Optimizing HubSpot for an Alternative Investments Consulting Firm

The Challenge

The client, an Alternative Investments Consulting firm, had been using HubSpot for years across Sales, Marketing, and Service Hub, but the setup had never been properly audited or optimised. Pipelines and properties had accumulated inconsistencies over time, the leadership team had no reliable pipeline forecasting or reporting to work from, and the marketing team was underusing the platform without clear best practices to follow.

On top of that, the CRM held over 500,000 contact and company records with significant data quality issues, which was actively hurting email deliverability. Leads coming in through the website were being entered into HubSpot manually by virtual assistants, adding delay and room for error to every new lead. The client was also running several disconnected tools alongside HubSpot, including Calendly, Airtable, Typeform, and SurveyMonkey, spreading data and workflows across systems that did not talk to each other.

Our Solution

1. Full HubSpot Audit
   

   Audited the existing setup across Sales, Marketing, and Service Hub to identify exactly where the system was falling short, from pipeline structure to data quality to marketing usage.

2. Improvement Roadmap Document
   

   Documented every finding from the audit into a detailed improvement document, giving the client a clear, prioritised reference for what needed to change and why, before any work began.

3. Pipeline, Forecasting, and Leadership DashboardsRebuilt the deal pipeline and forecasting setup, then built dashboards specifically for the leadership team, giving them direct visibility into performance without needing to ask for reports.
4. Marketing Campaign Optimisation and TrainingImproved the client's existing marketing campaigns and trained the marketing team on the correct way to plan, build, and run campaigns in HubSpot going forward.
5. Data Cleanup and Email DeliverabilityCleaned up over 500,000 contact and company records, removing duplicates and fixing data quality issues that were directly hurting email deliverability.
6. Tool Consolidation into HubSpotReduced the client's tool sprawl by moving Calendly, Airtable, Typeform, and SurveyMonkey into HubSpot, using HubSpot Meetings for scheduling, custom objects and properties in place of Airtable tracking, and native HubSpot forms and surveys instead of the separate form and survey tools. Fewer tools meant less duplicated data and one system of record instead of several.
7. Website to HubSpot IntegrationConnected the client's website directly to HubSpot, so new leads flowed straight into the CRM automatically, removing the need for virtual assistants to manually enter every lead. Combined with the tool consolidation work, this shifted roughly 60% of the client's previously manual processes over to automated workflows.
8. Ongoing OptimizationContinued supporting the client over a 2-year engagement, refining pipelines, dashboards, and marketing practices as the business's needs evolved.

Key Deliverables

• Full HubSpot audit across Sales, Marketing, and Service Hub

• Detailed improvement roadmap document

• Pipeline, forecasting, and leadership dashboards

• Marketing campaign optimisation and team training

• Cleanup of 500,000+ contact and company records

• Improved email deliverability

• Consolidation of Calendly, Airtable, Typeform, and SurveyMonkey into HubSpot

• Website to HubSpot integration, removing manual lead entry

Results

• Leadership team gained direct, real-time visibility into pipeline and forecasting
  

• Marketing team equipped to run campaigns correctly and independently in HubSpot
• 500,000+ records cleaned, directly improving email deliverability
  
• Four separate tools (Calendly, Airtable, Typeform, SurveyMonkey) replaced by native HubSpot functionality
• Roughly 60% of the client's previously manual processes automated, including lead entry through direct website integration
• A 2-year ongoing partnership built on continuous optimisation across the full HubSpot platform

A HubSpot instance that has been live for years does not need a rebuild; it needs an honest audit, a clear list of what is actually broken, and steady work to fix it.

About Code Accelerator

Code Accelerator is a HubSpot Solutions Partner agency based in Jaipur, India, specialising in CRM implementation, CMS/module development, RevOps consulting, marketing automation, and white-label services for growing SaaS and service businesses. We help clients get more out of the HubSpot they already have through honest audits and steady, ongoing optimisation.