Case studies

Real businesses.
Real transformations.

See how companies like yours went from HubSpot frustration to HubSpot clarity.

Meridian Consulting Group

Professional Services 45 employees

The problem

Bought HubSpot Enterprise 6 months ago. After $18,000 in consulting fees, the sales team still tracked deals in spreadsheets. The CRM felt like an obstacle, not a tool.

The solution

Daedalus rebuilt the entire portal in 32 minutes. Structured pipeline matching their actual sales process. Properties that reflect their data model. Automated lead-to-deal handoffs.

The results

CRM adoption went from 23% to 91% in two weeks. Pipeline visibility went from 'nobody trusts the numbers' to weekly board reports pulled directly from HubSpot.

Setup Time

32 min

Health Score

29 → 94

CRM Adoption

23% → 91%

Vantage Digital

B2B SaaS 120 employees

The problem

Their HubSpot portal had accumulated 3 years of tech debt. 156 custom properties, 34 unused workflows, and a pipeline that hadn't been updated since their Series A. New reps took 3 weeks to onboard because nobody could explain the CRM.

The solution

Daedalus audited the entire portal, identified 89 redundant properties, and generated a clean configuration. The review process caught 3 things the team wanted to keep — everything else was rebuilt from proven best practices.

The results

Rep onboarding dropped from 3 weeks to 3 days. Pipeline accuracy improved so much that the VP of Sales called it 'the first time I've trusted a forecast in two years.'

Setup Time

28 min

Properties Cleaned

89

Onboarding

3 wks → 3 days

Brightpath Wholesale

E-commerce / Wholesale 28 employees

The problem

Using HubSpot Free for a year, then upgraded to Professional. Had no idea how to configure it properly. Their 'CRM' was essentially a contact list with no automation, no scoring, and no pipeline.

The solution

Daedalus configured everything from scratch: order pipeline with custom stages, behavioral scoring for repeat buyers, automated reorder sequences, and a dashboard the GM checks every morning.

The results

Went from zero automation to a fully operational CRM in under 30 minutes. The GM said: 'I didn't know HubSpot could do this.'

Setup Time

26 min

Health Score

12 → 96

Automations Created

11

Your portal could be next.

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