Consulting firm · Finance placement · HubSpot
Zero acquisition process. 200+ qualified meetings generated.
Pipeline 100% dependent on the network, no qualified base, no inbound CRM flow. We structured HubSpot and deployed the automations that created the missing flow.
The context
A firm can grow for years on expertise and relationships. But when you want to scale, the absence of a qualified base and an inbound flow becomes a ceiling. The expertise existed, what was missing was the data and infrastructure to make it known at scale.
Our approach
- →HubSpot structuring: objects, key properties, qualification rules
- →Building a qualified prospect base in target sectors
- →Acquisition sequences: prospecting emails, automated follow-ups, response tracking
- →Inbound flow automation: qualification, routing, alerts on hot opportunities
Results
200+
qualified meetings generated since the start
0 → flow
from a 100% network pipeline to a structured inbound flow
Ongoing
active engagement since 2026, base growing continuously
The Data + Automation combination created the flow that was missing.
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