Full-Business HubSpot Implementation

Phase 1: Marketing & Lead Generation Setup

Website Tracking:

• Installed HubSpot tracking code on the Roomvo website via custom code injection
• Configured domain tracking in HubSpot to begin capturing web analytics
• Replaced Podium chatbot with HubSpot conversations for unified customer messaging

Google Ads & Attribution:

• Audited multiple Google Ads accounts and identified tracking errors, unsupported campaign types, and wasted spend
• Created custom contact properties for Google Guarantee call attribution (yes/no flag on contact records)
• Designed a process for the team to tag contacts from pay-per-call leads when they appear in Google Guarantee
• Dismissed unresolvable HubSpot ad errors and documented limitations of current campaign types
• Brought in an AdWords specialist for campaign strategy, keyword targeting, and creative
• Created HubSpot-hosted landing pages for ad campaigns to improve quality scores
• Planned new ad campaigns created from within HubSpot with full tracking and campaign attribution

Lead Intake:

• Built HubSpot meeting links for home consultation scheduling (achieved 26+ bookings)
• Configured intake forms with flooring-specific properties: floor type, room type, installation address, multiple rooms, additional information
• Set up non-HubSpot form tracking to capture submissions from the Roomvo website

Phase 2: Sales Pipeline & Process

• Built the sales pipeline with stages reflecting the home services sales cycle
• Created quote generation workflow using HubSpot quotes
• Designed follow-up sequences for lead nurturing after initial contact
• Mapped the full lead-to-customer process in Miro

Phase 3: Post-Sale Operations Pipeline

Designed a comprehensive project management pipeline using HubSpot Tickets with automation at every stage transition:

• Deal Closed → Ticket Created: Workflow auto-creates a project ticket when a deal moves to closed-won, copies all intake properties (floor type, room type, address, contact info), and assigns to the project coordinator
• Deposit Received: Auto-triggered when QuickBooks invoice status syncs as "payment received" or "partially paid" — no manual status change required
• Ready to Schedule: Gated by a required "materials received" checkbox — the project coordinator must confirm materials are on-site before the project can advance
• Upcoming Projects / Today's Projects: Date-based automation moves tickets forward based on the scheduled installation date
• In Progress → Project Complete → Final Invoice: Completion flow with quality control confirmation

Scheduling Sequence: Built a structured outreach sequence for the project coordinator to schedule installations after deposit — call task, automated email if no answer, wait, repeat.

Automated Customer Communication: Planned email triggers at key pipeline stages (project starts tomorrow, crew arriving today).

QuickBooks Integration

• Configured HubSpot-to-QuickBooks integration for bidirectional data flow
• Enabled salespeople to create QuickBooks invoices directly from HubSpot deals — customer data, line items, and amounts pre-populated
• Payment status changes in QuickBooks (partially paid, payment received) sync back to HubSpot and trigger project pipeline automation
• Eliminated the need for salespeople to log into QuickBooks separately

Team Training

• Trained the operations coordinator on project pipeline management, scheduling sequences, and ticket workflows
• Trained salespeople on quote creation, meeting links, and invoicing from HubSpot
• Trained the admin team on conversations inbox, contact management, and Google Guarantee tracking
• Provided process documentation through Miro visual workflows