The Challenge
A well-established agency operating across ecommerce growth and hiring services reached a point where they needed both strategic clarity and operational improvement. They wanted to identify which new verticals offered the strongest near-term opportunity, and their HubSpot CRM was underutilised — with suspected lead leakage as a result.
The Approach
Conducted a structured assessment of emerging market verticals and recommended the coaching industry as a high-potential, underserved niche — still in early adoption with strong demand and relatively low agency competition. In parallel, performed a thorough audit of their HubSpot setup: reviewed pipeline stages, contact management, automation, and reporting. Delivered a detailed CRM strategy and SOPs.
The Results
Two distinct, actionable deliverables from a single engagement — a niche roadmap to guide strategic direction, and a CRM action plan to improve operational execution and prevent pipeline leakage going forward.
Testimonial
Coming soon — we'll add this once received.
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