Primary
Multi-project executive engagement spanning platform strategy, HubSpot optimization, and technology consulting.
The Challenge
Primary needed a structured sales process built out in HubSpot Sales Hub to support their growing sales team
The sales team needed proper pipeline management, deal tracking, and sales tooling
The company was building out its customer support operation and needed an internal knowledge base for support engineers
The existing HubSpot knowledge base had migration artifacts — broken URL redirects and access control gaps
Support engineers needed a way to search and reference troubleshooting articles while working tickets
A Jira integration was needed to link HubSpot support tickets to engineering issues
The team needed a CPQ/document automation solution for proposals and contracts
PandaDoc was selected and needed to be implemented and integrated with HubSpot
PandaDoc Implementation
Primary needed a document automation solution for proposals and contracts. The team wanted to streamline the flow from deal pipeline to proposal to signed contract, with proper pricing rules and templates.
View details →Sales Hub Implementation
Primary needed a structured sales process to support their growing go-to-market efforts. The sales team didn't have proper pipeline management, deal tracking, or sales tooling in place.
View details →Internal Support Knowledge Base
Primary was preparing to scale its customer support operation by hiring technical support engineers. The team needed an internal knowledge base where support engineers could find troubleshooting steps, process documentation, and reference materials — but the articles couldn't be publicly accessible.
Impact
• Stood up HubSpot Sales Hub from scratch, giving the sales team structured pipeline management
• Built a secure, internal-only support knowledge base ready to scale with new hires
• Resolved security gaps from a prior knowledge base migration
• Implementing document automation to streamline the proposal-to-contract workflow
• Multi-project relationship spanning sales, service, and document operations
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