A cleaning company that knows which lead sources are worth paying for

A US commercial cleaning and disinfection provider covering several New England states, working through a network of local service providers.

Facilities ServicesHubSpot clean upReportingAI

Everylead traced to its source, from the website to each paid lead provider

133current customers reached by an AI cross-sell agent

1weekly dashboard the sales team meets around

Sound familiar?Leads come from your website, your ads and several paid providers, and you can't tell which ones are worth the money.

The situation

Leads from everywhere, and no clear view of any of it

Leads came in from the website, ads and several paid lead providers. HubSpot had grown messy, so it was hard to see which source a lead came from, which rep it went to, or what happened next. The team had a long-running theory that one rep got fewer leads than the others, and no report to check it.

What we did

Made it clear, then made it useful

Cleaned up the setup

Clearer structure, lead source options that match on contacts and companies.

Tracked every source

Digital leads and each paid lead provider recorded, with new providers brought in through automation.

Built the sales dashboards

A sales dashboard for the weekly meeting, and one dashboard per rep for 1:1s, including leads and appointments by rep.

Cross-sold with AI

A HubSpot prospecting agent emails current customers who haven't been offered a second service.

What changed

Before and after

Before

Sources mixed together
A messy CRM
Weekly meetings without shared numbers
Cross-selling by memory

After

Digital and lead-provider sources tracked
A clear setup
Weekly meetings run from one dashboard
An AI agent offering more services to 133 customers

The result

Sales meetings run on facts

Marketing and sales now work in the same tool. Every lead shows where it came from, which rep it went to and what happened next, so the team can see which sources are worth the spend. Weekly sales meetings run on shared numbers instead of guesses, each rep has their own dashboard for 1:1s, and an AI agent is offering more services to 133 current customers.

"I think overall these are really going to be beneficial for me and the reps (and the company)."

C. Di NapoliPresident

What this means for you

Why it matters

Every dollar on lead generation can be judged on what it brings back. Sales meetings run on shared numbers, each rep is measured the same way, and AI finds more revenue in existing customers.

AccountabilityEach rep's numbers in their own dashboard.

TransparencyOne weekly view the whole team works from.

AI agents at workAn agent offering more services to current customers, while the team focuses on new business.

Tools used

HubSpot Sales HubHubSpot Marketing HubDashboardsWorkflowsZapierHubSpot Prospecting Agent

Sounds like your setup?

Tell us what's going on. We'll show you where the quick wins are on the first call.

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