At GK3 Capital, we understand that financial services firms face unique challenges when it comes to scaling their marketing and sales efforts. Many firms either lack the necessary technology to streamline operations or struggle with overly complex systems that provide little transparency into key business metrics. That’s where our HubSpot Implementation Blueprint comes in. With over 50 successful implementations, we’ve designed a turnkey solution that is customized for the financial services sector, allowing firms to get up and running quickly while maximizing their investment in HubSpot.
In this article, I’ll break down our HubSpot implementation process, how it differs from generic CRM implementations, and why our approach helps financial services firms save time, money, and resources.
Our process begins with a proven methodology designed specifically for financial services firms. Whether you’re an asset manager, wealth manager, or financial advisor, the first step to transforming your sales and marketing efforts is ensuring that you have a solid foundation. At GK3 Capital, our implementation blueprint takes into account 80% of what any financial services organization would need right out of the box from their CRM and marketing platform.
This blueprint allows us to deliver results quickly, saving our clients months (and sometimes even years) of costly trial and error. With our turnkey solution, financial services firms avoid the long, drawn-out process of piecing together a custom CRM solution and instead benefit from an accelerated path to success. The out-of-the-box nature of our implementation not only reduces costs but also ensures that clients get up and running in a fraction of the time.
What sets our HubSpot implementation apart is our attention to the specific needs of the financial services industry. We create custom properties that enable firms to segment and manage their contacts more effectively. For example:
This level of customization enables financial services firms to achieve highly targeted segmentation and better manage their relationships with prospects and clients.
Lead scoring is a critical part of any CRM strategy, but too many firms rely on outdated methods that waste time and resources. Traditional lead scoring often focuses on metrics like email opens or clicks, which can be inaccurate due to spam filters and other factors.
By accumulating these types of engagements over multiple campaigns and touchpoints, we help our clients move prospects through different lifecycle stages. When a contact reaches a predetermined threshold, they are automatically marked as a sales-qualified lead (SQL), and a notification is sent to the sales team. This approach ensures that salespeople are spending their time with highly engaged prospects who are ready for meaningful conversations.
At the heart of our HubSpot implementation are our automated workflows, which help move contacts through the marketing funnel and into sales-ready opportunities. We design these workflows around the buyer’s journey — awareness, consideration, and decision — ensuring that contacts receive the right content at the right time.
Our pre-defined workflows accomplish a variety of tasks, including:
This not only makes sales outreach more effective but also allows marketing and sales teams to work together seamlessly, using data-driven insights to close deals faster.
One of the key differentiators of our HubSpot implementation is our 120-point technical checklist, which ensures that every aspect of the platform is configured for maximum efficiency and effectiveness. This checklist covers everything from basic system settings to advanced integrations with websites, social media platforms, and third-party CRMs like Salesforce.
By focusing on seamless integrations, we help firms consolidate their marketing efforts into one platform, allowing for better data visibility and reporting. For clients using Salesforce, we create a dedicated HubSpot section within their CRM to avoid disrupting existing processes. Over time, as teams become familiar with the new tools, we gradually integrate the HubSpot data into their everyday workflow.
Financial services firms need access to accurate, actionable data to make informed decisions.
At GK3 Capital, we don’t just set up the system and walk away. We provide end-to-end sales and marketing support to ensure that the HubSpot implementation continues to drive results. Whether it’s running omni-channel marketing campaigns, optimizing workflows, or building new reports, we’re there to make sure that the system we’ve built continues to evolve with the needs of your business.
GK3 Capital’s HubSpot Implementation Blueprint is designed specifically for financial services firms, offering a turnkey solution that helps companies streamline their operations, enhance their marketing and sales efforts, and ultimately drive growth. By combining our industry-specific customization, proprietary lead scoring, automated workflows, and comprehensive reporting packages, we provide our clients with a powerful tool that saves time, reduces costs, and delivers measurable results.