HubSpot Case Study

Clickstream Data Company: fragmented, multi-CRM to a unified CRM

Your Name

Problem Statement

Disconnected CRMs, manual processes, and missing lead intelligence prevented the marketing and sales teams from scaling efficiently or reporting confidently.

Objectives & Goals

Make HubSpot the system of record
Simplify complex customer journeys

Align marketing, sales, and leadership around one operating model
Build a CRM that could scale without adding manual effort

Our Process

Eisen Hover Matrix

Urgent

Not Urgent

Important

Not Important

Lead routing
Sales notifications
 → Automated

Funnel optimization
Scoring refinement
 → Now the team’s focus

Manual data cleanup
 → Eliminated

Spreadsheet tracking
 → Removed entirely

5 Why Analysis

Problem 1

Problem 2

Leads weren’t prioritized or routed properly.

There was no scoring or lifecycle clarity.

Workflows built tactically, not systemically.

No prior roadmap for HubSpot.

Root Cause: No single source of truth

Taskflows

Scenario 1 :

We developed a automated lead scoring system so the leads were sales-ready.

Sales Qualified Lead (SQL)

Lead Enters System

Score>=70=MQL,

Notify Sales

Score < 70 ≠ MQL

Lead Nurturing

Score >70=MQL,
Notifiy Sales

Assign to appropriate pipeline

Business Challenges
Initial Observations

Observations

48 Hours

delay in Sales Follow-ups

70%

of leads required manual intervention

15%

funnel clarity making performance reporting unreliable.

80%

of the customer journey was not automated. Forcing manual checks and increasing delays.

90%

leadership lacked real-time visibility into conversion rates, pipeline velocity.

Key stats from from our initial analysis