Seamless setup and introduction to HubSpot for effective business use.
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Sleep Geekz Improved
Efficiency by 15%
with HubSpot Automation
Client
Sleep Geekz Inc.
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Timeline
4 Months

HubSpot Subscriptions
Marketing Hub Professional
Sales Hub Professional
Service Hub Starter
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Task
Optimizing HubSpot for Better Customer Engagement and Operational Efficiency
Problem Statement
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Lack of Structure and Standardization in HubSpot
The client’s HubSpot system was unorganized, limiting its effectiveness in customer relationship management and operational efficiency. -
Insufficient Automation
Critical areas such as lead management, segmentation, and task allocation lacked automation, leading to inefficiencies. -
Limited Utilization of HubSpot Features
Without a structured approach, Sleep Geekz was unable to fully leverage HubSpot’s capabilities to enhance sales and customer engagement. -
Lack of Structure and Standardization in HubSpot
The client’s HubSpot system was unorganized, limiting its effectiveness in customer relationship management and operational efficiency. -
Insufficient Automation
Critical areas such as lead management, segmentation, and task allocation lacked automation, leading to inefficiencies. -
Limited Utilization of HubSpot Features
Without a structured approach, Sleep Geekz was unable to fully leverage HubSpot’s capabilities to enhance sales and customer engagement.
Our Solution
Custom Chatflow Implementation
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AI-Powered Chatbot
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Instant Customer Assistance
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Enhanced Customer Interaction
Custom Chatflow Implementation
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HubSpot Organization and Optimization
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Industry-Standard HubSpot Setup
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Improved Data Management
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Efficient Onboarding Process
HubSpot Organization and Optimization
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Advanced Automation and Reporting
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Automated Contact and Company Segmentation
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Deal and Task Automation
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Custom Reporting Dashboards
Advanced Automation and Reporting

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Improved Efficiency and Reduced Response Time
Our chatflow and automation setup led to a 15% increase in efficiency, reducing response times and overall conversation lengths.
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Enhanced Customer Engagement
The custom chatflows significantly improved customer interactions, leading to higher engagement and satisfaction rates.

Better Organizational Reporting and Decision-Making
With structured reporting dashboards, Sleep Geekz now makes data-driven decisions and provides more transparent reports to stakeholders.

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Go High Level – Patient Lifecycle Setup for a Healthcare Provider Embody Wellness
Embody Wellness wanted a robust, all-in-one CRM that could handle their patient lifecycle management in one place. They preferred Go High Level (GHL) as their platform but needed expert setup to unlock its full potential. HubXpert helped Embody Wellness integrate and configure GHL end-to-end. From patient forms and bookings to automated email journeys and advanced reporting, everything was set up to help them run smoother, scale faster, and deliver a better patient experience.
B2C Healthcare Gohighlevel
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HubSpot – NexTech EHR Integration for a Healthcare Provider Leva Medical
Leva Medical wanted to bring their marketing and patient care operations under one roof. Their Electronic Health Record (EHR) system, Nextech, contained valuable patient data — but it wasn’t connected to HubSpot, making it difficult to personalize communications, track patient journeys, or measure true marketing ROI. With HubXpert’s integration, we created a secure, HIPAA-compliant two-way sync between Nextech and HubSpot. Now, both platforms update in real time, enabling Leva Medical to modernize their marketing while keeping patient data safe and accurate.
HubSpot B2C Healthcare Featured
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Hubspot - Customized Chatbot For an Ecommerce Site Pinkcube
The enhanced chatbot to increase customer engagement rates and better satisfaction, helping PinkCube build stronger relationships with their eCommerce audience.
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Hubspot Custom Card UI Development for Elite Hubspot Partner using Google Place API
A custom HubSpot card using the Google Places API was developed to streamline address management. Users can enter an address or postal code, select from real-time suggestions, and automatically fill in all relevant address fields. This solution enhances data accuracy, reduces manual input errors, and improves operational efficiency.
HubSpot DevOps Professional Service Integration White Label
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Custom Integrations, React Module and Enhanced Data Synchronisation for Finance Solutions
A financial services company specialising in personalised finance solutions was experiencing challenges with their data systems. Working in collaboration with a leading provider of HubSpot solutions, renowned for expertise in marketing automation, CRM integration, and tailored financial services, the focus was on optimising data systems for improved efficiency and client satisfaction.
HubSpot DevOps B2C Integration Financial Service
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HubSpot - Data Quality Improvement Ops by Using Our In house Built Smart Phone Number Formatter Hubspot App
Struggled with inconsistent phone number formats in HubSpot, impacting communication and workflows. Our DevOps team developed a custom HubSpot app to automate phone number formatting, validate inputs, and integrate seamlessly into workflows. This solution reduced manual effort, improved data accuracy, and enhanced communication efficiency. It also scales to support future growth and ensures smooth integration with marketing tools.
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