Services Provided
Client Overview
Diamond Mattress is a well-known brand in the bedding and furniture space, trusted by customers for years. While they had already started using HubSpot’s Sales and Marketing Hubs, their setup wasn’t fully optimized. We noticed many of HubSpot’s powerful features were either underused or not used at all. That’s where we came in, to help bring structure, clarity, and real efficiency to their platform.
The Problem
- Their HubSpot setup lacked clarity. Over time, things got messy, workflows were scattered, and processes weren’t clearly defined.
- Email templates and automation needed work. What they had in place wasn’t fully optimized, which made marketing efforts less effective.
- They weren’t making the most of their HubSpot licenses. Many powerful Sales and Marketing Hub features were sitting unused or underutilized.
- Internal teams relied too much on outside help. Without clear systems in place, they couldn’t manage or scale campaigns confidently on their own.
Our Approach
We started by taking a close look at Diamond Mattress’s entire HubSpot setup. We wanted to see what was working well, what wasn’t, and where things could be made simpler or smarter. While we can’t share every detail, here’s what we focused on:
1. Refining workflows and automation logic:
Some automations were either too complicated or not doing what they were supposed to. We simplified them, cleaned up any confusing steps, and made sure they actually helped the sales and marketing teams, instead of slowing them down.
2. Improving campaign and email templates:
We organized the email structure so it was easier to manage and reuse. That way, the marketing team didn’t have to start from scratch each time. We also made sure the templates followed best practices, better design, better personalization, and better results.
3. Aligning lifecycle stages and the sales pipeline:
The sales journey was a bit unclear in their CRM. We helped map out clear lifecycle stages, so they could easily track where each lead or customer stood and connected that with the sales pipeline. This gave both the marketing and sales teams a shared view of the buyer journey.
4. Fixing user roles, notifications, and reporting:
Some team members were getting notifications they didn’t need, while others were missing important updates. We made sure everyone had the right level of access, the right alerts, and the right reports, so they could focus on their work without distractions or confusion.
At every step, our goal was simple: don’t rebuild, refine. We built on what was already there, made targeted improvements, and helped the Diamond Mattress team get more out of their HubSpot investment, without overwhelming them with change. By the end of the project, their system was not.
Outcome
Over the course of a year, Diamond Mattress’s HubSpot instance was transformed into a clean, efficient, and sustainable system. Sales and marketing teams began using the platform more effectively, backed by a structure tailored to their processes. By the end of the engagement, ownership of the system was successfully handed back to their internal team, equipped with a long-term operational foundation.
- HubSpot instance transformed into a clean, efficient, and sustainable system
- Sales and marketing teams began using the platform more effectively
- Structure aligned with their internal processes for smoother operations
- Full ownership handed back to the internal team with confidence
- Long-term operational foundation put in place for future growth
Conclusion
This wasn’t just a technical cleanup, it was a long-term transformation. Over the course of a year, we helped Diamond Mattress turn their HubSpot setup into a streamlined, reliable system that truly worked for their teams. By the end, their sales and marketing teams were more confident, more efficient, and fully in control of their platform, ready to scale without external dependency.
Whether you’re struggling with messy workflows, underused tools, or just want to get more out of your HubSpot investment, we’re here to help, contact webdew to learn how we can tailor HubSpot to your business needs and set you up for long-term success.
Client Testimonial
Diamond Mattress’s hubSpot setup was all over the place, and they didn’t even realize how much they were missing out on. webdew team came in, cleaned things up, and made everything so much easier to use. Now, their sales and marketing teams actually enjoy using HubSpot, having full autonomy over their sales and marketing pipelines.
“webdew is consistently responsive and shows great depth of knowledge when strategizing and planning Hubspot projects. They are easy to work with, their focus on execution and timeliness is greatly appreciated.”
