HubSpot Optimisation

FROM GRUNT WORK TO SMART WORK

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You can’t scale chaos. 

You’ve invested in powerful software. You’ve had HubSpot for a while now, but somehow, things just aren’t humming.

  • Data is dirty or just plain wrong.
  • No one trusts the data in reports.
  • Automation’s patchy. Some workflows run. Others don’t. Most feel underwhelming.
  • Powerful AI features are left untouched.
  • You’re falling behind, and your team doesn’t know where to start.
  • New users are lost and they aren't using HubSpot.

The simple truth is that if your CRM foundations are weak and data is dirty,  AI and automation can’t do their job. And your team can’t do theirs.

 

 

How It Works

The SmartScale™ Journey

 

Phase 1: Structure Your data -

Strong foundations. Clean data.

  • We start by reviewing your CRM setup — properties, lifecycle stages, pipelines, and naming conventions.

  • Then we clean up your dirty data, fix what’s broken and implement best practices to keep your data clean and scalable.

  • We’ll continue to monitor your data each quarter.

Phase 2: Connect your unstructured data

Bring hidden insight into play.

  • There’s so much insight locked in meeting notes, emails, call summaries, and disconnected systems.

  • We’ll connect and unify your unstructured data so HubSpot becomes your single and complete source of truth.

Phase 3: activate AI tools & Automate processes 

Let HubSpot do the heavy lifting.

  • Now your data is clean and connected, we can switch on the good stuff.

  • We’ll activate HubSpot’s built-in AI tools to save time and reduce busywork. We'll build or refine workflows, scoring, alerts, and handoffs.

  • We’ll automate the routine and free up your team for higher-impact work.

Phase 4: Enable & Optimise

Make it stick. Keep it evolving.

  • We’ll coach your team on how to embed AI into their daily workflow.

  • We’ll build dashboards that show what’s working. We’ll asses newly released features. 

  • You don’t just stay on track, you’ll accelerate away from the competition.

SMARTSCALE g2m flowchart
SMARTSCALE LITE SMARTSCALE PRO
INVESTMENT PER PHASE
$ 2,250
 ex GST
$ 3,250
 ex GST
BEST SUITED FOR
Smaller teams, one HubSpot Hub.
Growing teams, multiple HubSpot Hubs.
INCLUDES
A dedicated, senior, HubSpot expert as your single point of contact who knows your business.
A detailed roadmap for each phase, customised to your business.
Access to a dedicated customer portal for latest HubSpot updates, support requests and project management
Accelerated ticket support
Full access to our templates, training, and AI-powered support tools
Highly experienced team and enjoyable people to work with!We recently worked with G2M Solutions for our HubSpot onboarding, and the experience was fantastic! The team was incredibly friendly, thorough, and genuinely fun to work with. Their professionalism and deep expertise made the entire process smooth and stress-free. Special thanks to Sue and Chris, who were fantastic throughout the entire onboarding journey. Also a shoutout to Amber! Her technical knowledge and expertise in Hubspot/Shopify/Xero were truly remarkable—she’s an absolute wizard! If you’re looking for a team that’s not only highly experienced but also makes the experience enjoyable, we highly recommend G2M Solutions. They exceeded our expectations at every step!
2
Buster Sykes, Director and Events Manager
Team Elite
I wholeheartedly recommend g2m. They are not just experts in their field - they are the supportive partners you never knew you needed.
1
Lauren Kelleher, Head of Marketing
United for Care
Excellent onboarding and support - The g2m team provided excellent service & support with our HubSpot migration from Sales Force and Word Press. Sue and the team were extremely knowledgeable about all the HubSpot tools and functions and provided an outstanding HubSpot onboarding Service to the marketing and internal sales team. We look forward to working with the team again on our next HubSpot project and our CRM implementation.As the Head of Marketing Hubspot is an integral tool for our sales and marketing team and I would highly recommend the g2m team for your onboarding and Hubspot requirements.
3
Belinda Johnson, Head of Marketing
enablist
Working with g2m solutions has been a game-changer for our marketing and sales teams. Their expertise in helping us build, implement, and optimise HubSpot has streamlined our processes and enhanced our overall effectiveness. Kira and Sue are a delight to collaborate with - extremely knowledgeable, responsive, and always going the extra mile to ensure we get the best possible outcomes. I highly recommend G2M Solutions to any organisation looking to elevate their marketing operations and drive real growth.
1
Lauren Kelleher, Head of Marketing
United for Care
g2m solutions hubspot partner

THE G2M DIFFERENCE

WE'VE WALKED IN YOUR SHOES

We get it. 

Over several decades we have carried quotas, managed sales teams, built hundreds of marketing campaigns, managed multi million dollar accounts. We've had "big jobs" in corporations and started our own businesses. 

We've worked around the globe in Europe and the USA as well as here in Australia across a variety of sectors. 

This is important for one principal reason. We have context, and that allows us to provide you with valuable advice and guidance.   

 

ABOUT US

Discover Your Path to Success

 

Unlock your business potential with our expert HubSpot consulting services tailored to your needs.

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HubSpot Diamond Solutions Partner HubSpot Agency Directory Inbound Sales Certified-1 Platform Consulting Certified objectives based onboarding certified Sales Hub Implementation Certified HubSpot Sales Software Certified Service Hub Software Certified HubSpot Marketing Software Certified HubSpot Reporting Certified HubSpot Data Integrations Certified Unific Aircall Shopify Partner