Ca-design-Patners

From Foundations to Scale: What We Implement for Miami B2B Teams

We start by laying rock-solid HubSpot foundations so your pipeline runs the way your business actually sells. Sales and Service Hubs are configured end to end, and Marketing Hub is added when needed. Stages reflect your language—RFQ, Proposal, Bid, Closed—while lifecycle and lead status keep marketing, sales, and service aligned. We map properties and any required custom objects to mirror your quoting, delivery, or field-service realities. Lead scoring, assignment rules, SLAs, and notifications ensure the right person moves next, every time.
HS
Clean data is non-negotiable.
We fix fields, normalize values, and deduplicate records so reports stop lying. We align your GA4 and HubSpot conversion taxonomy, document a governed property dictionary, and enforce merge/naming rules with pre- and post-audits. From day one, contacts, companies, deals, and tickets are reliable, searchable, and attribution-ready. That clean foundation unlocks accurate forecasting and KPI visibility for Miami-Dade teams—without the rework, noise, and manual patching that usually follow a rushed CRM rollout.
DAtq
Migrations & Data Hygiene

Coming from spreadsheets, Pipedrive, Zoho, Salesforce, or a legacy database? We migrate to HubSpot with zero sales downtime. We map properties and custom objects to your process, preserve notes, emails, activities, and attachments, and import in controlled stages validated in a sandbox. Deduplication and data enrichment are built in. We pilot with a cohort, train your team, and cut over with a rollback plan, so day one on HubSpot feels familiar—only cleaner, faster, and fully auditable.

Integrations & Automation
Integrations & Automation
We connect your stack and remove busywork with SLA-backed automations. Using Make.com or n8n, we integrate ERP/inventory, quoting tools, help desks, calendars, and WhatsApp Cloud with HubSpot. Every flow ships with QA, monitoring, and alerting—so failures surface in minutes, not weeks. Ownership rules, SLAs, and handoffs are encoded into the workflows, while runbooks make operations repeatable across Miami locations. Result: fewer manual tasks, faster response times, and a pipeline that stays in sync end to end.
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No playbooks or sequences to scale outreach and support

Why Ca Design for HubSpot in Miami

  • We configure Google Business Profile (GBP) and local SEO for Miami-Dade and neighborhood intent—Brickell, Doral, Coral Gables, Wynwood, Hialeah, and Miami Beach. Expect location pages/sections, review operations, and citation management baked into your HubSpot stack.

  • Data-first: we measure CAC, CVR, SQLs, and time-to-close from day one.
  • SLA-backed integrations: Make.com/n8n and WhatsApp Cloud with QA, monitoring, and alerts.
  • Open stack: HubSpot + GA4 + your ERP/helpdesk—no forced tools.
  • LLM/chatbot SEO: structure your knowledge base (RAG) so humans and bots can find answers.
  • Local-first playbooks: pipelines, sequences, and templates tailored to Miami B2B industries (AEC, energy/electrical, supply chain, security, professional services, B2B tourism/DMCs).
Talk to an Industry Specialist

HubSpot Onboarding Results in Miami

We implement HubSpot to improve pipeline health and speed—not just add another tool. Every rollout is tied to measurable outcomes and a clean, auditable data layer.

What Miami B2B teams typically see :
Ca - 1
Ca - 58
Ca - 2
Ca - 10
Ca - 7
Ca - 21
Ca - 16
Ca - 31
Ca - 222
Ca - 39
Ca - 32
Ca - 48
Ca - 44
Ca - 51
Ca - 34
Ca - 17
Ca - 15
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marketing (3)
40 %

Qualified leads and SQLs

dashboard
50 %

Conversion rate on key stages

ai
12 %

Time-to-first-response

Number 2

Side-by-side highlights

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HubSpot Onboarding — go live in 30 days, without losing control.

Pipelines & objects: We configure Sales and Service (and Marketing if applicable) with stages that match your process—RFQ, Proposal, Bid, Closed. Lifecycle and lead status are aligned, and the right properties and custom objects are mapped so reporting is clean from day one.

Sequences & playbooks: Outreach that actually runs. We ship new-lead, stalled-deal, and post-demo sequences, plus call scripts, objection handling, and templates. Routing, ownership, and SLAs are encoded so handoffs don’t slip.

Tickets, SLAs & knowledge base: For Service Hub, we build ticket pipelines with response/resolution SLAs, escalation rules, and a knowledge base structure (articles/FAQs/how-tos) your team can maintain.

Tracking & attribution: GA4 + GTM events, a governed conversion taxonomy, and HubSpot tracking. You’ll get executive visibility in Looker Studio and audit trails for every key conversion.

Integrations (SLA-backed): One priority integration included in onboarding—typically ERP/Inventory ↔ HubSpot, Helpdesk ↔ CRM, or basic WhatsApp Cloud. Every flow ships with QA, monitoring, and alerts so it doesn’t quietly break.

AI & chatbots (optional add-on): Web/WhatsApp/voice bots tied to your knowledge base (RAG) to deflect simple questions and route high-value requests. Introduced after go-live if desired.

Implementation speed: 30 days typical (Starter). We baseline KPIs in week one and deliver training, a configuration doc, and a 90-day roadmap at handoff.

Starter (Onboarding core): Go live in 30 days with audited tracking, pipelines, sequences, dashboard, and one integration.
Growth (post-onboarding): Layer technical SEO, WhatsApp flows, and two additional integrations.
Scale (post-onboarding): Add RevOps, BI/BigQuery, server-side tagging, and AI bots—as your team is ready.

Automation focus: Sequences, ownership rules, SLAs, and notifications that keep marketing, sales, and service in sync from first touch to close and support.

Measurement focus: Clean GA4/GTM events, channel attribution views, and a KPI dashboard that matches your stages.

Scope assumptions: One brand/domain, two user roles configured, and one light integration during onboarding; further work can be scoped after go-live.

Miami-Dade focus: Built for teams in Brickell, Doral, Coral Gables, Wynwood, Hialeah, and Miami Beach—local pages, GBP, reviews, and citations are planned into the rollout.

 
 

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We lead our clients to success.

63168
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.

 

Fernanda López
Marketing Manager at Churrascos
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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.

 

Luis Ramírez
Co-Founder at Mozzo
11432
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.

 

Andrea Castillo
Director at Tour y Aventura
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Ca Design brought clarity to a very complex sales process. From pipelines to dashboards, our teams now collaborate with reliable data, and we’ve reduced friction in regional operations.
Carlos Jiménez
Regional Sales Operations Lead at Yobel SCM
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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.

 

Stephanie Morales
General Manager at Prestige

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Results We Target in 90 Days

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