All case studies
Case study 02

The 90-Day Marketo to HubSpot Rescue Mission

Took over a stalled, high-risk Marketo-to-HubSpot migration with a hard 90-day deadline. Delivered the complete end-to-end migration, protecting more than $300,000 in software and agency investment.

01

The friction

The company was facing a major financial and operational crisis. It had three months left to migrate from a legacy Marketo instance to HubSpot, but lacked the internal resources to execute the move. With the deadline closing in, leadership planned to abort the migration.

Cancellation would have been costly: the company was locked into the first year of HubSpot, contractually obligated to pay an external agency a $50,000 retainer regardless of the outcome and facing a $250,000 Marketo renewal just to keep operations running. It needed a rescue operation that could hit the deadline and salvage the investment.

02

The solution

  1. 01

    Rapid data architecture & import

    Took complete ownership of the migration. Mapped and imported all legacy contact and company records from Marketo, maintaining data hygiene and establishing accurate field mapping in HubSpot.

  2. 02

    Workflow & attribution engine

    Built the automation engine from the ground up, writing and deploying more than 500 custom workflows. This included robust global attribution workflows to preserve source data across the funnel.

  3. 03

    Asset & integration deployment

    Standardized the marketing infrastructure with global forms and scalable email templates. Managed the end-to-end technical integrations that connected the new HubSpot instance to the wider go-to-market stack.

03

The impact

Measurable change across cost, performance and operating resilience.

$300K+

Capital rescued

Met the 90-day deadline, enabling the company to sunset Marketo, avoid the $250,000 renewal and protect its HubSpot and agency investments.

Zero

Operational downtime

Transitioned marketing and sales routing to HubSpot without losing lead velocity or system integrity.

500+

Workflows deployed

Left the team with a modern, highly automated HubSpot instance governed by global assets instead of fragmented legacy logic.