Goodwood Consulting

Too many firms approach CRM like a tech project — not a growth strategy. They spin up HubSpot or Salesforce with internal resources. A few trainings. Some templates. A rough …

After working with a particular client for more than six years, we’ve had a front-row seat to their growth and to the consistent discipline that made that growth possible. Over …

If your team is still using the word “blast,” you’re not executing a marketing strategy. You’re sending content into the void and hoping something sticks. “Email blasts.” “Fund update blasts” …

Most CRMs were built for one product. One buyer. One deal. You’re not selling widgets - you’re distributing ETFs, Mutual funds, Private funds and SMAs across platforms, territories, advisor teams …

When you think of generating or nurturing leads, you probably think about follow-ups or touch points. Typically, this process starts with an email, then setting a reminder to send a …

The team at Goodwood Consulting are HubSpot experts. We are on the side of our customer, helping them choose and implement the right platform for their specific needs, whatever platform …

On May 14, HubSpot switched all users to a new navigation system. The Goodwood team wanted to share an overview of how the HubSpot navigation is organized for you to …

In support of our continued growth, Goodwood Consulting welcomes Lewis Clough, as Marketing Associate. Over the past 3 years, Goodwood has built a unique and compelling service offering for investment …

In support of our continued growth, Goodwood Consulting welcomes Gracie Miller, as Creative Director. Over the past 3 years, Goodwood has built a unique and compelling service offering for investment …

As digital marketing continues to evolve, so do we. At Goodwood Consulting, our mission is to continually find ways to improve, keep up with the latest trends, and help investment …