9 July 2026Norty Ltd,
HubSpot Implementation.
A proposal from Floww Digital.
One portal. Eleven brands. One source of truth.
Norty's customer data is fragmented across UK, US and an incoming EU database — spread over multiple HubSpot portals and eleven brands.
Multiple portals, three regions, eleven brands operating in parallel.
A single, well-structured HubSpot instance the whole business can trust.
Every downstream investment — content, AI, sales enablement — depends on it.
Norty Ltd — HubSpot ImplementationSeven outcomes that define success.
- 01Consolidate customer dataUK, US and incoming EU into one governed portal.
- 02Establish compliant lawful basisUK GDPR and relevant EU requirements for the merged database.
- 03Segment across eleven brandsBy brand and category — tagging wholesale, retail and trade show.
- 04Trade show lead captureAutomated follow-up wired straight into the CRM.
- 05Brand add-ons, Data Agent & AIConfigure add-ons and unlock the AI credits already sitting idle.
- 06Train marketing & salesFocused on the newer Marketing Hub tools and HubSpot AI.
- 07Agree seats, tier & retainerConfirm licensing decisions and ongoing support model.
Norty Ltd — HubSpot ImplementationSix workstreams that build on each other.
Merge portals. Audit properties. Clean structure from day one.
Lawful basis, LIAs, re-permission — before any outreach.
Brand, category, channel tagging. Offline capture wired in.
Two brand add-ons, Data Agent, activate existing AI credits.
HubSpot blog with publishing workflow and brand association.
Two streams: marketing enablement and sales enablement.
Norty Ltd — HubSpot ImplementationData migration and consolidation.
- Export and merge existing HubSpot portals — including the US account — into the primary UK portal via CSV.
- Migrate the EU database into the same portal.
- Full property audit before import: rationalise, standardise and remove duplicate fields.
- Update migrated records from non-marketing to active marketing once lawful basis is confirmed.
- Map data sources so the origin of every record (UK, US, EU) is visible and auditable.
- Clean structure from day one — no legacy debt carried forward.
Norty Ltd — HubSpot ImplementationA defensible legal position comes first.
Before any outreach begins, every segment has a documented lawful basis and an in-platform audit trail.
Lawful basis for each segment; produce an LIA where legitimate interest applies.
Mark migrated records with the appropriate lawful basis inside HubSpot.
Update website contact forms with explicit, compliant opt-in language.
Designed around legitimate interest and soft opt-in — sent before any broader marketing.
Norty Ltd — HubSpot ImplementationSegmentation and trade show strategy.
- Custom properties and active lists across all eleven brands, by brand and category.
- Contacts tagged as wholesale, retail or trade show for channel-specific comms.
- Reporting that finally reflects how the business actually operates.
- Offline capture tool (mobile form or QR code) feeding leads directly into HubSpot at point of capture.
- Automated internal sales tasks triggered on lead entry.
- Structured follow-up sequence tailored to source and intent.
Norty Ltd — HubSpot ImplementationConfigure the add-ons. Activate the AI you already own.
Domain association, asset organisation by brand, brand-specific tracking codes and subscription types. Team trained on brand switching and brand-level reporting.
Configure HubSpot Data Agent for data interrogation and reporting. Train the team on AI credits and AI-assisted tools — capability Norty already has but isn't using.
Norty Ltd — HubSpot ImplementationContent infrastructure — plus two systems to resolve.
- Site structure, page templates, and a defined publishing workflow.
- Roles, approvals, scheduling — associated with the correct brand and domain.
Scope whether HubSpot could replace the client-facing ChatGPT app — via Data Agent, chatflow or knowledge base — with no impact on stock management. Short discovery session recommended.
Currently used for project management, flagged as a possible future replacement. Out of scope now; brief discovery before sign-off advisable.
Norty Ltd — HubSpot ImplementationTwo streams. Purpose-built.
- Data Agent, AI content tools and the AI credits framework.
- The updated workflow builder.
- Brand switching and multi-brand asset management.
- Contact and company management.
- Deal pipeline and handoff from marketing.
- Sequences and the prospecting workspace.
- Trade show follow-up — capture to pipeline.
Norty Ltd — HubSpot ImplementationProfessional vs Enterprise.
Norty Ltd — HubSpot ImplementationA six-phase journey.
Onboarding, portal access, kick-off, questionnaire.
Workshops: segmentation, trade show flow, lifecycle. Approve the plan.
CSV merge (inc. US), EU migration, LIA, form updates, re-permission.
Segmentation, tagging, trade show automation, brand add-ons, Data Agent, blog.
Marketing Hub, sales, Data Agent and AI credits.
Sign-off, MVP walkthrough, user testing, post-onboarding check-in.
Norty Ltd — HubSpot ImplementationProject fee.
A discounted project fee applies across all six phases of the implementation. Retainer options for ongoing support are on the next slide.
Fees exclude HubSpot licensing and third-party costs. Retainer for ongoing support is quoted separately.
Norty Ltd — HubSpot ImplementationGrowth is the right fit once live.
Ongoing multi-brand marketing, segmentation maintenance and a phased AI rollout — Essential won't keep up as usage grows. Fee can be split across brand budgets.
All tiers include CRM management, automation, training and strategy, and account management — scaled to the hours.
Norty Ltd — HubSpot ImplementationConfirm scope.
Then we get to work.
- Monthly HubSpot focus group with Norty's internal champions to keep adoption on track after go live.
- Test, improve, demonstrate — pilot AI tools and Data Agent against a defined use case before scaling.
- Confirm scope internally, then with Norty.
- Finalise Professional vs Enterprise decision and seat count.
- Confirm retainer tier and issue quote — split across brand budgets.
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