Hubxpert

BACKGROUND

Please describe your company and position.

I am the Digital Marketing Manager of Catalyic Security

Describe what your company does in a single sentence.

Catalyic Security is a cybersecurity firm.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hubxpert to accomplish?

• Hubspot Implementation
• Hubspot Training

SOLUTION

How did you find Hubxpert?

Online Search

Why did you select Hubxpert over others?

• Close to my geographic location
• Pricing fit our budget

How many teammates from Hubxpert were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They provided support for the full implementation, configuration, and adoption of the HubSpot CRM platform for both the Sales and Marketing teams. The objective is to ensure the CRM is set up according to the company’s operational needs, streamline workflows, improve lead management, and provide teams with the knowledge and training required to effectively use HubSpot in daily operations.

Scope of Work Details
1. HubSpot CRM Setup & Configuration
- Configure core CRM settings, including company profile, branding, and user permissions.
- Set up contact, company, and deal properties tailored to business requirements.
- Import and clean existing customer and prospect data (contacts, companies, deals).
- Build pipeline(s) for Sales, including stages, deal properties, and automation rules.
- Set up Marketing tools (lists, segmentation, forms, landing pages, and email templates).
- Connect business emails, calendars, and integrations needed for seamless CRM usage.
- Configure lead capture forms and integrations from website or third-party tools.
- Ensure data structure aligns with reporting needs and business workflows.

2. Sales Enablement Setup
- Create customized sales pipeline and deal stages.
- Develop automated task reminders, deal workflows, and follow-up sequences.
- Set up meeting links, email templates, and snippets for the sales team.
- Configure lead scoring and qualification rules (if required).

3. Marketing Implementation
- Set up marketing email templates and subscription types.
- Configure marketing automation workflows for lead nurturing.
- Create segmented lists for campaigns (e.g., leads, customers, cold leads).
- Set up tracking (UTM, analytics, website activity tracking).
- Assist in setting up dashboards for campaign performance monitoring.

4. Reporting & Dashboards
- Build custom dashboards for Sales, Marketing, and Management teams.
- Implement analytics and reports for:
- Lead sources
- Deal progress
- Sales performance
- Marketing email performance
- Pipeline forecasting

5. Training & Knowledge Transfer
They provided hands-on training for the Sales and Marketing teams to ensure smooth onboarding and adoption of the CRM.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project delivered measurable improvements across both sales and marketing operations. HubSpot’s implementation enabled centralized data visibility, resulting in more accurate reporting and faster decision-making. Sales efficiency improved through automated workflows and a structured pipeline, leading to quicker follow-ups and better lead management. Marketing performance tracking also became more precise, allowing the team to monitor campaign results and engagement in real time. Overall, the successful rollout and user training contributed to higher CRM adoption rates and a more streamlined, data-driven workflow across the organization.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Hubexpert demonstrated strong project management throughout the engagement. They maintained a well-structured timeline, delivered each milestone on schedule, and proactively communicated progress at every stage. Their team was highly responsive to our needs, quickly addressing questions, adjusting configurations when required, and offering practical guidance to ensure the CRM setup aligned with our workflow. Their organized approach and timely delivery helped the implementation run smoothly and efficiently.

What was your primary form of communication with Hubxpert?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most about Hubexpert was their deep understanding of HubSpot and their ability to translate complex CRM capabilities into practical, easy-to-use solutions for our team. Their combination of technical expertise, responsiveness, and genuine commitment to our success set them apart.

Are there any areas for improvement or something Hubxpert could have done differently?

Everything was perfect.

BACKGROUND

Please describe your company and position.

I am the Co-Owner of White Villas Turks and Caicos

Describe what your company does in a single sentence.

Villas Resort shirt term rental

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hubxpert to accomplish?

• Complete HubSpot implementation and configuration
• Advanced email automation workflows
• Relationship marketing strategy development
• Complete automation of our daily operations
• Real-time financial tracking and automated reporting

SOLUTION

How did you find Hubxpert?

Online Search

Why did you select Hubxpert over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Hubxpert were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We partnered with HubXpert to build a complex integration ecosystem connecting Guesty, Duve, HubSpot, StayFi, and QuickBooks. The results exceeded our expectations!

