How Unlmtd Brand Completed a 58-Point Portal Audit and Automated their Subscription Payments

PR & Marketing Services 2-10 Employees
Sales Hub | Marketing Hub

CLIENT’S CHALLENGE

Before partnering with us, Unlmtd brand was managing a HubSpot portal that had potential but wasn't delivering measurable business results. Their setup was functional but lacked the strategic configuration needed to support their growing business and complex subscription-based payment processes.

Background

Unlmtd Brand is a strategic branding, marketing and content creation firm, based in the United States. They focus on helping B2B businesses in regulated industries grow their businesses through effective communication and market positioning. 

 

Challenges

  • Incomplete HubSpot Setup: Their portal lacked proper configuration for their business model, missing essential features for lead management and customer nurturing.
  • Payment Processing Limitations: They needed to manage subscription services and apply one-time discounts for referral programs, but their current system required manual invoice generation after every payment – a time-consuming process that reduced operational efficiency.
  • Poor Content Marketing Strategy: No structured approach existed to nurture leads through their sales funnel or effectively showcase their design capabilities to potential clients.
  • Disorganized Contact Management: Their contact database lacked proper segmentation, making personalized marketing campaigns impossible and reducing the effectiveness of their outreach efforts.
  • Ineffective Landing Pages: Their existing web presence wasn't converting visitors into qualified leads, resulting in missed opportunities.
  • Missing Sales Process Integration: Without proper deal tracking or customer lifecycle management, they couldn't effectively monitor their sales pipeline or scale operations.
They were losing potential clients, struggling with manual processes, and being unable to scale their operations effectively.

 

Solutions

We implemented a strategic 3-part transformation approach designed to maximize their HubSpot investment. Our HubSpot Expert team ensured every element aligned with their specific business goals while providing ongoing HubSpot Support throughout the implementation process.

 

Part 1: Strategic Portal Audit & Reset

  • Conducted a thorough 58-point HubSpot portal audit to identify performance gaps and growth opportunities.
  • Researched solutions for subscription discount capabilities and automated invoice generation.
  • Analyzed current data quality and contact organization structure.
  • Developed strategic recommendations for content marketing and client management improvements.
  • Created a comprehensive roadmap for customer stages and deal-tracking systems optimized for custom apparel sales cycles.

Audit-1

 

Part 2: Content & Landing Page Optimization

  • Developed a high-converting, mobile-responsive landing page that effectively showcases their design capabilities.
  • Implemented their brand design system using custom HubSpot modules.
  • Created responsive layouts optimized for performance across all devices.
  • Built targeted lead capture forms specifically designed for brand strategy services.
  • Integrated video testimonials and visual portfolio elements to establish credibility and trust.

Jess Abdulnour, founder of UNLMTD Brand, stands confidently in front of a company philosophy statement highlighting their mission to help small businesses grow through creative marketing strategies.

 

Part 3: Training & Process Implementation

  • Delivered sales and reporting training sessions with ongoing HubSpot Support
  • Implemented automated workflows for lead nurturing and customer communication
  • Set up proper deal tracking and pipeline management for custom orders
  • Created best practices documentation for ongoing portal maintenance and optimization
  • Provided HubSpot Expert consultation on advanced features and strategic capabilities

Screenshot of HubSpot deal-based workflows showing automated tasks and internal email notifications triggered at various deal stages, including Discovery Call, Closing Call, Payment Link, Subscription Client, and Closed Won.

 

Optimization Results

  1. Enhanced Portal Performance: Complete HubSpot configuration optimized for custom apparel business operations, featuring proper subscription management and automated processes that eliminate manual work.
  2. Professional Brand Presence: New landing page with mobile-responsive design, integrated video testimonials, and portfolio showcases that effectively communicate their value proposition to potential clients.
  3. Streamlined Lead Management: Organized contact database with strategic segmentation, enabling targeted marketing campaigns for different customer personas and business types.
  4. Improved Payment Processing: Clear understanding of HubSpot's payment system capabilities and limitations, plus automated invoice generation for subscription services.
  5. Scalable Sales Process: Implemented a deal tracking system with customer lifecycle management, enabling the team to handle increased volume as market demand continues growing.

 

What's Next?

With their HubSpot Portal now optimized and their team trained on best practices, Unlmtd Brand is positioned to scale efficiently!
 
As their trusted HubSpot Partner, we continue providing ongoing HubSpot Support for their next focus areas, which include leveraging the automated workflows for email nurturing campaigns and expanding their use of HubSpot's marketing features.
 

You Can Get These Results Too.

Just follow these 3 steps:

1. Book Your Free Consultation: Our HubSpot Expert team uncovers what's broken.
2. Receive Your Project Roadmap: Get a strategic plan designed for your specific business goals.
3. Watch the Transformation: See your HubSpot become a money-making machine.

 

Other case studies