Case Study: a family-owned and operated retirement living community business streamlines HubSpot and marketing automation with ClearPivot

Family-owned and Operated Retirement Living Community Business unifies 13 communities with ClearPivot

The customer, a family-owned and operated retirement living community business, was struggling to manage its 13 distinct communities under a single, improperly configured HubSpot portal. This led to a lack of accountability, an inability to track marketing ROI, and no cohesive marketing strategy to nurture leads. They partnered with ClearPivot to overhaul their systems and implement a solution using the HubSpot platform.

ClearPivot consolidated all operations into one HubSpot portal, restructured the website for better SEO and community tracking, and implemented marketing automation. The solution included creating personalized email templates and social media for each community, integrating the CRM, and setting up workflows for actions like tour scheduling. As a result, the client gained a powerful foundation for marketing outreach and is now well-equipped to manage and measure the performance of each community independently.