Skip to content

HUBSPOT STRATEGY

 

FLO HubSpot

ROI Accelerator

 

A senior-led review to maximise the return on your HubSpot investment.

Stop relying on workarounds and start scaling with a clear CRM roadmap.

 



Unlocking the Full Power of HubSpot


 
Most organisations are already paying for HubSpot, but only a fraction of its capability is typically being used well.

 

The Performance Gap

Without structure teams often rely on workarounds and partial automation, limiting ROI and data confidence.

Focused Accelerator

The FLO Accelerator is a senior-led engagement designed to provide a clear, prioritised roadmap.

Practical Momentum

This is not a re-implementation. It’s a practical, outcome-driven review that creates clarity and momentum.


What you get?

Tangible outputs

 

All outputs are delivered in plain, practical language, usable by Marketing, Sales and Operations teams. No jargon, just results.

 

HubSpot ROI Health Scorecard

Current-state assessment of your platform performance.

Quick-Win Opportunities

Identification of immediate risks and inefficiencies.

Prioritised Roadmap

Clear 30/60/90 day optimisation plan.

Strategic Outcomes

Clarity on what to fix first, and why
Marketing, Sales & Ops alignment
Solid foundation for automation & scale
Improved ROI from existing investment

WHO THIS IS FOR


This review is designed for organisations that have moved past the initial setup phase and now need precision, governance, and ROI.


Under-utilised Investment

You are paying for HubSpot but only using a fraction of its true potential, or relying on manual workarounds that bypass the platform's power.

Rapidly Scaling Teams

You're expanding across regions or product lines and need a robust CRM foundation that scales with you, not against you.

Data & Reporting Gaps

You struggle with inaccurate dashboards, broken automations, or a complete lack of visibility into your lead-to-revenue funnel.

Marketing & Sales Friction

Your teams lack a unified lifecycle structure, leading to lead leakage, manual handovers, and friction between departments.

Architectural Debt

Your platform setup has grown messy over time. You need a senior-led audit to clear technical debt and prepare for future integrations.

Strategic Readiness

You haven't had an end-to-end expert review in 12+ months and want to ensure your operations are optimized for maximum efficiency.

TRUSTED BY INDUSTRY LEADERS

Our Industry Expertise

Government

Education

Real Estate

Finance & Fintech

eCommerce

Telco

Pharmaceutical

Manufacturing

Technologies

AREAS WE LOOK INTO


A comprehensive 5-pillar audit of your HubSpot ecosystem.

CRM & Data Foundations

We audit your object model, governance, and lifecycle stage transitions to ensure a clean, scalable database that supports accurate executive reporting.

Marketing & Automation

Our experts review funnel alignment and workflow logic to eliminate automation debt while optimizing lead nurturing paths for higher conversion efficiency.

Sales & RevOps Alignment

We optimize pipeline structures and cross-functional handover points to stop lead leakage and create a foundation for predictable sales forecasting.

Reporting & Insights

We analyze your attribution models and dashboard quality to provide total visibility into your lead-to-revenue funnel and identify critical data gaps.

Architecture & Integrations

We conduct a thorough technical audit of CMS and external tool integrations to clear technical debt and ensure your platform is built for future scale.

HOW IT WORKS


Senior-led. Practical. Outcome-focused.

01 | Kick-off & Access

Initial alignment and platform access review.

02 | Platform Analysis

Deep-dive into platform setup, data, and integrations.

03 | Stakeholder Interviews

Speaking with Marketing, Sales, and Ops leads.

04 | Handover & Workshop

Presentation of findings, recommendations, and roadmap.

WHY WORK WITH US


We are a senior-led MarTech consultancy focused on driving adoption and ROI.

We don't just configure platforms; we build revenue ecosystems.

 


Platform Agnostic

Deep hands-on experience across HubSpot, Salesforce, Braze, and broader MarTech ecosystems ensures we recommend the best architecture for your specific growth needs.

Deep Industry Expertise

From B2B SaaS and Education to Regulated Industries, we understand the unique compliance, funnel structures, and scaling challenges inherent to your sector.

Outcome-First Focus

We don't focus on checkboxes; we focus on ROI. Every recommendation is designed to improve platform adoption, reporting clarity, and bottom-line revenue impact.

Our APAC Capabilities

Designing Connected Journeys

 

Bridging the gap between ambition and execution across marketing, sales and service.

 

Bespoke Advisory


  • CX strategy
  • CRM & Platform Advisory
  • Omnichannel Design

MarTech

 

  • Platform Audits
  • Campaign Orchestration
  • Automation & Lifecycle

Data & AI

 

  • Customer Data (CDP)
  • Single Customer View
  • AI Personalisation

Brand Experience

 

  • Brand & CX Alignment
  • Digital Product Design
  • Content Execution

Our APAC Team


Direct access to industry-specific experience and technical precision.


Sandra Heilmann
Malcolm Vu
Kriss Turner
Andrej Hajek

Our APAC Team

Direct access to industry-specific experience and technical precision.

800x920-Sandra Heilmann

Sandra Heilmann

Managing Director APAC
800x920-Malcolm Vu

Malcolm Vu

Industry Solutions and Data Practice Lead
800x920-Kris Turner

Kriss Turner

MarTech Practice Lead
800x920-Andrej Hajek

Andrej Hajek

CEO of FLO Group

Enterprise-grade AI solution

AI Agent Orchestration

Deploy autonomous AI agents that work independently to process, analyze, and structure complex information at scale.

