An Australian maker of construction and power equipment, with a US office and a renewables arm, selling to hire companies, contractors, tilers, mining and events.
Two accounts, old data and a website outside the CRM
Customer data lived mainly in their business system and in spreadsheets, and sales didn't use HubSpot. Australia and the US ran separate HubSpot accounts, full of unused properties, workflows, lists and forms, duplicates and inconsistent naming. Analytics hadn't moved to GA4, the website sat outside HubSpot, and email went out through a separate tool.
One CRM, clean data, then the websites
Audited both accounts
A full audit of the Australian and US setups, with a plan in order of impact.
Merged the accounts
Australia and the US moved into one HubSpot, so the whole business works from one place. We re-established their processes from the ground up and moved all their spreadsheets into HubSpot in a structured way.
Built the sales processes
Order, parts and service forms create tickets for the team, deals carry the right currency and line items, and a lead allocation system sends every lead to the right person and is quick and easy to edit as the team changes.
Cleaned and enriched the data
59,092 contacts enriched and re-imported, duplicates removed, and marketing contacts set so they stay within their HubSpot tier.
Built the reporting
A marketing performance dashboard and reporting framework across Australia, the US and renewables.
Fixed the tracking
Form conversions sent to Google Ads by market, and US visits no longer counted as Australian.
Moved the websites from WordPress to HubSpot, then redesigned them
First a migration into HubSpot, then a redesign of the Australian and US sites with product pages from one database template, industry navigation and site search.
Trained the team
CRM training, how-to videos and a step-by-step onboarding plan for a new marketing manager.
Before and after
Before
- Two separate HubSpot accounts
- Sales working outside HubSpot
- Old, duplicate and unused data
- Website outside the CRM
- US traffic counted as Australian
After
- One HubSpot for Australia and the US
- Orders, service and deals in HubSpot
- Clean, enriched contacts
- Websites built on HubSpot
- Each market tracked on its own
One system the whole business can grow on
Sales, marketing and service in Australia and the US now work from one HubSpot, with clean, enriched data and reporting across every business unit. The new websites sit in the same system, so every inquiry, product page and campaign connects back to the CRM.
"I couldn't recommend Alyssa Yap highly enough for her excellent work in helping to declutter and organise our HubSpot accounts. She was an absolute pleasure to work with and could not have been more supportive. Her dedication and professionalism are truly admirable. Alyssa's efforts streamlined our processes, increased productivity, and equipped Sales with better HubSpot understanding. I would not hesitate to work with her again in the future."
J. BakerMarketing Manager"The experience has been streamlined, with Alyssa demonstrating excellent communication throughout the project's timeline and dedication to educating clients about HubSpot capabilities."
L. FairhallWhy it matters
One business, not two. Australia and the US sell from the same system, with clean data and reporting both markets can trust.
Sounds like your setup?
Tell us what's going on. We'll show you where the quick wins are on the first call.