The challenge: silos, stalled onboarding, and missing strategy
The agency relied on a patchwork of tools. Their website lived on WordPress, social campaigns ran through Loomly, and sales data was trapped in a legacy CRM. Each system worked in isolation, leaving their team without a single source of truth. Leads from WordPress forms often disappeared into the void, and they lacked visibility into the full customer journey.
At the same time, their HubSpot portal was messy from a midstream implementation. Data was inconsistent, reporting was unreliable, and onboarding had stalled. Leadership knew HubSpot could be powerful, but without a clear strategy, their investment sat idle.
The solution: hands-on onboarding with real-world campaigns
Rather than deliver generic training, the onboarding plan was intentionally project-based. Together, we worked side by side with the client’s team to build a demo request campaign—a practical exercise that included a HubSpot landing page, meetings link, and automated email follow-up. This gave the team an immediate, tangible win while showing what a fully connected HubSpot campaign could do.
We also helped them connect their domains, social accounts, and data into a single HubSpot hub, replacing fragmented processes with an integrated system. Training sessions focused on core HubSpot features—campaign management, personas, reporting, and workflows—so the team could see their actual data come to life instead of abstract examples.
The results: clarity, automation, and a roadmap for scale
By the end of onboarding, the agency had transformed its scattered tech stack into a functional HubSpot-powered marketing hub. Their demo request campaign ran smoothly with automated emails replacing manual follow-ups. The team learned how to manage forms, landing pages, and campaign reporting, giving them visibility into performance they had never had before.
More importantly, they left with a roadmap. With confidence in HubSpot basics, they were ready to explore advanced tools like AI-driven content creation and sales sequences. The agency’s messy, half-implemented CRM was now a launchpad for growth.
Key measurable outcomes
| Metric |
Outcome |
Source |
Confidence |
| Campaign automation |
Demo request campaign built with landing page + automated email |
Case study draft |
5 |
| Data visibility |
Improved use of forms, landing pages, reporting |
Case study draft |
4 |
| Team enablement |
Roadmap for exploring AI tools + sales sequences |
Case study draft |
3 |
Why it matters
For professional services firms operating at the high end of their industry, credibility depends not just on talent but on seamless client experiences. Without integrated systems, even the best agencies risk losing leads and missing opportunities. By taking a hands-on approach to onboarding—building campaigns together instead of teaching in theory—media junction® helped this client move from disorganized systems to a scalable, automated marketing engine.
The lesson is simple: start with a practical, high-value use case, and use it to build both skills and confidence. Once the foundation is strong, the path to advanced growth tools becomes clear.