What they delivered:

Seamless integration of 5 different platforms
Complete HubSpot implementation and configuration
Advanced email automation workflows
Relationship marketing strategy development
Complete automation of our daily operations
Real-time financial tracking and automated reporting
360° customer management view

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Why we recommend them: 
✓ Expert HubSpot integration and setup 
✓ Sophisticated email automation that drives customer retention 
✓ Strategic relationship marketing approach that generates referrals 
✓ Technical expertise with complex multi-platform integrations 
✓ Professional project management throughout 
✓ Significant cost savings (reduced expenses by 2/3) 
✓ Transformative impact on our business operations

This integration ecosystem is as game-changing for our business as our previous major tech implementation. The team's dedication and technical skills have made what once seemed impossible a reality.

If you need reliable integration specialists who deliver results, look no further!

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very responsive and on-time delivery

What was your primary form of communication with Hubxpert?

Virtual Meeting

What did you find most impressive or unique about this company?

Good teamwork and good expertise

Are there any areas for improvement or something Hubxpert could have done differently?

Just continu like this..

BACKGROUND

Please describe your company and position.

I am the CEO of Leva Medical PC

Describe what your company does in a single sentence.

We specialize in surgical and non-surgical procedures. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hubxpert to accomplish?

• Website migration
• Custom API integrations to streamline operations
• Search engine optimization to improve visibility and lead generation

SOLUTION

How did you find Hubxpert?

Referral

Why did you select Hubxpert over others?

• Referred to me
• Company values aligned

How many teammates from Hubxpert were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

HubXpert managed the complete migration of our website to a new platform, ensuring zero downtime and preserving all existing data, media, and SEO value. Their team developed custom API integrations that connected our CRM, marketing automation, and analytics tools for a seamless flow of data across systems. In addition, they implemented a targeted search engine optimization strategy, including keyword optimization, technical SEO fixes, and content recommendations, which have already improved our search rankings and organic traffic.

Key deliverables included:

Full website migration with improved site speed, structure, and performance
Custom API integrations to automate workflows and enhance reporting capabilities
SEO audit, keyword targeting, and on-page optimization for priority pages
Ongoing technical support and clear communication throughout the project
HubXpert delivered each phase on time, exceeded quality expectations, and provided a level of service that instilled complete confidence in their expertise.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

100% uptime during website migration with zero data loss
Site speed improved by 42%, leading to faster load times and better user experience
Organic traffic increased by 35% within the first three months of SEO implementation
Lead conversion rate improved by 28% due to enhanced site structure and API-driven automation
Successful integration of CRM, marketing automation, and analytics systems, reducing manual data entry by over 50%

Describe their project management. Did they deliver items on time? How did they respond to your needs?

HubXpert’s project management was exceptional from start to finish. They set clear timelines, provided regular progress updates, and met or exceeded every deadline. Communication was proactive and transparent, with quick responses to questions and adjustments when needed. They demonstrated a deep understanding of our priorities, often anticipating potential issues and solving them before they became problems. Every deliverable was on time, on budget, and of outstanding quality, making the entire process stress-free and highly efficient.

What was your primary form of communication with Hubxpert?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed me most about HubXpert is the genuine care and attention they put into every aspect of the project. They treated my business as if it were their own, always going the extra mile to ensure everything was done perfectly. Their combination of technical expertise, proactive problem-solving, and personal investment in my success is rare to find. It never felt like just a client–vendor relationship—it felt like a true partnership built on trust, respect, and shared goals.

Are there any areas for improvement or something Hubxpert could have done differently?

Honestly, there’s very little I would change about my experience with HubXpert. If anything, I’d simply love to have started working with them sooner so we could have seen these results earlier. Their level of service and attention to detail left no real gaps or concerns—just a great outcome from start to finish.

BACKGROUND

Please describe your company and position.

I am the Marketing Automation Manager of DoubleCloud

Describe what your company does in a single sentence.

DoubleCloud is winding down operations. The company ceased creating new accounts on October 1, 2024, and will completely close on March 1, 2025. 

