Our method

The B2B optimisation model.

Five connected layers inside HubSpot, with AI agents working at each step, so the right accounts reach sales at the right time and every dollar is attributed.

The five layers

Each layer feeds the next. Together they turn HubSpot from a contact database into a revenue engine.

01
ICP

Define and tier your ideal accounts from real win data.

02
Enrich

Data Agent and Firmable fill the gaps automatically.

03
Score

Dual fit and engagement scoring with intent signals.

04
Engage

Prospecting Agent, sequences and Aircall, routed by lifecycle.

05
Report

Attribution from first click to closed won.

What changes for your team

Sales

A prioritised list of who to call, with context on every record.

Marketing

Campaigns targeted at ideal accounts, measured by pipeline.

Leadership

A forecast and attribution you can trust.

Operations

Clean data and automation that runs without babysitting.

Dual lead scoring, explained

Fit scoring measures how closely an account matches your ICP. Engagement scoring measures how actively they're interacting with you. Together they tell sales who to call first, and marketing who to nurture.

High fit, high engagement: sales calls today
High fit, low engagement: targeted nurture and outbound
Low fit, high engagement: qualify before sales time
Low fit, low engagement: deprioritise

B2B model FAQs

What is the B2B optimisation model?

It's BookedUp's method for setting up HubSpot for B2B growth: ICP, enrichment, scoring, engagement and reporting, working as one system.

Do we need all five layers?

Not straight away. The audit shows which layers will have the biggest impact first.

Does it work for small teams?

Yes. The model scales down well, because automation and AI agents do the work a larger team would otherwise do.

Do you use this model yourselves?

Yes. BookedUp's own pipeline runs on it, so we test every recommendation on ourselves first.

See the model running on your business.

Book a custom demo