The challenge: disconnected systems and lost opportunities
A growing business development company was ready to level up its sales and marketing operations. Their team was serving a diverse client base—coaches, consultants, and entrepreneurs across industries—and their business model required sophisticated funnels to nurture leads at different stages.
But behind the scenes, their systems told a different story. The company was juggling a patchwork of tools, including Infusionsoft, Kajabi, Zapier, and ClickFunnels. With each platform handling a different piece of the puzzle, they lacked a “single source of truth” for their contacts and sales process.
To make matters more complex, their contact data was tangled in outdated tagging systems. Importing this into HubSpot resulted in frequent errors, slowing down campaigns and leaving the team with manual cleanup. At the same time, their leadership team expected rapid progress, but limited technical bandwidth left critical tasks stalled.
The result? Frustration, missed opportunities, and a sales process that felt more like duct tape than strategy.
The solution: strategic onboarding and hands-on support
When we partnered with the client, our goal was clear: simplify complexity and transform HubSpot into the growth engine their business needed.
We started by mapping their “six-figure sales accelerator” funnel in a visual framework, using Miro to align the entire team. From there, we built out a custom HubSpot deal pipeline with stages tailored to their process—from a prospect booking a call, to automated follow-ups, to post-call nurturing campaigns.
Because data migration was a major sticking point, we rolled up our sleeves and worked side-by-side with their internal team. We helped troubleshoot import errors, mapped legacy tags into HubSpot properties, and created a repeatable process they could use moving forward.
To bridge gaps in expectations, we offered extended onboarding sessions and additional documentation. This not only addressed immediate technical hurdles but also gave the leadership team visibility into how their systems would evolve inside HubSpot.
Finally, we introduced automation to replace time-consuming manual processes. Features like sequences, automated deal creation, and follow-up reminders demonstrated how HubSpot could centralize their sales flow and eliminate the need for multiple external tools.
The results: clarity, efficiency, and a roadmap for growth
Within weeks, the client had a functional sales funnel fully mapped inside HubSpot. Two custom pipelines gave their team a clear picture of every opportunity, from the first call to post-sale follow-ups. For the first time, leadership could track progress and manage contacts from a single, reliable system.
Even with the challenges of data migration, the client walked away with a structured plan for cleaning and segmenting their database. This foundation positioned them to launch targeted campaigns that would better align with their diverse audience.
Most importantly, the project concluded with a strategic roadmap for scaling. From exploring advanced tools like call routing integrations to planning for future content initiatives, the company now had a clear path for leveraging HubSpot long-term.
Why this matters
This case study is more than just a tech migration. It’s proof of what happens when strategy and hands-on support meet a company eager to grow.
By consolidating systems and introducing automation, the client was able to step away from the overwhelm of disconnected platforms and lean into a solution that scales with them. With HubSpot as their central hub, they’re positioned to keep serving their community of entrepreneurs while confidently growing their business.
At Media Junction, this is what we love to do—help ambitious companies untangle complexity, gain clarity, and build systems that fuel their next chapter of growth.
