01 · Technology
698
Investor calls booked
- 24 · Agency clients won
- 99k · Contacts unified
Healthcare Shares
Rebuilding a Legacy HubSpot Portal to Support Venture Capital Sales Pipelines
Healthcare Shares ran every part of its business through a single HubSpot account that had grown past the point anyone could safely change it. We went through it field by field, traced what each old field, form, segment, and workflow still fed, and rebuilt the funnels around what was left. 698 investor calls have since been booked through a two-question gate, and the team can add a business line themselves without ongoing support.
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