RECIPE unlocked the magic of HubSpot for JAVLN

Before RECIPE, our HubSpot wasn't set up to support the way we had evolved to work across Sales, Marketing, Onboarding, and Customer Success. Data was inconsistent, visibility was limited, and the system wasn't pulling its weight. RECIPE helped us fix the foundations. CRM hierarchy, lifecycle automation, association labels, segmentation, they translated genuinely complex business processes into a structure that works across multiple teams. The result is a HubSpot environment we can all trust and build on. Responsive, organised and focused on solutions that last. We're glad to have them as a long-term partner.

HubSpot Onboarding and Report Development

We originally onboarded our trades business to HubSpot with RECIPE's support to design implementation. The project was complex including developing an API to talk to our scheduling software. As the business has grown, they’ve helped us evolve HubSpot into something that supports decision-making day to day, rather than just being a system we store data in. Most recently, we worked together to build out a set of dashboards across sales and operations that give us clear, real-time visibility into performance. We can now track rep performance against goals, understand how quoted hours compare to actual delivery, and see profitability across different areas of the business like labour and machinery. Now not only do our sales team have in depth reporting on their performance but so does our operations. We are able to monitor revenue by crew and even by individual which has been a great insight. The biggest shift has been moving from manual reporting and guesswork to having one source of truth we can rely on to make decisions quickly. What stands out with RECIPE is their ability to continuously improve and adapt the platform as our business changes. It’s not a one-off setup, it’s an ongoing partnership that keeps delivering value. They have really understood our business and what we want to achieve. Would highly recommend RECIPE to any business looking to get more out of HubSpot post implementation.