Real work. Real constraints. Real results.
These examples highlight how we partner directly with teams to design, build, and refine the systems behind sustainable growth—no handoffs, no fluff.
HubSpot / CRM
Implementations & Integrations
From complex migrations to custom API integrations, these examples show how we turn HubSpot into a connected system that teams can actually rely on.
Vacation Rental & Travel Brand – HubSpot Integration and Sales Hub Implementation
Scope: Comprehensive HubSpot implementation serving as a unified operational hub for inbound marketing, outbound campaigns, booked stays, and reporting.
Key Actions: Built a custom API integration with the client’s property management system to sync guest, reservation, home, and owner data into HubSpot. Unified this data with the marketing funnel, new owner/property acquisition funnel, and configured separate ticketing pipelines for guest and owner support, each with custom workflows and SLAs.
Outcome: Delivered full visibility across the guest stay lifecycle—from marketing source to post-stay experience—enabling advanced reporting, faster support response times, and true end-to-end operational insight across departments.
Enterprise Client – Large-Scale Data Migration and SAP Integration
Scope: Migration from legacy email and CRM systems into HubSpot with a custom on-premise SAP integration.
Key Actions: Created a data dictionary and mapping plan for 100K+ contact records across two systems. Developed webhooks for custom endpoints to connect with the client’s on-premise SAP environment. Migrated seven years of historical data (2.1M records) and established custom reporting dashboards and team permissions.
Outcome: Seamless migration of massive datasets and a stable, API-driven foundation for ongoing synchronization, reporting, and automation within HubSpot.
Global Nonprofit – CRM Rescue & Adoption Turnaround
Scope: Mid-project rescue of a HubSpot onboarding for a global, mission-driven nonprofit with a complex tech stack.
Key Actions: Reestablished stakeholder trust, clarified goals, and led a technical deep dive with the internal engineering team. Redesigned HubSpot’s object structure, completed data imports, and launched MVP ahead of schedule. Conducted staged trainings to drive adoption and confidence.
Outcome: Fully launched, integrated HubSpot instance delivered on time after months of delay, regaining client trust and creating a sustainable foundation for adoption and fundraising visibility.
Real Estate & Rental Management Software Build
Scope: Custom software built on top of HubSpot to manage rental operations and communication between tenants and owners.
Key Actions: Collaborated closely with the client and multiple developers to design and deliver features such as tenant/owner dashboards, cross-messaging, email automation, authentication, and advanced payment processing.
Outcome: Delivered a fully functional, HubSpot-integrated software layer that automated and tracked key rental management workflows and communications.
Home Maintenance Platform– Custom HubSpot Portal Development
Scope: Designed and developed a user-facing portal within HubSpot that allows homeowners to log in, track projects, review contractors, and view upcoming maintenance needs.
Key Actions: Partnered with the client on data architecture, UI/UX design, and portal development, integrating user actions with HubSpot CRM data. Built analytics to monitor contractor performance, user activity, and engagement trends.
Outcome: Delivered an interactive portal that gives both users and the company real-time visibility into home maintenance activity, service history, and engagement—all powered by HubSpot.
Custom Integrations & Data Engineering
This work shows how we engineer integrations that unlock reporting, automation, and visibility from data that was previously siloed or inaccessible.
High-Volume ERP Integration for Data Reporting
Scope: Custom-built integration for importing multi-gigabyte data sets from a legacy ERP system into a CRM for reporting and automation.
Key Actions: Architected an optimized solution using advanced API methods to handle millions of row creations and updates per day while minimizing API call volume.
Outcome: Enabled reliable, automated data flow from ERP to CRM, allowing real-time reporting and action automation on previously inaccessible data.
Vacation Rental– HubSpot as Single Source of Truth
Scope: Implemented HubSpot as the central CRM connecting inbound marketing, booked stays, and operational reporting.
Key Actions: Led discovery to identify missing data visibility; created custom objects for customers, deals, and reservations; configured pipelines and dashboards to visualize the full booking lifecycle.
Outcome: Empowered the client with real-time data insights, enabling more informed business decisions and reducing reliance on manual data collection.
Marketing, AEO, SEO & Content Strategy
These examples show how we help teams remove content bottlenecks, improve SEO and AEO performance, and turn strategy into consistent, sustainable growth.
Accounting Client - Content Bottleneck Workaround
Scope: Helped a client overcome delays in blog production due to limited internal bandwidth.
Key Actions: Introduced a lightweight content handoff workflow, converting bullet-point notes into polished drafts with minimal client effort.
Outcome: Increased publishing cadence from biweekly to weekly, maintaining quality while freeing up the client’s subject-matter expert.
Waste Management Client - Blog Cannibalization Fix
Scope: Addressed declining SEO performance caused by redundant content.
Key Actions: Consolidated overlapping blog posts into a single authoritative article and redirected duplicates.
Outcome: The updated post ranked #1 on Google, driving sustained organic traffic and lead growth.
Accounting Client - Internal Linking Strategy
Scope: Improved SEO structure and topic authority through internal linking and content clustering.
Key Actions: Implemented a topic cluster model, connecting related posts to pillar content with optimized anchor text.
Outcome: Increased visibility of long-tail keywords and improved rankings for key service topics.
Telecom Agent Client - SEO & Visibility Growth
Scope: Boosted visibility and brand authority for an established company through advanced SEO strategy.
Key Actions: Optimized key content clusters and earned featured snippets and #1 positions for core keyword targets.
Outcome: Search became the top acquisition channel, driving ~65% of total monthly traffic.
Fashion Client - Kickstarter Go-to-Market Campaign
Scope: Launched a brand-new fashion startup on Kickstarter with an aggressive 40-day go-to-market plan.
Key Actions: Executed A/B-tested social ad campaigns, segmented targeting by interest group, and built an omnichannel organic content strategy.
Outcome: Campaign became the best-selling dress in Kickstarter history at the time, surpassing all initial funding goals.
Operational Efficiency & System Design
This work shows how thoughtful system design and automation can remove friction, clarify ownership, and support better decision-making.
Accounting Client – Content Automation & Workflow Optimization
Scope: Improved marketing team efficiency by automating repetitive publishing tasks.
Key Actions: Designed automated blog workflows, approval notifications, and content status dashboards within HubSpot.
Outcome: Reduced production bottlenecks and increased collaboration between partners, marketing, and editors.
Real Estate Client – Custom Reporting Dashboards
Scope: Developed cross-object dashboards to connect sales, marketing, and customer service data.
Key Actions: Built lifecycle and attribution reports linking lead source to closed revenue; designed property-level reporting models.
Outcome: Provided end-to-end visibility for leadership, improving data-driven decision-making and resource allocation.
Curious what this could look like for your team?
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