Case Study

Smarter Equipment Sales Through HubSpot Automation

Sales Hub • Marketing Hub • Content Hub

Challenge

Lewis & Clark is a global leader in the pre-owned Surface Mount Technology (SMT) equipment industry, helping manufacturers buy and sell complex production equipment around the world. As the business continued to grow, the company faced increasing challenges managing inbound inquiries, assigning opportunities efficiently, nurturing prospects, and maintaining consistent communication throughout lengthy buying and selling cycles.

The team was handling leads across multiple equipment categories, managing high-value transactions involving numerous stakeholders, and relying on manual processes for follow-up, deal management, and customer communications. They also wanted to upgrade their marketing capabilities, improve visibility into sales performance, and create a more scalable process for future growth.

Lewis & Clark needed a solution that would streamline operations, automate repetitive tasks, improve lead engagement, and provide better reporting across their sales and marketing efforts.

Solution

No Bounds Digital partnered with Lewis & Clark to implement a comprehensive HubSpot automation and onboarding initiative designed to improve operational efficiency and create a scalable revenue engine.

The engagement included a full HubSpot Marketing Pro onboarding alongside custom sales and marketing automation development.

Sales Process Automation

No Bounds Digital designed and implemented automated deal creation and assignment workflows that instantly routed inbound buyer and seller inquiries to the appropriate sales representatives. This eliminated manual lead distribution and ensured prospects received timely follow-up.

The team also reviewed and optimized Lewis & Clark's equipment buying and selling pipelines, introducing automated deal reminders and stage-based notifications to keep opportunities moving forward and reduce the likelihood of missed follow-ups.

To improve reporting and operational visibility, custom properties and structured data fields were developed for:

Closed won reasons
Closed lost reasons
Product categories
Equipment manufacturers
Accounts payable contacts
Shipping information
Commission tracking
Billing details

Marketing Automation & Lead Nurturing

No Bounds Digital created a Content Marketing Blueprint specifically tailored to Lewis & Clark's audience of equipment buyers and sellers.

The blueprint included automated lead nurturing workflows designed to educate prospects, build trust, and guide contacts through the buying journey using personalized content and targeted communications.

The team also implemented automated new product notification campaigns, allowing Lewis & Clark to proactively notify interested contacts whenever relevant equipment became available. This enabled the sales team to connect inventory with qualified buyers faster and more efficiently.

SMS Integration

To further improve engagement rates, No Bounds Digital integrated text messaging capabilities into HubSpot and developed multiple SMS workflows for reminders, follow-ups, and customer communications.

This created additional touchpoints throughout the customer journey and helped Lewis & Clark maintain communication across channels.

HubSpot Marketing Pro Onboarding

As part of the project, No Bounds Digital successfully onboarded Lewis & Clark onto HubSpot Marketing Pro and delivered:

Marketing email templates
Landing page templates
Subscription management configuration
Lead scoring setup
Lifecycle stage architecture
Marketing contact segmentation
Automated alerts for high-value leads
Reporting dashboards
Custom reports
User training and documentation

The onboarding ensured the Lewis & Clark team could confidently manage and expand their HubSpot environment long after project completion.

Results

By implementing a combination of sales automation, marketing automation, reporting enhancements, and Marketing Hub onboarding, Lewis & Clark established a significantly more scalable revenue operations framework.

Key outcomes included:

Automated routing of buyer and seller inquiries, reducing lead response times.
Streamlined sales pipeline management through automated reminders and notifications.
Improved visibility into sales performance through custom reporting and structured data.
Increased engagement through automated email and SMS nurturing campaigns.
Better alignment between marketing and sales teams through lifecycle stage management and lead scoring.
Faster communication of newly available inventory to interested prospects.
Reduced manual administrative workload, allowing the sales team to focus on relationship building and revenue generation.
A fully configured HubSpot Marketing Pro environment designed to support long-term growth.

Conclusion

Lewis & Clark recognized that continued growth required more than additional effort—it required better systems. Through a combination of HubSpot Marketing Pro onboarding, sales automation, lead nurturing, SMS integration, and advanced reporting, No Bounds Digital helped transform manual processes into scalable workflows that support both operational efficiency and customer engagement.

As a Diamond HubSpot Solutions Partner, No Bounds Digital specializes in helping organizations streamline operations, improve customer experiences, and maximize the value of their HubSpot investment. Whether implementing automation, onboarding new HubSpot hubs, optimizing CRM processes, or building advanced reporting systems, No Bounds Digital helps businesses create scalable foundations for sustainable growth.