HubSpot Implementation Success Stories in Management Consulting

Management Consulting Case Studies

Consultancies sell knowledge — and run on relationships

Management consultancies, advisory firms and professional services businesses turn expertise into recurring engagements.
Consulting and advisory clients include Rubica, Remarkable, 3vision, Potenza Advisory, RiverArk, Affinity Consulting.
Long sales cycles, repeat engagements, and the importance of disciplined follow-up.

Onboarding, embedded use, reporting that maps to engagements

HubSpot configured for advisory services — engagement tracking, repeat client management, knowledge capture.
Initial nervous onboarding turned into 'real sense of relief' through clear explanation and supportive training (Rubica).
Migration from Salesforce and other CRMs handled with calm, deliberate process (3vision).

Confidence, continuity and 'safe hands'

Real sense of relief working with PYB — knowing the implementation is in safe hands (Rubica).
Functionality, ideas and presentation delivered in pleasant, professional, timely manner (Remarkable).
'Daunting and overwhelming migration made seamless' — 3vision's experience repeated across consultancy clients.

Name Affinity Consulting
INDUSTRY Management Consulting
size 200 people
location USA

Amazing Team!!

Martin, Elisa and their whole team have been an absolute pleasure to work with, and have made an enormous impact on our company from a sales, marketing and reporting perspective. Highly recommend!!!

Debbie Foster

Chief Executive Officer

Name Potenza
INDUSTRY Management Consulting
size 10 people
location USA

Great Business and Super helpful team!

Martin and Elisa are extremely knowledgeable about HubSpot and provide the best service hands down. They are very helpful and go above and beyond to make sure the customer gets what they asked for and also to make sure proper training is in order. Strongly recommended for all your HubSpot needs. I will surely be a return customer.

Wissam Assaf

Founder and Managing Director

Name RiverArk Quality Deliverd
INDUSTRY Management Consulting
size 50 people
location UK

Amazing support by Plus Your Business!

Martin and Elisa have been so kind and helpful through our onboarding process. Any questions we had were answered promptly and with video explanation. They jumped on several calls to sort out any issues we had. They made this whole process seem so easy. We wouldn't have been able to get up and running so quickly without their support.

Madhavi Nadgouda

Co-founder and CEO

Name Remarkable
INDUSTRY Management Consulting
size 10 people
location UK

Great support from a great team

Plus Your Business supported our transition to HubSpot through onboarding. They explained everything in way we could understand, helped us to get the functionality we needed from the system and presented us with ideas we hadn't thought of. This was all conducted in a pleasant, friendly, professional and timely manner. Can't recommend them enough.

Stuart Pownall

Client Engagement Manager & Head of Leadership Practice

Name Mary Stovall
INDUSTRY Management Consulting
size 1 people
location UK

Top Notch Digital Marketing

Martin is by far one of the most knowledgeable digital marketing leaders I've worked with. With unwavering curiosity and dedication to delivering best in class technology, service and results, Plus Your Business is the agency you've been looking for. Give them a ring and watch your sales, marketing and customer service grow to new heights.

Mary Stovall

Digital Marketing Consultant

Name Audience Collective
INDUSTRY Management Consulting
size 200 people
location UK

Couldn't Recommend Enough

The team at PYB delivered everything and more. As a novice, no question was too small/silly and made us feel incredibly supported throughout the service. Very contactable & extremely knowledgeable.

Becky Gleave

Marketing Director

Name 3VISION
INDUSTRY Management Consulting
size 20 people
location UK

HubSpot Experts - would highly recommend

Not only are Martin and Elisa experts in their field, their level of service is second to none. They are incredible responsive, have a 'can do' attitude and always go the extra mile. They made what was a daunting and overwhelming migration a seamless process and we cannot thank them enough. It was a pleasure to work with them - we would highly recommend Plus Your Business

Jessica Pearson

Marketing Manager

Name Rubica
INDUSTRY Management Consulting
size 20 people
location UK

A great team - so helpful

The Plus Your Business team really know their stuff when it comes to HubSpot. I had a real sense of relief when I started working with them - I knew I was in safe hands.

