HubSpot for fraud-prevention training and social-engineering testing

Close the sales-cycle, firm-account, and retest gaps.

Three fraud-prevention questions HubSpot answers

Why does a long sale to a risk or security team get tracked like a quick transactional deal?

Why is a firm's testing-and-training relationship run as scattered contacts rather than an account with a retest cycle?

Why does a completed assessment never trigger the next year's retest?

Why is a long sale tracked transactionally?

Pursuits use a pipeline built for their length and stakeholders, so a sale to a risk or security team is managed against stages rather than optimism.
Each stage carries its owner and next step, so a multi-month engagement never stalls because one person was holding it.
Leadership forecasts on where deals stand, not a value parked in next quarter.

Why is a long sale tracked transactionally?

Why is a firm scattered contacts?

The client firm is an account holding every assessment, course, and contact, so the relationship is managed as one rather than a set of disconnected people.
The account view shows what has been delivered and what is due, so retests and new training are sold from evidence.
The firm relationship that holds the budget is managed as an account, not chased as individuals.

Why is a firm scattered contacts?

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Why is the retest never triggered?

Assessments carry their date and recommended retest interval, so the next cycle is prompted rather than forgotten until a breach reminds everyone.
Renewal workflows fire ahead of the retest window, so the recurring half of the business is worked.
A predictable retest stops slipping and becomes a managed, recurring engagement.

Why is the retest never triggered?

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Name We Fight Fraud

Onboarding with Elisa and Martin

"We were quite green when we started with HubSpot and Plus Your Business helped us get up to speed quickly. Elisa and Martin have also assisted us to plan our CRM and social strategy. We feel that they are part of the team."

Andrew Butcher

Business Specialist

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FAQs

How long does a HubSpot implementation take for a fraud-prevention firm?

An implementation runs ten to fourteen weeks. Weeks one to four migrate client and contact data and build the account and pipeline architecture. Weeks five to nine cover the engagement pipeline, retest workflows, and integration with assessment and finance systems. Weeks ten to fourteen train the sales and delivery teams.

Can HubSpot model client firms, assessments, and recurring retests?

Yes. Firms are accounts holding assessments and training as objects, with retest intervals tracked so recurring cycles run off the data. PYB has built account-and-engagement architectures for advisory and testing businesses with recurring delivery.

How does HubSpot handle sensitive assessment data and reporting?

Assessment outcomes and recommendations are held as structured data to the standards a security-focused firm requires, and reporting to clients is a query rather than a manual rebuild. PYB builds the data model and reporting that keep a sensitive engagement organised.

What HubSpot products does a fraud-prevention firm typically need?

Sales Hub Professional for the engagement pipeline and retests, Marketing Hub Professional for demand generation, Service Hub for client support, Operations Hub for integration, and Custom Objects (Enterprise tier) to model firms, assessments, and retests.

Does HubSpot meet the security and data-handling requirements of a fraud-prevention firm?

HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards a security firm's own clients expect of its suppliers. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation.

Talk to PYB about HubSpot for your firm.

A 15-minute call to walk through how the sales cycle, firm accounts, and retest cycles could connect and what closing the gaps looks like. No prep, no pitch deck.

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