HubSpot Implementation
A thriving business born out of a great risk-it-all-to-follow-your-heart story, reThink is running a number of thriving businesses under the MalPensando umbrella: a public speaking school, a corporate events unit, and individual keynote speakers services.
The Challenge:
The Solution:
Bring all businesses under the same system to help it identify opportunities, fill up the programs faster, reduce manual work, increase visibility, and allow the business to scale!
Before Paula
Contacts were spread out across:
Different lines of business managed in different places
Poor understanding of client's relationship with the enterprise
Zero opportunity for cross selling and upselling
After Paula
Everyone is in one Place
A single, organized source of truth
365 view of each client
Pipeline management per business
Sales and marketing at scale
A wholistic view of the customer
Event Attendance:
Comedy Show :
First Day in Canada
Date: August 3, 2019
Venue: Bloor Comedy Bar
Comedy Show :
Mother's Day
Date: July 27, 2023, 2019
Venue: Scotiabank Arena
Deals:
Public Speaking Through Comedy
Event Type: School
Level: 1
Date: May 12, 2021
Status: Graduated
Speaking with Confidence
Event Type: Corporate
Date: July 3, 2023
Status: Graduated
Invoices:
Invoice 001
Date: Jan 4, 2018
Status: Paid
Invoice 002
Date: Mar 16, 2021
Status: Paid
Invoice 022
Date: Jun 26, 2023
Status: Paid
Communication History:
Email:
June 2, 2022
Meeting:
March 5, 2015
Call:
April 5, 2024
Marketing and Sales Dashboards
Client Review:
Transformation
Organized, actionable data
Identified the contact types, stages and statuses: E.g.: School Student, Level 1 Graduate, Warm lead for Level 2, Warm
Lead for Corporate Event, allowing for personalized—and therefore more effective—marketing
Different business units in different systems:
reThink (the corporate training arm), MalPensando (the public school), and the keynote business were all managed in separate systems
Centralized all business units into HubSpot:
Integrated all business units into HubSpot, turning chaos into clarity
Way too many tools
Email, Monday.com, WhatsApp,
Eventbrite, Google Sheets, Zoom, Website, Calendly, and Acrobat—and none of it was integrated
A pipeline for each sales motion
Created two HubSpot pipelines, one to track corporate events and the other one to track opportunities interested in the public speaking school, impacting the effectiveness of sales efforts