Guide
Guide to Getting the Most Out of HubSpot
How to set up, use and get more value from the HubSpot tools you already pay for.
Grow your door count without adding more chaos.
A growth process brokers can use and leadership can see.
Connect the path from inquiry to home sale.
Lead follow-up and agent pipelines that keep up.
HubSpot, connected to the property systems you already use.
Get cited in AI search.
Answer engine optimization for companies that compete in search.
Scoped builds, fixed where it makes sense.
HubSpot administration, optimization and marketing support that stays after go-live.
Explore partnershipsThe order every engagement follows.
Marketing and HubSpot that bring buyers to you.
You sell software, advise clients or run a growing B2B team. We handle the website, search, content, paid ads and HubSpot work that brings in qualified leads and helps your team close them, so you can stay focused on your customers.
The short answer
Geekly Media is a Diamond HubSpot Partner that does marketing, HubSpot and sales enablement for SaaS companies, professional services firms and growing B2B teams. We build the website, search, content and paid campaigns that bring in qualified buyers, then set up HubSpot so your team can follow up, close and see what is working.
Where to start
Start with a plan, a HubSpot build or ongoing marketing support. Every engagement begins with your goal.
Goal, strategy, people and process, then HubSpot.
See the order every engagement followsPipelines, automations and reports configured for your team.
See how we set up HubSpotOngoing marketing and HubSpot support that flexes with your goals.
See how partnerships workWhy Geekly
Growing companies rarely need more tools. They need the website, the campaigns and the CRM they already have to work together, and a partner who can do the work instead of handing over a slide deck. That is what we do.
More demos, a shorter sales cycle or a pipeline you can forecast. We pick the number that matters and work back from it.
As a Diamond HubSpot Partner, we onboard new customers, migrate data from other CRMs and clean up portals that have grown messy.
We connect campaigns, lead handoff and pipeline, so marketing and sales stop debating lead quality and start sharing the same numbers.
Beyond real estate, we work with software, financial services and professional services teams. We talk to your people and research your buyers before we write a word.
We plan it and do it: websites, SEO, content, paid ads, HubSpot builds and team training, with one team accountable for results.
Tell us where your growth stalls, and we will show you where we would start.
B2B marketing
Be the answer before they book the call.
Your buyers research on their own long before they talk to sales. They search, ask AI tools, compare vendors and read whatever you have published. We make sure you show up in that research with useful answers, then give them a clear reason to take the next step, and we track every channel in HubSpot so you know which ones turn into pipeline.
Speak to a Geek about your marketingA site that explains what you do in plain language, answers buyer questions and makes it easy to book a call or request a demo.
Content built around the questions your buyers actually ask, so you show up in search results and in AI answers.
Google, LinkedIn and Meta campaigns aimed at the accounts and roles you sell to, with landing pages tested to turn clicks into conversations.
Emails that follow up based on what a lead has read and done, so they are ready for a sales conversation when they get one.
Every channel and campaign tied to pipeline and revenue in HubSpot, so you know where the next marketing dollar should go.
HubSpot for B2B teams
Your CRM should work the way you sell.
Bringing in leads is only half the job. You also need a system that captures them, nurtures them, hands them to sales at the right moment and shows which efforts turn into revenue. We set up HubSpot around your buyers, your sales process and your reporting needs, then train your team to use it.
Speak to a Geek about your HubSpot setup
Lifecycle stages, lead statuses and deal pipelines that match how your company sells, whether you onboard new to HubSpot or migrate from another CRM.
Workflows that follow up with leads, assign them to the right rep when they are ready and remind reps when a deal goes quiet.
Sources and campaigns connected to contacts, deals and revenue, with dashboards for reps, managers and leadership.
Geekly Media is a Diamond HubSpot Partner
HubSpot is a capability, not our starting point. We build it around how your business sells.
What we build
Here is a typical HubSpot build for a B2B team. Every piece writes to the same record, so marketing, sales and service see the same customer. We shape yours around your buyers, your process and the tools you already use.
Sales enablement
A sales process your reps will actually follow.
Qualified leads only pay off if your team has a clear process, the right content and tools that save time instead of adding clicks. We map how your best deals close, build that into HubSpot and give leadership a pipeline they can forecast.
Speak to a Geek about sales enablementClear definitions for a qualified lead, routing rules and a pipeline with stages your reps agree on.
Case studies, discovery guides, proposal templates and email snippets that answer buyer questions and keep deals moving.
Sequences, task queues and stale deal reminders, plus close-rate and pipeline reports that show where deals stall.
How we work
Most growing companies don't need more tools. They need the ones they have to work together. So we start with what you want to accomplish and fix the process before we touch the software.
More demos booked, a shorter sales cycle, a pipeline you can forecast. We pick the number that matters and work back from it.
