Your Partner in Practical Growth

We are a team of expert consultants dedicated to turning your high-level strategy into practical, everyday execution. From streamlining your daily operations to maximizing your overall efficiency, we help you cut through the noise and tackle your biggest challenges—without the unnecessary jargon.

You will work hand-in-hand with experienced advisors who listen to your unique needs first, and guide you second. Together, we will build a rock-solid plan, track your real-world results, and get your team firing on all cylinders as you reach your next stage of growth.

Services

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HubSpot audits

With over 8 years of experience conducting HubSpot Audits - we can give you honest, objective feedback and a clearcut assessment as to what you’re currently doing right, and what might be going wrong.

Our audits are custom-tailored to your unique business needs. Sometimes, a 1 hour audit will be sufficient. In other cases, we may need some more time to really “get under the hood” and get a good look around. Either way, this is something we can determine during a discovery phase, so that you aren’t receiving an audit that’s too narrow - or too broad.

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HubSpot Consulting

We offer consulting at every stage of your relationship with HubSpot. Maybe you are with a different CRM, and just considering HubSpot. We can help you determine which package is best for both your current and future needs. Or maybe you’ve been using HubSpot for awhile - but there are just some things that aren’t working exactly as you’d like them to.

Either way, we will work hand-in-hand with you and your team to minimize unnecessary tasks - or spend - and maximize your efficiency in using the CRM.

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Sales Automation

Properly configured Sales Automation is what can get your team firing on all cylinders - reaching (and surpassing) OTE - and can be what makes the difference between your team sinking or swimming in these rapidly evolving times.

Whether you need better integration with third party sales enablement tools - or a more streamlined experience within the Sales CRM - we leverage our vast sales experience - including as Sales Reps who once used HubSpot - to make your sales team a well-oiled machine.

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Training

Training is perhaps one of the more overlooked - if not most important - aspects of successful utilization of your CRM. Whether your team has been using HubSpot for several years, or is brand new and coming from a new CRM entirely - we can meet your team exactly where they’re at - and custom tailor training sessions to their specific needs. 

And since we have many years of experience actually using HubSpot ourselves - we focus not just on the technical aspects of using the platform - but how to get the most out of it each and every day. We will ensure that your team doesn’t just “know how to use” HubSpot - but is actually thriving within the Platform.

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Inbound Marketing

Foundational to the philosophy and core of the HubSpot CRM is inbound marketing. At KoiShark, we can help your marketing team navigate this quickly-changing field with our years of HubSpot expertise. Whether you’re trying to improve lifecycle stage or lead funnel tracking, or trying to improve lead attribution - we have you covered.

We don’t just stop at the data, though. Real inbound marketing is about attracting your ideal customers with value, rather than interrupting them with noise. We will show you how to seamlessly leverage HubSpot’s powerful marketing tools to craft targeted campaigns, automate your lead nurturing, and turn your website into a reliable engine for sustainable growth.

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Reporting & Analytics

Great decision-making starts with data you can trust. Whether you are measuring marketing ROI, sales pipeline velocity, or mapping out your customer journey - we help you cut through the noise and build custom HubSpot dashboards that show you exactly what is working and what isn't.

From configuring custom properties to setting up advanced attribution reports, we make sure your reporting is built on a rock-solid foundation. We will work hand-in-hand with your team to ensure your data is clean, your dashboards are easy to digest, and you have the clear insights you need to confidently drive your next stage of growth.

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Looking for Something Else?

The above list is by no means exhaustive. To the right is a list of some of the other services we provide. Or if you still don’t see what you’re looking for, please feel free to drop us a line.

Additional Services

  • On Demand Support

  • Advanced Automation Configuration

  • Custom Object Creation and Management

  • Data Import/Export/Migration

  • Service Hub Onboarding/Implementation

  • Advanced Lead Attribution (Custom and Proprietary)

  • Email Marketing

  • Third Party Integrations

  • Zapier Integrations

  • Salesforce Integration

  • CRM Migration (Zoho, Pipedrive, Salesforce, Keap, etc.)

Ready to Move Forward? Let’s Talk

Fill out the quick form below, and we’ll set up a free, no-pressure chat to explore how we can help.