Lawn & Pest Control Firm Gains Clean Data and Scale with HubSpot

The challenge: disconnected tools and stalled onboarding

The company, operating for more than 30 years, had grown into two sister brands — one focused on lawn and landscape services and the other on pest control. While demand was strong, their backend operations told a different story: fragmented systems, siloed data, and manual sales tracking that couldn’t keep pace with growth.

Key problems included:

• Data silos blocking visibility across their two brands
• Duplicate company creation when importing contacts into their CRM
• Outlook integration hurdles due to IT security restrictions
• Lack of a scalable strategy to translate manual sales processes into HubSpot

Onboarding HubSpot stalled because the team had different levels of experience and no clear plan to manage sales deals for two distinct brands under one portal.

The solution: a tailored HubSpot onboarding

The consultant guided the team through a hands-on, project-based onboarding designed to eliminate bottlenecks and establish a scalable system. Highlights included:

• Custom data architecture: Built custom company types to separate brand data, and disabled automatic company creation to prevent duplicates.
• Tailored sales pipelines: Developed a pipeline with deal stages that mirrored each brand’s processes, requiring a brand tag at deal creation.
• Automation and training: Trained the team on HubSpot’s AI assistant, mobile app business card scanner, and prospecting tools.
• Data governance practices: Coached the team on clean import strategies, building dashboards, and creating reports on lost deal reasons.
• Service object implementation: Used HubSpot’s new Services object to help the company track ongoing customer relationships more effectively.

The results: empowered team, cleaner data, scalable growth

• A functional, customized HubSpot sales system that supported both brands
• Improved efficiency by eliminating manual data entry and spreadsheet-driven tracking
• Better reporting with dashboards surfacing actionable insights into pipeline health and deal outcomes
• Team empowerment: staff left onboarding confident in managing HubSpot independently

Why it matters

For regional service providers, growth often outpaces systems. Without clean data and scalable sales processes, businesses risk losing momentum. By centralizing its sales system, this company created a foundation for long-term growth and positioned its team to operate with confidence.

At media junction®, we help businesses like this one bridge the gap between scattered systems and unified sales processes. Our approach empowers teams to not only solve immediate pain points but also build the skills to thrive with HubSpot for years to come.

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Call to action

Ready to replace disconnected systems with a sales process built for scale? media junction® can help.