50%
Revenue Growth in Year One
Systematic pipeline and lead generation driving results
3
HubSpot Hubs Activated
Marketing, Sales, and Content Hubs
3
Teams Trained on HubSpot
Sales, Service/Support, and Leadership
4
Content Engines Built
Email sequences, social, pillar pages, and guides
The Challenge
Where Things Stood Before
A CRM That Was Costing More Than It Was Delivering
Craig Cody has spent decades helping humans navigate one of the most complex parts of running a business: taxes. As a CPA and President of Craig Cody And Company, he's built a firm grounded in expertise, trust, and genuine care for the humans he serves. But the tools behind the scenes weren't pulling their weight.
They had HubSpot. It just wasn't doing what it was supposed to do. The platform was there, the subscription was running, but the original setup from a different agency left them barely scratching the surface. Contacts weren't organized the way the team needed them. Automations weren't firing. The system that was supposed to simplify their operations was creating friction at every turn.
The team wasn't using barely any of the features, and it was costing them time and frustration. When your CRM fights you instead of helping you, everything slows down. Leads don't get the follow-up they deserve. Pipeline visibility disappears. The humans doing the work spend their energy wrestling with software instead of serving the humans who need their help.
For a firm with 11 to 50 humans, that kind of inefficiency hits hard. Every hour lost to a clunky system is an hour not spent on client strategy, tax planning, or the high-value work that actually grows the business. Craig knew something had to change. The question was finding the right partner to make it happen.
The Solution
What We Built Together
Building a True Partnership, Not Just Another Implementation
When Craig Cody And Company connected with Sidekick Strategies, the conversation started where it should: with listening. Not a sales deck. Not a checklist of deliverables. George and the team wanted to understand what Craig had been through, what the inherited HubSpot setup was missing, and what "working the way it should" actually looked like for a growing CPA firm.
The scope covered four critical areas. This wasn't a quick fix on one hub or a template swap. Craig's firm needed HubSpot Training and Coaching, Implementation and Migration, Website and Design, and Content Strategy and Production. Each piece had to work together as a unified system, not four disconnected projects.
On the HubSpot side, the team activated three hubs: Marketing, Sales, and Content. The Marketing Hub got properly configured to drive lead generation through email sequences, nurture campaigns, and social media content. The Sales Hub gave Craig and his team clear pipeline visibility for the first time, so leads that needed attention actually got it. The Content Hub powered pillar pages and guides that positioned the firm as a trusted authority in their space.
Training wasn't an afterthought. It was central to the whole engagement. Sidekick trained the sales team, the service and support team, and leadership, making sure every human in the organization could actually use the tools they were paying for. No more one person holding all the knowledge. No more "I think this button does something" moments.
The website and design work gave the firm a digital presence that matched the quality of their expertise. And the content strategy, including email sequences, social media content, and pillar pages, created a repeatable engine for attracting and nurturing the right humans.
What made it work wasn't just the breadth of services. It was the partnership. Craig described it simply: "As we implement more and more, we have a partner to help us implement and use the tools of HubSpot." That's not a vendor relationship. That's a team that grows with you.
The Results
The Transformation
50% Revenue Growth and a Pipeline You Can Actually See
The numbers came fast, and they came big. Revenue grew by 50% in year one. For a professional services firm, that's not an incremental improvement. That's a transformation. And it didn't come from one lucky break or a single campaign. It came from having the right systems in place: a CRM that actually works, content that attracts the right humans, and a team that knows how to use every tool at their disposal.
Pipeline visibility went from murky to crystal clear. Craig's team finally had a real view of where every opportunity stood. No more guessing which leads needed follow-up. No more prospects falling through cracks because nobody could see them. The Sales Hub gave them the structure to track, nurture, and close with confidence.
Lead generation shifted from reactive to systematic. With the Marketing Hub properly configured, email sequences nurturing prospects, and content strategy driving organic traffic, Craig Cody And Company isn't just waiting for referrals anymore. They've got a repeatable engine that brings qualified leads to the door and guides them through a structured journey.
Customer retention strengthened across the board. When your team can track interactions, respond faster, and deliver consistent follow-through, existing relationships get better. The humans who already trust you with their taxes feel that trust reinforced every time they interact with your firm.
But here's what matters most. Beyond the revenue growth, beyond the pipeline clarity, beyond the lead generation: Craig found what he'd been looking for. "We have a true partnership with the team at Sidekick. They are truly a trusted partner." That's not a testimonial someone writes because they're asked to. That's what happens when an agency actually delivers on what they promise, listens with intent, and cares about the business as much as the business owner does.
The ongoing partnership continues to evolve. New hubs get activated. New content gets created. New automations get layered in. Craig Cody And Company isn't locked into a deliverable list from six months ago. They've got a team that adapts, builds, and grows alongside them.
“We have a true partnership with the team at Sidekick. They are truly a trusted partner.”
Craig S. Cody, CPA, President, Craig Cody And Company Inc
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