Hub Advisors

BACKGROUND

Please describe your company and position.

I am the President of Holistic Billing Services

Describe what your company does in a single sentence.

We provide medical billing management solutions to healthcare practices across the United States.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Hub Advisors to accomplish?

• Efficiency and price reduction

SOLUTION

How did you find Hub Advisors?

Online Search

Why did you select Hub Advisors over others?

Great culture fit

How many teammates from Hub Advisors were assigned to this project?

1 Employee

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

The engagement started with HubSpot — that was the priority. This included a full database cleanup and data hygiene pass, lifecycle stage configuration, lead source attribution setup, and building out the sales and marketing automations we had never gotten off the ground. Once that foundation was in place, the scope expanded to include Google Ads campaign management and SEO for HBS.

RESULTS & FEEDBACK

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

The most immediate and tangible result was the HubSpot cleanup. We had over 30,000 unused contacts in our portal that we were being charged for annually. After the cleanup phase, we were down to around 8,000 — reducing our HubSpot spend by approximately $22,000 on an annualized basis. Beyond the cost savings, we finally had a database we could actually segment and act on. Google Ads campaigns improved in performance relative to where they were before, and SEO work got underway with a clear baseline established. Overall the engagement brought real operational clarity to our marketing function.

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

Vic was consistently responsive and proactive. When issues came up he flagged them early and came with solutions. Deliverables were on schedule and communication was clear throughout.

What was your primary form of communication with Hub Advisors?

• Virtual Meeting
• Email or Messaging App

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

Hub Advisors' ability to connect HubSpot to the broader marketing picture was impressive. It wasn't just CRM work in isolation — he understood how the attribution data tied back to what we were spending on ads and what was coming in through SEO, and he made those connections visible and actionable. That's what made the engagement valuable beyond just a cleanup project.

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

Nothing significant. The onboarding documentation could be even more structured for clients less familiar with the tools, but that's a minor note on an otherwise strong engagement.

BACKGROUND

Please describe your company and position.

I am the CEO of Carolina Georgia Sound

Describe what your company does in a single sentence.

We provide expert installation and maintenance of critical communication and security systems for quick-service restaurants across the Southeast U.S., ensuring seamless operations and reliable service for our clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Outreach Mastered to accomplish?

• The primary objective was to create a scalable, repeatable outbound acquisition system for engaging high-level decision-makers in the quick-service restaurant industry.

SOLUTION

How did you find Outreach Mastered?

Online Search

Why did you select Outreach Mastered over others?

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

How many teammates from Outreach Mastered were assigned to this project?

1 Employee

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

At the beginning of the engagement, we had a consultation to define our ideal customer profile (ICP). Since we had never executed outbound sales before, one of the primary challenges was identifying the right decision-makers within our target companies. To address this, Outreach Mastered:

Developed a structured approach to identifying key decision-makers.
Launched an omnichannel outreach campaign, utilizing cold calls, cold emails, LinkedIn outreach, and SMS campaigns.
Conducted a large-scale prospecting initiative using cold calling to refine and target high-value contacts.
Used a referral-based strategy to gain insights from industry professionals and increase our credibility within enterprise accounts.
Created a repeatable outbound acquisition system tailored to our industry.
Scheduled meetings with high-level executives, including VPs of technology and heads of IT at major quick-service restaurant chains.

RESULTS & FEEDBACK

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

Successfully connected with 454 prospects within our target audience.
Achieved a 23-24% connection rate from our outreach list.
Booked meetings with high-level prospects, including VPs of restaurant technology and heads of IT at enterprise-level companies with 5,000+ employees.
Successfully engaged several government prime contractors, expanding our opportunities beyond private sector clients.

Successfully connected with 454 prospects within their target audience.

Achieved a 23-24% connection rate from their outreach list.

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

Project management was seamless. Everything was delivered on time, and communication was always direct and efficient. The CEO of Outreach Mastered personally handled all aspects of the campaign, ensuring that every stage was executed with precision. We primarily communicated through Slack, which allowed for quick adjustments and updates as needed.

What was your primary form of communication with Outreach Mastered?

• Virtual Meeting
• Email or Messaging App

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

The most impressive aspect of Outreach Mastered is their ability to secure meetings with extremely high-level executives—something we had not been able to accomplish through our own efforts. One of our key targets was the VP of Restaurant Technology at a well-known franchise with over 5,000 employees, and Outreach Mastered successfully booked that meeting. Their ability to leverage existing connections and insights from one contact to open doors with other decision-makers was invaluable.

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

Overall, the experience was highly positive. If anything, we would have liked to engage more people simultaneously, but we understand that our industry requires a more targeted, relationship-driven approach.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of Skyblue Digital

Describe what your company does in a single sentence.

Online acquisition services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRM Advisors to accomplish?

• The primary objective was to increase reply rates and set meetings with potential clients through improved cold email outreach.

SOLUTION

How did you find CRM Advisors?

Referral

Why did you select CRM Advisors over others?

Referred to me

How many teammates from CRM Advisors were assigned to this project?

1 Employee

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

We hired CRM Advisors to improve the effectiveness of our cold email outreach campaigns, with the goal of increasing the number of replies and setting up more meetings with CEOs in the B2B space.

CRM Advisors conducted a two-hour consultation with us, analyzing our Ideal Customer Profile (ICP), buyer personas, email copy, and infrastructure. They identified key areas for improvement and introduced strategies for massive personalization using AI tools. The main deliverable was a revamped email outreach strategy that resulted in significantly improved engagement and response rates.

RESULTS & FEEDBACK

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

The campaign sent 150 personalized emails, resulting in 11 replies and 2 meetings set with CEOs, achieving our goal with a smaller email volume than before.

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

CRM Advisors were extremely responsive and attentive to our needs. They delivered the consultation and recommendations promptly and provided ongoing support throughout the process.

What was your primary form of communication with CRM Advisors?

Virtual Meeting

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

Their ability to personalize emails at scale using AI, combined with their deep understanding of cold outreach strategies, was the most impressive aspect of working with CRM Advisors.

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

The experience was highly positive, but incorporating additional training on how to maintain personalization in future campaigns would have been helpful.