Built for Long-Term
Partnership.
We don't hand off a configured CRM and disappear. Our average engagement exceeds 3 years because we operate your systems alongside you — handling optimization, user requests, and platform evolution as your firm grows.
Retainer-Based Advisory & Execution
Rather than treating CRM, marketing, and sales automation as disconnected projects, our engagements are structured to provide continuous execution, iteration, and optimization as your firm's priorities evolve.
12-Month Initial Term
The 12-month structure allows sufficient time to design, implement, operationalize, and refine HubSpot across your workflows — without forcing artificial scope boundaries.
Quarterly Billing
Billed quarterly for flexibility and alignment with your fiscal calendar. No surprise invoices, no hourly billing debates.
Extension of Your Team
We act as an extension of your internal team — providing continuity, flexibility, and speed without the cost or risk of additional hires.
From Architecture to Operations
Every engagement follows this progression. The timeline flexes based on complexity, but the sequence is deliberate.
Assessment & Architecture
We start by understanding how your firm actually operates — not how a generic CRM assumes you do.
Before we configure anything, we audit your current systems, interview stakeholders, and map your data flows. The output is a tailored architecture blueprint that accounts for your entity hierarchies, compliance requirements, and operational workflows.
Migration & Implementation
We build and configure with engineering precision. No downtime, no data loss, no shortcuts.
This is where the architecture becomes reality. We migrate data from legacy systems, configure HubSpot with custom objects and pipelines, develop integrations, and build automated workflows. Everything is tested and validated before go-live.
Ongoing Advisory & Execution
We stay on as your fractional CRM and operations team — not as a helpdesk, but as a strategic partner.
This is where most of our clients spend the majority of their engagement. We operate your systems alongside you, handling optimization, new feature development, user requests, and platform evolution. Our role is to operationalize, structure, and distribute your firm’s materials through HubSpot in a consistent, scalable way.
What the Retainer Covers
Our engagements are designed to support the full lifecycle of HubSpot usage across your firm.
CRM Architecture & Governance
Configuration, pipeline design, standardization of records, and governance best practices.
Workflow Automation
Automated deal progression, outreach sequences, compliance logging, and operational triggers.
Integrations & Data
API connections to wealth platforms, underwriting systems, compliance tools, and marketing channels.
Website & CMS
Website maintenance, content updates, deal announcements, and HubSpot CMS management.
Reporting & Enablement
Outreach analytics, buyer engagement tracking, pipeline reporting, and sales trigger identification.
Marketing Infrastructure
Contact segmentation, list management, email distribution, and campaign execution.
Why the Long-Term Model?
One-off implementations break. Ongoing partnerships compound. Here's why our clients stay.
Systems Decay Without Active Management
Without ongoing oversight, CRM data entropy sets in within 6 months. Stale records, broken workflows, and ad-hoc workarounds accumulate until the system fights your business model instead of supporting it.
Institutional Knowledge Matters
We maintain deep knowledge of your system logic, data model, and business processes. This reduces key-person risk and eliminates the learning curve that comes with switching vendors or onboarding new hires.
Your Team Should Focus on Clients
Your internal team should be raising capital, managing relationships, and closing deals — not debugging integrations or building HubSpot reports. We handle the operational infrastructure so they don’t have to.
The ROI Compounds Over Time
The longer we work together, the more efficient your systems become. Clients who stay beyond the initial term see compounding returns as automation coverage grows and institutional processes mature.
What This Is Not
Goodwood is not a marketing agency. We don't write blog posts, manage your social media, or run paid advertising. Our role is to operationalize, structure, and distribute your firm's materials through HubSpot in a consistent, scalable way. We build the infrastructure. You drive the business.
Ready to Get Started?
Let's talk about your current systems, where you want to go, and how we can build a partnership that gets you there.