Professional services means law firms, accountancies, consultancies, surveyors, and anyone else whose product is their people. Financial services means banks, lenders, building societies, wealth managers, advice firms and brokers.
Those two markets are all we do. The licence is the easy part. What stalls these deals is the back office system nobody can integrate with, the compliance question you cannot answer on the call, and the partner group that has never shared a contact list in its life.
Outreach copy, sequences and discovery questions for legal, accountancy, financial and professional services.
Open the sales toolkitSix deal shapes we see again and again, what to ask, and when to bring us in.
See the co-sell playsLive clients, the systems we've integrated, and the descriptors to use when you can't name them.
Find a proof pointWe only sell into two markets, so we already know how a law firm books a matter, how an adviser evidences Consumer Duty, and why a partner group will not share contacts. You do not have to teach us the sector mid-deal.
A short paid workshop early in your cycle turns a vague requirement into a scoped, sequenced plan. It removes the two things that kill these deals: uncertainty about what they are buying, and no urgency about the cost of doing nothing.
Intelliflo, InterAction, Acturis, DealCloud, Clio. When the buyer says HubSpot cannot talk to their back office, we are the answer, and we will tell you honestly whether it is built, in feasibility or new ground.
We run roundtables, webinars and sector dinners that generate pipeline we share. If you want a presence in UK legal or financial services, come and use ours.
We do not ask a firm to sign a twelve month implementation on day one. That is the single biggest reason these deals stall.
Two to four weeks. We get the firm's people in a room, surface what they actually need, and leave with a prioritised user story set and a roadmap. Sold as a small standalone piece of work, so it is an easy first yes.
Twelve weeks. Capped, with no onward commitment. Narrow enough to go live and be used, rather than fully configured and ignored.
The client decides whether to continue, and they usually do. Albert Goodman went Phase 1 then Phase 2. Milltown Partners is in a third phase.
Technical feasibility and data migration feasibility run in parallel rather than blocking the build. It means integration risk gets answered early, before it becomes a reason to delay signature.
Bands from real closed engagements, with the delivery timelines we actually run to. So you can size the services attach without surprising your buyer later.
In professional services the risk is almost never configuration. It is whether fee earners, advisers and partners actually change how they work. That is what the workshop, the phasing and the ongoing support model are all built to solve, and it is why our clients tend to expand rather than churn.
Open the one that matches your account.
Outreach copy, sequences, discovery questions and the lines that land, built from real conversations with law firms, accountancies, advisory firms and financial services businesses. Pick a sector, pick who you're talking to, and take what you need.
Find one of these before you write. One clear trigger beats a clever opener.
Find a trigger, write to the right person and earn a reply. Everything here is built to get a first conversation, not a meeting with everyone.
The people who start, shape and sign these deals. The champion is usually marketing, BD or operations. The signature usually sits with a board or partnership that never sees the demo.
Pick an opener, a proof point and an ask. Add the prospect's details and your name, then copy. Keep first emails under 120 words.
Highlighted fields still need filling. Your details also fill in when you copy sequence steps and the intro email.
Multi-touch sequences for cold prospecting, each built around one trigger. Load them into HubSpot sequences and personalise the first line of every email. Days are working days from enrolment.
Phrases that have moved real conversations in this sector, and why they work. Say them in your own words. On the right, the things that lose credibility fast, and what to say instead.
Run a first call that finds the real problem, the deal shape and the decision date. Listen more than you talk.
Questions in the order a good first call runs. You won't need all of them. Pick three or four per stage, listen more than you talk, and write down their words, not yours.
Most deals in this sector fit one of a few shapes. Match what you hear on the call to one of these, and you'll know what to ask next and what we can add.
Handle the pushback and send something useful while the deal moves. Most deals are won or lost on the internal case, not the demo.
Pushback in this sector first, then the questions that come up in every regulated firm. Each answer keeps the conversation open and ends on a next step.
Useful, non-salesy content that earns the next conversation. Where we have a ready-to-send message, it is under Content to send. For anything else, ask us for the current version and we'll send it the same day.
The earlier we're in the conversation, the more we can shape the deal with you. Here is what to listen for, and how to make the introduction.
If you hear one of these in this sector, tell us now. You don't need a qualified deal, a budget or a date.
These are the points where a partner changes the outcome most.
Send this to the buyer with us copied. Give us the context first, so we arrive prepared.
Assets from our partner Karman Digital that you can share with prospects, written in your voice. Pick a sector, copy the message, swap the placeholders and send. The same items are built into the sector sequences in the toolkit.
Delivered and live clients only. Filter by sector, or search a system such as Intelliflo or InterAction to find the proof point you need.
A sample of our current open opportunities, with the HubSpot rep on each. If you are prospecting into a firm like these, or anywhere in the same sector, come and talk to us before you build a sales and outreach plan.
Honest status against each. If it says feasibility or scoped rather than live, that is what it means.
Live or delivered today: Hatch for Intelliflo, DealCloud, Memberships portals, Xero and Moneypenny.
We also advise firms on their tech stack: middleware, a data warehouse or point-to-point connections. We are very familiar with those conversations, including solutions like Boomi and Snowflake, and will give an honest view on which route fits.
In production Built and delivered Feasibility Scoped, API route confirmed
| System | Client | Status | What this means for your deal |
|---|
The systems UK law firms most commonly run, and what it takes to connect each one to HubSpot. Native and Zapier routes are quick wins. Anything marked bespoke needs a feasibility step with Karman before you promise a timeline or a price. This matrix was last updated in January 2025, so check current effort and cost with Karman before quoting.
open_in_newOpen the full matrix
| System | Route | Karman experience | Effort | Cost | Watch out for | What it gives you |
|---|
If it is not for us we will say so quickly and point you at a partner who fits better. You lose nothing by asking.