Creating a Jobber Data Dashboard
If you’re using Jobber as your field service management system, you may have run into limitations with its reporting. Maybe you’ve tried downloading your data so you could create your own reports in Google Sheets, or considered choosing a different platform with better reporting. Our client Graffitico approached us to create a better solution to […]
Streamlining Legal Operations: Migrating from Keap to Lawmatics
A highly-rated estate planning law firm* based in Newport Beach, California approached us with a common problem: their current CRM, Keap, was no longer meeting their needs. The system was slow and cumbersome to use, lacking in critical features, and unable to serve as both a CRM and case management system.
Built lead generation funnel which delivered 3x ROI
Built an ugly but effective case study lead generation funnel. Users opt in to receive the case study, then are solicited to schedule a call. I set up the funnel with Clickfunnels, followup emails in ActiveCampaign, and ran the ads from Facebook. We got 885 email optins, generated dozens of calls, and converted 2 of […]
Implementing HubSpot for 300+ employee tech company
Implemented HubSpot for a tech company with complex systems and multiple sources of data. The challenge: Set up a system that works seamlessly with 3-4 other email marketing systems for the same company Figure out how to import complex data from a variety of sources into the HubSpot system with an API and map it […]
