Data Analytics Team Launches Campaigns and Workflows in HubSpot

The challenge

A healthcare data analytics company came to us at a standstill. Their marketing was running on scattered tactics, their website was in mid-redesign limbo, and technical snags slowed every step. Without a reliable system for generating leads, nurturing prospects, or tracking ROI, their growth plans felt stuck before they even started.

Their new marketing manager stepped into the role with energy but no infrastructure. The website lived on WordPress, but a redesign project meant HubSpot’s tracking code couldn’t be installed. Even routine email campaigns hit roadblocks: because their domain wasn’t authenticated, messages were forced through HubSpot’s default address — hardly a confidence-builder for B2B prospects.

Meanwhile, the team leaned on conferences and manual outreach as their main strategies. A go-to-market plan for a new product was drafted, but stalled. They needed a way to move forward — even with the technical limitations.

The solution

Instead of piling on theory, we rolled up our sleeves. Together, we built a sample webinar campaign — complete with a landing page, form, and automated confirmation email. This hands-on approach gave their marketing manager not just a playbook, but a working example of how HubSpot could automate tasks and free up her time for bigger priorities.

Key steps included:

• Fixing the tech first: Resolving domain authentication issues and mapping a clear integration plan for HubSpot once the new site was live.
• Streamlining lead handoff: A workflow that pinged sales the moment a form was submitted — removing a common lag in follow-up.
• Training with purpose: Deep dives into HubSpot’s campaign management, reporting, and landing pages.
• Adding new tools to the mix: Introducing Jasper and HubSpot’s Content Remixer to give their lean marketing team more ways to create content quickly.

The results

• A functional marketing hub: Even before the site relaunch, HubSpot became the central place to run campaigns and track results.
• Less manual, more momentum: Automated responses and workflows replaced slow handoffs, ensuring every lead was captured and acted on.
• Confidence to scale: The marketing manager left with a roadmap for her next campaigns, and the know-how to expand into blogging and AI-driven content creation.

Why it matters

For organizations weighed down by manual processes and delayed launches, a functional marketing foundation is more than a quick win — it’s the launchpad for growth. With the right tools in place, even a single marketer can run smarter campaigns, free up bandwidth, and drive results that scale.

That’s the shift we helped create: from scattered outreach to a sustainable system that connects, measures, and grows.