DoubleCloud specialized in data analytics infrastructure, offering managed services for open-source data technologies. Throughout its operations, DoubleCloud provided tools for building data pipelines, including solutions for data ingestion, storage, orchestration, ELT, and real-time visualization. The company was committed to helping businesses streamline and optimize their data operations with powerful, open-source-based technologies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hubxpert to accomplish?

• Workflows automations
• CRM Sales tool

SOLUTION

How did you find Hubxpert?

Online Search

Why did you select Hubxpert over others?

• High ratings
• Pricing fit our budget
• Great culture fit

How many teammates from Hubxpert were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Their work encompassed a variety of critical tasks, including setting up and refining complex automations to streamline our workflows, customizing and optimizing our CRM for more effective contact management, and developing detailed dashboards and reports for comprehensive performance tracking.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Hubxpert was instrumental in establishing critical processes and operations within our CRM, which significantly enhanced our efficiency and data organization. Thanks to their expertise, we implemented key automations that saved our team hours of manual work each week, improved lead tracking accuracy, and enhanced our ability to engage prospects and customers. Their work on dashboards and reports provided us with real-time insights, allowing for better-informed decisions and more effective goal tracking. As a result, our team saw notable improvements in both productivity and CRM utilization, driving stronger, more consistent engagement across our pipeline.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Hubxpert demonstrated excellent project management skills throughout our collaboration. They consistently delivered items on time and stayed proactive in communicating progress. We primarily communicated through Slack messages and screen-recorded videos, which kept feedback and instructions clear and streamlined. When needed, they were always available for brief online meetings to address any pressing issues or to clarify project details. Their responsiveness and adaptability made it easy for us to stay aligned and ensured our needs were met efficiently and effectively.

What was your primary form of communication with Hubxpert?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most about working with Hubxpert was their commitment to transparency and collaboration. Not only did they tackle tasks with expertise, but they took the time to explain their approach and process in detail. This willingness to educate us on how each solution was achieved fostered a real sense of partnership and helped us build our own knowledge and confidence in using HubSpot more effectively. Their close collaboration style made it feel like they were an extension of our team, always willing to go the extra mile to ensure our success."

Are there any areas for improvement or something Hubxpert could have done differently?

Honestly, there’s nothing that comes to mind for improvement. Our entire experience with Hubxpert was seamless from start to finish. They handled each aspect of the project smoothly, maintained open communication, and consistently delivered high-quality work that met or exceeded our expectations."

BACKGROUND

Please describe your company and position.

I am the Founder of Prospects Hive

Describe what your company does in a single sentence.

We are Lead generation and Automation Agency for B2B outbound marketing

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hubxpert to accomplish?

• Hubspot Automation for Running Sequences
• Data Sync in between Campaign and HubSpot

SOLUTION

How did you find Hubxpert?

Referral

Why did you select Hubxpert over others?

Good value for cost

How many teammates from Hubxpert were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Main part Was HubSpot and linkedIn campaign sync on Realtime

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Data sync properly and run the Linkedin Automation Trigger

And deduplication and relationship also works perfectly

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Always they were on time

What was your primary form of communication with Hubxpert?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their communication is impressive.

Are there any areas for improvement or something Hubxpert could have done differently?

Everything is going good

BACKGROUND

Please describe your company and position.

I am the Operations Manager of Matchbook

Describe what your company does in a single sentence.

Data enrichment platform

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hubxpert to accomplish?

• Implement best CRM practices and help set automation for sales

SOLUTION

How did you find Hubxpert?

• Online Search
• Other

Why did you select Hubxpert over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Hubxpert were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

HubSpot fix and clean up on some fields.

Set up automation for the deal pipelines.

Create a dashboard for reporting .

Implement other customize tasks as per request from different folks in the company

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The team successfully delivered on our requirements, responded promptly, and addressed gaps or unclear areas to ensure the outcomes met our expectations.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

It was a different scenario because their responsiveness was dependent on us, but they can always provide a timeline as to when they can deliver the tasks when we ask. They are very straightforward to work with. They are more on the executional side rather than talking. 

What was your primary form of communication with Hubxpert?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They are easy to work with, highly professional, and consistently follow through on commitments. 

