When this B2B logistics company came to us, they were already successful in their industry, but their marketing and sales operations told a different story. Their systems were fragmented: sales lived in Pipedrive, marketing lived on a WordPress site, and there was no central strategy holding everything together.
Leadership was slow to provide direction, which left the marketing team in limbo. Onboarding into HubSpot stalled almost immediately. Tasks weren’t getting done, integrations weren’t working, and workflows remained heavily manual. To make things worse, technical hurdles—like connecting email sending domains and troubleshooting contact imports—added layers of frustration.
The result? A team that felt stuck, with no clear way forward.
Instead of trying to bulldoze through every obstacle at once, we focused on creating momentum where it mattered most.
We prioritized what could be done despite internal delays. A checklist of foundational items—domain connections, brand kit setup, subscription configuration—gave the client immediate wins and a sense of progress.
Rather than relying solely on theory, we introduced a hands-on, project-based learning approach. By guiding their marketing lead through a bottom-of-the-funnel email campaign, we provided not just training, but an opportunity to practice in real time. This gave her ownership over the process and confidence in using the platform.
We worked side by side on the Pipedrive integration, troubleshooting errors, and walking through best practices for Marketing Contacts. At the same time, we began developing frameworks around forms, lead qualification, and sales handoffs—critical steps for a company with a strong sales culture.
To bridge the gap between their leadership’s slow decision-making and the team’s eagerness to move forward, we acted as both guide and accountability partner. By setting expectations and creating a roadmap, we gave their team a direction they could trust.
This project wasn’t about a flawless onboarding—it was about building resilience and momentum inside a company that had every reason to stall out. The combination of strategic direction, technical troubleshooting, and incremental wins allowed the client to not only push through their challenges, but also to see the value of HubSpot much sooner than they thought possible.
For a company built on logistics—where efficiency and seamless operations are everything—the ability to align marketing and sales under one system was more than just an upgrade. It was the first step toward transforming how they connect with their customers, measure success, and scale with confidence.