From Silos to Strategy: A HubSpot RevOps Transformation

From disconnected tools to a unified RevOps engine

The hero

A mid-market financial services firm found themselves at a crossroads. With a mix of experienced marketers and newer team members, they had the talent but not the tools to execute modern campaigns effectively. Their CRM and marketing automation platform were disconnected, their reporting was fragmented, and the team felt like they were constantly in catch-up mode instead of moving forward with strategy.

Despite being committed to growth, their marketing team relied heavily on IT for technical tasks like domain authentication, which slowed momentum. Campaign execution was manual, inconsistent, and dependent on too many systems that didn’t speak the same language.

They needed more than a tool—they needed a guide to unify their data, upskill their team, and build a foundation that would scale with their business.

The problem

• External: Their systems were siloed, making campaigns inefficient and measurement unreliable.
• Internal: Skill gaps and IT dependencies slowed the team’s ability to launch and scale effectively.
• Philosophical: Accepting disjointed systems was limiting growth potential.

The guide

Media Junction acted as both coach and collaborator, providing hands-on HubSpot expertise while building the team’s confidence.

The plan

1. Dual-track onboarding paths for advanced and beginner users.
2. Project-based learning anchored in a live campaign build.
3. Targeted accelerators with IT collaboration to keep progress moving.

The action

• Imported and cleaned contacts; authenticated domains and email settings.
• Launched a test campaign to prove out the system.
• Built the foundation for lead qualification workflows.
• Delivered tailored resources to bridge team skill gaps.

The result

• Team empowered with aligned processes and new confidence.
• Core setup completed, including reporting dashboards.
• A clear roadmap for advanced automation and loyalty workflows.

The transformation

Before: Disconnected tools, IT dependencies, frustrated team.
After: Unified HubSpot foundation, confident marketers, and a plan for scalable growth.