Use Cases

AI Software Company Centralizes Sales and Marketing in HubSpot

Written by Media Junction | Aug 25, 2025 5:00:00 AM

The challenge: disconnected systems and stalled adoption

This fast-growing AI software provider in the landscaping industry had a tangled tech stack. Their website was built on Webflow, but they lacked a CRM or structured email marketing. As a result, customer data lived in silos with no single view of the buyer’s journey.

Onboarding hurdles compounded the issue:

  • Tens of thousands of contacts to import and segment
  • Unclear workflows, forms, and chat tool setup
  • Resistance to change among team members, slowing adoption
  • Temporary unavailability of key personnel

Without a roadmap, even basic configuration tasks felt overwhelming.

The solution: hands-on training and structured integration

Instead of overwhelming the team with theory, onboarding centered around practical, high-impact projects. The consultant guided them through:

  • Domain and email setup
  • Contact imports with segmentation
  • Clear distinction between HubSpot onboarding and advanced agency services

A key milestone was building a lead generation system from scratch. Together, they launched a landing page with a form and tied it to an automated confirmation email. This single workflow replaced a manual process and showcased the value of automation.

Training continued with list segmentation, email marketing, and reporting dashboards. The team also leveraged HubSpot Academy for self-paced learning, ensuring long-term independence.

The results: a functional system and an empowered team

  • A live campaign with a landing page, form, and automated email response
  • Connected domains and subdomains
  • Reporting dashboards providing visibility into event marketing
  • A roadmap for future initiatives including content marketing and CMS migration

What began as a fractured toolset transformed into a centralized, scalable system.

Key measurable impacts

Metric Value Source Confidence
Employees 95 Company Profile 3 — single GetLatka data point
Revenue $10M–$20M (est. $14.2M in 2023) Company Profile 3 — estimate, not corroborated
Customers served 250+ Company Profile 3 — self-reported
Acres mapped 3M+ Company Profile 4 — company-reported
Sites mapped 1M+ Company Profile 4 — company-reported

Why this story matters

For many organizations, the hardest part of adopting HubSpot isn’t the technology—it’s the people. Without clear guidance and achievable wins, adoption can stall. In this case, a structured, project-based onboarding helped overcome resistance, build confidence, and create a foundation for scalable growth.

Call to action

At media junction®, we combine strategy with hands-on execution to turn disjointed tools into integrated marketing engines. If your systems feel scattered, we can help you build clarity and momentum.