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CRM Tidy Up for a Camping Ground Company

https://share.descript.com/view/LfVj3f1G0TK

1) Executive Summary

What changed

We transformed a cluttered HubSpot portal into a clean, operable CRM that the team could trust day-to-day, and that leadership could finally use for reporting.

Why it mattered

Before the tidy-up, the CRM was quietly producing unreliable pipeline data and slowing down the team. After the tidy-up, the system became simpler to operate, easier to train, and far more accurate for forecasting and performance tracking.

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2) The Starting Point

The Camping Ground Company had a HubSpot setup that had grown over time without a clear structure. It contained a mix of processes and labels that made it difficult to understand what was actually happening in the pipeline.

Common symptoms:

• Deal pipelines were being used as a “catch-all” for early interest, waiting lists, and non-sales activity
• Pipeline stages were acting like statuses or labels, not actual sales steps
• Different pipelines overlapped or duplicated each other
• Reporting looked busy, but the data could not be relied on for decision-making

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