Case studies

Ten HubSpot projects, and what changed after each one

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Mission Mobile Medical · Reporting and data safety250+clinic programs

Executive reporting for a 42-state healthcare operation

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Freedom and Glory Flags · NetSuite integration15 minNetSuite to HubSpot sync cycle

NetSuite and website leads wired into HubSpot

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Phoenix Industrial Cleaning · ServiceTrade integration57deals restored to won revenue

Field jobs in ServiceTrade now move sales deals in HubSpot

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Conference Badge · AI agent and audit7,800+contacts scheduled to non-marketing

An AI agent for enquiries, and four broken workflows fixed

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Sauna Heater Supply · Shopify integration and AI support80%+of orders start as rep-built quotes

Shopify quotes tracked to revenue, and an AI support desk

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BelBonita · Shopify and sales model32statuses in one sales model

A stylist funnel from registration to repeat wholesale buyer

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PICO IV · Lead routing and reporting2brands in one portal

Two brands in one portal, each with its own leads and revenue

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Federal Contracting Alliance · CRM build2023CRM built from scratch

A HubSpot CRM built from scratch and connected to email

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Cloud9 · Three-hub CRM build3hubs set up from scratch

Sales, marketing and service on one CRM, built from scratch

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Precise Take · Three-hub CRM buildSalespipelines and follow-up workflows

A custom CRM for sales, marketing and customer support

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