This client, a global engineering and consulting firm with over a century of technical expertise, was facing a modern challenge: their marketing and sales systems were completely disconnected.
Their website lived on WordPress, email campaigns were managed through Emma, and their sales team relied on a CRM that didn’t speak the same language. To complicate things, they were mid-transition to a new CRM that could integrate with HubSpot—but only if it was set up correctly.
The disconnect meant marketing and sales were working in silos. Leads were getting handed off into a black hole, with no visibility into what happened next. On top of that, limited internal bandwidth and a sudden staff departure left their new marketing manager carrying the weight of implementing a new platform with little support. It was a recipe for stalled momentum and wasted potential.
Instead of overwhelming the client with everything HubSpot could do, we focused on the essentials first—the foundational setup that would give them quick wins and confidence moving forward.
We set up email sending domains, built a brand kit, and ensured the technical foundation was ready for campaigns. These were the critical building blocks that allowed the marketing team to hit the ground running.
Rather than endless theoretical training sessions, we built a real test campaign together. This included emails, calls-to-action, and landing pages—giving the client a live example of how the pieces fit together. By the end, the team wasn’t just watching—they were doing.
To make sure leads didn’t slip through the cracks, we set up automated responses and workflows tied to new landing page submissions. We also trained the marketing manager on HubSpot’s reporting tools, equipping her to track performance and make data-backed decisions with confidence.
This case isn’t just about technology—it’s about transformation. A global leader in engineering and consulting needed more than a new platform; they needed a way to connect their expertise with modern marketing systems that could grow with them.
By focusing on what mattered most—clarity, empowerment, and scalability—we helped them take their first steps toward a future where marketing and sales work hand in hand. Even with limited bandwidth and unexpected challenges, their team now has the tools, knowledge, and confidence to move forward with purpose.
✨ Media Junction takeaway: A successful onboarding isn’t about cramming in every feature—it’s about meeting clients where they are, building momentum with practical wins, and leaving them empowered to carry the torch. That’s how we turn HubSpot from “just another software” into a business growth engine.