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HubSpot Consultancy
for OSC

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Rebuilding HubSpot to maximise sales efficiency with a streamlined HubSpot platform for Open Study College.

Culture AI

The challenge

Despite having HubSpot in place, Open Study College faced key challenges that limited their ability to scale effectively:

  • Disjointed processes – HubSpot had been set up over time without a clear strategy, leading to inefficiencies across Sales, Marketing, and Customer Service.
  • Overcomplicated automation – Legacy workflows were slowing down operations rather than streamlining them.
  • Data inconsistencies – Poor CRM structure made it difficult to track and manage leads effectively.
  • Sales inefficiency – The sales team was spending too much time navigating a complex system instead of closing deals.

To continue growing, Open Study College needed a fully optimised and streamlined HubSpot system—one that aligned with their business goals and enabled their teams to work smarter, not harder.

How we helped

Improvement Process

Transforming sales team efficiency and performance

  • 1

    Workshop

    We started with a discovery session to identify sales team challenges, pinpointing inefficiencies in HubSpot and their needs for faster deal closures.

  • 2

    Audit

    Following the workshop, we then ran a portal audit to determine the reality of how HubSpot was being used, and opportunities for improvement.

  • 3

    Marketing

    Despite generating thousands of enquiries a month, there was the lack of ability to ensure every one was logged and tracked to be able to show attribution to activity over time.

  • 4

    Sales

    We restructured HubSpot around deals rather than contacts, giving sales a clearer pipeline. Automation ensured every lead was logged, tracked, and visible.

How we helped

The solution

Forbidden worked closely with Open Study College to rebuild their HubSpot platform from the ground up, ensuring it was optimised for efficiency, automation, and scalability.

  • HubSpot Audit & Optimisation – We conducted a full review of their HubSpot setup, identifying inefficiencies and areas for improvement.
  • CRM Restructure – We reorganised their HubSpot CRM to ensure data was clean, structured, and easy to manage.
  • Sales Process Automation – We implemented smart automation to remove manual tasks, allowing the sales team to focus on closing deals.
  • Marketing & Customer Service Alignment – We refined lead nurturing and customer support workflows to create a seamless customer journey
  •  Team Training & Adoption – We worked closely with their teams to ensure they could fully leverage HubSpot’s features for maximum efficiency.

Case studies

Success Stories

  • Up Learn

    HubSpot Consultancy

    Up Learn

    Marketing Enterprise and Sales Professional Implementation for this scale-up logistics brand.

  • Better.co.uk

    HubSpot Consultancy

    AdobeStock_495196318

    Enhancing efficiency and visibility for CRM, Automation, Sales, Service, and Reporting.

  • Culture AI

    HubSpot Consultancy

    Cyber

    Complete rebuild of HubSpot, taking it from 'unusable' to the key growth engine in the business.

  • Open Study College

    HubSpot Consultancy

    education2

    Long-term consultancy project to transform use of HubSpot, rebuilding to be fit-for-purpose.

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