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HubSpot for cyber security consultancies and penetration testing firms

Close the recurring engagement, assessment-to-remediation, and scheme cycle gaps.
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Three cyber-security-consultancy problems HubSpot solves

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A client engages the consultancy for a penetration test in March, an ISO 27001 audit in September, and a CE Plus assessment the following March — and the consultancy's CRM treats each engagement as a fresh project rather than as part of a continuous security relationship.
A penetration test finishes on a Friday with twenty-eight findings across critical, high, and medium severity — and the remediation conversation handover happens by report PDF rather than as a structured assessment-to-remediation object the client can read against and the consultancy can revisit at the next test.
A client renews Cyber Essentials Plus annually, ISO 27001 every three years on a surveillance cycle, and PCI DSS quarterly scanning — and the consultancy manages the renewal cycle from a senior consultant's diary rather than as a structured scheme cycle visible across the firm.

Why is every cyber engagement a fresh project?

  • Client accounts carry the full engagement history — penetration tests, audits, assessments, scheme renewals, advisory engagements — visible to consultants, the testing team, and the operations team from the same record.
  • Prior findings, open recommendations, and remediation status persist against the client — so this year's penetration test reads last year's findings before scoping, and the next ISO 27001 surveillance reads what was recommended at the prior audit.
  • The client engagement becomes a continuous security partnership with structural memory, not a sequence of disconnected projects each starting from zero.

Why is every cyber engagement a fresh project?

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Why does an assessment-to-remediation handover live in a PDF?

  • Assessment findings — penetration test results, audit non-conformances, gap-analysis recommendations — log as structured records against the client with severity, asset affected, remediation owner, and progress visibility.
  • Remediation workflow runs against the structured findings rather than against a report PDF — so the consultancy can return for a retest knowing what was promised, what was done, and what was deferred.
  • Assessment and remediation operate as a structurally connected cycle, not as a report-and-forget exchange that leaves the client with a 60-page PDF and no real follow-through.

Why does an assessment-to-remediation handover live in a PDF?

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Why is the scheme cycle a senior consultant's diary?

  • Scheme cycles — Cyber Essentials Plus, ISO 27001 surveillance, PCI DSS, IASME, SOC 2 readiness — sit as structured recurring engagements against the client with the certification body, renewal date, scope, and prior outcomes captured.
  • Renewal workflows fire from scheme cycle data: a Cyber Essentials Plus renewal opens at month nine of twelve with structured preparation, not at month eleven with a panicked email from the client's CISO.
  • The scheme cycle becomes a structural commercial discipline that supports both retention and clean renewal, not a senior consultant's diary that depends on continued tenure.

Why is the scheme cycle a senior consultant's diary?

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  • Name Cyber Security Consultancy and Penetration Testing Firm

"PYB rebuilt HubSpot for a cyber consultancy that actually treats clients as continuous security relationships, with structured findings, remediation cycles, and scheme calendars. The retention picture is fundamentally different."

Managing Director

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FAQs

How long does a HubSpot implementation take for a cyber security consultancy or penetration testing firm?

A typical cyber-consultancy implementation runs ten to fourteen weeks from kick-off to live. Weeks one to four cover data migration from existing systems (typically project management tools, consultant diaries, and finding-tracking spreadsheets) and the client-engagement-finding-scheme record architecture. Weeks five to nine cover automation for recurring engagement cycles, assessment-to-remediation workflow, scheme cycle management, and integration with project management and reporting tools. Weeks ten to fourteen are user training across consultants, testers, account management, and operations.

Can HubSpot model the relationship between a client, its assets and scope, the engagements run against the scope, and the findings carried across years?

Yes. The standard account model treats the client as the primary record, with assets, scopes, and stakeholder contacts as connected entities, and engagements, findings, and scheme cycles as discrete objects. Multi-year finding history and scheme renewal context persist across consultancy team changes. PYB has built cyber-consultancy architectures for firms whose practice depends on holding deep client security context across years.

How does HubSpot handle confidential security findings, scheme certification evidence, and the testing workflow?

HubSpot's structured-property model and granular permission system hold confidential findings, scheme certification evidence, and tester-of-record information against the right records with named-team access. PYB's implementation practice routinely builds cyber-consultancy workflow for firms whose engagements span confidential penetration testing, audit work-product, and scheme certification evidence.

What HubSpot products does a cyber security consultancy typically need?

Most cyber consultancies run Sales Hub Professional for the engagement and recurring scheme pipeline, Marketing Hub Professional for thought leadership and security communications, and Service Hub Professional for client support and finding-tracking. Operations Hub handles integration with project management, reporting tools, and finance. Custom Objects (Enterprise tier) are usually required to model engagements, findings, scheme cycles, and assets properly.

Does HubSpot meet the security expectations of a cyber consultancy whose own credibility depends on demonstrable information-security practice?

HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the security standards expected of cyber consultancies whose own credibility depends on the security of the platforms they use. PYB is independently ISO 27001 and ISO 9001 certified, with the HubSpot Data Migration Accreditation — relevant proof when a cyber consultancy's own ISO surveillance or CREST membership review is evaluating the platform against the firm's own information-security policy.

Talk to PYB about HubSpot for your cyber security consultancy or penetration testing firm.

A 15-minute call to walk through your recurring client engagements, your assessment-to-remediation cycle, and your scheme certification renewal discipline and what closing the gaps looks like. No prep, no pitch deck.

Book a 15-minute call

Quality assured, by HubSpot and ISO

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