The Moderate Genius

无缝 HubSpot 设置、迁移和自动化/工作流创建

在从 Zoho CRM 迁移到 HubSpot 的过程中，Moderate Genius 的表现非常出色。他们确保了数据跟踪的完美无瑕，创建了无数的自定义工作流，提高了销售线索、每个销售线索接触点和销售管道管理的速度。总之，他们能够在 6 个月内将我们的收入从 90 万美元/月提高到 320 万美元/月，而我们的团队无需通过增加 VA 或团队成员来实现这一增长，相反，我们还可以从团队中抽调人员来实现 3 倍的增长。在 HubSpot 方面，我们强烈推荐与他们的团队合作。

让技术为我们服务

我们与 The Moderate Genius 合作已经三年多了，他们在帮助我们实现业务自动化和简化技术方面发挥了关键作用。他们帮助我们完成了向 HubSpot 的全面过渡，帮助我们整合了 Kajabi、Zapier、Make 和 Slack 等工具，并确保幕后的一切工作都能顺利进行。 他们的支持为我们节省了大量时间，提高了团队的工作效率，并真正增强了客户的体验。我们最欣赏的是他们如何将事情分解成简单的步骤，让整个过程变得易于管理--即使是对我们这些不太精通技术的人来说也是如此。 他们反应迅速、灵活、易于合作。我们已经向很多同事推荐了他们，并且会毫不犹豫地再次推荐--特别是对于任何希望自己的系统运行得更有效率的教练、顾问或机构。

HubSpot 迁移的团队非常了解这一点。

2025 年初，我们与 The Moderate Genius 合作，将 CRM 全面迁移到 HubSpot，他们绝对做到了。过渡很顺利，构建很简洁，他们的团队反应迅速，能够适应我们的需求。我们的团队非常喜欢新的设置--高效、实用。如果您想要一个不折不扣的合作伙伴，并且第一次就能获得成功，我强烈推荐他们。

非常棒、非常乐于助人的团队

TMG 棒极了。我从事教练/咨询行业，他们帮我建立了整个漏斗和流程。强烈推荐。

TMG 太棒了

由 Srdjan 领导的团队是一流的。他们非常细心，对所有事情都了如指掌。我们的支持电话安排得井井有条，我们可以快速实施并创建新的流程和更高效的工作流程，这给我们带来了巨大的优势。与他们合作非常愉快，他们为我们带来的附加值是我们无法想象的。强烈推荐这个团队！还要向布鲁诺、米洛斯和埃西致敬。感谢AdOutreach所做的一切！

The Secret Weapon Behind Scaling Smarter, Not Harder

For the past eight months, I’ve had the privilege of working with The Moderate Genius on behalf of my client, My Investing Club—and finding a team of this caliber is exceptionally rare. When you're scaling a business, data isn’t just numbers—it’s the fuel for fast, confident decisions. But getting the right data, in the right place, at the right time? That’s where most companies fall apart. Not these guys. Their ability to take complex tasks, multiple integrations, and overwhelming data streams and distill them into a simple, intuitive dashboard has been a game-changer. No fluff, no wasted time—just the metrics that actually move the needle. Now, I’ve built and scaled multiple organizations and offers past $100M+ in revenue across a range of industries, and I’ve worked with more tech teams—both internal and external—than I can count. The team at The Moderate Genius? Hands down, the best. Esi, Jelena, Srdjan, Milos, Bruno, and the entire team have a rare combination of technical brilliance and genuine care for their clients’ success. They don’t just deliver—they overdeliver, every single time. And that’s not something you can fake. If you get the chance to work with them, just do it. The peace of mind, clarity, and speed they bring to decision-making is worth every penny. You can keep struggling with scattered data and inefficient systems—or you can plug into a team that makes scaling feel easy. Your call. Rob Mitchell Founder & Coach, ExecHero

The best of the best

I worked with Margurita on the team and she is absolutely the best. She handled my account with care and was always responsive and communicated super fast. I will be referring business to TMG

Amazing team and support!

Jelena and the Moderate Genius team consistently go above and beyond! They are always super helpful, and they make the whole process of integrating our tech feel so easy and effortless. If you're looking for a reliable team to simplify your tech, I highly recommend them!

Exceptional Service and Expertise Across HubSpot and Beyond

’ve been working with The Moderate Genius for over four years, and they’ve consistently exceeded my expectations. Edward, the owner, is exceptional—always attentive and quick to provide solutions. Our account manager, Jelena, is equally fantastic, ensuring that all our needs are met with precision and care. What sets them apart is their versatility. They don’t just handle our HubSpot needs, but they’ve also been a valuable partner for various martech tools like Zapier, offline conversion tracking, WordPress, ClickFunnels, Databox, and reporting. Their expertise and proactive support have been crucial to our marketing and operational success. If you’re looking for a reliable, knowledgeable, and all-around fantastic HubSpot agency, I can’t recommend The Moderate Genius highly enough.

Incredible Team & Excellent Service

We have had an amazing experience working with Jelena and the Moderate Genius team. They are knowledgeable about our tech stack and provide insights into ways we can streamline our operations. They are highly skilled in all things tech, and their service is top-tier. I highly recommend working with this exceptional team!