Are there any areas for improvement or something Hubxpert could have done differently?

none

BACKGROUND

Please describe your company and position.

I am the Founder/CEO of Marketing Content Lab

Describe what your company does in a single sentence.

Marketing Content Lab is an AI-native content marketing platform. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hubxpert to accomplish?

• Implement subscriptions functionality
• Implement Stripe payments
• Integrate payments and subscriptions on our website/in our app

SOLUTION

How did you find Hubxpert?

• Online Search
• Upwork

Why did you select Hubxpert over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Hubxpert were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

HubXpert Agency built my payment and subscription/trial infrastructure with HubSpot and Stripe for my software platform. They fully integrated it with my app, including two-way sync to my MongoDB. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Hubxpert completed the project in a timely fashion and provided excellent documentation.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They delivered on time, responded to my concerns, and always got back to me in a timely fashion. 

What was your primary form of communication with Hubxpert?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I love that they always provided videos to demonstrate their work. 

Are there any areas for improvement or something Hubxpert could have done differently?

They provided excellent documentation, but I had to ask them for it. When I received it, I found it outstanding. But I wish they had provided it before I asked.

BACKGROUND

Please describe your company and position.

I am the Director of Technology of Cornerstone Licensing Services

Describe what your company does in a single sentence.

Business licensing outsourcing.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hubxpert to accomplish?

• Migrate CRM from D365 to Huspot
• On time
• Under budget

SOLUTION

How did you find Hubxpert?

Online Search

Why did you select Hubxpert over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Hubxpert were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Migrate data, customize forms, rebuild automations, build dashboards, train team. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Specific deliverables completed, on time, on budget. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Deliverables generally completed on time. In rare instances where there was a delay, there was prompt communication explaining why and providing anupdated timeframe. 

What was your primary form of communication with Hubxpert?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I was impressed by their good communication, impressive value for the price. 

Are there any areas for improvement or something Hubxpert could have done differently?

More rigerous quality testing of deliverables would have reduced revisions needed.

BACKGROUND

Please describe your company and position.

I am the Founding Partner of BrandGen.io

Describe what your company does in a single sentence.

Fractional CMO and Account-Based RevOps

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hubxpert to accomplish?

• HubSpot - complex process building
• Advanced HubSpot to other software API development
• Inbound Marketing and Account-Based as well as HubSpot engineering

SOLUTION

How did you find Hubxpert?

Referral

Why did you select Hubxpert over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Hubxpert were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

HubXpert is simply awesome to work with. For basic HubSpot implementations to complex process automations and API integrations, they can cover it all. They always find a solution and a way to make a project work and bring a lot to the table as a marketing and engineering partner.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Delivered at high quality, on time and budget.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They always respond well to opportunities to solve problems, are very creative and service oriented.

What was your primary form of communication with Hubxpert?

Virtual Meeting

What did you find most impressive or unique about this company?

The desire to deliver a positive outcome and the depth of the engineering bench.

Are there any areas for improvement or something Hubxpert could have done differently?

Not really, haven't had any issues to date.

BACKGROUND

Please describe your company and position.

 I am the CEO of a software company 

Describe what your company does in a single sentence.

We build operational software for Commercial Cleaning owners.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hubxpert to accomplish?

• Launch a new website on Hubspot
• Implement a product led motion

SOLUTION

How did you find Hubxpert?

Referral

Why did you select Hubxpert over others?

Referred to me

Describe the scope of work in detail. Please include a summary of key deliverables.

Taking a website from designs in Figma to a live website in Hubspot with a fully functioning self serve motion. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Delivery on time, on budget

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team were very responsive.  There was a lot of communication required between the design team, the operational team and Hubexpert.  They responded quickly and always provided additional information where necessary and helpful. 

What was your primary form of communication with Hubxpert?

Email or Messaging App

What did you find most impressive or unique about this company?

They were able to deliver on a very tight timeline. 

Are there any areas for improvement or something Hubxpert could have done differently?

A summary of what was completed to get the website launched (must haves) with a follow up on the nice to have's to optimize the site post implementation would be very helpful.