Grow faster with HubSpot

SolutionPartnerTierBadges_FINAL_DIAMOND_CREAM - Resized

Stronger client relationships, smoother operations and a CRM that helps professional services firms grow, without the complexity.
AdobeStock_498059503_LR

Turn your expertise into scalable growth with smarter systems and data clarity.

Most professional services firms run on disconnected systems; lost billable hours, untracked leads, and client data scattered across platforms. As a HubSpot partner agency for legal and accountancy sectors, we bridge these gaps with solutions that recover revenue, unify client data, and streamline new business without adding extra admin or compliance headaches.

Whether you need to win more profitable work or boost client retention, our team implements HubSpot to deliver measurable results which are clear, connected, commercial.

AdobeStock_622647842_Diamond_450-1

Sector issues

The biggest challenges with
Professional Services

  • Managing client relationships

    Without a central system, keeping track of conversations, follow-ups and key details is nearly impossible.

    Managing projects & deadlines

    Manually handling tasks and timelines leads to delays and missed opportunities.

    Generating high-quality leads

    Without automation, finding and nurturing the right leads takes too much time and effort.

    Tracking client success

    Lack of clear tracking makes it difficult to measure progress and improve retention.

    Wasting time on admin

    Repetitive manual work eats into valuable time that could be spent on strategy and growth.

    Keeping teams aligned

    Disconnected systems and poor teamwork slow down collaboration and efficiency.

    Scaling without the right systems

    Processes that worked before start to break as the business grows, making scaling a challenge.

How can HubSpot Help?

HubSpot's solutions to your problems

  • AdobeStock_622647842_ball_450

    Unified CRM for Client Relationships

    Keep every interaction, note and follow-up organised in a centralised CRM.

  • AdobeStock_622647842_Diamond_450-1

    Lead nurturing on autopilot

    Automate follow-ups and engagement to convert prospects faster.

  • AdobeStock_622647842_bluebg_450

    Client success insights

    Track client success and satisfaction to refine services and build loyalty.

  • pinkladder

    Automations for admin tasks

    Cut out repetitive tasks and free up time for more important work.

  • pinkball-2

    A team that works as one

    Keep teams connected, informed and moving in the same direction.

  • Stress-free scaling

    Automate processes so growth doesn't feel like an uphill battle.

Seamless Business Integrations

Intercom
Monday
Xero
Typeform
Adroll
Salesforce
Zapier
Zendesk
PandaDoc
Quickbooks
Slack
Docusign-2

HubSpot Features That
Every Business Needs

Customisable CRM for Client Tracking
  • Tailor workflows to track every interaction and never miss a follow-up.
  • Store and manage client data in one organised system.
  • Identify and prioritise leads with smart engagement tracking.

Automated lead nurturing & follow-ups
  • Automate emails, follow-ups, scheduling, and content delivery to keep leads engaged.
  • Personalise nurture sequences that run on autopilot.
  • Easily score and prioritise high-value prospects.

Clear client insights & reporting
  • Get real-time visibility into client engagement and success.
  • Use dashboards to track performance and refine strategies.
  • Make confident, data-backed decisions to drive growth.

Visual sales pipeline & deal management
  • Track every stage of the sales process in a clear, visual pipeline.
  • Automate follow-ups and deal updates to keep momentum going.
  • Forecast revenue and sales trends with AI-powered tools.

Integrated communication hub
  • Connect with clients via email, live chat, and video, without switching tools.
  • Keep all conversations in one place for full transparency.
  • Ensure every interaction is logged and easy to action.

Marketing automation for continuous lead engagement
  • Automate email campaigns, landing pages and social media posts.
  • Segment audiences for highly targeted messaging.
  • Keep leads moving down the funnel without manual effort.

Case studies

Success Stories

  • Bike Shed

    HubSpot Consultancy

    Case Study Image - Bike Shed
    When The Bike Shed Company outgrew their tools, they turned to Forbidden to build a CRM that tracks every shed, streamlines handovers, and scales with their business.

  • Vintage Cash Cow

    HubSpot Consultancy

    Case Study Image - VCC
    In just 7 days, we helped Vintage Cash Cow migrate 85,000 tickets from Zendesk to HubSpot—streamlining support, saving time, and simplifying systems for a team handling 550+ queries a day.

  • Red Umbrella

    HubSpot Consultancy

    Case Study Image - Red Umbrella

    Red Umbrella partnered with Forbidden to replace manual processes with an integrated HubSpot platform.

  • Better.co.uk

    HubSpot Consultancy

    AdobeStock_495196318

    Automating sales workflows and improving pipeline management helped Better save £20k in admin costs and speed up deal conversions.

  • Open Study College

    HubSpot Consultancy

    education2

    A streamlined CRM and automation setup gave Open Study College better sales efficiency and clearer marketing insights.

  • Culture AI

    HubSpot Consultancy

    Consultancy

    Rebuilding the HubSpot portal improved data accuracy and reporting and enabled more effective collaboration between the teams.

  • Up Learn

    HubSpot Consultancy

    Up Learn

    Resetting the foundations improved data, reporting and the visibility needed for sustainable, scalable growth.

What are you waiting for?
Get in touch.

AdobeStock_549307853-1