Case studies / Federal Contracting Alliance

CRM build

A HubSpot CRM built from scratch and connected to email

Government contracting services

HubSpotZapierMailchimpSendGrid
2023CRM built from scratch
3tools connected: Mailchimp, SendGrid, Zapier
1attribution report for marketing performance

The story

What changed

Before

In 2023 I designed and built Federal Contracting Alliance's HubSpot CRM from scratch.

After

Leads, client communication and marketing reporting in one connected system.

The build

What I built

In the order the work was done.

ZapierMailchimpSendGrid

Stack: HubSpot, Mailchimp, SendGrid, Zapier.

How I build Zapier + HubSpot projects

  1. 01The CRM itself, set up around the team's lead and client process

  2. 02Mailchimp and SendGrid connections for campaigns and email delivery

  3. 03Zapier automation for repetitive tasks and data sync between platforms

  4. 04Workflows for lead management, client communication and follow-ups

  5. 05Reporting dashboards for marketing performance and attribution

Result

Leads, client communication and marketing reporting in one connected system.

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

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