The challenge: siloed tools and mounting inefficiencies
The client, a US-based startup, was in the middle of a CRM transition. They had started moving away from Salesforce but were stuck with fragmented tools, a Wix website, and a standalone blog. Tracking leads across franchisees was inconsistent, sales reporting was unreliable, and onboarding new team members lacked structure.
At the same time, the company’s marketing team was uneven in experience. Their Director of Marketing had prior HubSpot exposure, but other team members were just getting started. Without a clear campaign strategy or a training roadmap, the team was left frustrated and underutilizing their investment in HubSpot.
The solution: strategic integration and hands-on onboarding
The first order of business was to stabilize the CRM transition. Instead of rushing into campaigns, the focus was on setting up a proper Salesforce-to-HubSpot integration, enabling bidirectional data sync for full-circle reporting. The team also received clear guidance on how to import legacy Salesforce contacts, including practical recommendations such as using Kickbox to verify emails before importing to prevent high bounce rates.
Training followed a project-based approach. Rather than abstract sessions, the team was guided through building a real, bottom-of-the-funnel campaign. This included creating a dedicated landing page, connecting automation workflows, and seeing firsthand how HubSpot could replace manual work with structured processes. By cloning and repeating this campaign, the team learned how to replicate success and scale campaigns efficiently.
To ensure adoption stuck, the consultant also delivered focused HubSpot training. Topics included list segmentation, email campaigns, and workflow automation—essential building blocks that gave the team both confidence and clarity.
The results: automation, efficiency, and an empowered team
By the end of the onboarding, the startup had more than just a working system. They had a functioning admissions funnel with an automated response process, saving time and reducing errors. The integration ensured sales and marketing data finally aligned, giving leadership real visibility through connected dashboards.
The team also gained confidence in using HubSpot as their central system. They now had a clear roadmap for scaling campaigns, improving their data hygiene, and exploring advanced features like CMS migration and content marketing. What once felt like a tangled web of disconnected tools was transformed into a connected, growth-ready system.
Why it matters
This story highlights a challenge many businesses face: investing in powerful platforms like HubSpot but struggling to unlock their potential. The difference for this client was a step-by-step, project-based onboarding that balanced strategic integration with tactical execution. Instead of just flipping the switch, they built skills, confidence, and a sustainable system they could carry forward.
Call to action
media junction® helps companies like this transform fragmented systems into streamlined growth engines through strategic HubSpot onboarding, integration, and training.
