Professional ServicesClean data, a structured qualification process, and reporting that tells the team something useful.
Professional services firm with a growing sales and marketing operation, with a strong CRM foundation built on Salesforce before transitioning to HubSpot.
The Challenge
Where FitzGerald Power were when we came in
- The contact database had accumulated dirty data: duplicates, incomplete records, and contacts no longer relevant, making segmentation and outreach unreliable
- No defined MQL to SQL process. Leads arriving from marketing with no scoring, no qualification criteria, and no structured handoff to sales.
- Campaign reporting was either absent or inaccurate. The team couldn't see what was working or attribute pipeline to specific marketing activity.
- Event follow-up had no dedicated reporting structure. Post-event engagement tracked manually and inconsistently.
- Sales enablement tools within HubSpot were underutilised. Capability available that the team wasn't yet using.
What Rumlo Did
How we solved it
- Full data cleanse and database expansion: audited and cleaned from the ground up, removing duplicates, enriching incomplete records, standardising property values, and restructuring the database to support accurate segmentation
- MQL to SQL process and automation: qualification criteria defined and agreed with the team, lead scoring configured, and automation built to move contacts through the funnel from marketing qualified to sales qualified without manual intervention
- Marketing campaign dashboard: dedicated campaign reporting giving the marketing team visibility on what's driving pipeline, tracking performance, contact engagement, conversion rates, and the impact of marketing activity on revenue
- Event follow-up dashboards: structured event reporting framework built to track post-event engagement and follow-up activity in real time
- Sales enablement configuration: sequences, templates, meeting booking, and task automation configured to reduce admin and keep the team focused on the right contacts
The Result
What changed.
- Database cleansed and restructured. Reliable segmentation and outreach for the first time.
- MQL to SQL process live. Leads scored, qualified, and handed to sales automatically.
- Campaign dashboard in place. Marketing performance visible and attributed to pipeline.
- Event follow-up reporting built. Post-event engagement tracked and actioned consistently.
- Sales enablement configured. The team working faster with sequences, templates and automated follow-up.
- Cross-platform expertise delivered. Maurice's Salesforce background meant FitzGerald Power got a consultant who understood how they think and translated it into HubSpot without friction.
A HubSpot environment that genuinely supports how FitzGerald Power operates: clean data, a structured qualification process, and reporting that tells the team something useful.