HubSpot for PR and integrated communications agencies

Close the new-business, retainer-visibility, and referral gaps.

Three PR-agency questions HubSpot answers

Why does a new-business pitch get run from inboxes and memory with no pipeline behind it?

Why does a retainer client's work and reporting live in scattered tools the agency can't see whole?

Why does referral and reputation, a PR agency's main source of growth, go untracked?

Why is the pitch run from inboxes?

New business sits in a pipeline with stage, value, and owner, so a pitch is managed deliberately rather than from memory and a flurry of emails.
The agency sees its whole book of live opportunities, so resourcing and revenue are planned rather than guessed.
Wins and losses are visible, so the agency learns which pitches convert instead of repeating the same approach.

Why is the pitch run from inboxes?

Why is a retainer invisible?

Each retainer client sits on an account with its activity and reporting, so the agency sees the relationship whole rather than across separate tools.
Health and renewal signals surface on the record, so an at-risk retainer gets attention before it lapses.
The recurring revenue that funds the agency is managed as accounts, not a set of disconnected workstreams.

Why is a retainer invisible?

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Why is referral untracked?

Referrals and reputation-led enquiries capture their source, so the channel that drives most agency growth is measured.
The team sees which relationships and clients send work and nurtures them deliberately.
The agency's strongest growth source becomes a managed channel with names against it rather than a happy accident.

Why is referral untracked?

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Name Twenty Six

Very knowledgeable, easy to work with & great response times

"Martin and Elisa have been great to work with during our HubSpot onboarding. They are incredibly knowledgeable, very patient, and found easy solutions to what felt like complex questions from HubSpot novices. Elisa responds super quickly."

Dani Goodwin

Head Of Marketing

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FAQs

How long does a HubSpot implementation take for a PR agency?

An implementation runs eight to twelve weeks. Weeks one to four migrate client and contact data and build the new-business pipeline and account architecture. Weeks five to eight cover retainer tracking, reporting, and referral capture. Weeks nine to twelve train the agency team.

Can HubSpot model new business, retainer clients, and referrals?

Yes. New business sits in a pipeline, retainers live on client accounts with their own cadence, and referral sources persist as data. PYB has built agency architectures balancing pitch-led growth and retained delivery.

How does HubSpot handle client reporting and integrate agency tools?

Activity and outcomes are held as structured data with dashboards for client and internal reporting, and agency tools integrate through Operations Hub and custom integration. PYB builds the reporting and integration behind an agency operation.

What HubSpot products does a PR agency typically need?

Sales Hub Professional for new business, Service Hub for retained-client management, Marketing Hub Professional for the agency's own marketing and referral campaigns, and Operations Hub for integration.

Does HubSpot meet the security and data-handling requirements of an agency?

HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards clients expect of an agency handling their data under UK GDPR. 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 agency.

A 15-minute call to walk through how new business, retainers, and referrals could connect and what closing the gaps looks like. No prep, no pitch deck.

Book a 15-minute call