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Sales leaders
Who require clean pipelines, repeatable playbooks, and faster ramp for new reps.
Operations teams
That must integrate GA4, calendars, emails, quoting, WhatsApp, and invoices without duct tape.
Bilingual organizations
That sell in English and Spanish across Miami-Dade and Latin America.
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Data Migration & Hygiene Miami Teams Can Rely On
Clean data is the backbone of revenue reporting and AI assistance. We:
- Consolidate contacts and companies from spreadsheets and legacy CRMs.
- Normalize names, phones (E.164), languages, and addresses across Miami-Dade and LATAM formats.
- Map sources correctly for attribution (paid search, organic, referrals, events).
- Merge duplicates using deterministic and fuzzy logic.
- Structure picklists to reflect your markets (industries, verticals, countries, languages).
- Establish retention, auditing, and rollback procedures.
Result: lifecycle tracking works, routing is accurate, and dashboards reflect reality—not wishful thinking.
Sales Process & Pipeline: Built for Accountability
We convert an informal “tribal knowledge” sales process into an operational pipeline:
- Stage definitions with must-have artifacts: budget confirmation, champion identified, mutual plan, legal checklist.
- Exit criteria that prevent “happy ears” deals from clogging forecasts.
- Activities tied to stages: calls, emails, meetings, and tasks logged automatically.
- Playbooks inside HubSpot for discovery, MEDDIC-style qualification, and objection handling aligned to Miami markets.
- Forecast categories and next-step discipline that leadership can inspect.
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Lead Scoring and Segmentation That Prioritizes the Right Conversations
Your reps should focus where intent is highest. We combine fit and intent:
- Fit: industry (e.g., logistics, engineering, professional services), company size, Miami/LATAM HQ, buying role, tech stack.
- Intent: pricing page visits, case study downloads, WhatsApp replies, meeting bookings, form submissions, event attendance, and high-value page views.
- Decay rules to reduce scores when engagement cools, keeping boards fresh.
- Segment lists for English and Spanish content, industries, and buying stages to drive tailored nurturing.
Sequences, Playbooks, and Enablement for Bilingual Teams
Inbound speed-to-lead and consistent follow-up win in Miami’s fast market. We provide:
- Inbound follow-up sequences for SDRs in English and Spanish with timed calls, emails, and LinkedIn touches.
- No-show and reschedule paths that recover missed meetings.
- Renewal and expansion sequences for Account Managers.
- Re-engagement cadences for stale opportunities.
- Playbooks embedded in HubSpot that standardize discovery, qualification, and proposals across languages.
- Templates and snippets so messages remain on-brand and compliant.
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Reporting and RevOps Dashboards the Board Can Trust
Every KPI ties to a decision:
- Funnel performance: visitor → lead → MQL → SQL → Opportunity → Won.
- Pipeline health: coverage ratio, velocity by stage, win rate by segment, aging, and stuck reasons.
- Marketing attribution: first/last touch, campaign ROI, GA4 conversions into HubSpot lifecycle.
- Team productivity: SLA compliance, sequence performance, meeting hit rates.
- Forecast and variance: snapshot-based reporting you can defend.
We publish leadership dashboards and manager views, plus a short “how to read this” guide so everyone is aligned.
Governance, Security, and Change Management
A scalable CRM requires rules:
- Roles, teams, and permissions that match your org chart and territories.
- Property naming conventions with descriptions and help text.
- Audit cadence for fields, workflows, and integrations.
- Data retention and export policies aligned with your compliance needs.
- Release notes and a change log so admins and leaders stay in sync.
- Training and enablement: live sessions, recordings, and quick-reference sheets in English and Spanish.
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Ready to Activate Predictable Revenue in Weeks, Not Months?
Construction, Engineering & Architecture | Energy & Electrical Systems | Supply Chain & Logistics | Security & Facility Tech | Professional & Technical Services | B2B Tourism & DMC.
Miami-Dade focus: Brickell, Doral, Coral Gables, Wynwood, Hialeah, Miami Beach.
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Marketing ROI
Qualified leads
Higher win rate
We lead our clients to success.
Working with Ca Design transformed the way we attract and manage our customers. The HubSpot setup was seamless, and within weeks we had measurable improvements in reservations and follow-ups.
They guided us through a complete web and CRM relaunch. Beyond the technical setup, they gave us a clear roadmap to scale our digital presence. The difference in how prospects experience our brand is night and day.
Their team helped us connect our booking funnels with automation and remarketing. We saw more qualified leads from the U.S. and Europe, and our local SEO visibility went up significantly.
What impressed me most was the speed: in less than 30 days we had HubSpot, GA4, and our first campaigns running. The reporting makes it easy to see ROI week after week.
