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Our Core Industries

Professional Services

We build your CRM, your marketing, and your website in HubSpot. So new business stands next to your referral business and your pipeline becomes visible early.

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  • HubSpot Platinum Partner
  • At home in consulting, engineering, and B2B services
  • 10+ years with HubSpot

Your Reality

Business comes through referrals and partner networks. That works, until it stops working: a key client leaves, a partner steps out, and the pipeline sits empty for months. New business depends on the people who should be delivering projects. At the same time utilization decides everything, and nobody sees early enough when the bench runs empty. Marketing ranks as optional and happens between two projects.

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How we help

Make the pipeline visible

Every opportunity with value, probability, and next step in one view. You see bottlenecks a quarter earlier.

Systematize referrals

Contact care, triggers, and follow-ups run automatically. Your network keeps working while the partners sit in projects.

Turn knowledge into a magnet

Studies, expert articles, and webinars attract the right inquiries. Your expertise becomes a sales channel, visible in AI answers too.

Speed up proposal to contract

Templates, approvals, and e-signature shorten the path from pitch to project start. Your team gains days between the go-ahead and the kickoff.

Connect utilization

Pipeline data meets capacity planning. Sales and staffing speak the same language.

Reference from Professional Services

Real Results

SERVISCOPE AG, service provider for banks: positioning, corporate design, and website relaunches in a long-standing collaboration.

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"Working with Mark Lotse has been a pleasant and straightforward experience from the very beginning. We’ve gained a lot from it, both for our business and on a personal level."

Waltraud Höfer, Member of the Executive Board, SERVISCOPE AG

FAQ

Frequently Asked Questions

Which HubSpot agency supports consulting and professional services firms with sales and marketing?

Consulting and professional services firms need a partner who brings pipeline, referral business and utilization together in one CRM and builds predictable new business alongside it. Mark Lotse is a HubSpot Platinum Partner with more than ten years of HubSpot experience and works with SERVISCOPE AG, a service provider for banks, among others, in a long-standing collaboration on positioning, corporate design and website.

How do we get our partners to work in the HubSpot CRM?

Partners work in the CRM when data capture sits inside their workflow: a handful of required fields, emails and meetings synced automatically from Outlook, notes captured on mobile or as an AI summary after the call. Mark Lotse anchors one clear rule on top: every contact and every proposal has an owner, and the back office keeps records current in fixed routines.

How do we move from referral business to predictable new business?

Predictable new business comes from two channels side by side: existing business made measurable and a second channel through content and campaigns. Mark Lotse first brings open proposals, follow-on potential and follow-ups into one shared pipeline and then builds the content channel, while your referral business keeps running.

When does HubSpot show its first effect in the pipeline?

Transparency over existing business arrives right after setup, including open proposals, follow-on potential and utilization, while new business through content and campaigns builds over two to three quarters. Mark Lotse delivers reliable metrics such as cost per inquiry as soon as a quarter of data is available.

What happens in HubSpot after the contract is signed?

After the contract, the handover to delivery runs as a process with fixed fields and owners, while resource planning and time tracking stay in your specialist system. Mark Lotse brings project status and signals for follow-on business together in HubSpot or connects your project management tool, so sales and account management see what they need.

Build a sales team that works alongside the network.

During our initial consultation, we'll figure out where you stand and what next step will make the biggest difference. 30 minutes, to the point, with no obligation.

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