Promotional Products Firm Builds Lead Capture & Reporting in HubSpot

The challenge: silos and stalled momentum

The company was working with a fragmented tech stack: customer data lived in Dynamics, marketing efforts were ad hoc, and their custom website lacked built-in lead capture forms. As a result, the team struggled with:

• No single view of the customer journey
• A large but unsegmented contact list that was difficult to manage
• A lack of conversion points on the website, making lead capture inefficient
• Onboarding hurdles, including stalled domain setup and no clear roadmap for campaigns

While their core business continued to grow steadily — with an estimated 11–50 employees and annual revenue between $6–7M — their marketing infrastructure was holding them back.

The solution: hands-on onboarding and practical training

• Technical setup: Guided the team through domain setup, email configuration, and the migration of contacts into HubSpot. This step alone helped eliminate some of the most pressing operational barriers.
• Practical lead generation system: Built a landing page, a lead capture form, and an automated email confirmation workflow. This not only demonstrated HubSpot’s automation capabilities but also provided a working campaign template the team could replicate.
• Targeted training: Delivered focused sessions on list segmentation, email marketing, and foundational workflows, with additional resources from HubSpot Academy for self-paced learning.

The hands-on, project-based approach proved especially effective. Instead of abstract lessons, the team was building real campaigns as they learned.

The results: a working system and a roadmap for growth

• A live campaign with automated responses to new inquiries
• Better data management through connected subdomains and reporting dashboards
• An empowered team that understood not just the “how,” but also the “why” of their new processes

Equally important, they had a clear roadmap for their next phase: deeper segmentation, content marketing, and potentially migrating their entire website to HubSpot CMS.

Key metrics snapshot

Why it matters

This transformation shows how even established, award-winning companies can be slowed down by disconnected systems. By focusing first on immediate operational fixes and then layering in training and strategic planning, the company now has the tools and confidence to scale its marketing efforts.

It’s a reminder that digital transformation doesn’t need to start with sweeping changes. Sometimes, the biggest impact comes from a single working campaign that proves the path forward.

Call to action

If your business is wrestling with disconnected tools and ad hoc marketing, media junction® can help you map a clear, practical path to a connected digital future.