The challenge: manual systems slowing growth
Healthcare staffing is a fast-moving industry. A travel nursing staffing company came to media junction® because their sales process was holding them back. Manual tracking, disconnected tools, and a lack of automation left their team scrambling to keep up with demand.
The company was managing sales through a patchwork of spreadsheets and siloed tools. While their back-office relied on Bullhorn, the sales team had no unified view of prospects or clients. Outreach efforts were inconsistent, with follow-up emails and reminders handled manually. For a team under pressure to grow, this lack of structure created serious bottlenecks.
Compounding the problem, the team was new to HubSpot and struggled with basic setup tasks like connecting Outlook. Without the knowledge or confidence to make HubSpot work for them, adoption stalled. They needed both technical training and a scalable sales framework.
The solution: building a HubSpot-powered sales system
media junction® guided the team through a hands-on, project-based onboarding designed to meet their immediate workflow challenges while building long-term confidence.
- Strategic sales pipeline: A deal pipeline was built to mirror their sales process, with clear stages from "Discovery Call Booked" to "Work Order Signed."
- Automation: Workflows eliminated manual follow-ups, and automated email notifications for closed deals streamlined communication.
- Standardized tools: HubSpot sequences and templates gave the sales team a repeatable process for outreach, while playbooks ensured consistency across reps.
- Hands-on training: From prospecting tools to reporting, the team received guided, practical training. Meeting links and quote tools simplified scheduling and proposals.
The results: efficiency, clarity, and empowerment
- A centralized sales process: Pipeline mapped directly to their real-world workflow, replacing scattered spreadsheets.
- Automated outreach: Emails and tasks became standardized, saving time and improving consistency.
- Better data hygiene: Streamlined imports and Outlook integration reduced errors and improved reporting accuracy.
- Empowered team: Sales reps gained confidence using HubSpot tools, creating a roadmap for ongoing growth.
Key outcomes at a glance
| Outcome |
Impact |
| Centralized sales process |
Pipeline mapped to real workflow |
| Automated outreach |
Emails and tasks standardized |
| Better data hygiene |
Streamlined imports and Outlook integration |
| Empowered team |
Confidence using HubSpot tools |
Why it worked
The key wasn’t just technology—it was pairing practical training with immediate wins. By solving specific pain points (like automating travel follow-ups) while teaching foundational HubSpot skills, the team experienced early success. That momentum built trust in the system and confidence to keep growing.
Takeaway
For healthcare staffing firms and beyond, the lesson is clear: investing in a centralized, automated sales system pays off quickly. With HubSpot as the backbone and a thoughtful onboarding approach, teams can eliminate inefficiencies and set themselves up for sustainable growth.
