Ryan Clark

Past Projects Ryan Clark HubSpot Consultant Executive About Me Summary I’m Ryan Clark, an independent HubSpot Consultant and CRM Leader based in Manchester, with nearly a decade of experience designing, implementing, and optimising HubSpot for professional service firms across the UK, Europe, and the US. I’ve worked in-house, agency-side, and now working independently through my consultancy, Growffly, giving me a rare 360° view of what makes CRM systems succeed and where they often stall. Most recently, I was part of the leadership team at a UK HubSpot Diamond Partner agency, overseeing large-scale implementations across sectors like legal, financial services, and SaaS. From complex CRM migrations to deep RevOps processes, I help businesses transform HubSpot from a cluttered tool into a system that truly supports how they sell, service, and scale. My mission: Deliver meaningful outcomes faster. I cut unnecessary layers, meetings, and delays, focusing on what matters most: real value, delivered with speed and precision. Month 2 & 3 will be defined and agreed upon at the end of Month 1, there’s no obligation to proceed beyond this point About This Deck This deck provides an overview of a selection of past projects I have delivered across HubSpot implementation and consultancy. Each project is presented in a structured format, outlining the client’s challenge, the approach I recommended or implemented, the outcomes achieved and the timeframe for delivery. Collectively, they demonstrate a balance of strategic consultancy and hands on execution covering everything from building scalable lead management models and optimising sales frameworks, to enhancing data quality, refining processes and equipping clients with practical, actionable strategies. Together, these case studies highlight a consistent focus on solving complex business problems, enabling better sales and marketing alignment, improving data quality and driving results within HubSpot. Transforming Outbound Sales: 8-Week HubSpot Overhaul Drives 40% More Meetings for Global Interior Design Company Structured Outbound Sales Process for Global Interior Design Company Challenge The Clients sales process faced significant challenges due to its unstructured and inconsistent approach. With no centralised playbooks, individual reps followed varied methods resulting in leads being lost after an initial refusal because of insufficient nurturing. Additionally, the lack of visibility and accountability in sales activities made it difficult to track performance and drive consistent results. Approach ● ● ● ● ● Mapped full outbound journey (Outreach > Qualification > Deal Creation > Deal Conversion). Built HubSpot workflows: automated tasks, playbooks, acceptance/refusal criteria. Added nurture sequences to re-engage cold leads. Delivered training on call logging, task queues, prioritisation, and note-taking. Set up dashboards for manager visibility. Outcome ● ● ● ● 30% increase in opportunities created through structured automation. 40% increase in meetings booked via structured outreach. 45% conversions with consistent qualification & nurturing. Improved sales team confidence & leadership visibility. Timeframe Delivered in 8 weeks (Design > Build > Training > Handover) Unlocking £600K in Pipeline Through Sophisticated Cross Sell Automation Cross Sell Automation Engine for Multi-Service B2B Provider Challenge A UK based B2B services company offering cleaning, recruitment, security, and training services across sectors including warehousing, logistics, and education was missing significant cross-sell opportunities within its existing client base. Although HubSpot Marketing Hub was in place, it was used primarily for new business generation. The business had no centralised visibility of which clients used which services, and where cross-sell potential existed. Identifying opportunities was entirely manual, inconsistent, and often overlooked. The client needed a structured, data driven HubSpot framework that could surface cross-sell opportunities, automate outreach, and enable sales teams to engage the right customers at the right time. Approach ● ● ● ● ● ● ● Conducted a full HubSpot infrastructure audit to identify data model gaps and fix inconsistencies in service tracking and segmentation. Designed a cross-sell matrix within HubSpot to map current services per customer and highlight logical next-service opportunities. Cleansed and enriched CRM data, ensuring every record contained sector, service usage, and contract stage to power automation triggers. Built automated cross-sell journeys