A fixed-scope HubSpot optimisation project for a UK digital agency
A defined, project-based engagement reviewing and improving an established HubSpot environment — delivered to an agreed scope and fee.
ClientCTI Digital
SectorDigital agency — United Kingdom
EngagementFebruary – May 2025 (fixed scope)
ModelStatement of Work, project fee via DemandCo Ltd
1
The challenge
CTI Digital had an established HubSpot environment that had grown organically: lifecycle processes and automation were underused, attribution was unclear, and reporting did not give the team a confident picture of which marketing activity was driving results.
2
What we worked on
Environment review — audit of the existing HubSpot setup, data structures and automation.
Lifecycle & automation improvements — practical changes to CRM lifecycle processes to support more effective lead management.
Attribution & reporting assessment — evaluation of marketing attribution with recommendations for reliable reporting.
Recommendations roadmap — prioritised, actionable changes handed over for the in-house team to run with.
3
Results
Delivered in full within the agreed scope and fee, leaving the client's team with a cleaner lifecycle structure, clearer attribution and a prioritised roadmap. [Add a specific outcome or metric here if one can be verified — otherwise keep qualitative.]
4
In the client's words
“[Testimonial — to be provided in the client's own words and approved in writing.]”
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