Anonymised Client Profile

Industry Digital Media / Advertising Services
Years in Business 6 + Years
Client Location Chandler, AZ
Organisation Size 2–9 Staff
Background

About the Organisation

A digital marketing agency focused on lead generation, social media strategy, and content creation for fitness, martial arts, and membership-based businesses. The agency helps local businesses grow through services such as landing page design, paid advertising, and marketing automation.

The Challenge

Fragmented Systems, Missed Opportunities

The agency was operating with multiple disconnected tools—including GoHighLevel, Notion, ClickUp, and Twilio—which resulted in fragmented processes across teams. Marketing, sales, onboarding, and service activities were managed in separate systems, making operations inefficient and difficult to scale.

Key challenges included:

  • Marketing, sales, onboarding, and service managed across different tools
  • Limited email automation capabilities
  • No structured sales pipeline to track opportunities
  • Leads falling through the cracks due to lack of automated follow-ups
  • Poor reporting and limited visibility into performance
  • Manual data transfer required between systems
Technology Stack

Products Used

HubSpot Marketing Hub Professional HubSpot Sales Hub Professional HubSpot Service Hub Professional HubSpot Content Hub Professional HubSpot Data Hub Professional HubSpot Commerce Hub Professional Marketing SMS Long Code Add-On
Our Approach

What Girikon Implemented

To streamline operations and create a unified system, a full HubSpot ecosystem was implemented to manage the entire customer lifecycle—from lead generation to post-sale service.

Centralized CRM System

Implemented HubSpot as a single platform to manage marketing, sales, onboarding, and customer service processes.

Marketing Automation

Built email workflows, nurture sequences, and automated follow-ups to ensure consistent lead engagement.

Sales Pipeline Management

Designed a structured sales pipeline within Sales Hub to track prospects from inquiry to deal closure.

Service Management

Configured Service Hub with ticket pipelines and a chatbot to manage customer support and post-sale interactions.

Measurable Impact

The Results

Following implementation, the organization experienced measurable improvements in marketing and sales performance

Faster Lead-to-Sale Conversion

Automated workflows and structured follow-ups accelerated deal progression.

Improved Operational Visibility

Clear insights across sales and service pipelines improved decision-making.

Centralized Reporting

Leadership gained access to unified dashboards and performance tracking.

Stronger Customer Retention

Consistent post-sale engagement improved long-term client relationships.

Higher Client Engagement

Automated email and SMS communication increased response rates and engagement.

Client Feedback

Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.

Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA

See How Girikon Can Help Your Organisation

Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.

HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations