DELIVERABLES Complete CRM and marketing automation setup from target audience analysis, persona development and Ideal Customer Profile definition through to Hubspot Marketing Hub & Sales Pro setup. Plus website rebuild.

B2B marketing, sales and marketing operations, lead generation, marketing automation, project management.

DURATION An initial 2 week project for Hubspot setup and onboarding followed by additional ad hoc work as and when required (e.g. LinkedIn & Google Ads integration, website rebuild from Wix to Wordpress and more)

Bippit Limited
London, UK

Bippit empowers employees to take charge of their finances with expert guidance from a dedicated financial advisor. Companies, from startups through to large brands choose Bippit because it increases productivity, saves HR and Finance teams time, and makes employees more settled in their job. Bippit’s expert financial support system consists of three parts: 1-1 financial coaches, powerful tools, and practical resources.

The Project

The senior management team at Bippit selected the Hubspot platform as their CRM and marketing automation tool of choice from the outset via the Hubspot for Startups programme.

The requirement of this project was to help map out the buying cycle, Ideal Customer Profiles (ICPs) and buying personas of the company's target audience and then reflect this in a custom setup of Hubspot so that CRM data could be segmented and utilised effectively. 

It was an absolute pleasure working with co-founders Sam, Grace and Erich on this innovative and exciting startup. 


  • Persona and Ideal Customer Profile development
  • Hubspot Marketing Hub and Sales Hub Pro setup and onboarding
  • Sales pipeline, deal stages and custom fields
  • Google and LinkedIn ads account setup and integration with Hubspot
  • Persona based data building (working with an external data agency) plus import into Hubspot
  • Rebuild of website from Wix to Wordpress
  • Forms & chat widget
Testimonial background

Transformational work for our business... executed swiftly and documented extensively

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