' unique target audience and business model.
After a successful rollout of HubSpot, which was completed on time and on budget, we now continue to provide ad hoc support.
Agencies & Consulting
HubSpot Consulting and CMS Website development for ID COMMS
ID COMMS provide evidence-based consulting for the world's leading and most ambitious brands looking to accelerate their competitive advantage in media. Growth London was engaged t...
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HubSpot Consulting and CMS Website development for ID COMMS
ID COMMS provide evidence-based consulting for the world's leading and most ambitious brands looking to accelerate their competitive advantage in media.
Growth London was engaged to help optimise the existing Marketing and Sales Hub Pro setup. We delivered a framework for data cleansing and enrichment plus re-configured the CRM to ensure best practices across the customer lifecycle. We then provided ongoing support, comprehensive coaching, additional workflow and automation, reporting and much more in the months that followed.
Following the optimisation project, Growth London was selected to improve SEO and rebuild the ID COMMS website on HubSpot CMS Hub.
Agencies & Consulting
CRM migration and HubSpot implementation for Clarity Global
Clarity Global is an international marketing and communications agency that helps ambitious brands grow through strategic communications, performance marketing, and digital experti...
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CRM migration and HubSpot implementation for Clarity Global
Clarity Global is an international marketing and communications agency that helps ambitious brands grow through strategic communications, performance marketing, and digital expertise. Following its acquisition of 93Digital and 93x, Clarity needed to unify data from multiple legacy systems and create a single source of truth for marketing and sales. The team also wanted to strengthen campaign attribution, automate lead management, and implement cross-domain tracking across their network of websites.
Growth London completed a CRM migration and HubSpot onboarding, consolidating data from CopperCRM and legacy HubSpot. We implemented Marketing and Sales Hub Professional, rebuilt pipelines, set up GDPR forms, and integrated website tracking. With dashboards, lead scoring, and attribution, Clarity now has a cohesive CRM foundation supporting collaboration, reporting, and growth.
Agencies & Consulting
SEO and content optimisation for Bryter Global
Bryter Global is an international market research and insight consultancy specialising in technology, healthcare, and consumer sectors. With offices in London, New York, and Singap...
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SEO and content optimisation for Bryter Global
Bryter Global is an international market research and insight consultancy specialising in technology, healthcare, and consumer sectors. With offices in London, New York, and Singapore, Bryter helps leading brands understand their audiences, test new ideas, and make better decisions through data-driven research. Despite producing valuable thought leadership content, their website performance was being held back by technical SEO issues, an inconsistent content structure, and limited keyword optimisation.
Growth London partnered with Bryter to deliver a comprehensive SEO and content optimisation project. We audited and fixed technical issues, restructured topic clusters around key sectors, and implemented keyword strategies aligned with Bryter’s core services. Conversion pathways were enhanced through stronger calls to action, and HubSpot Campaigns were introduced for tracking and performance analysis. The result is a cleaner, faster, and more discoverable website that better reflects Bryter’s expertise and drives qualified inbound opportunities across global markets.
Agencies & Consulting
HubSpot CMS website build for Consilarus
Consilarus, previously known as Novotny, Larash, Venters & Wolf, was a Maryland-based multidisciplinary accounting and advisory firm serving professional service firms, entrepr...
Read case studyHubSpot CMS website build for Consilarus
Consilarus, previously known as Novotny, Larash, Venters & Wolf, was a Maryland-based multidisciplinary accounting and advisory firm serving professional service firms, entrepreneurs, business owners, and private clients across the United States. Following a significant rebrand and expansion of its services, the firm needed a new website that reflected its evolved identity and clearly communicated its integrated, cross-disciplinary approach. In February 2026, the business merged with Evermay Wealth Management, with its tax and business advisory capabilities continuing as part of Evermay Tax. evermay.com
Before the merger, Growth London designed and built the Consilarus website on HubSpot CMS. The project included defining the site architecture, producing wireframes and visual designs, developing custom HubSpot modules and templates, and optimising the website for search visibility, conversion, and performance tracking. The resulting content-driven platform strengthened Consilarus’ brand positioning and gave its team an effective way to manage content, publish insights, and generate new business opportunities during an important stage of the firm’s growth.
Agencies & Consulting
HubSpot CRM setup and onboarding for Public First
Public First is a strategy and research consultancy that helps organisations understand public opinion and communicate effectively across policy, business, and society. With multip...
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HubSpot CRM setup and onboarding for Public First
Public First is a strategy and research consultancy that helps organisations understand public opinion and communicate effectively across policy, business, and society. With multiple teams managing client relationships independently, the company lacked a shared view of contacts, opportunities, and revenue forecasting. Data lived in spreadsheets, and the leadership team needed a central system to track client engagement, monitor pipeline health, and improve collaboration across departments.
Growth London implemented HubSpot CRM to provide a unified platform for managing relationships, projects, and revenue pipelines. We configured Marketing and Sales Hub, designed custom pipelines for different practice areas, and set up dashboards for visibility across teams. The project included data migration, custom configuration, user onboarding, and training on data hygiene, reporting, and lifecycle management. Public First now has a single CRM source of truth that enables better coordination, forecasting, and growth planning.
Agencies & Consulting
HubSpot Sales Hub implementation for The Vyne Group
The Vyne Group is a London-based consulting and recruitment firm that partners with leading organisations to deliver strategic transformation and talent solutions. Their dual busin...
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HubSpot Sales Hub implementation for The Vyne Group
The Vyne Group is a London-based consulting and recruitment firm that partners with leading organisations to deliver strategic transformation and talent solutions. Their dual business model - consultancy and recruitment - required a flexible CRM capable of handling both deal types, candidate tracking, and complex reporting. Before working with Growth London, The Vyne relied on spreadsheets and manual processes, making it difficult to manage data, forecast revenue, and maintain visibility across projects.
Growth London implemented HubSpot Sales Hub Professional, configuring custom pipelines for consultancy and recruitment workflows. We built tailored company and contact properties, automated lifecycle and deal management, and integrated data enrichment through Clay. Reporting dashboards were created for revenue, pipeline health, and candidate progress. The result is a unified CRM that improves transparency, consistency, and scalability across The Vyne’s growing consulting and talent operations.
Get a clear view of your pipeline and clients
When HubSpot is structured properly, it becomes the central system for managing growth and client relationships. When it isn’t, teams rely on workarounds and lose visibility. We help you fix that.
FAQ
By structuring pipelines, lifecycle stages, and data so both new business and existing client relationships are tracked consistently.
Yes, but it requires a structured approach to deals, pipelines, and reporting aligned with your business model.
Because the platform is often set up for simple sales processes, not the more complex reality of agency and consultancy work.