We follow a lead from first visit to signed deal and find where it stalls: traffic, follow-up or the handoff to sales.
We agree on how the work should happen with the people who do it, so the system matches how your team really sells.
Then we configure HubSpot to run that process, track it and report on it, so it keeps working as you grow.
“We had a great experience working with the Geekly team as we implemented HubSpot and built out the systems and processes needed to support our marketing efforts. From implementation and custom reporting to dashboard development and campaign execution, their team played an important role in helping us get more out of the platform.”
“They have top-notch talent in so many categories and have really delivered way above expectations on our projects. Our growing business has switched gears several times and they are able to roll with our changes effortlessly.”
“We are a construction company and they have been excellent in working with us on workflows for our operations and for our sales. They also coached us on many sessions to get us to a point to where we are comfortable using HubSpot.”
“Geekly Media was beyond amazing. We had the pleasure of working with Diana who went above and beyond for us all the time. Whether it was a crazy automation idea, or dealing with training our sales team everything was amazing.”
“We worked with the Geekly team on a project that had gone off the rails. They saved the day, big time. We got great creative that "wow-ed", super fast and responsive team, friendly and fun collaboration, and made new friends.”
“Our experience with Geekly media was more helpful than I could have ever imagined! We worked closely with Erin Kasmarick and she created a seamless, automated sales process that relieved hours of my time in a day.”
“Geekly has truly been top-notch to work with. It is rare you find a consultant who communicates as well and follows through. Very happy with the process and outcome.”
“Erin is truly a HubSpot genius! She is such a joy to watch work and loves the challenges we throw at her! She has helped my team use HubSpot to its full capabilities all while lightening our workload.”
“Their entire team has been exceptional to work with. The services they offer have allowed us to expand exponentially as a company. The communication, customer service, and service delivery cannot be overstated.”
Pricing
Pick a starting point. We'll scope the rest to your goal.
Includes
Includes
Includes
Resources
Guide
How to set up, use and get more value from the HubSpot tools you already pay for.
Get the guide
Guide
How to plan, launch and measure paid campaigns that bring in qualified leads.
Get the guide
Template
A simple way to review what content you have and what to fix first.
Get the template
Other ways we can help
Your website, search, content, ads and CRM should work together. We build and run each piece, so the right buyers find you and your team can close them.
Sites built to attract the right visitors, answer their questions and turn them into leads.
See website servicesAudits, keyword research and on-page work so buyers searching for what you do find you.
See SEO servicesContent that answers what your buyers ask, then nurtures them toward a conversation.
See inbound marketingGoogle, LinkedIn and Meta campaigns for when you need leads now while organic traffic builds.
See paid adsA CRM, automations and pipelines built around how your team sells.
See HubSpot implementationA defined path from first conversation to signed deal, with the tools your reps need.
See sales enablementReports leadership trusts, from first visit to closed deal.
See reporting servicesFollow-up and routine tasks handled for your team, so they spend time on people.
See AI and automationMonthly care for your portal as your team and goals change.
See HubSpot administrationFrequently asked questions
No. Geekly started in housing, and real estate is still where we have the deepest experience. We also work with SaaS companies, professional services firms and other growing B2B teams. If your marketing, sales and operations need to work together in HubSpot, the problem usually looks the same.
Software and technology companies, financial services firms, professional services and consulting firms, and other B2B teams that sell through a considered process with more than one conversation before a deal closes.
We start with your goal and talk with the people who do the work: sales, marketing, service and leadership. We research what your buyers search for and ask before they buy, then build content, campaigns and processes around those answers. The method stays the same. The vocabulary comes from you.
Usually in one of three places: a website or SEO project to get found, a HubSpot implementation to organize the pipeline, or an ongoing partnership for marketing and HubSpot support. We recommend a starting point once we understand your goal, and you can add services as you grow.
It depends on what you need first. An ongoing marketing partnership starts at $3,000 per month, HubSpot Workshop Onboarding is $4,500 one-time, and sales enablement strategy starts at $15,000. We scope every engagement to your goal, so you only pay for the work that moves it. HubSpot licensing is separate.
No. We onboard new HubSpot customers, migrate data from other CRMs and clean up portals that have grown messy. As a HubSpot Diamond Partner, we set HubSpot up around how your team sells and train your people to use it.
It depends on the channel. Paid ads can start bringing in leads soon after launch. SEO and inbound content take longer to build, then keep working long after they go live. Many clients run both: ads for leads now, organic for the long run.
Yes. Some clients hand us the whole program. Others want us to handle HubSpot or content while their team runs the rest. Either way, we meet regularly, share what we are working on and review results with you each month.
Speak to a Geek
Tell us where your growth stands today. We will show you where we would start.