Challenge
Untappd, a leading platform for beer enthusiasts, needed to improve the efficiency and consistency of its marketing operations within HubSpot. As the company scaled its marketing efforts, the team faced several interconnected challenges:
- Creating and standardizing email and landing page templates for ongoing campaign execution.
- Cleaning and organizing data that had been synchronized from Salesforce, including lifecycle stage inconsistencies and contact management issues.
- Building reliable marketing reporting, particularly around Marketing Qualified Leads (MQLs), to provide leadership with clear visibility into marketing performance and funnel progression.
- Establishing a framework that would allow the marketing team to maintain and expand these processes independently over time.
Solution
No Bounds Digital partnered with Untappd to strengthen the foundation of its HubSpot environment and create a more scalable marketing operations framework.
The engagement focused on three key areas:
Template Standardization
No Bounds Digital worked with Untappd to modernize and optimize their email and landing page templates. Custom modules were developed to support the types of content the marketing team regularly produced, eliminating the need to force content into generic layouts and helping maintain a consistent brand experience across campaigns.
Data Management and Cleanup
The team reviewed Salesforce-to-HubSpot synchronization processes and addressed data quality concerns, including lifecycle stage management and contact organization. By improving data governance practices, Untappd gained greater confidence in the accuracy of its marketing database and reporting outputs.
MQL Reporting and Funnel Visibility
No Bounds Digital collaborated with Untappd to design reporting that tracked:
- Total marketing contacts
- Contacts engaged through email marketing
- New MQLs generated
- Funnel progression from MQL through demo requests, free trial signups, and lead nurturing stages
The result was a more structured reporting framework that provided marketing leadership with actionable insights and improved visibility into campaign effectiveness.
Results
While specific performance metrics were not documented, the engagement delivered several measurable operational benefits:
- Standardized email and landing page assets for faster campaign deployment.
- Improved data consistency between Salesforce and HubSpot.
- Enhanced visibility into marketing funnel performance and MQL progression.
- Reduced manual effort required to create recurring reports.
- Increased confidence in marketing data used for strategic decision-making.
- Established a scalable foundation for future marketing growth and optimization.
Conclusion
Untappd's investment in marketing operations modernization helped create a more efficient and repeatable approach to campaign execution and reporting. By improving templates, strengthening data quality, and building more reliable MQL reporting, the company positioned its marketing team to operate with greater consistency and insight.
No Bounds Digital specializes in helping organizations unlock the full value of HubSpot through CRM optimization, marketing automation, reporting, integrations, and scalable operational processes. By combining technical expertise with strategic guidance, No Bounds Digital enables growing organizations like Untappd to build systems that support long-term success and measurable business outcomes.
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