Coaching Firm Gains Clearer Sales Visibility With HubSpot Integration

The problem: disconnected data and overwhelmed teams

This privately held executive coaching and leadership development firm, founded in 2001, served mid-to-large enterprises in industries like life sciences, technology, and healthcare. While its reputation grew steadily, the company operated on a fragmented digital ecosystem: a WordPress website, Constant Contact for emails, and an outdated Salesforce instance for sales.

The patchwork made it impossible to see the customer journey in full. Decades of Salesforce records were messy, workflows lagged, and onboarding new hires became unnecessarily difficult. One longtime salesperson—96 years old and still working daily—was a critical source of institutional knowledge, but not a digital native.

Lead capture also created friction. Prospects faced a long, multi-step form that discouraged submissions. Meanwhile, internally, bandwidth was tight. A new CEO had just stepped in, the operations team was stretched thin, and the VP of Operations struggled to balance modernization with onboarding new creative and leadership hires.

The solution: strategic integration and hands-on learning

To solve these challenges, the firm partnered with media junction® to centralize and modernize its systems on HubSpot. The approach emphasized both technical fixes and practical enablement:

• Integration first: Installed the HubSpot WordPress plugin to route form submissions directly into HubSpot, and tackled Salesforce migration by cleaning and deduplicating records.
• Project-based training: Taught the team by solving real problems, such as rebuilding the multi-step registration form using HubSpot’s thank-you pages to streamline capture and demonstrate automation value.
• Foundational adoption: Training included campaigns, forms, landing pages, reporting, and workflows—equipping the sales team to follow up faster and more effectively.

Equally important was the tone of onboarding. By creating a step-by-step roadmap, the consultant reduced overwhelm and built confidence across a team with varied digital comfort levels.

The results: clarity, confidence, and a roadmap forward

• Centralized systems: A marketing and sales hub unified in HubSpot replaced scattered tools.
• Data governance: Salesforce migration and record cleanup created a cleaner plan for data management.
• Streamlined lead capture: A functional, simplified registration form reduced friction and improved response rates.
• Team empowerment: Staff gained foundational HubSpot skills and a clear roadmap for exploring advanced features like smart content.

The immediate impact was efficiency: fewer tools, less friction, and clearer processes. Long-term, the organization gained a roadmap for sustained growth in a competitive industry.

Key stats

Lessons for others

This case highlights key lessons for any organization facing digital sprawl:

• Integration isn’t just about software: Project-based learning builds confidence and reduces resistance.
• Balance urgency with long-term planning: Immediate wins (like fixing registration) pave the way for bigger goals.
• Clear roadmaps matter: For teams under pressure, structure transforms uncertainty into momentum.

Call to action

If your organization is wrestling with disjointed systems and data silos, media junction® can help unify your platforms and empower your team with practical, hands-on onboarding.