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Premier Flooring

Full-business HubSpot implementation with website tracking, Google Ads attribution, and project management pipeline.

The Challenge

HubSpot tracking code was not installed on the website — no web traffic data, no form submission tracking, no ad attribution

Google Ads were running across multiple ad accounts with tracking errors, unsupported campaign types, and no connection to HubSpot — $1,300+ spent with zero attributable conversions

Google Guarantee pay-per-call leads couldn't be traced in HubSpot — no way to know which contacts came from paid calls vs. organic

Ads were sending traffic to the homepage instead of dedicated landing pages, resulting in low quality scores and high cost-per-click

Podium chatbot and HubSpot chatbot were competing on the website after tracking code was installed

After a deal closed, everything was manual — invoicing required going into QuickBooks separately, no centralized project tracking, no visibility into how many projects were at each stage

Salespeople were manually creating invoices in QuickBooks with no connection to HubSpot deal data

No process for confirming materials were received before scheduling installation, risking scheduling jobs that weren't ready

Getting the sales team to adopt new processes was an ongoing challenge

CRM IMPLEMENTATION

Full-Business HubSpot Implementation

Premier Flooring & Design was running their business across disconnected tools with no visibility into the full customer lifecycle. Specific issues spanned every part of the operation:

→ Phase 1: Marketing & Lead Generation Setup→ Phase 2: Sales Pipeline & Process→ Phase 3: Post-Sale Operations Pipeline→ Deal Closed → Ticket Created→ Deposit Received→ Ready to Schedule→ Upcoming Projects / Today's Projects→ In Progress → Project Complete → Final Invoice→ QuickBooks Integration→ Team Training
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RESULTS

Impact

• Connected Google Ads and Google Guarantee to HubSpot for the first time, enabling lead source attribution across paid channels

• Replaced competing chatbot tools with a unified HubSpot conversations inbox

• Built a complete post-sale project pipeline that gave the team visibility into every active project's status for the first time

• Automated the deal-close-to-project handoff — closing a deal instantly creates a project ticket, assigns it, and begins the operations workflow

• Integrated QuickBooks invoicing into HubSpot, eliminating manual invoice creation and enabling payment-triggered automation

• Created gating requirements (materials received) that prevented scheduling jobs before they were ready

• Moved from zero web analytics to full traffic, form submission, and ad performance tracking

• Client testimonial: "You've been very helpful. There's certain things that we don't think of, maybe because it's just a lot of process, but you've gone through certain things like this with other businesses, so you do think about it."

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