Clients

 
 

Non-profit and education

Rutgers Preparatory School

HQ: New Brunswick, NJ

Led major HubSpot integration project between legacy system CRM (Blackbaud) and HubSpot with a team of 3 developers for a private school located in NJ.

How: Built data mapping guidelines, audited HubSpot properties, cleaned up duplicates, structured synch between records, and created custom objects such as "children" in the Hubspot environment. Improved CRM Operations by removing unengaged or duplicated contacts by 35%.

Event marketing Strategy & Execution
How:
• Designed and executed automated email workflows for open houses, events, marketing newsletters, academic & athletics programs
• Increased K-12 prospective families' event attendance in 2024 by 30%
• Boosted student enrollment for Lower school/Early childhood by 20%

 

Online TRavel booking platform

TravelStaytion

HQ: London, UK and Athens, Greece

Executed several HubSpot consulting projects with a travel start-up called TravelStaytion, a booking platform for vacation rentals mainly in Europe.

How: Created training videos for their sales team on how to use HubSpot sales sequences to refine their communications with guests, hoteliers, etc. Created workflows to better the processes with different hoteliers depending on their level of commitment.

Field services saas & iot

Fieldcode - Part of Hemmerbach GmBH

HQ: Nuremberg, Germany, EU

Spearheaded Fieldcode HubSpot projects including integrations, marketing email workflows & campaigns, social media advertising, and authored an eBook about Field Services industry.

How: Managed HubSpot-Zapier software projects. Built API integrations between their CRM HubSpot and other tools like Demio webinar tool.

Review from client: “Working with Kate has been a great experience as she is always speedy, efficient and eager to find solutions - even for the most complicated API connections!

During our collaboration, Kate was responsible for the induction of our team of 4 marketing professionals on HubSpot, a project which ran very smoothly thanks to the well-rounded knowledge she has regarding HubSpot Marketing Hub”

Marketing Agency

MarketDesign LLC

HQ: New York, NY, USA

Did various HubSpot projects for this marketing agency’s client base.

How: Social media posting, workflow management, workflow execution, landing page design, CTA creation via Canva, creation of audits per client.

 
 

Architecture Saas

Archilogic

HQ: Zurich, Switzerland

I did various HubSpot sales and marketing consulting projects for an AI architecture startup called Archilogic, including an integration with Salesforce.

How: Migrated marketing and sales data from several Salesforce reports to highly technical custom HubSpot reports. Created new custom sales and marketing properties to fill in missing data gaps from Salesforce.

Additionally, contributed to a number of other projects such as pipeline planning, setting up rules for deal stages, and creating new email template designs in HTML/CSS in HubSpot Design Manager.

Forensic accounting & Credit checks

Kreller Consulting

HQ: Cincinnati, OH, USA

Led various HubSpot consulting projects with a medium-sized credit check and forensic accounting organization called Kreller Consulting.

How: Coached Kreller’s sales team on how to use HubSpot to document meetings, notes, and sales activities such as calls, reports, etc. Recorded Zoom training session calls for their BDR team and created quizzes, and a performance index for BDR employees based on HubSpot knowledge.

vitamins and ecommerce

American Botanical Pharmacy

HQ: Marina Del Rey, CA, USA

Dr. Schulze/HerbDoc, is a major pharmacy brand selling specialized wellness products and vitamins based in California. Led some B2C HubSpot projects for their head of eCommerce Director.

How: Set up workflows in HubSpot to streamline different marketing outreach. Built a lead-scoring index using a points system that numerically assessed customer engagement—factoring in behaviors:

Such as order value (e.g., purchases over $100), newsletter subscriptions, and recent and frequent transactions—to enhance segmentation and targeted marketing for tens of thousands of customers

 

Marketing Agency

TSL Marketing

HQ: Elkridge, Maryland, USA

Did various HubSpot projects for this marketing agency’s client base.

How: Custom Reporting, building workflows, and dashboard support. Created HubSpot scorecard reports for TSL’s clients’ sales teams with metrics including:

  • Gross Profit %

  • % of Estimates Closed

  • Top 25 Sales

  • Net New Services (Labor Hours)

  • Sales Prospects Converted to Customers

  • Dormant Client Re-Activations

  • Pipeline Management 

  • Prospecting Calls & Follow-up

  • In-person Meetings |Proposals Prepared/Sent

Technology & Entertainment

GPL Technologies

HQ: Los Angeles, USA

Did various HubSpot consulting projects with GPL whose customers included VFX shops, and feature film studios in Hollywood.

How: Created assets such as blog posts, web pages, CTA offers, and guides, all tracked in HubSpot marketing campaigns. Onboarded GPL’s sales and services team to use HubSpot to log in sales deals. Also migrated GPL’s operations software called Taskforce into HubSpot to optimize their sales and services processes more efficiently.

Non-Profit and Religion

LCMS Foundation

HQ: Saint Louis, MO

LCMS Foundation is the US’s largest nonprofit for the Lutheran Church. I helped the team run a couple of important HubSpot sales initiatives.

Review from client: “We asked Kate for help with two things. First, we asked for her to apply her exceptional knowledge of HubSpot to help us create a pilot program for our field staff on how to best use HubSpot's "sequences." Kate provided both strategic and practical input and helped our internal team solve many of the challenges on how to best set up and use sequences within our organization.

We also asked Kate to tackle some time-intensive tasks within HubSpot that our small marketing team just couldn't get to. Specifically, Kate helped us develop custom reports and dashboards for each member of our field staff. Although much of that work was monotonous, it did require someone that really understood HubSpot reports quite well, and someone with an attentive eye toward detail. Kate did a great job and allowed us to provide many tools in HubSpot to our co-workers that we might not have been able to otherwise provide.”