Pup Social had leads arriving faster than their process could handle. In three weeks we rebuilt their HubSpot CRM and shipped more than 30 automated workflows — and every lead that comes in now gets processed and worked.
Pup Social is a growing pet-services business. Like most businesses at that stage, the systems that worked at ten leads a month started breaking at a hundred — not because anyone was doing a bad job, but because the process depended on people remembering things.
We don't install a template and leave. Every workflow was designed around how Pup Social actually works.
Before building anything, we mapped their existing data and current working process — what happens today, who does it, and where it breaks.
We designed the automation logic around those findings and reviewed it with the team, so the system matched reality rather than an idealized version of it.
Their HubSpot CRM was optimized and more than 30 workflows were built — lead capture, routing, follow-up, and internal notifications — each tested against real scenarios.
SOPs, training materials, and recorded tutorials so the team could run and trust the system without depending on us.
A connected system rather than a pile of disconnected automations.
Pipeline stages, properties, and record structure rebuilt around how Pup Social actually sells — so the CRM reflects the business instead of fighting it.
Every enquiry captured, assigned, and routed automatically — no lead depends on someone spotting it in an inbox.
Timely, consistent follow-up that runs whether or not anyone remembers — the single biggest driver behind leads no longer going cold.
A shared, current view of every lead and deal, so the team can see status at a glance instead of reconstructing it.
Written standard operating procedures so the process survives staff changes and doesn't live only in someone's memory.
Video walkthroughs and training materials so the team could adopt the new system with confidence — and onboard new staff without us.
The full review from Pup Social, published with permission.
“They optimized our HubSpot CRM, built automated workflows for lead management and follow-up, and created a scalable system that has improved our efficiency and customer journey. Their work has reduced manual tasks, improved lead response times, and given our team greater visibility into our sales pipeline.”
“What impressed us most was Smoothly's commitment to ensuring long-term success. They provided comprehensive SOPs, training materials, recorded tutorials, and ongoing support, making it easy for our team to adopt the new systems with confidence.”
Ongoing partnership since April 2026 · Published with the client's permission
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