CRM Implementation + Automation, Sales Process Design, Digital Marketing Strategy
Elevate Training, Health & Wellness is a well-established boutique fitness studio that had been operating successfully for 10 years. They faced recent challenges with staff turnover and an uncertain economy, which made them realize they needed to be more proactive with their sales approach. Their current processes relied on spreadsheets, ad hoc email marketing, and manual follow-ups.
Opportunities slipped through the cracks, there was no central database of leads or a place where communication was tracked and transparent. Client forms were printed and filed, and required manual effort to manage. There was no storytelling engine, other than social media, to help promote the brand, their trainers, and their client success stories.
The team needed a scalable system that could centralize data, improve lead follow-up, digitize analog data, create visibility into pipeline performance, and optimize driving inbound leads.
We implemented HubSpot Sales Hub Professional and Marketing Hub Starter and designed a streamlined sales process tailored to their service-based model.
Centralized contact management
All leads and clients tracked in a single system. One source of truth for all data.
Faster response times
Automated workflows and templated yet personalized messages reduced lag between inquiry and first reply.
Increased conversion rate
More consistent follow-up = fewer missed opportunities.
Time savings
Team regained approx. 5 hours per week previously spent on admin.
Increased revenue
Scaled outreach to past clients who returned and bought additional services.
Increased engagement
Current clients and staff enjoy the monthly communications highlighting nutrition suggestions, trainer profiles, and seasonal tips.
The success came from pairing the platform setup with process clarity—defining their buyer journey, contact lifecycle, and follow-up SOPs before turning on automation. HubSpot didn’t just replace email — it created a repeatable, scalable sales engine.
