We led the migration of Aaron Sansoni’s CRM and automation systems from Keap to HubSpot, ensuring a smooth transition that enhanced lead management, streamlined workflows, and optimized overall business operations. Before the migration, Aaron’s team relied heavily on Keap for customer relationship management, email automation, and lead nurturing. However, as the business scaled, they required a more robust and data-driven solution to improve engagement and conversion rates.

Keap CRM Management & Transition Strategy

Before migrating to HubSpot, we conducted a comprehensive audit of Keap, identifying essential workflows, automation sequences, and data structures that needed to be transferred.

Our team ensured that no valuable lead or customer interaction history was lost by:

Cleaning and segmenting the Keap database, removing outdated contacts, and optimizing tagging structures.

Mapping out all active campaigns, including email sequences, lead nurturing workflows, and sales automation.

Documenting automation rules to replicate them in HubSpot without disrupting lead engagement.

HubSpot Implementation & Enhanced Automation

Once the Keap data was fully organized, we structured HubSpot to align with Aaron Sansoni’s sales and marketing goals. Key enhancements included:

Rebuilding automated email sequences for lead nurturing, ensuring a seamless experience for prospects as they moved through the sales funnel.

Creating dynamic workflows to trigger timely follow-ups, appointment reminders, and re-engagement campaigns.

Implementing enhanced reporting dashboards, providing deeper insights into campaign performance, sales activity, and customer behavior.

Results & Impact

This migration significantly improved operational efficiency, reducing manual tasks and enhancing personalization in client interactions. The optimized workflows allowed Aaron to engage more effectively with leads, increasing conversions and strengthening customer relationships. By integrating HubSpot’s advanced automation tools, we positioned his business for sustained growth and scalable marketing success

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