Case Study
Streamlining Marketing Operations and Driving Adoption at Kershner Office
Challenge
Kershner Office is a company operating in the office solutions space, providing design, furnishing, and workspace services. As the company’s marketing efforts matured, the team sought a more structured and automated approach to lead management, segmentation, and performance tracking. With multiple team members at different experience levels with HubSpot, they turned to No Bounds Digital for implementation and optimization support.
At the outset, Kershner’s marketing team had mixed levels of familiarity and comfort with HubSpot. This disparity created initial misalignment in expectations and slowed early progress. Additionally, while leadership had clear strategic goals, practical user needs at the operations level required equal attention. These dynamics demanded a flexible, communicative approach to scope management and stakeholder engagement throughout the project.
Goals
Kershner Office aimed to build a strong foundation in HubSpot to support efficient marketing operations.
Their objectives included:
- Establishing infrastructure for segmentation and marketing automation.
- Implementing lifecycle stages and lead statuses to track early-stage opportunities.
- Designing and integrating custom properties to support performance tracking.
- Setting up dashboards to monitor marketing KPIs.
- Delivering training for independent platform use by the internal team.
Solution
No Bounds Digital implemented a comprehensive HubSpot setup, tailored to Kershner’s evolving needs. This included the configuration of subscription types, lead statuses, and lifecycle stages aligned with their marketing process. Custom properties were built to track critical data, while automation workflows streamlined the lead handoff process and supported re-engagement eff orts. A final training and Q&A session was held to ensure the marketing team could confidently manage their new system independently.
Results
Kershner Office now operates within a clean, efficient HubSpot environment. The marketing team actively uses automation to manage leads, maintain data hygiene, and monitor campaign performance through dashboards. The final training ensured all users gained confidence in leveraging HubSpot tools, with leadership expressing high satisfaction with the collaborative and knowledgeable approach of No Bounds Digital.
Impact
The project created lasting benefits for Kershner’s marketing operations:
- 100% of the marketing team trained and confident in using HubSpot tools.
- Improved data consistency through structured custom properties.
- Enhanced stakeholder engagement thanks to mid-project scope alignment.
- Higher adoption rates driven by hands-on sessions and clear documentation.
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