What happens when your firm is ready to scale its marketing engine—but doesn't yet have a unified CRM? In this episode of Amplify!, host Meg Hoevener sits down with James Kuch, Digital Marketing Specialist at Yeo & Yeo, to talk about building a robust automation strategy in HubSpot, even when infrastructure isn't fully in place. James walks through the creative ways his team supports multiple service lines and brands under one marketing platform—from list segmentation and email workflows to internal campaigns, digital advertising, and social scheduling. You'll also hear lessons learned from transitioning off Constant Contact, how to integrate other platforms using HubSpot's Operations Hub, and what to prioritize when bandwidth is tight. Whether you're a solo marketer juggling multiple tools or part of a firm evaluating your next MarTech investment, this episode offers tactical takeaways for building smarter, leaner campaigns.   For more Amplify episodes and to learn more about the Association for Accounting Marketing, visit accountingmarketing.org/category/amplify

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