Skip to content
Contact us

Commercial Operations for Insight Companies

We build revenue systems for research and insight businesses.

We map your GTM and sales process, build it in HubSpot, migrate your data and give your team a repeatable system for managing prospects, proposals and client relationships.

“HubSpot for Market Research Agencies — from prospect to proposal to repeat research.”

START THE CONVERSATION →

Who We Serve

Built for agencies doing:

B2B Market ResearchConsumer ResearchIndustry ResearchCompetitive IntelligenceMarket IntelligenceDue Diligence ResearchCustomer/Employee ResearchSyndicated ResearchResearch Consulting

Your Typical Workflow

The path from target account to repeat research.

_- visual selection (10)

Target Account → Relationship → Research Enquiry → Qualification → Proposal → Negotiation → Project Won → Delivery → Repeat Research → Cross-Sell

Most agencies manage this across:

ExcelEmailWhatsAppProposals (Word/PDF)Individual salesperson memoryProject-management softwareAccounting software

The opportunity is to make HubSpot the commercial system of record.

Research Agency CRM Blueprint

We Understand Your Business.

We start from a pre-designed Market Research CRM architecture — the core objects, stages, and properties a research agency actually needs.

Core Object — Companies

Client
Prospect
Partner
Research buyer
Former client

Core Object — Contacts

CMO
Insights Head
Consumer Insights
Market Intelligence
Strategy
Procurement
Research Manager
Founder/CEO

Core Object — Deals

Research-specific deal stages

Enquiry → Discovery → Research Brief → Proposal → Commercial Negotiation → Verbal Approval → Won/Lost

 

_- visual selection (11)

 

Plus deal properties

Research typeGeographyIndustryResearch methodologyEstimated project valueExpected start dateClient urgencyIncumbent research agencyDecision makerProposal submitted dateProbabilityRepeat potential

The Signature Layer

The really valuable part: Client Intelligence.

This could become your signature. For every client, HubSpot should answer:

What have we sold them?

What are they researching?

Who buys from us?

When did they last commission research?

What other research could we sell them?

Who else inside the company should we know?

That turns the CRM from a database into a Client Intelligence System.

Our Methodology

The Research Revenue Engine.

How we take a research agency from scattered tools to a working commercial system.

01

GTM Mapping

Define:

ICP
Target industries
Buyer personas
Account segmentation
Research offerings
Sales territories

02

Sales Mapping

Map their actual commercial process:

Lead → Research Brief → Proposal → Negotiation → Project → Repeat Business

03

HubSpot Build

Build:

CRM
Pipelines
Properties
Dashboards
Workflows
Lead routing
Proposal tracking
Client intelligence

04

Data Migration

Bring in:

Existing clients
Prospects
Historical opportunities
Contacts
Old Excel databases

05

Sales Enablement

Create:

Sequences
Follow-up workflows
Proposal follow-ups
Dormant-client campaigns
Cross-sell campaigns

06

Adoption

Train the sales/founder team.

Engagement Structure

Phase Focus Duration
1 GTM & Sales Mapping Month 1
2 HubSpot Architecture & Build Month 2
3 Implementation & Adoption Month 3
4 Training & Enablement Month 4

Engagement

4-month fixed-scope building the revenue  transformation engine.

A single engagement covering strategy, process, HubSpot build, implementation and enablement.

The End Result

Your GTM strategy becomes a sales process. Your sales process becomes a HubSpot system. Your HubSpot system becomes a working Revenue Operating System.

Revenue Engines for Insight Companies.

From prospect to proposal to repeat research.

START THE CONVERSATION →