Document Intelligence

Structure terabytes of documents into searchable knowledge intelligence with automated classification and extraction.

Automated Analysis

Generate insights and reports automatically, freeing your team to focus on strategic decision-making.

spreadsheet-ai-dark

Master Your Spreadsheets

 

Our proprietary 2D Context Engine conquers the complexity of Excel, a challenge standard AI cannot meet. Unlike general-purpose LLMs, our tool respects structured data immediately.

 

Flawless Data Fidelity

Preserves column headers, hidden sheets, and merged cells with exact precision.

Effortless Scalability

Bypasses restrictive LLM context windows via high-performance data streaming.

Real-Time Data Conversation

Ask complex, relational questions in plain language. No pivot tables required.

Proven Results

 

Real ROI from real enterprise deployments.

 

mtx group logo dark blue

"We repurposed standard security cameras for AI visual inspection, replacing expensive industrial hardware with instant, local deviation detection."

MTX Group

______

Real-time monitoring

 

PCI logo blue

"AI agents now automate our monthly performance reviews, replacing manual effort with instant root-cause analysis."

PCI

______

Automated monthly reporting & analysis

Vivantis logo blue

"Automating flash sales with GenAI optimised our discounts, delivering personalised offers that directly maximise our margins."

Vivantis

______

Margin maximisation via dynamic pricing

Groupon logo blue

"Our machine-learning pricing solution across 13 countries resolved cannibalisation issues and scaled pricing personalisation globally."

Groupon

______

5%+ revenue uplift

Under The Hood

3-layer architecture

Ingest & Connect

 

Connect knowledge silos. We securely ingest terabytes of data from CRM, ERP, and unstructured docs.

Process & Reason

 

The core engine. Agents clean, classify, and transform raw data into a Knowledge Graph using RAG.

Automate & Act

 

Autonomous delivery. Agents execute workflows, send emails, or generate complex reports.

Smart Scout showcase

Under The Hood

3-layer Architecture

Ingest & Connect

Connect knowledge silos. We securely ingest terabytes of data from CRM, ERP, and unstructured docs.

Process & Reason

The core engine. Agents clean, classify, and transform raw data into a Knowledge Graph using RAG.

Automate & Act

Autonomous delivery. Agents execute workflows, send emails, or generate complex reports.

Privacy & Security

 

Your data security is our top priority

 

Enterprise-Grade Security

 

Security is built on Microsoft Azure's independently verified compliance foundation, including SOC 2 Type II reports, ISO 27001, and HIPAA.

Military-Grade Data Protection

 

AES-256 encryption at rest is automatically enforced. TLS 1.2+ in transit secures all data flow, and a Zero-Trust architecture is implemented using Azure Active Directory.

Transparency & Responsible AI

 

Results you can review and control. No black-box magic. You're always the decision-maker. Our service adheres to Microsoft's Responsible AI principles for auditable, ethical models.

Calculate Your Savings

 

See how Smart Scout impacts your specific industry's bottom line. With Smart Scout, you can boost your team's productivity. Significantly.

5 employees
€60/hr

*Pre-filled with industry averages for EUR. Adjust as needed.

Estimated Savings

Time per Task (Manual) With Smart Scout
 
 
20 min 3 min

Monthly Savings

€300

Annual Savings

€3,600

Est. Productivity Gain

1,400 hours/yr

ROI (1st Month)

1200%

 

Tailored Solutions to Scale With You

 

Choose a partnership model that fits your current needs.

Our ability to offer Custom Development & API Access ensures the solution fits perfectly into your existing tech stack and workflow.

 

Explore

‎ Start small

Starter plan includes

  • MSFT SharePoint & .PDF/.DOCX Integration
  • Web UI & Processing Pipeline
  • Basic Agent for Document Q&A
  • Max 500 documents

Build

Starting at

€114/month

Professional plan includes

  • Everything in Starter, plus:
  • Modular Features: Excel Experts, Automated Tasks, Security Features, Private LLM option.
  • Expanded Integrations: Teams, Slack, Google Workspace, ERP & CRM.
  • Usage-based pricing (Pay-as-you-Grow)

Master

Starting at

€188/month

Enterprise plan includes

  • Everything in Professional plan
  • Custom Development & API Access
  • Dedicated Customer Success Manager
  • Highest priority 24/7 SLA Support

*pricing doesn't include implementation costs

Start Your Demo

 

Try Smart Scout without any risk. Test our solution with your own data, on your own servers, before signing the contract.


Ready-to-Run Modules

 

Skip the lengthy development phase. We launch using pre-built modules so you can start evaluating results from day one.

In Your/Our Infrastructure

 

See exactly how our tool performs on your data with your actual workflows. Run both in your or our servers. 

90-Day Evaluation

 

A 3 month demo gives you time to gather feedback and measure ROI without being tied down for years.

Risk-Free Investment

 

If you choose to move forward, your pilot payment is applied as a credit toward the final solution costs.


Ready to Unlock Knowledge Intelligence?

 

Join enterprise leaders transforming how they make decisions.