The Challenge
A well established agency operating across ecommerce growth and hiring services reached a point where they needed both strategic clarity and operational improvement. They wanted to identify which new verticals offered the strongest near term opportunity, and their HubSpot CRM was underutilised, with suspected lead leakage as a result.
The Approach
Conducted a structured assessment of emerging market verticals and recommended the coaching industry as a high potential, underserved niche, still in early adoption with strong demand and relatively low agency competition. In parallel, performed a thorough audit of their HubSpot setup: reviewed pipeline stages, contact management, automation, and reporting. Delivered a detailed CRM strategy and SOPs.
The Results
Two distinct, actionable deliverables from a single engagement, a niche roadmap to guide strategic direction, and a CRM action plan to improve operational execution and prevent pipeline leakage going forward.
Testimonial
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