aligned to key lifecycle stages: onboarding, 90 days, quarterly check ins, mid contract, renewal, dormant and annual review. Developed personalised marketing workflows that dynamically adjusted based on customer engagement and sentiment. Implemented sales alerts and enablement workflows to notify account managers when clients interacted with cross-sell campaigns. Built reporting dashboards to track engagement, pipeline generation, and service adoption across sectors. Outcome / Results ● ● ● ● £600K in new pipeline generated within the first campaign cycle. Increased customer retention and multi-service adoption. Improved marketing to sales alignment with automated handovers and alerts. Established a scalable, data driven framework to expand cross sell campaigns across all service lines. Timeframe 4 weeks Comprehensive HubSpot Cleanse Delivers 100% Key Data Accuracy for Global Events Company Comprehensive HubSpot Portal Cleanse for Global Events Company Challenge The client’s HubSpot CRM was fragmented, inconsistent and difficult to manage, with duplicate records and unstandardised naming conventions that hindered reporting and usability. Inefficient workflows were time consuming and poor UI consistency reduced adoption across the team. Approach ● ● ● ● ● ● ● ● ● Conducted full data audit: reviewed data models, metadata and structural issues. Identified duplicates, redundancies and inconsistent CRM object properties. Used Koalify to automatically merge duplicate records and streamline data. Standardised naming conventions and folder structures across CRM. Implemented processes for deduplication, workflow optimisation and contact segmentation. Built a lead management framework, including lifecycle stages, ownership rules and qualification criteria. Designed a lead scoring model to prioritise high-intent leads based on engagement, firmographics and event interactions. Created an automated handover process from Marketing to Sales, ensuring Sales received only qualified leads with complete data Delivered training on new workflows, segmentation, lead management and CRM best practices. Outcome ● ● ● ● 60% reduction in bad data, including duplicates and inconsistent properties. 100% fill rate for key data points across contacts, companies, and deals. Clearer lead management process improved Marketing-to-Sales alignment, reducing lead leakage and ensuring faster follow-up on qualified opportunities. Established sustainable processes for ongoing data hygiene, lead scoring and CRM efficiency. Timeframe Full portal cleanse took 3 months to complete. Lead Management Transformation: 60% Higher Conversions for Leading UK Services Business in Just 6 Weeks Lead Management Project for Leading UK Services Business Challenge The client struggled to track, prioritise, and convert leads effectively. Their sales and marketing teams lacked visibility, accountability and automation - resulting in missed opportunities and inefficiencies within HubSpot Approach ● ● ● ● ● Built a comprehensive lead management system in HubSpot to centralise data. Designed and deployed a dynamic lead scoring model to prioritise high-value leads. Developed automated lead assignment and escalation processes to improve sales accountability. Created a bespoke deal pipeline aligned to their sales stages for better forecasting. Implemented personalised lead and customer journeys to boost engagement. Outcome / Results ● ● ● ● ● 60% increase in lead conversion rates. Sales productivity improved as teams focused on high-potential leads. Greater visibility and accountability across the sales process, enabling stronger performance management. Improved forecasting accuracy and smoother deal progression. Higher engagement through personalised journeys. Timeframe Delivered within 6 weeks Lead Management Process 1 Week HubSpot Consultancy Provides Scalable Lead Management Strategy for UK Advisory Firm Lead Management Consultancy for UK Business Advisory Business Challenge Client managed much of their lead activity outside HubSpot, creating data silos, poor tracking and limited reporting. Sales and marketing teams lacked visibility, automation and accountability, leading to inefficiencies and missed conversion opportunities. Approach ● ● ● ● ● ● ● ● Assessed Client’s existing HubSpot setup (Marketing Hub Enterprise & Content Hub Pro). Recommended a comprehensive lead management strategy within HubSpot. Advised on a lead scoring model (+60 threshold) to prioritise conversion-ready leads. Redefined lifecycle stages and buyer personas for clearer qualification and targeting. Suggested automation workflows