Lake One

Lake One was hired by Pocketnest, a financial wellness company, to optimize their paid media and CRM. The team of 6-10 employees was chosen due to their cultural fit and value for cost. Lake One played a critical role in improving the company's sales and marketing operations, executing a successful paid media strategy, optimizing CRM, and ensuring the smooth onboarding and continued success of clients. The project was initially focused on paid media, but it quickly expanded to cover a wider range of services, demonstrating the team's versatility and ability to deliver beyond expectations.

RPI Consultants, an ERP optimization firm, engaged Lake One for a full HubSpot implementation. The project involved refining the company's marketing automation, implementing the CRM to replace the old one, and purchasing and integrating the Sales Hub. Lake One's team helped RPI Consultants migrate and refine their sales process. The successful implementation of HubSpot led to other departments within the organization adopting the new Service Hub for all support tickets. Lake One's best practices and detailed explanations were instrumental in navigating two crucial go-lives ahead of schedule.

Storj, a cloud storage company, has been working with Lake One for over a year on an ongoing HubSpot implementation project. The scope of work has expanded to include email marketing, social media management, PPC, SEO, and advice on best practices for HubSpot sales and marketing automation. The team of 6-10 employees was selected based on a referral. Their expertise in various marketing activities and their ability to provide ongoing consulting has proven beneficial for Storj's marketing operations.