Wendt Partners Review of Team

Excellent service, knowledgeable, and fully engaged in our training sessions

Key Partner in our Success & Exceptional Service

Our challenge was a very small team, with a big vision and a ton of learning to do in a short time. We were looking to develop a Sales Pipeline for 2 selling channels (Consumer & Wholesale) and refine our Help Desk. We wanted automation to support our small teams currently in place, so we were going from being very new to understanding HubSpot (which we knew was not set up in an optimal way) to stepping into the world of Workflows, sequences and AI. The Wendt team were an ideal partner for us. Their initial meetings with us, were on site (seeing what we do) and really diving into the details of our business. This helped them develop a plan which was detailed, broken down into easy to understand parts, with a timeline which felt manageable. As they moved us through our journey, there was never a rush, when we asked for things to be reviewed again, they went through it, they had working sessions with us, documented things for easy understanding and really made sure we were comfortable with all the new things taking place. As we moved through the project our understanding of the HubSpot platform grew, our confidence grew as we learned to create, manage and implement workflows, sequences, templates and standards along the way - we unlocked other tool we now felt confident implementing on our own. The trust we have with Wendt is not something we have had with another partner and we look forward to continued support with them as we keep developing our HubSpot Platform.