OtherHubSpot Training
How RetroFoam Unified Four Businesses into One Dashboard with the Right HubSpot Partner
RetroFoam needed to leave their old CRM, migrate to HubSpot across three hubs, and train an entire organization of 51 to 200 humans. The real challenge: unifying reporting across four separate business entities into a single dashboard for leadership. After partnering with Sidekick Strategies for implementation, training, and custom reporting architecture, RetroFoam got the unified visibility they'd been missing and a team that could own it independently.
Financial ServicesHubSpot Training
How Kaizen CPAs Turned HubSpot Chaos Into Confidence
Kaizen CPAs + Advisors inherited a tangled HubSpot portal, complete with a workflow literally nicknamed "the Monster." Through ongoing coaching, content strategy, and AI exploration with Sidekick, their marketing specialist went from second-guessing every change to confidently building, improving, and expanding their entire HubSpot ecosystem.
Professional ServicesHubSpot Training
How Craig Cody And Company Grew Revenue 50% in Year One with the Right HubSpot Partner
Craig Cody And Company had HubSpot in place, but an inherited setup from another agency left them barely using the platform. After partnering with Sidekick Strategies for training, implementation, website design, and content strategy across three HubSpot hubs, the firm saw 50% revenue growth in year one, gained full pipeline visibility, and finally found the trusted partner they'd been looking for.
SaaSHubSpot Training
How LifeStarr Went from Invisible to Industry AEO Leader with the Right HubSpot Partner
LifeStarr had the product but not the visibility. A small SaaS team working harder instead of smarter, with a HubSpot instance collecting dust and zero presence in their industry. After partnering with Sidekick Strategies for training, implementation, website design, and content strategy across Marketing and Content Hubs, LifeStarr rose to the top of their field for AEO and transformed from invisible to the recognized authority in their space.
Financial ServicesHubSpot Training
How Jones Fiduciary Wealth Management Unlocked HubSpot's Real Power and Built a Roadmap for Growth
Jones Fiduciary Wealth Management had HubSpot but couldn't use it. A previous agency's incomplete setup left the team stuck with underbuilt automations and no clear data model. After partnering with Sidekick Strategies for training and implementation across Marketing and Sales Hubs, the firm unlocked the right data architecture, eliminated their automation bottleneck, and built a clear roadmap for growth.
Financial ServicesHubSpot Training
How Probate Bond Pros Turned a Fresh HubSpot Into 20% Revenue Growth
Probate Bond Pros was brand new to HubSpot and knew they couldn't afford to figure it out alone. With Sidekick's hands-on training and custom HubSpot setup built for their niche financial services business, they loaded prospects fast, started marketing immediately, and grew revenue by 20%.
Professional ServicesImplementation
How Make Taxes Fair Saved 30+ Hours a Week and Finally Found a Marketing Team They Trust
Make Taxes Fair had HubSpot in place but knew it wasn't working the way it should. After failed DIY fixes and a disappointing agency experience, they partnered with Sidekick Strategies for a full-stack transformation: all five HubSpot hubs, AI automation, website redesign, and content strategy. The result? Over 30 hours saved every week and the first marketing partnership in 20 years that actually built trust instead of eroding it.
SaaSHubSpot Training
How Sonar Software Turned a Messy HubSpot Into a Revenue Engine
Sonar Software was resource-constrained, running a disorganized HubSpot portal with no Sales Hub, no reporting, and a website stuck on WordPress. George and the team migrated their site, built out Marketing and Sales Hub, created a sales playbook, and optimized their outreach. Email open rates improved 11 to 15%, and sales sequences went from zero responses to a 2 to 4% response rate.
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