Sophie Brooks

Head of Marketing and Product

Name Inspiratia
INDUSTRY Management Consulting
size 20 people
location UK

Brilliant experience

Elisa and Martin are a dream team. Incredible to work with, and extremely patient which was high appreciated. They went above and beyond and were always willing to help the various team members with their requests. Thanks to the way they showcased the product, the team are already reaping the benefits of this CRM through the reporting functionality and being more organised than ever before. PYB recorded our discussions and sessions so everything was documented, and also shared various tips for the team to utilise once the onboard process had concluded. Would highly recommend.

Nicholas Davies

Managing Director

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Management Consulting HubSpot FAQs

Consultancies win work through long pursuits and multi-stakeholder evaluations, then evolve programmes into retainers. The system has to respect senior judgment rather than impose a generic sales rhythm. These answers cover how Plus Your Business configures HubSpot for consulting firms specifically.

Can HubSpot track long consulting pursuits and ongoing client relationships?

Yes. We model the pursuit motion, engagement structure and retainer relationships on the record. Long evaluations stay visible. The pipeline reflects how senior consultants actually win and keep work.

Will HubSpot fit a consultancy's own way of working?

Yes. We configure HubSpot around your processes, not a template. We change what helps and leave what works. The result feels built for the firm rather than borrowed from another industry.

"I had a real sense of relief when I started working with them - I knew I was in safe hands."

- Sophie Brooks, Head of Marketing and Product, Rubica.

Can HubSpot manage multi-stakeholder pursuits and buying committees?

Yes. We put decision makers, sponsors and influencers on the same account. Each relationship is visible against the opportunity. Reporting shows where a pursuit stands across a long evaluation.

Can PYB migrate a consultancy from Salesforce or another CRM?

Yes. 3vision moved from Salesforce to HubSpot with data and associations intact. We plan the migration so nothing is lost in the move. The team starts on HubSpot with its history in place.

"They made what was a daunting and overwhelming migration a seamless process and we cannot thank them enough."

- Jessica Pearson, Marketing Manager, 3vision.

Can HubSpot improve sales, marketing and reporting together?

Yes. For Affinity Consulting Group we configured sales, marketing and reporting to work from one system. The picture is consistent across functions. Leadership sees performance without stitching reports together by hand.

"Martin, Elisa and their whole team have been an absolute pleasure to work with, and have made an enormous impact on our company from a sales, marketing and reporting perspective."

- Debbie Foster, Chief Executive Officer, Affinity Consulting Group.

Can HubSpot support a firm new to it through onboarding?

Yes. We onboard consultancies onto HubSpot and explain each step in plain terms. We configure the functionality the firm needs and suggest options it had not considered. The team understands the system, not just uses it.

"They explained everything in way we could understand, helped us to get the functionality we needed from the system and presented us with ideas we hadn't thought of."

- Stuart Pownall, Client Engagement Manager, Remarkable.

We are setting up our first CRM. Can you help a small consultancy?

Yes. We take small firms from no CRM to working quickly, with prompt support and video explanations. The build matches how the firm operates. Teams get up and running without a long internal project.

"They made this whole process seem so easy. We wouldn't have been able to get up and running so quickly without their support."

- Madhavi Nadgouda, Co-founder and CEO, RiverArk.

How is client and engagement data kept secure?

HubSpot holds SOC 2 Type II and ISO 27001. Plus Your Business is independently certified to ISO 27001, ISO 9001 and ISO 42001. We configure permissions so records stay visible only to the right teams. Confidentiality matters when consultancies hold sensitive client information.

How long does a consultancy implementation take?

Most firms reach initial functionality in four to six weeks. We prioritise the pursuit pipeline and reporting. Further automation and integrations follow in phases.

What HubSpot products does a consultancy typically need?

Sales Hub for pursuits and pipeline. Marketing Hub for content and events. Operations Hub for integration. We add role-based training so the firm builds its own capability rather than depending on an agency.