The Free Agent
FounderScale Case Study
At a Glance:
Client:
The Free Agent LLC
Industry:
Consulting
Location:
Atlanta, Georgia
Company Size:
1-10 Employees
Background
The Free Agent is a consulting agency in Atlanta that hired FounderScale to help audit and ultimately rebuilt it's HubSpot stack.
Services Provided:
- HubSpot Installation & Optimization
- Sales KPI Setup
- Module Audits & Best Practice Consulting
“The team knew what was needed and how to drive the conversation to the desired outcome.”
Core Problems to Solve
Self-installation gaps
After three months of DIY implementation, the internal team realized HubSpot’s full capabilities weren’t being leveraged.
Incorrect module usage
Certain HubSpot tools were misconfigured, limiting automation, visibility, and scalability.
Lack of sales & marketing integration
The team needed strategic guidance to unify marketing and sales tools within the platform for maximum ROI.
Quick Wins
Identified misused modules and corrected inefficiencies across the HubSpot stack
Completed a full platform audit and rebuild with guidance from certified experts
The Solution
FounderScale delivered expert consulting through a 10-hour project engagement that included:
- A comprehensive HubSpot audit of sales and marketing modules
- Real-time working sessions with subject matter experts
- Hands-on corrections and enhancements to key modules (sales KPIs, pipelines, templates, reporting)
- Strategic guidance to align tools with business objectives
FounderScale met weekly with the client to ensure every element of the HubSpot ecosystem was properly configured and performing as intended.
“We thought we had done a pretty good job internally, but quickly realized we had only scratched the surface.”
“There didn’t seem to be any lost minutes—no Googling or guessing. They knew the platform inside and out.”
"We needed to get HubSpot right—and FounderScale made sure we did."
Summary (TLDR)
- HubSpot rebuilt and optimized for full capability
- Misused tools identified and corrected
- Client now fully confident using HubSpot as a growth engine
- Highly communicative, deadline-driven process
- Cost-effective and strategic use of consulting hours
Schedule a Consultation
FounderScale helps founder-led companies cut through the noise and generate real growth.