HubSpot Onboarding for Radcliffe & Co.

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Radcliffe & Co. partnered with Forbidden Marketing to onboard HubSpot, streamlining client communications and laying the foundation for efficient, scalable marketing campaigns.
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Building a Foundation for Smarter Client Communications

Radcliffe & Co. is a financial advisory firm committed to providing clear, timely updates and insights for its clients. To improve efficiency and lay the groundwork for future marketing activity, the firm wanted to move its client communications into HubSpot.

Success was defined as being able to deliver their quarterly client newsletter directly through the platform, supported by the right templates, lists, and integrations.

Logo - Radcliffe & Co

Radcliffe & Co.

The Challenge

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Outgrowing disconnected tools and needing a CRM built for bespoke, project-led sales

Radcliffe & Co. had been managing client communications using legacy tools that lacked integration and visibility. Sending newsletters and handling inbound enquiries often required manual processes, resulting in inefficiencies and wasted time. File sharing and data access also caused delays, while limited platform capabilities made it difficult to streamline workflows or scale future campaigns.
CUSP needed a single platform that could:

The team needed a centralised system that could:

  • Consolidate email marketing, client lists, and subscription preferences.
  • Handle inbound enquiries more efficiently.
  • Provide visibility over performance and reporting
  • Create a scalable foundation for future marketing activity

 

Radcliffe & Co.

What we did

To meet these needs, we onboarded HubSpot as the central platform for marketing communications and client engagement. The focus was on enabling Radcliffe & Co. to run their first quarterly newsletter campaign confidently, while establishing workflows for ongoing efficiency.

  • 1

    HubSpot Setup

    Configured email marketing, connected social media channels, imported client data, and set subscription types.

  • 2

    Client Communications

    Built lists for quarterly fund updates, planned newsletter templates, and organised subscription processes.

  • 3

    Integrations

    Added external forms and synced HubSpot forms to capture client enquiries directly.

  • 4

    Processes

    Used an import formula to streamline data syncing, significantly reducing admin time.

  • 5

    Enablement

    Provided Jon and Alex with workflows and visibility to manage newsletters, enquiries, and reporting within HubSpot.

  • 0

    Process Improvements

    Cleaned and deduplicated data, set up associations, and built dashboards to improve clarity beyond what StyleTech could offer.

     

Radcliffe & Co.

The impact

HubSpot has already delivered clear benefits for Radcliffe & Co., saving the team time and making client communication processes smoother. With data centralised and templates in place, the firm is now ready to launch its first quarterly newsletter through HubSpot and build more efficient campaigns in the future.

  • Time savings - Streamlined inbound enquiry handling and reduced manual admin.
  • Greater visibility – Clear workflows and reporting for client communications.
  • Improved efficiency - Lists, forms, and subscription processes organised within HubSpot.
  • Foundation for growth - A simple, scalable setup to support future campaigns and external agency involvement.

Alex, IT Specialist at Radcliffe & Co.

"Jack provided excellent service and support with our HubSpot onboarding requirements. He was quick to respond to queries, knowledgeable, found workarounds when needed and was happy to sit in with 3rd party meetings to assist with our needs. Would recommend Forbidden and Jack if you need to onboard to HubSpot"

Image - Alex Blake

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