Onda brings in new clients three ways: referrals, cold email from a partner called Growth Flare, and cold calls from a partner called Level Up Leads. Every lead books a call on Calendly. That's where the process used to stop being visible. Before Growlyze stepped in, nothing happened in HubSpot until after the first sales call. Everything before that — research, reminders, notifications — lived in a shared doc, a Slack channel, and whoever remembered to do it.
- Client
- Onda — a fractional CMO and marketing services agency
- Services Delivered
- HubSpot Implementation, HubSpot Onboarding, Training & Enablement
The Problem
- No record until after the first call. Every lead was invisible in HubSpot right up until someone had already spoken to them.
- Lost deals left no trace. Nobody could say why a deal didn't close.
- No-shows fell through the cracks. Following up depended on someone remembering to do it.
- Onboarding took seven-plus manual steps. Welcome emails, forms, Slack channels, kickoff calls — all by hand.
- Lead sources were a guess. No clean way to see which partner actually paid off.
Solution
- A sales pipeline that starts itself. The moment someone books a call, HubSpot creates their record automatically.
- A clear read on every lead. Lifecycle stages track each contact from first booking through to signed client.
- Call notes that write themselves. Every sales call logs its own summary, action items and recording link.
- Follow-up that knows when to stop. No-show and reminder emails run on their own — only where they're actually needed.
- A required reason for every loss. No deal can close lost without an answer on why.
- Onboarding that runs on autopilot. One pipeline stage now replaces the old seven-step checklist.
Outcome and Impact
- Every lead is visible from day one. No more waiting until after the first call to know who's in the pipeline.
- Lost reasons are no longer a mystery. Every closed-lost deal comes with an answer.
- No-shows get a second chance, automatically — without stepping on lead-gen partners' own follow-up.
- Onboarding takes one click, not seven. Closed Won fires the whole checklist by itself.
- Lead source is finally measurable. Referral, Growth Flare and Level Up Leads each show their own numbers.
- Eight new reports give the team real answers — on conversion, deal speed, no-shows and revenue forecasting — where before there were none.
Implementation Time
Delivered in phases, not all at once — the highest-impact pieces went live first. Phase 1 included core build (sales and onboarding pipelines, lifecycle stages, lead source tracking, nurture sequences). Phase 1.5 added call automation via Grain natively into HubSpot. Phase 2 included direct integration with Level Up Leads, and a DocuSign webhook to close the loop on signed contracts automatically.
Tools & Technologies
HubSpotCalendlyGrainSlackAsanaTypeformDocuSignDatabox
