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Marketing automation and segmentation

Create personalized, consistent, AI-ready customer journeys in HubSpot.

Marketing automation isn't about sending more e-mails.
It's about creating a more relevant, better synchronized and more human relationship, even on a large scale.

At Guépard, we implement HubSpot Marketing Hub with a structured approach: segmentation, priority scenarios, solid data, and artificial intelligence readiness.

Why structure your Marketing Hub now?

The aim is simple: centralize your relationship marketing and create useful automations aligned with your customers' real-life experience.
Marketing Hub becomes essential when :

  • Your communications are scattered across several tools

  • Segmentation is limited or difficult to maintain

  • Customer journeys lack coherence

  • You want to automate without overburdening your customers

  • Prepare your marketing for the arrival of Breeze and HubSpot AI

Marketing automation that extends the experience

In a B2C or B2B context, the quality of the support provided is central.

Automated communications must extend the experience you have with your teams, without distorting it.

At Guépard, we design marketing scenarios with particular attention to :

At the tone

To relevance

According to actual route

To the rhythm of communications

To loyalty

Rather than promotional pressure

Automation then becomes a direct extension of your customer experience.
Our approach: a solid foundation before complexity

Our principle is simple: build a platform that can be understood and operated before adding sophistication.

Rather than automating everything from the outset, we move forward in clear phases to :

  • secure the data
  • validate technological choices
  • prioritize deployment of the most promising scenarios
  • ensure sustainable adoption by the marketing team

This approach reduces risk and avoids oversizing the solution.

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Artificial intelligence and marketing: being ready for Breeze

HubSpot is evolving rapidly with Breeze and artificial intelligence tools.
Marketing AI is only useful if it rests on a solid foundation:

  • Reliable segmentation

  • Structured data

  • Coherent signals

  • Well-calibrated scenarios

We implement Marketing Hub in such a way as to enable progressive AI activation:

Smarter recommendations

Large-scale customization

Route optimization

Prioritizing marketing actions

The aim: to use AI as a concrete lever, without complicating day-to-day operations.
Implantation Marketing Hub - Our methodology
1. Marketing and data mapping

This phase is the foundation of the project.

We work on :

  • analyzing customer journeys before, during and after purchase or service
  • identifying short-term priority segments
  • mapping essential marketing scenarios (welcome, post-course, reactivation)
  • definition of data requirements and available sources
  • analysis of constraints linked to existing systems

This stage enables us to validate hypotheses before implementation.

2. Implementation of HubSpot Marketing Hub

We configure HubSpot to be ready for use by the marketing team:

  • portal settings and naming conventions
  • consent preferences and marketing subscriptions
  • segmentation property structure
  • forms and capture points (subscriptions, preferences)
  • creation of basic lists and segments
  • implementation of priority automations
  • campaign structuring and basic reporting

The aim is to deliver a clear, operable and scalable Marketing Hub.

3. Data and integrations (if applicable)

Marketing Hub must be integrated into your technological reality.

Where external systems exist (e.g. internal CRM, ERP, customer experience tools), we prepare HubSpot to :

  • receive the right data
  • support segmentation
  • activate relevant automations
  • avoid fragile architecture

Integrations are approached progressively, according to priorities and complexity.

4. Production launch and adoption

Once the priority scenarios have been implemented, we support your team to ensure smooth day-to-day use:

  • functional validation of automated paths
  • post-deployment adjustments
  • training in the operation of lists, segments and scenarios
  • best practices to help Marketing Hub evolve over time

The aim: to make your team autonomous and confident.

Typical results after a Marketing Hub implementation

  • Clear, maintainable segmentation

  • Automated scenarios consistent with the customer experience

  • A more personalized relationship without over-solicitation

  • An autonomous HubSpot marketing team

  • Data ready for AI and Breeze

  • A scalable platform for optimization over time

Why Guépard?

Guépard is a boutique firm specializing in HubSpot.

We work with a limited number of organizations at a time to guarantee :

  • direct involvement of experts
  • useful, never intrusive automation
  • a customer experience-centric approach
  • sustainable adoption by teams

AImeyour CRM.

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FAQ - Marketing Hub and automation
Does Marketing Hub replace ActiveCampaign, Mailchimp or Klaviyo?
Yes, HubSpot allows you to centralize your communications, segmentation and automation in a single platform, directly connected to your CRM.
Do you create all the marketing scenarios from scratch?
No. We prioritize the most promising scenarios and move forward gradually to avoid over-automation and to ensure adoption.
Does your approach include artificial intelligence?
Yes. We're setting up Marketing Hub to prepare for the arrival of Breeze: reliable data, consistent segmentation and AI use cases that can be activated at the right time.
Will my team be able to manage HubSpot afterwards?
Yes, autonomy is a central objective. We train your team in the day-to-day operation of lists, segments, scenarios and evolution best practices.
Do you work with external integrators?

Yes, when your data comes from other systems, we structure HubSpot to receive and exploit these flows smoothly and securely.