Marketing Automation Without a CRM? Building Smarter Campaigns with Limited Infrastructure

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

You can listen to Marketing Automation Without a CRM? Building Smarter Campaigns with Limited Infrastructure online on Radio and Podcast. Open the player on this page to stream the available audio.

Marketing Automation Without a CRM? Building Smarter Campaigns with Limited Infrastructure is an episode from AAMplify! by Association for Accounting Marketing.

This episode is 37:02 long.

This episode was published on Sep 9, 2025.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from AAMplify! when more episodes are available from the podcast feed.