The challenge
Manual scheduling across specialist calendars, marketing contact billing issues, and accumulated automation debt were creating day-to-day friction.
What Vantage Point delivered
- Built a scheduling calendar view with parent and specialist calendars
- Fixed marketing contact categorization to correct billing
- Improved website lead capture
- Cleaned up legacy automation workflows
- Trained the team on updated HubSpot processes
Platforms
HubSpotMarketing HubSales Hub
Services
OptimizationMarketing automationData cleanupTraining
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