How Does TPG Connect Compliance Tracking to Marketing Governance?
See how The Pedowitz Group connects compliance tracking, approvals and audit trails in HubSpot to marketing governance, guardrails, reviews and visibility.
TPG connects compliance tracking to marketing governance by turning policies into operational guardrails inside HubSpot. We map regulations, brand standards, and internal rules to approval workflows, required fields, and content checklists; centralize audit trails and evidence on records; and surface governance KPIs on dashboards. That way, every campaign, email, and journey is reviewed, documented, and reportable—without slowing marketers to a crawl.
What Matters for Compliance-Linked Marketing Governance?
The Compliance-to-Governance Operating Playbook
This is how TPG turns your compliance obligations into a practical marketing governance framework that lives inside HubSpot—not just in a PDF policy document.
Discover → Design → Configure → Orchestrate → Measure → Evolve
- Discover requirements and risk: Inventory regulations, internal policies, and brand standards that affect campaigns and data. Identify high-risk channels, audiences, and content types (e.g., financial promotions, regional rules, partner communications).
- Design a governance framework: Define decision rights, approval tiers, and escalation paths. Establish what “good” looks like for naming, documentation, and evidence on every campaign and asset type.
- Configure HubSpot for governance: Build standardized pipelines, properties, and object relationships that enforce required steps, fields, and checkpoints. Use custom objects and associations where you need richer audit history.
- Orchestrate approvals and reviews: Implement task queues and workflows so Legal, Compliance, and SMEs receive structured requests with the context they need. Capture comments, decisions, and key documents right in HubSpot.
- Measure and monitor compliance flow: Create dashboards for time-to-approval, volume by risk tier, exception requests, and “governance breaks” (things that skipped the process). Feed this into risk and performance reviews.
- Evolve with the business: As regulations, products, and teams change, adjust workflows, templates, and approval paths—without losing historical evidence or reporting.
Compliance & Marketing Governance Maturity Matrix
| Capability | From (Ad Hoc) | To (Operationalized) | Owner | Primary KPI |
|---|---|---|---|---|
| Policy Implementation | Policies live in PDFs | Policies translated into HubSpot fields, workflows, and templates | Marketing Governance / Compliance | % campaigns following standard path |
| Approval Workflows | Ad hoc email approvals | Tiered, system-driven approvals with SLAs and routing rules | Marketing Ops / RevOps | Average approval cycle time |
| Audit Trails & Evidence | Scattered comments and files | Centralized record of decisions and documents on HubSpot objects | Compliance / Legal | Time to produce audit evidence |
| Role-Based Guardrails | Everyone can publish anything | Role-based permissions, templates, and playbooks tied to HubSpot | IT / Security / Marketing Ops | Governance violations per quarter |
| Risk & Performance Analytics | Limited visibility into process | Dashboards combining risk exposure, cycle time, and output volume | Marketing Leadership | On-time approvals % |
| Training & Adoption | One-off policy emails | Embedded guidance, enablement, and refreshers linked to workflows | Marketing Enablement | Process adherence by team |
Client Snapshot: Governance in a Regulated B2B Environment
A financial services marketer came to TPG with scattered approvals, compliance anxiety, and no central audit trail. We mapped their regulatory rules into HubSpot objects, created governed campaign workflows, and implemented dashboards for Compliance and Marketing leaders. Result: 40% faster approvals, clean evidence for regulators, and fewer last-minute campaign rework cycles. Learn more about how we support regulated teams: Improve Your Financial Services.
When compliance tracking and marketing governance share the same HubSpot backbone, reviews get faster, risks become visible, and marketers can scale bold ideas without stepping outside the lines.
Frequently Asked Questions about Compliance Tracking and Marketing Governance
Turn Compliance Tracking into a HubSpot Governance Advantage
TPG helps you operationalize policies, approvals, and audit trails inside HubSpot—so your marketing programs stay compliant, governed, and built to scale.
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