Case Study

MBO Case Study

Written by Julio | December 11, 2024

The Set 2 Close Approach

 

Evaluated Existing HubSpot Setup

Conducted an in-depth review of Metal Building Outlet's HubSpot implementation to understand the current state of the system.

 

Identified Critical Pain Points

Pinpointed the key issues and challenges hindering the sales team's productivity and efficiency within the CRM.

 

Recognized Areas for Improvement

Determined the specific areas and workflows that needed to be optimized to enhance the overall sales operations.

 

Developed a Targeted Action Plan

Crafted a strategic plan to address the identified pain points and implement the necessary improvements.

 

 

 

 

 

Conclusion