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HubSpot, Salesforce, email & SMS

HubSpot CRM
for small business
that never drops a lead

HubSpot and Salesforce set up, integrated and adopted by your team, with email and SMS flows that follow up in minutes and turn leads into revenue.

2×+

enrollment, ABS French School

Immediate

client conversions after HubSpot training, Hayoon Kane Law Firm

Front desk team managing patient follow-up in a CRM

S-05 / HubSpot CRM & email · Photo: Christiann Koepke / Unsplash

Sounds familiar?

Signs your small business needs a CRM

If two or more of these are true, this is usually where growth is leaking.

01

Leads live in inboxes, spreadsheets and sticky notes.

02

Follow-up depends on who is at the front desk.

03

You pay for HubSpot and nobody uses it.

04

You can’t see which campaigns become customers.

Free CRM audit

See how many more leads your follow-up could convert.

A free, no-obligation audit. We reply within 1–2 business days with where growth is leaking and what we’d fix first.

Everything it takes, one team

What our HubSpot CRM setup includes

Pick the pieces you need or let us run all of it. Every piece answers to the same revenue target.

01

CRM setup & migration

HubSpot or Salesforce configured, data cleaned and migrated.

02

Pipelines & intake

Lead routing, stages and tasks so every inquiry has an owner.

03

Email & SMS automation

Nurture, reminder and re-engagement flows that run on their own.

04

Integrations

Website forms, booking, phone and ad platforms connected.

05

Reporting

Source-to-revenue dashboards your team actually opens.

06

Training & adoption

Manuals and hands-on training so the system sticks.

Four steps. No mystery.

How we set up HubSpot CRM, in four steps

From audit to monthly reporting, you always know what we’re doing and why.

Step 01

Map

Your lead flow, from first touch to paying customer.

Step 02

Build

CRM, pipelines, automations and integrations.

Step 03

Train

Team training and documentation.

Step 04

Improve

Monthly reviews of conversion and follow-up speed.

Proof, not promises

HubSpot CRM results from real clients

Every number belongs to a named client. If it isn’t measured, it isn’t here.

Xfit Golf Lab website homepage

Golf coaching / Education

XFIT Golf Lab

HubSpot set up behind a new brand, website and Google Ads launch, so every swing-analysis inquiry is captured and followed up, in English or Korean.

1:1 every inquiry tracked to a coach
EN / KO follow-up for two coaching audiences
More trade school and preschool work →
Au Beau Séjour French Preschool website homepage

Preschool / Education

Au Beau Séjour French Preschool

HubSpot setup with email marketing that turns website visitors into enrolled families, and now manages a waitlist for the third campus.

2×+ enrollment, both campuses full
90 families on the campus-three waitlist
More trade school and preschool work →
Hayoon Kane Law Firm website homepage

Law firm / Immigration

Hayoon Kane Law Firm

We migrated the firm to HubSpot, set up the pipeline, and trained the intake team on a sales process and follow-up. Clients converted from the start, and the firm now runs Marketing Hub Professional campaigns and automations.

Immediate client conversions
Pro Marketing Hub campaigns & automation
More small law firm work →

Want results like these? Get a free audit and a plan built for your business.

Book a free growth audit →

Questions we hear most

HubSpot CRM questions, answered

Straight answers to the questions owners ask us before they hire an agency.

Is HubSpot worth it for a small business?

If you have more leads than you can follow up by hand, usually yes. We help you choose the tier you actually need.

Can you fix a HubSpot account we already have?

Yes. Much of our CRM work starts with cleanup: duplicate contacts, broken properties, unused pipelines and missing integrations.

Can a CRM be HIPAA-conscious?

Yes, with the right configuration and agreements, and by keeping protected health information out of marketing tools. We set this up for healthcare clients.

Do you work with Salesforce too?

Yes. We implement and integrate both HubSpot and Salesforce.

Still have a question? Ask us directly →

Free CRM audit

Get a free CRM audit.

Tell us where you are and where you want to be. We reply within 1–2 business days with a short audit of where your growth is leaking and what we’d fix first.

Based in California · Serving small businesses across the US

No obligation · Reply within 1–2 business days · We never share your information.

WorkOnward

Development Included:

  • Market Research & Competitive Analysis
  • Repositioning the Brand
  • Created a Strong and simple message “Your Job, On the Map”
  • UX Update on Both Website and App
  • SEO Keyword Strategy and Optimization
  • Created a Job Applicant Funnel and Employer Funnel
  • Implemented Hubspot CRM to manage leads
  • Ran Google Ads and created Ads assets
  • Fostered additional investments from VCs

Results: Improved branding and website, as well as optimized SEO to drive online e-commerce sales.

Brazilian Wax Studio LA

Development Included:

  • Website Redesign & Relaunch
  • Rebrand & New Brand Guide
  • Customer Personas and Market Research
  • Creation and management of GA4 PPC Campaign
  • Full Marketing Campaign Deployment and Management
  • SEO Plan & Content Execution
  • SEM & UX Updates to Drive Leads

     

Results: Improved branding, website, and optimized SEO to drive online e-commerce sales.

Hawaii Elite Chiropractic

Development Included:

  • Website Redesign & Relaunch
  • Rebrand & New Brand Guide
  • Customer Personas and Market Research
  • Digitizing The Scheduling Process
  • SEM & UX Updates to Drive Leads

Results: Improved branding, website, and optimized SEO to drive online e-commerce sales.

Committee for Human Rights In North Korea

Development Included:

  • Website Redesign & Relaunch
  • CMS implementation
  • Staff training
  • SEO Optimization
  • Integration of an online donation platform
  • SEM & UX updates to drive membership

Results: The new website relaunch enabled web content to rank on Google and increase the presence of the organization. 

FITTEM

Development Included:

  • Website Redesign & Relaunch (Shopify)
  • Total Rebrand Including Brand Guide
  • Creation of Brand Mascot
  • Market Research & Competitive Analysis
  • Created a Strong and Simple Message
  • Provided Wholesale Channel Strategy & Sales Collateral
  • E-Commerce Build & Integration
  • SEM & UX Updates to Drive Leads

Results: Improved branding and website, as well as optimized SEO to drive online e-commerce sales. Established first-ever online sales for the company and opened the doors to the first retail buyers. 

A+ Nail School

Development Included:

  • Website Redesign & Relaunch
  • Total Rebrand
  • Paid Ads
  • SEO Strategy
  • Employed Sales Strategy

Results: A refined brand presence and increased revenue via funnel and sales development. 

What Now?

Sit Back, Relax, & We'll Get Back To You In 1-2 Business Days.