HubSpot Marketing Hub for the Peter Schmidt Group
SalesPlaybook Prepared for the Peter Schmidt Group
HubSpot Marketing Hub

See and convert the demand you already create.

Your brand, content, PR, events and webinars already generate interest from exactly the organisations you want as clients. Today that signal sits in Mailchimp, Excel and LinkedIn — disconnected from your pipeline. A focused Marketing Hub setup, built onto your existing HubSpot sales pipeline, turns invisible demand into one view: from first touchpoint to won mandate.

Capture
Website, webinar & email signals
Prioritise
Fit and engagement scoring
Nurture
Relevant content until timing is right
Act
Alert and follow-up at threshold
Convert
Handover into your pipeline
What it changes

Not a cheaper newsletter tool. Revenue visibility and demand capture.

Marketing Hub connects marketing engagement to your existing CRM and deal pipeline. The point is not to replace Mailchimp or cut licence fees — it is to recognise, develop and convert demand the Group already generates.

01

Recognise demand earlier

Website, webinar, email and content engagement captured at contact and company level.

02

Prioritise the right accounts

Scoring combines company fit with observed engagement to separate awareness from interest.

03

Nurture until the timing is right

Relevant case studies and invitations by interest — not a generic newsletter blast.

04

Convert signals into action

At an agreed threshold, HubSpot alerts the right person, creates a task and updates the stage.

05

Connect marketing to revenue

Evaluate influenced pipeline and revenue — not opens, placements or isolated metrics.

06

Support the whole Group

Shared visibility helps partners coordinate introductions and spot cross-agency opportunities.

Proof from a comparable group

We did exactly this for another leading agency group.

Jung von Matt Switzerland — eight agencies, more than 140 experts — had HubSpot in place, but not adopted with best practices or configured for its business model.

The entire group's new-business pipeline now lives in one HubSpot as the single source of truth.

Sales had run independently across systems and funnels, with no holistic view. In a focused engagement — a full-day kick-off, hands-on sprints and enablement with short feedback loops — unnecessary fields were removed, essential data tracked consistently, and automated notifications drove adoption across teams. The same foundation Marketing Hub would give the Peter Schmidt Group, layered onto the pipeline you already run.

1 source of truth
Group-wide new-business pipeline in HubSpot
2 months
Three sales challenges solved
8 agencies
Aligned on shared pipeline and reporting
The financial rationale

The question is whether better follow-up wins one additional client.

"How much licence cost can we eliminate?"

"Can better visibility, nurturing and follow-up help us win at least one additional client?"

Mandates range from five to seven figures. Against that, the economics do not need a large increase in deal volume — one additional mid-sized mandate recovers the whole investment.

Implementation & enablement (indicative)from CHF 25,000
Additional software costIncremental, controlled
Target outcomeOne won client in 6 to 12 months
Illustrative first project50,000–100,000 euros or more
Longer-term valueFollow-on work & Group cross-selling
What is included

HubSpot Marketing Hub Professional implementation.

A robust, scalable setup that improves marketing efficiency, predictability and lead conversion — integrated with your existing HubSpot sales process.

1 Strategy & campaigns

  • Marketing strategy, channels and ideal-customer segmentation
  • Lifecycle stages and lead-nurturing framework
  • Event marketing from webinar integration to follow-up

2 CRM & Marketing Hub setup

  • Hands-on implementation into your existing stack
  • Account settings, permissions and governance
  • Best-practice automation for engagement and nurture

3 Technology stack integration

  • Existing tools connected, native or via Zapier
  • Ad platforms connected for end-to-end tracking
  • Email deliverability setup (SPF, DKIM, DMARC)

4 Reliable data quality

  • Channel and data-source integration
  • Data hygiene, deduplication and workflows
  • Governance for marketing-to-sales handoff

5 Reporting & dashboards

  • Up to forty reports and three dashboards
  • Channel and asset attribution
  • Advisory from data to operating cadence

6 Measured on outcomes

  • Marketing-qualified opportunities created
  • Pipeline influenced and revenue generated
  • At least one incremental client won
Indicative — a basis for discussion
from CHF 25,000
An indicative scope for the implementation and enablement engagement, to shape together rather than a fixed quote. Software licences purchased separately. Offer valid until 28 August 2026.