Ongoing Training & Process Consulting
The Challenge
As Pivot Energy scaled from a regional solar developer to a national renewable energy provider, multiple teams across the organization needed to adopt and maximize their use of HubSpot. The challenge wasn't just initial setup — it was ongoing optimization, training new team members, adapting processes to changing business needs, and staying current with HubSpot's evolving feature set.
What We Did
Provided continuous, embedded consulting across Pivot Energy's marketing, sales, and customer service teams through regular working sessions (typically twice weekly). This included:
Team Training
- Onboarded new team members across departments on HubSpot workflows, reporting, and best practices
- Provided hands-on training sessions covering CMS content management, campaign creation, custom reporting, email marketing, and service ticket operations
- Served as the go-to technical resource for HubSpot questions across the organization
Process Consulting
- Worked with teams to document and optimize their processes within HubSpot
- Guided decisions on when to use out-of-the-box features versus custom solutions
- Advised on HubSpot tier upgrades and feature adoption as business needs evolved
- Helped navigate organizational changes (new hires, team restructuring) with updated HubSpot configurations
Technology Consulting
- Evaluated and implemented new HubSpot features as they were released
- Provided guidance on data privacy and AI tool adoption policies
- Consulted on integration decisions between HubSpot and third-party tools (Asana, Jira, etc.)
- Identified opportunities to reduce manual work through automation
Outcome
Over 4.5 years, Pivot Energy's teams became proficient HubSpot power users — able to build their own reports, manage campaigns, and maintain their website independently. The embedded consulting model meant that institutional knowledge was continuously transferred, reducing dependency while maintaining a high-quality implementation. As Maggie Clymer from SunCentral's team noted in the final session: the relationship set the bar for what a long-term consulting engagement should look like.
Let's build something that works.
No pitch decks, no sales process — just a straightforward conversation about what you're dealing with and whether we can help.
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