Better data, stronger conversion
The Plan Writers
InboundAV connected The Plan Writers’ lead-tracking system to HubSpot and built the workflows needed for sustainable nurturing and follow-up.
The summary
The Plan Writers replaced repetitive spreadsheet entry with a real-time HubSpot integration and a more responsive lead-engagement process. The project linked data quality, automation, and communication so the business could convert more of the opportunities it was already creating.
Main technologies used
HubSpot
About The Plan Writers
Based in Los Angeles, The Plan Writers is an award-winning business consulting firm that helps startups turn business plans into action. Its team works with prospective founders across several service lines, making timely, accurate lead management central to growth.
The challenge
Core prospect data lived in Google spreadsheets shared by team members, affiliates, and partners. Every update had to be entered again in HubSpot, creating duplicate work and data discrepancies that affected the sales cycle. The team also needed a more deliberate system for moving leads from their first interaction into relevant, ongoing communication.
- Industry:
- Business Consulting
- Location:
- Los Angeles, CA
- Platforms:
- HubSpot Sales Hub and Marketing Hub Professional
The solution
InboundAV built a custom integration using JavaScript, Google Apps Script, and HubSpot’s API. Changes in the source spreadsheet now create or update contacts and deals in HubSpot automatically. The team also implemented deduplication, real-time data maintenance, and six tailored four-email nurture paths tied to the company’s distinct service offerings.
All technologies used
- Custom integration
- Data maintenance
- Lead nurture
The results
With cleaner data and a sustainable acquisition process, The Plan Writers increased qualified leads by 17% and lead conversion by 20%, then closed 25% of quoted deals. Average response time reached two days, while the time required for data entry fell to approximately three minutes per entry.
Parsons Audio
Audio & Video Solutions
After six years, Parsons requested a website redesign from InboundAV to reflect their growth and new location. The relaunch resulted in a visually striking WordPress WooCommerce site, achieving an A page speed score and 99% performance.
- WordPress
- WooCommerce
- ACF
Buzztag
Promotional marketing
InboundAV implemented HubSpot CRM, onboarded Buzztag’s team, and redesigned and relaunched its website on HubSpot CMS, on time and within budget.
- HubSpot CMS
- HubSpot CRM
- Website redesign
Kawai America
Musical instruments
InboundAV connected more than 90 years of customer, technician, piano, and dealer data in HubSpot for Kawai America.
- HubSpot onboarding
- Custom objects
- Data migration
- +1
Lightyear Health
Healthcare
InboundAV revamped Lightyear Health’s Sales Hub and implemented Service Hub to improve post-sales management and growth operations.
- Sales Hub
- Service Hub
- Onboarding
- +1
Pro Audio Design
Professional audio e-commerce
InboundAV refreshed Pro Audio Design’s e-commerce experience with a stronger sitemap, a clearer customer journey, and a high-performance website relaunch.
- E-commerce
- UX/UI
- Website development
ProAudio.Link
Software fulfillment
InboundAV developed a platform for recording-software distributors and retailers to streamline software fulfillment.
- Custom software
- Platform development
- Integrations
Large Car Wash Chain
Car wash
InboundAV built targeted email and SMS automations to engage subscribers, reduce churn, and support membership upgrades.
- Marketing automation
- SMS
- Customer retention
Stratus Building Solutions
Commercial cleaning
InboundAV standardized HubSpot Sales Hub across Stratus franchises, increasing adoption and supporting faster, more consistent sales operations.
- Sales Hub Enterprise
- Data migration
- Automation
- +1
SPRCHRGR
HubSpot CMS website
InboundAV designed and built a custom HubSpot CMS theme with more than 30 reusable modules, dynamic content systems, and interactive frontend capabilities.
- HubSpot CMS
- Custom theme
- HubDB
- +1
Boz Digital Labs
E-commerce website
InboundAV restructured the WordPress backend, improved data flow and site speed, and refreshed the shopping experience for a growing plugin business.
- WooCommerce
- ACF
- Custom blocks
- +1
Braintrust
Dynamic SEO
InboundAV created dynamic SEO pages and targeted FAQs in HubSpot Content Hub to serve tailored content to Braintrust’s varied audiences.
- Dynamic SEO
- HubDB
- HubL
- +1
Buzztag website
HubSpot CMS website
InboundAV redesigned Buzztag’s website and migrated it to HubSpot CMS with a more intuitive interface and optimized user experience.
- HubSpot CMS
- HubL
- JavaScript
- +1
Lead Driven
HubSpot CMS website
InboundAV delivered a full HubSpot CMS redesign with refined branding, a stronger sitemap, improved SEO, and a more polished customer experience.
- HubSpot CMS
- Website design
- SEO
- +1
PADHiFi
Website design and development
InboundAV designed and developed a new PADHiFi website with a more comprehensive site map and a clearer path to consultations and demos.
- Website design
- Website development
- UX/UI
Parsons Audio portfolio
E-commerce website
InboundAV overhauled Parsons Audio’s WordPress experience to reflect its growth, relocation, product catalog, and installation services.
- WordPress
- WooCommerce
- ACF
- +1
ProAudioDesign
E-commerce website
InboundAV redesigned and developed a Shopify website that supports Pro Audio Design’s studio services, products, partner brands, and rich project work.
- Shopify
- E-commerce
- UX/UI
- +1
AVID
Custom application
InboundAV designed and developed an application that lets customers model and configure an AVID S6 console before ordering.
- Custom app
- UX/UI
- Product configurator
- +1
Studio Float
E-commerce website
InboundAV designed Studio Float’s WooCommerce site and added a custom calculator to guide customers toward the right IsoRaft configuration.
- WooCommerce
- Custom calculator
- E-commerce
- +1
Telefunken Elektroakustik
E-commerce website
InboundAV redesigned Telefunken’s WordPress site with a clearer sitemap, a microphone-comparison experience, and a custom shop configurator.
- WooCommerce
- ACF
- Custom configurator
- +1
