Automated Workflows & an Optimized Sales Pipeline

Before working with ProfitPad, we knew we had a lot more potential in HubSpot than we were actually using. We had Sales Hub Enterprise, over 20,000 contacts, but no real lead scoring, no branching workflows, and our sales team was still distributing leads manually. We knew HubSpot could do much more, we just didn't know the best way to get there. David and Vitaly came in with a clear plan and moved fast. Within the first few weeks they built a lead scoring model that filters out consumer leads from our industrial prospects, set up round-robin routing for our sales team, and replaced our linear automation with branching workflows that respond to what a contact actually does. They also built dashboards our sales manager had been recreating manually every month for years. What impressed us most was that they took the time to understand our business before making any changes. They asked thoughtful questions about our sales process, our customers, and how we actually use HubSpot day to day. Everything they built had a purpose and solved a real problem. We're now on a second project with them focusing on pipeline redesign and outbound prospecting. If you're a B2B company with a sales team that's underusing HubSpot, I'd definitely recommend talking with ProfitPad.

Excellent HubSpot Improvements, Training, and Support

We had a great experience working with ProfitPad and Josh Koh on our HubSpot cleanup and process improvements. Our company manages multiple marina locations, and Josh helped us clean up our contacts, organize our deal process, and create a much more functional system for our team. After a very poor experience with another group during our initial HubSpot implementation, working with Josh was a breath of fresh air. He took the time to understand our business, explain the “why” behind the processes, and teach me things that should have been covered during our original setup. He was patient, knowledgeable, and easy to work with throughout the entire process. Josh also created helpful SOPs for our team and hosted a training session to make sure everyone understood how to use HubSpot more effectively moving forward. We now feel much more confident in our CRM setup and our ability to track leads, manage deals, and support our marina locations in a more organized way. We truly appreciate Josh’s guidance and would highly recommend ProfitPad to any business looking for HubSpot support, cleanup, training, or process improvement.