HubSpot Advisory for Financial Services


30 Years in Financial Services
9 Years Working In HubSpot
One-on-One Advice that Puts Your Team In The Drivers Seat

I'm Craig Leabig - A HubSpot expert and senior marketing leader who's spent decades in financial services and the mortgage industry.  I help teams understand how HubSpot can be used to drive growth. 

Schedule a Working Session

Who I Help

I work with B2B teams in financial services who sell into lenders and need HubSpot to support a complex, sometimes long to very long, sales process.

  • Fintech, data and service providers selling to banks, mortgage companies and credit unions
  • Mortgage and consumer lending technology platforms
  • Credit, Verification and risk solution providers
  • Banks, credit unions and IMBs modernizing their own HubSpot instance
  • Brokers/LOs and realtors who need a way to better manage their book of business.

How I Help Your Team Use HubSpot Effectively

Advisory, configuration, integration and coaching built around how selling into lenders really works.

Live Working Sessions

Screen-share sessions where we work directly in your portal. We fix what's broken, simplify workflows, and train your team so they can own it.

HubSpot Contract Guidance

Which Hubs do  you need?  How many seats?  What are marketing contacts and how do those impact my future spend?  I help you chose the right set up before you commit so you don't over or under buy.

RevOps Coaching for Sales, Marketing and CS Teams

Coaching that connects your sales, marketing and CS processes to what HubSpot can actually do.  

New marketing process

What Happens In A Working Session?

Every session is working time. We're in your portal, solving real problems with your real data and processes - not talking through slides or theoreticals.

    • Clean up lifecycle stages, deal stages and lead statuses
    • Fix workflows that are confusing, noisy, or risky
    • Set up reporting your execs will actually read
    • Align sales processes and routing with how deals really move
    • Set up your CRM with lender accounts and rank them based off annual loan originations

You can book a single session or a short run of sessions around a specific initiative - new sales hire, new marketing strategy, or a CRM-clean up.  You name it.

A Financial Services Lens on Every Recommendation

I've been in Financial Services since 1996 when I was hired as a Customer Service Representative making and collecting on consumer loans for Commercial Credit (now OneMain Financial). My career advanced to leading Citi's Consumer Direct Home Equity Origination sales, processing and underwriting, shaping go-to-market strategies across mortgage, auto, and banking at Equifax, and now as SVP Marketing at Informative Research. Along the way I started Inbound Ignited, where my entire focus has been helping businesses get the most out of HubSpot. That experience means I don't just "know HubSpot" — I understand how lenders think about buying decisions, compliance, audit trails, and vendor due diligence. Every recommendation I make keeps those in mind.

How Advisory Works

Simple, flexible and centered on results.

Schedule a Working Session

You share your goals, your current HubSpot setup, and any immediate pain points.

Create a Practical Game Plan

I do a light review of your portal and processes so we can hit the ground running.

Execute Together - Live in HubSpot

Your team learns by doing, with me guiding the process.

Why Advisory Instead of an Agency?

You Keep Control

Your team learns how HubSpot works instead of outsourcing forever.

You Save Money

Most HubSpot retainers cost more than the value they deliver.

You Get Clarity

I focus only on what moves the needle - not filler activity to justify billed hours.

circle headshot craig

 

About Craig

I've worked in Financial Services since 1996 and have led sales, processing, underwriting, revenue operations, product management, and HubSpot operations.  I've held senior  leadership roles at businesses on both the B2B side as well as B2C, from generating leads and converting consumers into mortgages to designing data products that help lenders make better decisions, my career has always been  at the intersection of revenue, operations, sales and technology.

I started Inbound Ignited because companies don't need another full-service agency - then need someone who knows their industry and can guide them through HubSpot the right way. 


I'm based in Wildwood, MO (outside of St. Louis), hold a BA in History from the University of Missouri and an MBA from Washington University in St. Louis, and I'm a life-long Mizzou football and basketball fan. Saturdays in the fall you'll find me at a tailgate and a game if the Tigers are in CoMO that day. When we work together, you're working closely with me - not a junior team rotating through your account.

Connect with me on LinkedIn

 

logo_sales-boomerange-white

"From the very first time we worked together I knew Inbound Ignited was the right partner.  They got our ads and campaigns, our contacts, and all the rest of our marketing needs set up and ready-to-go in HubSpot. We gave them the requirements, and they turned around the results."

Richard Grieser
salesboomerang.com

 

 

Richard Headshot