Like many startups, this team had assembled a tech stack on the fly. Their website ran on Webflow, emails went through Mailchimp, and social posts were managed with Loomly. Each tool worked well on its own, but together they created data silos that made it nearly impossible to run integrated campaigns or get a single source of truth.
The lack of integration meant key processes were still manual. For example, new users had to be manually enrolled into email campaigns—a time-consuming step that slowed down outreach. Event registration was another pain point, as the team struggled to figure out how to use HubSpot’s native tools effectively.
On top of these technical challenges, the team faced a steep learning curve. They were brand new to HubSpot and overwhelmed by features like landing pages, forms, and reporting. Without a clear plan, their onboarding stalled before it even began.
Instead of starting with abstract training, the consultant guiding their onboarding took a hands-on, project-based approach. The team’s first win was building a fully functional demo request campaign directly inside HubSpot. Together, they created a landing page, a meetings link, and an automated follow-up email—showing the team exactly how HubSpot could replace their patchwork of tools.
Once that foundation was in place, the consultant focused on workflows and automation. By demonstrating how to automatically enroll new contacts into sequences and track calls through the meetings tool, they transformed clunky manual processes into seamless, repeatable systems. They also consolidated tools, moving social posting into HubSpot and integrating Google Analytics for deeper insights.
What had once been a maze of disconnected tools was now a single, organized platform. The team walked away not just with better systems, but with the skills to keep improving on their own.
This case shows how even the most innovative companies can struggle with operational bottlenecks if their tools don’t talk to each other. By focusing on practical, real-world use cases instead of theory, this startup moved from scattered and reactive marketing to a scalable, integrated system.
For startups and mid-sized companies alike, the lesson is clear: centralizing your marketing stack isn’t just about saving time—it’s about giving your team the confidence and clarity to grow.