HubSpot Marketing & Sales Solutions for PEOs

How Professional Employer Organizations use HubSpot to generate qualified leads, manage complex sales cycles, and align marketing, sales, and service teams for scalable growth.

Professional Employer Organizations (PEOs) partner with businesses to deliver essential HR services — including payroll, benefits administration, compliance, and risk management — through a co-employment model. Operating in one of the most complex B2B sales environments, this creates extended buying journeys, multiple decision-makers, heavy reliance on referrals, and intense competition make it difficult to generate predictable growth.

LeadG2 helps PEOs use HubSpot as a true revenue engine, not just a CRM. As a HubSpot Diamond Solutions Partner, LeadG2 works with PEOs to design, implement, and optimize HubSpot around the realities of PEO marketing and sales, so teams gain visibility, alignment, and measurable results.

Ready to see how HubSpot can support your PEO’s marketing and sales goals?

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Common Marketing & Sales Challenges for PEOs

PEOs face unique obstacles that traditional marketing and CRM approaches often fail to solve. Without the right strategy and technology in place, these challenges make it difficult to scale growth, forecast revenue accurately, and align teams around shared goals.

Some of the most common challenges include:

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Long, consultative sales cycles with multiple stakeholders involved

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Heavy reliance on referrals, brokers, and partners with limited attribution

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Disconnected marketing, sales, and service data across systems

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Limited visibility into pipeline health, deal progression, and forecasting

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Difficulty differentiating services in a crowded and competitive PEO market

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Difficulty educating prospects on the full value of the PEO model and co-employment relationship

HubSpot Onboarding & CRM Implementation for PEOs

LeadG2 designs and implements HubSpot CRM specifically for PEO sales models. This includes:

Custom deal stages aligned to long, consultative PEO sales cycles
Lifecycle tracking that reflects how prospects move from referral to close
Clean, scalable CRM architecture built for long-term growth

The result is a CRM that supports sales teams instead of slowing them down.

Marketing Automation & Lead Generation

PEO marketing requires education, trust-building, and consistent follow-up. LeadG2 helps PEOs use HubSpot to:

Build inbound marketing strategies that support longer buying journeys
Automate lead nurturing without losing personalization
Track referrals, brokers, and partner-driven leads with confidence
Connect marketing activity directly to revenue outcomes

This allows PEOs to reduce reliance on word-of-mouth alone and build a more predictable pipeline.

Sales Enablement & Pipeline Visibility

LeadG2 helps PEO sales teams use HubSpot to focus on the right opportunities at the right time. This includes:

Sales enablement tools that support consultative selling

Automated follow-up and task management

Dashboards that provide real-time visibility into pipeline health and performance

Leadership gains the clarity needed to forecast accurately and make informed decisions.

Ongoing HubSpot Consulting & Optimization

Growth doesn’t stop after implementation. LeadG2 provides ongoing HubSpot consulting to help PEOs:

Improve adoption across teams

Optimize workflows and reporting as the business evolves

Continuously align marketing, sales, and service efforts

This ensures HubSpot continues to deliver value as the organization scales.

How PEOs Use HubSpot to Drive Revenue Growth

When implemented correctly, HubSpot becomes a powerful platform for PEO growth. PEO organizations use HubSpot to:

Track referral sources and broker relationships in one centralized system
Manage multi-month sales processes with automated, personalized nurturing
Align marketing campaigns with closed-won revenue
Provide leadership with clear, actionable reporting across teams
Improve collaboration between marketing, sales, and service

HubSpot becomes more than a CRM. It becomes the system that connects strategy, execution, and results.

In short, HubSpot helps PEOs:

Centralize referral and broker tracking
Support long, consultative sales cycles
Align marketing and sales around revenue
Improve visibility for leadership and forecasting

Book a PEO Growth Strategy Call

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Why PEOs Choose LeadG2

LeadG2 has worked with organizations operating in highly regulated, relationship-driven B2B environments, including PEOs and adjacent industries where complex sales cycles and referral dynamics are the norm.

