CRM and marketing support for growing businesses
Helping businesses improve their systems, customer journeys and marketing activity - from HubSpot and reporting to campaigns, content and social.
How can we help?
Flexible support across CRM, customer journey and marketing - from one-off projects to ongoing help.
CRM & HUBSPOT
Helping you get more from your CRM, with cleaner systems, clearer reporting and better-connected sales and marketing.
• HubSpot setup & optimisation
• CRM clean-up & data rationalisation
• Workflows & automation
• Reporting & dashboards
• Sales and marketing alignment
Explore CRM support
MARKETING SUPPORT
Practical, hands-on support to plan and deliver marketing activity that actually gets done.
• Campaign planning
• Social media campaigns
• Email marketing
• Content & copywriting
• Ongoing marketing support
Explore marketing support
Recent Work
Recent examples of CRM, customer journey and marketing projects.
CRM & HubSpot – Antique Buying Collective
Optimising HubSpot and preparing the business to scale
I worked with Antique Buying Collective to streamline and strengthen its HubSpot setup, with a focus on creating more efficient processes and getting the business ready for growth.
The project included integrating the company’s postal system to automate postage label printing and parcel tracking, introducing address and email validation to improve the quality of customer form submissions, and developing HubSpot workflows and automations to reduce manual admin.
I also supported the business with a direct marketing strategy and campaign, helping connect the CRM setup more closely with ongoing customer communications.
The result was a more efficient, scalable HubSpot setup with cleaner data, better automation and smoother customer journeys.
Marketing Support – 2:09 Events Limited
Launching integrated campaigns for international running events
I worked with 2:09 Events to launch and build marketing activity for two international running events, with a focus on creating stronger awareness, engagement and bookings.
The work included developing social media campaign plans, creating and scheduling Instagram content, building new event accounts, shaping campaign messaging and producing launch, testimonial and destination-led content to bring the events to life.
I also supported direct marketing activity, including newsletter creation in Mailjet, audience selection, campaign setup and performance review, helping to connect social activity with the wider customer database.
The result was a more consistent, joined-up marketing approach across social and email, with stronger campaign visibility and a clearer platform for ongoing promotion and bookings.
Karen has been fantastic in helping us get the most out of HubSpot. Her knowledge, practical approach, and attention to detail made the whole process straightforward, helping us streamline our CRM and improve the way we manage our customer journey. She's approachable, responsive, and genuinely invested in delivering solutions that work.
Ryan, Director - Antique Buying Collective
Our Services
Customer Journey Development
We conduct a detailed review of how your organisation engages and interacts with it’s customers, from initial awareness, through to post-purchase.
New business rollout
We help you create a winning customer journey, incorporating necessary CRM, automation and payment systems.
HubSpot Onboarding
We deliver HubSpot implementation and integration from start to finish, covering system set-up and roll out, system integrations and staff training.
Consulting and Strategy
Tap into our strategic and commercial expertise to help deliver your business growth ambitions.
Fractional Marketing Support
We offer marketing expertise on a part time or project basis, providing you with support at the level you need for as long as you need. we’re here to help!
CRM Data Rationalisation
If you have issues with data duplication, redundant properties, workflows and forms, talk to us. We can help!
Our Approach
Marketing and client relationship management should reflect the enthusiasm the company has for the product or service they’re selling. We work with you to make sure this energy is able to shine in your marketing and CRM efforts, removing unnecessary friction from the sales process and making sure your customer’s journey - from first awareness to post-purchase is seamless and effective.
Why HubZest?
We help our clients build outstanding marketing, CRM and sales systems, and we bring Zest to the process, leaving you ready and raring to go, on the next step in your company’s growth story.
We’re specialists in the fields of leisure, higher education and training, healthcare and retirement. Above all, we’re specialists in business growth - in marketing strategy, commercial development, and in building outstanding customer journeys.
How we can help you grow? Arrange a call today.
Our location and client reach
We like to get to know our clients and get under the skin of their organisation. Our kick-off meetings are typically face to face, giving us the opportunity to see your organisation in operation and meet the wider team.
Depending on the project scope, we may run the project largely remotely, or spend more time on location. Either way, we schedule regular progress updates in person or by video call.
HubZest HQ
We’re conveniently located in Hertfordshire, just 25 minutes from central London, with easy access to our clients in the home counties and the London area. For clients based further afield, we’re located just 30 minutes from both London Heathrow and London Luton airports.
We currently support clients across Hertfordshire, Buckinghamshire, Bedfordshire, Oxfordshire, Surrey and London, including businesses in St Albans, Berkhamsted, Aylesbury, Hemel Hempstead, Watford and surrounding areas.
Let’s talk
We would love to chat to you and find out more about your business needs. Arrange a call and let’s see how we can help you grow!