Ask Phill, a Shopify agency in Amsterdam, needed better reporting for sales and marketing. Their HubSpot setup wasn’t tracking the customer journey properly, which made reporting unreliable. They also wanted a system to manage commercial outreach in a structured way.

We restructured HubSpot to track leads from first touch through to signed deal and connected the tools Ask Phill relies on:

• Apollo integrated into HubSpot, so outreach activity feeds in automatically
• Source tracking added across objects so attribution is kept accurate
• Lead Workspace was created so the sales team can qualify leads before they enter the pipeline
• PandaDoc integrated to automate proposals and ensure deals only close with signed contracts
• Automations and required fields added so every closed deal includes the info the project team needs

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• Reliable reporting across the full customer journey
• A clean, accurate sales pipeline
• Proposals automated and tied directly to deal stages
• Complete project handovers with no missing information

HubSpot is now the backbone of Ask Phill’s commercial process, giving them the reporting they need and a streamlined workflow from outreach to delivery.

HubSpot | Make | Apollo | PandaDoc