Standalone Project

HubSpot CRM Assessment & Implementation Strategy

A HubSpot CRM audit and strategy roadmap for a cannabis recruiting firm scaling through an industry boom.

Clients & sponsors

1 relationship

Flower HireClient

Project details

Capabilities and tools

Core work

CRM Implementation Process Optimization & Automation

Supporting work

Process Documentation Account Management

Tools used

Google Docs HubSpot Miro

Selected work

Work examples

Project materials, event moments, and delivered work connected to this record.

HubSpot CRM Assessment & Implementation Strategy work example

Case study

How the work came together

Work summary

Brought on to audit and revamp the firm's HubSpot CRM. The strategy covered lead scoring, data enrichment, and segmentation, along with complex integrations for Bullhorn (applicant tracking) and Telegram. The project delivered a comprehensive roadmap for sales cycle management and compliance.