Real Business Problems. Practical, Scalable Solutions.

How We Turn Operational Friction Into Growth

From quoting bottlenecks to multi-location marketing alignment and custom-built client portals — our solutions are built for the messy middle, not just the playbook. These anonymized case studies show how we work side-by-side with teams to simplify operations, unify platforms, and unlock growth.

 

Sales Process Marketing Alignment Portal Development

Quoting Overhaul Helps Oilfield SMB Unlock 30% Revenue Growth

Client Type:
SMB in Oilfield Services — Western Canada

Challenge:
Manual quoting via Outlook, Excel, and Word was leading to week-long delays, missed deals, and no follow-ups.

Solution Highlights:
→ Webform + automated calculator
→ Quote & SOW templating in HubSpot
→ Outlook integration + CRM cleanup
→ Workflow-powered follow-up

Outcome:
Quote response time cut from 7 days to < 24 hrs
+30% increase in revenue from smaller projects

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Marketing Alignment for Dental Group Reduces Internal Friction and Strengthens Brand Identity

Client Type:
Dental Group with 5 locations — Southern Alberta

Challenge:
Disconnected campaigns and conflicting messaging across clinics caused confusion and internal tension. Office managers lacked visibility into centralized marketing efforts.

Solution Highlights:
→ HubSpot Marketing Hub Enterprise setup
→ Website migration from WordPress to CMS Hub
→ Unified campaign calendar and lead workflows
→ HubSpot → Dentrix contact sync

Outcome:
Clearer communication, increased team trust, and consistent branding across locations

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Custom Client Portal Sets Photography Brand Apart from Competitors

Client Type:
Photography Business — United States

Challenge:
Siloed tools (HubSpot, Wrike, AWS) and scattered communication caused service breakdowns, refunds, and bad reviews.

Solution Highlights:
→ Fully custom client + team portal built inside HubSpot
→ Serverless CRM functions, custom objects, and automation
→ Intake forms, dashboards, notifications, and file sharing
→ Eliminated reliance on Wrike and AWS for collaboration

Outcome:
Streamlined collaboration, standout customer experience, and unified system built entirely in HubSpot

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