How a CRM Strategy Helped This Infrastructure Startup Raise $5M+

“We’ve had HubSpot for over two years… and we don’t even know what we’re doing with it.”

That’s what a founder told me on our first call. They had a groundbreaking technology, a revolutionary plasma tunnel-boring system, but their internal systems weren’t keeping pace and funding rounds were coming up quick.

What they had:

• A paid CRM platform (HubSpot)

• A growing list of stakeholders and potential investors

• A need to communicate clearly and consistently

What they didn’t have:

• A CRM strategy

• A functional outbound strategy

• Clear and consistent branded messaging 

The Fix

Over the following weeks, we rebuilt their HubSpot instance to reflect how they actually operate, launched segmented newsletters to prospects and investors, rolled out direct email campaigns for sales and partnerships and organized recurring webinars to update investors on progress

This wasn’t just a tech fix, but a strategic realignment of how they communicated with the people that mattered most.

The Outcome

Over the next two years, my client raised more than $5 million in investment capital! 

More importantly, they went from feeling unsure about their tools to confidently using their CRM to build meaningful, scalable relationships with investors, and eventually, prospects. They were able to exceed their investment goals and attract a pipeline at the same time which transitioned beautifully into launching a larger scale partner program. This client now feels much more confident with their tailored instance and their consistent pipeline is a testament to this. 

The Takeaway

If you're paying for a CRM but not seeing results, the issue might not be the platform, it might be the lack of a plan and while it's not an ideal position to be in, it doesn't mean your investment is wasted. 

At Get to Market Consulting, I help small and mid-sized businesses:

• Optimize or rebuild crucial systems (like HubSpot)

• Align revenue teams through RevOps strategy

• Turn underutilized tools into systems that drive growth

Want to see the full case study? Visit GetToMarket.io for more client stories or to book a 1-hour consulting session.