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An implementation runs eight to twelve weeks. Weeks one to four migrate client and order data and build the client and clienteling architecture. Weeks five to eight cover e-commerce integration, the bespoke-enquiry pipeline, and VIP segmentation. Weeks nine to twelve train the client-care and sales teams.
Yes. Each client record holds purchases, preferences, occasions, and value, with bespoke commissions tracked as a pipeline so high-consideration sales are managed end to end. PYB has built clienteling architectures for luxury brands whose value is the depth of the client relationship.
Order, client, and preference data sync from the e-commerce platform through Operations Hub and custom integration, so the client record is complete wherever a sale happens. PYB builds the integration and the data model that support genuine clienteling rather than mass email.
Marketing Hub Professional for segmented, occasion-based client communication, Sales Hub Professional for bespoke commissions and VIP care, Operations Hub for e-commerce integration, and Custom Objects (Enterprise tier) where commissions and client preferences need modelling.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards expected for handling high-value client data under UK GDPR. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation.
A 15-minute call to walk through how clienteling, bespoke enquiries, and VIP recognition could connect and what closing the gaps looks like. No prep, no pitch deck.