and sales-led outreach sequences to drive engagement. Proposed reporting dashboards to improve visibility across MQL → SQL → deal stages. Highlighted governance measures (e.g., access controls) to avoid duplicate outreach. Compared alternative options (e.g., adding Sales Hub Pro, Wiza integration, or separate portal) with costs/benefits. Outcome / Results ● ● ● Delivered a clear set of strategic recommendations to improve lead qualification, conversion and accountability. Provided Client with a structured roadmap to scale lead generation and sales processes in HubSpot. Enabled stronger forecasting and reporting capability. Timeframe 1 Week Click here to see full breakdown 4 Week Data Enrichment Project Enables Immediate, Targeted Sales Outreach for Carbon Trading Start Up Accelerated Market Entry with Data Enrichment for French Carbon Trading Company Challenge The client, a carbon trading company preparing for launch in France, needed a reliable, high-quality prospect database to fuel their sales and marketing outreach. With only a list of company names, they lacked the actionable contact data required to identify decision makers and begin meaningful engagement. Approach ● ● ● ● Conducted a data enrichment initiative to transform raw company names into complete prospect profiles. Leveraged advanced prospecting tools including Clay.io and Wiza to source and validate key decision-maker information. Collected and structured critical data points: name, job title, email, phone number, LinkedIn profile, location, sector, and company size. Built a clean, segmented, and outreach-ready dataset tailored to the client’s target market. Outcome ● ● ● Equipped the client with a high-quality, actionable database for immediate sales outreach. Enabled the client to book 10 qualified meetings within the first 2 weeks of launching campaigns. Positioned the business for a strong market entry with a scalable foundation for future outreach. Timeframe Delivered in 4 weeks, ensuring the client could begin outreach on schedule with verified data HubSpot Portal Audit: 62 Page Strategic Roadmap Delivered in 1 Week for Global Payroll Company Comprehensive HubSpot Portal Audit for Global Payroll Company Challenge The client’s HubSpot portal had no clear ownership, resulting in messy workflows, poor data quality and a lack of structured reports. This made it difficult to make informed decisions, scale processes or onboard new users effectively. Approach Conducted a full portal audit covering: ● ● ● ● ● Account Setup & User Management - permissions, roles, and access Integrations - redundant or broken connections Data & UI - record quality and usability Sales Processes - pipelines, workflows, and automation Reporting & Analytics - dashboards, KPIs, and insights Method: assess current state > identify gaps > recommend actionable improvements Outcome ● ● ● Delivered a 62-page comprehensive audit with current state, findings and recommendations Provided a step-by-step roadmap: portal cleanse, process rebuild, structured implementation and training Recommended a “strip and rebuild” strategy for scalability and clean processes Timeframe Delivered within 1 week, enabling the client to take immediate action and plan a phased rollout without disrupting ongoing operations. Click here to download full portal audit Lead Scoring & Marketing to Sales Alignment Boosts MQL to SQL Conversions by 50% for Environmental Tech Company Challenge The client operated across multiple business units with inconsistent lead handling, unclear qualification criteria and unreliable follow up. HubSpot had become overly complex, with fragmented properties, workflows and lifecycle stages. Marketing was generating strong organic traffic, but poor data quality, weak engagement tracking and lack of structure meant high intent leads were not being prioritised or correctly routed. As a result, MQL to SQL conversion rates were low and sales teams lacked confidence in the quality of leads being passed to them. Approach ● ● ● ● I began by bringing both marketing and sales together to define what a high quality MQL looked like across the organisation. Through this working session, we clarified the behavioural and fit indicators that genuinely signalled buying intent and aligned all teams around shared definitions. Using this alignment, I designed a comprehensive lead scoring framework in HubSpot, categorising leads from low fit/low engagement (C1) through to high fit/high engagement (A1). The model blended demographic fit with activity signals, ensuring only genuinely sales ready leads rose to the top. I then