Different industries. The same messy middle.
I've worked with banks and financial planners, pharmaceutical and animal health companies, civil and building businesses, landscapers, manufacturers, marketplace sellers, allied health, law firms, aged care and agencies. The tools change. The problems rarely do: scattered data, slow quoting, leads that go cold and reports nobody trusts.
What matters in your world
I don't name clients. Here's what I've learned about getting CRM, marketing and systems right in each sector, and where I usually start.
Banking, finance and financial advice
Client data is sensitive and the rules are strict. The wins come from one clean client record, review and renewal workflows that run on time, referral partner tracking, and marketing that stays inside what you're allowed to say.
- HubSpot permissions and field-level care for personal data
- Review cycles, birthdays and anniversaries automated
- Referral partner and source reporting
Start with: HubSpot health check or data clean-up
Pharmaceutical and animal health
Regulated product claims, territory reps, distributors and clinic accounts. You need account-based CRM, product data that matches across every channel, and marketing approvals that leave a trail.
- Accounts, territories and rep activity in HubSpot
- Events, education sessions and attendance data
- Product data consistent across website, CRM and catalogues
Start with: marketing ops or integrations
Civil infrastructure, builders and estimating
Long sales cycles, tenders, councils and government buyers, and estimates that turn into projects. The money is in tracking every tender, quoting faster and handing won work to delivery without retyping it.
- Tender and lead research from industry and council sources
- Estimate to quote to project handover (HubSpot to Asana)
- Pipeline by project type, region and stage
Start with: systems integration or the Systems & Marketing Audit
Landscaping and trades
Enquiries spike with the seasons and quotes go out from the ute. You need enquiries captured in one place, fast follow-up, and local search that keeps the phone ringing.
- Web and phone enquiries straight into the CRM
- Quote follow-up sequences that run themselves
- Google Business Profile and local SEO
Start with: tracking and SEO or web development
Manufacturing and marketplace sellers
Thousands of products, prices in an ERP, dealers, specifiers and marketplaces like Bunnings. Product and pricing data has to flow cleanly from one source to the website, catalogues, quotes and listings.
- ERP to CRM and website product data
- Quote-to-line-item in HubSpot
- Catalogues, price lists and marketplace feeds
Start with: manufacturers and product companies
Allied health and aged care
Speech pathology, therapy and aged care run on referrals and families making big decisions. Intake needs to be quick and kind, health information needs care, and waitlists need managing without a spreadsheet.
- Referral source tracking and referrer updates
- Enquiry and intake workflows, waitlists and follow-ups
- Privacy-aware forms and data handling
Start with: HubSpot setup or marketing strategy
Law firms and professional services
New matters come from referrals, reputation and search. You need clean intake, conflict-free data handling, referral reporting and marketing partners can actually see the return on.
- Enquiry intake and matter-type routing
- Referrer relationships tracked in the CRM
- Practice area reporting for partners
Start with: marketing ops
Marketing agencies
I've done general agency work and I know the pace. If your agency needs a senior HubSpot, integration or AI specialist for client work, I can work under your brand or alongside your team.
- White-label HubSpot builds and migrations
- Tracking and attribution fixes for client accounts
- Overflow strategy and systems work
Start with: a quick chat
Industry questions
Will you name the businesses you've worked with?
No. A lot of my work involves customer data and commercial systems, so I keep clients confidential. Where people have agreed, you'll see their words on this site.
Do you only work with businesses in these industries?
No. These are the sectors I've worked in so far. The systems and marketing problems are similar across most service, trade and product businesses.
Can you work with our compliance requirements?
Yes, within limits. I set up permissions, data handling and approval steps that suit regulated work, and I'll flag anything your compliance team or lawyer needs to approve. I don't give legal or compliance advice.
Is HubSpot right for my industry?
For most small and mid-sized businesses in these sectors, yes. Where your industry has specialist software (practice management, ERP, estimating), I connect HubSpot to it rather than replace it.