PEOs choose LeadG2 because we combine HubSpot expertise with deep B2B revenue strategy.

HubSpot Diamond Solutions Partner and proven results turning HubSpot into a driver of measurable growth

Associate Member of the National Association of Professional Employer Organizations

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Extensive experience with complex, multi-stakeholder sales models

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A sales-first mindset rooted in The Center for Sales Strategy ecosystem

LeadG2 has helped PEO organizations improve visibility, efficiency, and revenue performance by:

Creating clarity across marketing and sales pipelines
Increasing adoption of CRM tools across teams
Connecting marketing efforts directly to sales outcomes

Our focus is always on results that support sustainable growth.

Don't Just Take Our Word For It

Hear from one of our awesome clients firsthand about their experience with LeadG2.

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How LeadG2 Helped Questco Increase Organic Growth, Strengthen Thought Leadership, and Build a Scalable Marketing Engine

With LeadG2 as a strategic partner, Questco expanded its digital footprint, improved organic visibility, accelerated content production, and equipped its sales team with resources that increased engagement, credibility, and lead generation effectiveness.

At the point in which we started to work with LeadG2, we were at a really exciting time for the business. We were looking to broaden our reach to new clients, new markets, new geographies. We had a lot of opportunity but not all of the marketing assets that we needed to be maximally successful in our outreach and in our marketing and LeadG2 was able to help with that.

Jason Randall

Questco

Great partner! LeadG2 has been an excellent partner for Xenium. We recently moved into HubSpot and wanted to maximize our outbound marketing, so we hired LeadG2. They have helped us create dashboards, build gated forms, sales sequences, email workflows, and content creation. Our rep Carly, is extremely knowledgeable and has delivered on what they agreed on. We really enjoy the partnership with LeadG2 and are thankful for their expertise and their guiding us to success.

Brandon Laws

Xenium

We've worked with LeadG2 for several years, using their services for content creation, monthly newsletters, and managing content in HubSpot and on our website. Our representative is extremely responsive, creative, and knowledgeable, consistently providing fresh ideas and solutions that improve our marketing strategy. LeadG2's expertise in both content and technical management has streamlined our processes, making it easier to keep everything running smoothly. Overall, they've been a reliable, innovative partner, and we highly recommend their services for any business looking to enhance their marketing efforts.

Jason Thomas

Questco

A Top Shelf Partnership! We've worked with LeadG2 since 2015 and will continue working with them...no end in sight. Not only are they positive, inspiring, responsive and fun to work with, they have transformed our business. We consider them partners and trusted advisors. They help us with our complete inbound marketing strategy from beginning to end...and since starting we have tracked and attributed well over a million dollars in new revenue and have blown past all our key success metrics. We recommend LeadG2 to anyone...except our competition.

Chris Adtkins

Premployer

Working with LeadG2 has created shorter sales cycles around here. Our audience is not only getting better acquainted with Questco, but we have an extensive amount of content that’s being pushed out to the market that we can reference. Prior to LeadG2, we were rushed, and I was leveraging internal resources to get a piece of content created. It’s nice to have a library to pull from.

Derek Carlstrom

Questco

Talk to a HubSpot Partner Who Understands PEO Growth

Ready to see how HubSpot can support your PEO’s marketing and sales goals? Schedule a conversation with LeadG2 to learn how we help Professional Employer Organizations use HubSpot to generate qualified leads, improve alignment, and drive sustainable revenue growth.

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LeadG2 Creates Podcasts for PEOs to Build Thought Leadership

Peopleing with Purpose

People-ing with Purpose

People-ing with Purpose is a weekly podcast focused on HR and staffing needs. Born out of PR Companies.

This podcast shares fresh insights and strategies to help businesses navigate the challenges of leading personnel in the modern world. Topics center around how to provide the best employee experiences and create a team that lasts.

"People-ing - The business art of working with and motivating people to create a productive work environment that benefits employees and employers!"

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