mapped out the handover process for A1 and A2 leads, establishing a clean and reliable motion from marketing to sales. This process exposed data gaps, missing activity tracking and inconsistent UTM usage, enabling the client to address root cause issues affecting funnel visibility. With the new scoring model and handoff structure in place, sales received a consistent flow of high quality leads, backed by clear engagement history, prioritisation logic and expectations for follow up. Outcome / Results ● 50% increase in MQL > SQL conversion driven by improved scoring and clearer qualification standards. ● Stronger collaboration between marketing and sales through unified MQL definitions and handoff rules. ● Clean, structured lead routing that prioritised high intent prospects and reduced manual triaging. ● Improved data quality and visibility, surfacing gaps in tracking, UTMs and activity attribution. ● Strengthened HubSpot foundation and greater confidence in reporting and funnel performance. Structured Lead Qualification & Automation Drives 300% Increase in Lead Conversion for Law FIrm Challenge The client’s lead to opportunity conversion rate had dropped to 20%. Leads were slipping through the cracks due to inconsistent qualification, no SLA enforcement, and heavy manual intervention across chat, forms and meeting bookings. With no structured process to assess a new enquiry, reps were qualifying subjectively, deals were being created prematurely or incorrectly, and response times varied significantly, resulting in lost leads and poor client experience. Approach ● ● ● I introduced a structured and consistent lead qualification framework by creating new qualification fields, clear lead statuses and an embedded playbook that guides reps through every discovery call. Once a lead is marked as qualified, an automated process now creates a fully populated deal with standard naming, close dates and priority settings, while also generating the appropriate follow up tasks and notifications for the team. To improve accuracy and reporting, I implemented a clear disqualification framework that removes ambiguity and keeps the CRM clean. I also built SLA driven workflows across forms, chat and meeting bookings, ensuring leads are picked up quickly through timed reminders, escalations and availability checks. Key operational scenarios like no answer, unresponsive leads and meeting no shows are now handled through dedicated sequences that send the right communication and schedule follow up actions automatically. Finally, I strengthened pipeline governance by adding inactivity alerts and remapping lifecycle stages to create better forecasting visibility and ensure opportunities progress smoothly. Outcome / Results ● ● ● ● ● 80% lead to opportunity conversion (300% increase) Near elimination of manual task creation due to automated workflows. Dramatically reduced lead slippage via multi layer SLA enforcement across chat, forms and meetings. Faster response times (90% within 5 minutes) and improved client experience with automated escalations and reminders. Stronger forecasting accuracy and pipeline cleanliness due to lifecycle redesign and inactivity alerts. Automated Quoting in HubSpot & PandaDoc Cuts Deal Cycle Time by 70% for Global Events Company Comprehensive HubSpot Portal Cleanse for Global Events Company Challenge The client’s quotation process was slow and inconsistent, with sales teams creating quotes manually in Word/PDF. This not only delayed deal cycles but also introduced errors, limited visibility and made it difficult to customise products and pricing. The client needed an automated process to accelerate quoting and improve accuracy. Approach ● ● ● ● ● ● ● Restructured and cleaned product/SKU data for HubSpot import. Imported all products and SKUs into HubSpot for centralised quoting. Configured HubSpot > PandaDoc integration for automatic data sync. Built PandaDoc templates that dynamically pulled product selections, deal details and customer info. Enabled in HubSpot customisations: discounts, SKUs and pricing adjustments. Automated PandaDoc quote generation directly from HubSpot deals. Delivered training for sales & customer success teams. Outcome / Results ● ● ● 70% faster quote creation process with automation. 100% elimination of manual copy paste/re entry between systems. Shorter deal cycles and improved client experience through faster turnaround. Timeframe 4 weeks Tech Experience Certifications Executive Summary Thank You! Month 2 & 3 will be defined and agreed upon at the end of Month 1, there’s no obligation to proceed beyond this point