HubSpot Implementation & Consulting
The Challenge
Blue Outcomes is a consulting firm managing multiple practice areas — project management, change management, operational transformation, and ERP implementation. Their client relationships span months-to-years and involve multiple stakeholders within each client organization. They needed a CRM that could handle this complexity and a marketing platform to support business development across their practices.
What We Did
- CRM Configuration: Set up HubSpot to manage consulting engagements across multiple practice areas, with contact and company management designed for tracking stakeholder relationships within client organizations
- Sales Pipeline: Built a pipeline reflecting the consulting sales cycle — initial conversation, discovery, proposal, SOW negotiation, engagement kickoff, and delivery tracking
- Marketing Automation: Configured email marketing, lead nurturing sequences, and thought leadership distribution to support Blue Outcomes' business development efforts
- Microsoft 365 Consulting: Provided Tactic/M365 consulting for internal collaboration, document management, and operational workflows
Technologies
Outcome
Blue Outcomes gained a CRM and marketing platform that fits their consulting business model — supporting long relationship cycles, multi-stakeholder deals, and business development across multiple practice areas. The nearly year-long engagement ensured the platform evolved with the firm's needs rather than being a static implementation.
Let's build something that works.
No pitch decks, no sales process — just a straightforward conversation about what you're dealing with and whether we can help.
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