Everpeak

Great experience working with Jordan and Cait

We had a great experience working with Everpeak to onboard HubSpot as our new CRM. Cait was incredibly knowledgeable and guided us through the entire process with a clear focus on keeping our data clean and well-organized during the import. One of the standout benefits was the HubSpot partnership discount, which made the decision to move forward even easier for us. We also really appreciated Cait’s thoughtful organization—she set up a shared Google Drive from the very beginning, where she stored recordings of our meetings and training sessions along with helpful resources. This made it easy to reference anything we needed throughout the process. Overall, Everpeak made what could have been an overwhelming transition feel smooth and manageable. Highly recommend!

Helped turn a fractured HubSpot CRM approach into a well oiled machine

We needed some serious RevOps + HubSpot help to assess what had to be done, prioritize, and then go execute. Cait and Jordan were rockstars and a huge help. We ended up adding a ton of additional work onto our agreement as the quality was really good and well worth it compared to trying to figure it out ourselves. We were able to get trained up on all of the on-going hygiene and how to use the HubSpot capabilities to the fullest extent. They also helped connect a lot of 3rd party apps and work on the configration and mapping. ZeroBounce, Apollo, etc. A++ service.