HubSpot Consulting – Platinum Partner
Independent consulting services focused on the implementation and management of HubSpot
Take your marketing, sales, and customer service processes to the next level with expert HubSpot consulting tailored specifically for Managed Service Providers (MSPs). Whether you’re just getting started with HubSpot or looking to maximise its potential, I offer guidance and solutions to streamline your operations and drive business growth.
I understand the unique challenges MSPs face, from managing complex client relationships to optimising workflows across marketing, sales, and service teams. Let’s work together to customise HubSpot to fit your business like a glove.
My Services Include
Marketing/Sales Process Optimisation
Efficiently manage marketing and sales workflows, ensuring accuracy and timely processing. Maximise your revenue potential while minimising manual effort.
Revenue Reporting and Analysis
Leverage the power of HubSpot’s reporting capabilities to gain valuable insights into your revenue streams. Identify trends, analyse profitability, and make data-driven decisions for business growth.
System Configuration and Customisation
Tailor HubSpot to your unique business needs. We’ll configure the system, set up custom workflows, and optimise the platform to align with your business processes.
PSA (& Other) Integrations
Resolve integration issues with your PSA to ensure seamless transition of deal and revenue information between HubSpot and PSA. Optimise workflows to maximise automation and minimise uncertainty.
My Clients Say
Working with Ben has been a great experience — he’s diplomatic and helped us navigate some tricky conversations between our directors, always ensuring alignment. He’s always on hand to answer quick questions, which means we don’t get held up on small issues and can keep moving forward. Plus, the weekly homework he sets has kept us on track and helped us maintain a strong pace throughout the implementation process.
When we considered using Keap, we quickly realised it wasn’t the right fit for us for various reasons. Ben stepped in and helped us set up HubSpot, which has been a fantastic decision for our business. With HubSpot, we’ve been able to seamlessly implement Robin Robins’ Technology Marketing Toolkit (TMT) campaigns and automate our marketing processes effectively.
One of the standout benefits has been the integration between Zomentum and Autotask, which allows our supplier costs to flow directly into our accounts and sales systems. This means we can produce accurate proposals, and all the data flows back into HubSpot, giving us a clear picture of ROI on our marketing activities. The result has been greater efficiency, better data management, and more insight into our business performance.
Richard Paterson
We implemented Autotask many years ago, and it turns out via a mixture of never having done it quite right, new features not being taken advantage of, and some bad habits, we were due a tune up!
Ben’s in-depth knowledge of the end-to-end toolset we used (Hubspot, Zomentum, Autotask and Xero) meant he could handhold us through optimising the software to make this process run as smoothly and efficiently as possible – and then get the reporting out with less effort too!
Sure, we could have done much of this ourselves, but it would have taken us significantly longer, and since time is money, our investment in Ben was an easy ROI.
Chris Ward
Ben has been supporting our business for almost a year. Initially we sought Ben’s support to help with a specific tactical challenge we had around quote to billing workflows through HubSpot, Zomentum, and Autotask. It was clear to me after our first meeting that Ben had a lot more value to add. I found Ben to be extremely knowledgeable, especially when it came to specific systems we have implemented in our company.
Ben was a great sounding board for ideas, and his understanding of designing efficient processes was top draw. Drawing on his knowledge and experience Ben has saved me a number of hours! I have no hesitation in recommending Ben to other MSPs.
Chris Gorman
The Bigger Picture
From running my own MSP, I know how easy it is to get caught up in the day-to-day:
– Trying to ensure that you’re delivering best-in-breed service to clients,
– Ensuring your teams are supported, trained and effective
– Managing and developing client strategies and projects ensuring they’re being optimised and developed.
All tasks take tend to take up more time and dedication than initially suspected, and often this impacts efficiencies and other tasks.
Alongside the day-to-day, MSP owners are more often than not also:
– Managing up-sale opportunities,
– Holding client strategy consultations,
– Delivering ad hoc, long-term, and interim support,
– along with much more.
With this added pressure and drain on your time, evolving the growth of your MSP, developing, and implementing your own strategy, can take a back seat.
Losing sight of your personal goals for the business, can be easy to do.
The demands brought about by Covid-19 caused many businesses, MSP’s included, to change how they worked, to define fully-remote working practices and implement them internally while assisting their clients. This has transformed the working world, and as MSPs were addressing the New-Normal needs for their clients, their own strategies and processes also had to be tactically reviewed to ensure best-practice internally. This additional work has meant that many busy MSP owners are struggling to define and attain their long-term personal and professional goals.
As the owner of an MSP, when was the last time you reviewed your business strategy in line with your personal goals?
Ready to grow your MSP and reach your personal goals?
Ready to grow your MSP and reach your personal goals?
Packages
To ensure my mentorship services are right for you, I offer two packages, Standard and Enhanced. Feel free to get in touch to discuss which service would be most relevant for your needs and situation.
Designed for MSPs seeking structured, consistent support to optimise their business operations and service delivery, the Standard Mentorship Programme provides foundational guidance tailored to your specific needs. Ideal for those looking to refine internal processes, enhance efficiency, and drive steady growth without unnecessary complexity.
Features include:
- Twice-Monthly Calls: Scheduled sessions to review your business, address challenges, and plan actionable steps, with summary notes for easy follow-up.
- Email Advisory Service: Access ongoing expert advice via email, with most queries reserved for scheduled calls to maintain focus and efficiency.
- Flexible Add-Ons: Enhance the service with additional time or fixed-price project consulting as required.
- Convenient Accessibility: All interactions conducted via video or voice calls for seamless communication.
For MSPs looking to accelerate growth, refine operations, and move faster with increased engagement, the Enhanced Mentorship Programme provides a high-touch advisory service with weekly calls, ensuring continuous momentum and real-time strategic adjustments.
Features include:
- Weekly Scheduled Calls: In-depth discussions to tackle challenges, refine strategies, and achieve faster progress, with comprehensive summary notes for follow-up.
- Priority Advisory Service: Access expert advice via email or calls with a 24-hour response time for urgent issues and a 48-hour SLA for non-urgent matters.
- Flexible Add-Ons: Expand the service with extra time or bespoke project-based consulting as your needs evolve.
- Comprehensive Accessibility: All interactions conducted via video or voice calls for seamless support.